Home > General > NISM's Mutual Fund Foundation | Examination Workbook V-B | Workbook Version - July 2020 | An Educational Initiative of SEBI
NISM's Mutual Fund Foundation | Examination Workbook V-B | Workbook Version - July 2020 | An Educational Initiative of SEBI

NISM's Mutual Fund Foundation | Examination Workbook V-B | Workbook Version - July 2020 | An Educational Initiative of SEBI

          
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About the Book

This book aims to create a common minimum knowledge benchmark for new cadre of mutual fund distributors, as per SEBI circular CIR/IMD/DF/21/2012 dated September 13, 2012, involved in selling and distributing simple and performing mutual fund schemes:Postal agentsRetired government and semi-government officials (class III and above or equivalent) with a services of at least 10 yearsRetired teachers with a services of at least 10 yearsRetired bank officers with a service of at least 10 years, and other person as may be notified by AMFI/AMC from time to time. This book aims to enhance the quality of sales, distribution and related support services in the mutual fund industry. This book also teaches financial planning as an approach to investing in mutual funds, and an aid for advisors to develop long-term relationship with their clients. It discusses the concept of scheme evaluation, recommendation of suitable products and services to investors and prospective investors. It will be immensely useful for all those who want to have a better understand of Indian mutual fund industry.The Present Publication is the July 2020 workbook version, published exclusively by Taxmann for NISM Certification Examination V-B [Mutual Fund Foundation], with the following noteworthy features:Know the basics of mutual fund, their role and structure, different kinds of mutual fund schemes and their featuresKnow how mutual funds are distributed in the market-place, how specified schemes are to be evaluated and how suitable schemes can be recommended by this cadre of distributors to prospective investorsKnow the rules and regulations related to distribution of specified productsCoverage of this book includes:o Investment Landscapeo Concept and Role of a Mutual Fundo Legal Structure of Mutual Fundso Mutual Fund Products for the new Cadre of Distributorso Scheme Related Informationo Fund Distribution and Channel Management Practices o Performance of Mutual Fundso Taxationo Investor Serviceso Legal and Regulatory EnvironmentAbout the AuthorNational Institute of Securities Markets (NISM) is an educational institution established by the Securities and Exchange Board of India (SEBI), the securities market regulator, in 2006. The Institute was established in pursuant to the Union Finance Ministers proposal, in his 2005-06 Budget Speech, to set up an institution for teaching and training intermediaries in the securities markets and promoting research. NISM is committed to its vision to lead, catalyze and deliver educational initiatives to enhance the quality of securities markets. The Institute conducts a wide range of capacity building programmes in securities markets from basic financial literacy to full-time post-graduation programmes. The Institutes six Schools of Excellence, viz., School for Certification of Intermediaries, School for Securities Education, School for Investor Education and Financial Literacy, School for Regulatory Studies and Supervision, School for Corporate Governance and School for Securities Information and Research upholds NISMs vision and works in synergy towards professionalizing the markets. . NISM is mandated by SEBI (Certification of Associated Persons in the Securities Markets) Regulations, 2007 to conduct certification examinations and continuing professional education programs for associated persons engaged by an intermediary. NISM also conducts certification examinations for other regulators like IBBI and PFRDA. NISMs certifications establish a single market-wide knowledge benchmark for different functions in the Indian securities market and enable the associated persons to advance their knowledge and skills.


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Product Details
  • ISBN-13: 9789390831517
  • Publisher: Taxmann
  • Binding: Paperback
  • Height: 40 mm
  • No of Pages: 304
  • ISBN-10: 9390831512
  • Publisher Date: 28 Feb 2021
  • Edition: Workbook Version - July 2020
  • Language: English
  • Width: 140 mm


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NISM's Mutual Fund Foundation | Examination Workbook V-B | Workbook Version - July 2020 | An Educational Initiative of SEBI
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