Mutual Fund Distributors
Note : The book" Mutual Fund Distributors" consists of 12 chapters.The book is courseware for the certification.
Description
This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Mutual Fund Distributors (Level 2) Certification Examination. NISM-Series-V-C: Mutual Fund Distributors (Level 2) Certification Examination seeks to create common minimum knowledge benchmark for associated persons, i.e., distributors, agents or any persons employed or engaged or to be employed or engaged in the sale and/or distribution of mutual fund products and advisory functions, in order to enable a better understanding of features of advanced mutual fund products, fund valuation, fund performance measurements, investor service and related regulations.
The book covers advanced concepts of mutual funds such as Fund of Funds, Exchange Traded Funds, Real Estate Mutual Funds, Venture Capital Funds, Private Equity Funds and International Funds, new channels of distribution for mutual funds, fund valuation, fund performance measures, etc.
| Chapter No | Chapter name |
|---|---|
| Chapter: 1 | CONCEPT AND ROLE OF A MUTUAL FUND |
| Chapter: 2 | FUND STRUCTURE AND CONSTITUENTS |
| Chapter: 3 | LEGAL AND REGULATORY ENVIRONMENT |
| Chapter: 4 | OFFER DOCUMENT |
| Chapter: 5 | FUND DISTRIBUTION AND CHANNEL MANAGEMENT PRACTICES |
| Chapter: 6 | ACCOUNTING, VALUATION AND TAXATION |
| Chapter: 7 | INVESTOR SERVICES |
| Chapter: 8 | RETURN, RISK AND PERFORMANCE OF FUNDS |
| Chapter: 9 | SCHEME SELECTION |
| Chapter: 10 | SELECTING THE RIGHT INVESTMENT PRODUCTS FOR INVESTORS |
| Chapter: 11 | HELPING INVESTORS WITH FINANCIAL PLANNING |
| Chapter: 12 | RECOMMENDING MODEL PORTFOLIOS AND FINANCIAL PLANS |
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