NISM Series V-B: Mutual Funds Foundation Certification Examination


(inclusive of taxes)
72 students enrolled

Listed In
NISM Certification Preparatory
3 Years
Self-Paced Recorded
Kredent Academy

Course Highlights

  • 16 Videos
  • 3+ hours of content
  • 10 Supplementary Study Materials 



National Institute of Securities Market(NISM) , has been formed by SEBI as a public trust . It's primary objective  is to promote education and research of the Indian Securities Market. NISM  meets the  educational needs of  the various market participants such as investors, issuers, policy makers, regulatory staff, intermediaries, etc. It has been given the  responsibility of carrying out certification examinations for various professionals working in different  parts of the Indian Securities Market.

NISM Series VB: Mutual Funds Foundation Certification Examination aims  to create an accepted basic   knowledge standard  for the new group of distributors associated with selling and distribution of simple as well as performing mutual fund schemes.

This certification seeks to increase the quality of sales ,distribution and other associated support services in the mutual funds sector.


This preparatory course will enable the students:

  • To gain knowledge on the basics of mutuql funds their role ,their structure,different mutual fund schemes and their features.
  • To understand  the distribution, evaluation, and recommendation process of different mutual fund schemes.
  • To have a clear idea of the rules and regulations associated with the distribution of specified products.
  • To know about  the basics of fianancial planning as a method of investing in mutual funds.


This programme will help  theparticipants to prepare exhaustively for the NISM Certification Examination.The participants of NISM Series V(B) : Mutual Funds Foundation Certification Examination course will be provided with a series of prepatory videos,free email query,online student's community support where they can post their queries .There are NISM Series V(B)  mock tests designed after each session to check and ensure the level of understanding of the students.All the knowledge content is provided by Kredent Academy.


Topics Covered

  • Concept and Role of a Mutual Fund 
  • Fund Structure and Constituents
  • Mutual Fund Products
  • Performance of Mutual Funds
  • Mutual Funds Taxation
  • Offer Documents
  • Fund Distribution Channels and Practices
  • Investor Transactions
  • Investment Options ,Plans and Services
  • Asset Classes:Investment Rationale&Approaches
  • Financial Planning Concepts 
  • Helping Investors with Financial Planning
  • Legal & Regulatory Environment

Intended Participants

The following   individuals can take NISM-Series-V-B: Mutual Funds Foundation Certification Examination:

  • Postal agents
  • Retired government and semi-government officials (class III and above or equivalent) with a service of at least 10 years
  • Retired teachers with a service of at least 10 years
  • Retired bank officers with a service of at least 10 years, and other similar persons (such as Bank correspondents) as may be notified by AMFI/AMC from time to time


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NISM Series V-B: Mutual Funds Foundation Certification Examination is a preparatory course designed to aid you in your preparation for the final NISM Series V-B: Mutual Funds Foundation Certification Examination. There are mock tests designed after every section of the course to test the understanding of the students. These mock tests have been designed in a similar pattern as it will be in the NISM final examination to help the learners in preparing for the final examination.

After successfully completing the preparatory course, if you want to take up the final NISM examination conducted by NISM, then follow the following steps:

NISM Series V-B: Mutual Funds Foundation Certification Examination is to given at NISM Exam Centres.For this the participants have to do the following:

Other Details:

  • Mode of Examination: Online
  • Pattern of Questions: 50 multiple choice based questions of 1 mark each
  • Duration: 2 Hours
  • Qualifying Marks: 25 marks.There is no negative marking for this module.
  • Course Outline: Click Here


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