🚀 Become an AMFI-Certified Mutual Fund Distributor or Get a job in Mutual Fund Company, Banks, Wealth Management Companies & Stock Brokers.

If you’re a student, banker, financial advisor, or professional looking to start or grow your career in mutual funds — this live training will help you clear the NISM Series V-A Mutual Fund Distributor Exam in one go!

🎯 Course Duration & Access

📅 10–15 Live Classes with Expert Faculty
🎥 1-Year Recording Access for Revision

Includes: Sample Papers • Free Mock Tests • Doubt-Solving Sessions • PDF Notes • Full Syllabus Coverage

📘 Course Curriculum

Module 1 – Investment Landscape

Financial Goals, Savings vs Investments

Asset Classes & Risk Management

Behavioral Biases & Risk Profiling

Asset Allocation & Role of Advisors

Module 2 – Concept & Role of Mutual Funds

What is a Mutual Fund & How It Works

Types of Mutual Fund Schemes

Growth & Structure of the MF Industry

Module 3 – Legal Structure of Mutual Funds

Structure & Constituents (AMC, Trustee, Custodian)

AMFI Role & Functions

Module 4 – Legal & Regulatory Framework

Role of SEBI, AMFI & RBI

Regulations, Due Diligence & Code of Conduct

Investor Grievance Redressal

Module 5 – Scheme Related Information

Offer Documents (SID, SAI, KIM)

Scheme Objectives, Plans, & Disclosures

Module 6 – Fund Distribution & Channel Management

Role of Distributors

Commission & SEBI Guidelines

Distributor vs Investment Advisor

Module 7 – NAV, Expense Ratio & Unit Pricing

Fair Valuation Principles

NAV Calculation, Loads, Dividends, & Expenses

Module 8 – Taxation of Mutual Funds

Taxation of MF Investments

Capital Gains, IDCW Tax, TDS & GST

Section 80C Benefits

Module 9 – Investor Services

NFO Process & Allotment

KYC & Systematic Plans (SIP, SWP, STP)

Cut-Off Timings, Nomination & TATs

Module 10 – Risk, Return & Performance

Risks in MF Investing

Measuring Returns (CAGR, XIRR) & Risk (SD, Beta)

SEBI Norms on Performance Disclosure

Module 11 – Mutual Fund Scheme Performance

Benchmarks & Indices

Sharpe, Treynor, Jensen Ratios

Tracking Error & Scheme Comparison

Module 12 – Scheme Selection

Investor Profiling & Riskometer

Selecting the Right Schemes & Options

Do’s & Don’ts for Recommendations

🧩 Additional Features

✅ 10–15 Interactive Live Sessions
✅ 1-Year Recording Access
✅ Topic-wise Notes & Slides
✅ Sample Papers + Free Mock Tests
✅ Dedicated Doubt-Solving Sessions
✅ Exam Strategy & Guidance Support
✅ Completion Certificate from Financial Adda Academy

⚠️ This is a training course fee only. NISM Exam Registration Fee (payable to NISM/AMFI) is not included.

🎯 Limited Seats for the Upcoming Live Batch!
👉 Learn. Practice. Pass NISM 5A with Confidence.