Course Highlights
- 16 Videos
- 3+ hours of content
Introduction
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.

About the Trainer
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Elearnmarkets is India’s leading online financial education platform with over 2.7 million users and 100+ market experts hosting finance courses and webinars in multiple languages. Our courses also include certifications from NSE Academy and are aimed at fostering the need for financial education amongst students, traders, and investors alike. With an app rating of 4.8, Elearnmarkets is available both on the iOS and Play Store.
What Will You Learn?
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.
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:
- To register for NISM Series V-B: Click Here
- To book your NISM Series V-B: Click Here
- To check out the test centres: Click Here
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