NISM VA - Mutual Fund Distributors

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Course Overview

Schedule of Classes

Course Curriculum

12 Subjects

Chapter 1 - Investment Landscape

10 Exercises • 10 Learning Materials

1.1 Start with Why (4mins)

Start with Why

Video

00:04:04

FREE

Quiz on 1.1

Exercise

FREE

1.2 Financial Goal Setting Process (4mins)

Financial Goal Setting Process

Video

00:04:26

Quiz on 1.2

Exercise

1.3 Goal Timelines, Inflation and Pool Approach (7mins)

Goal Timelines, Inflation and Pool Approach

Video

00:07:17

Quiz on 1.3

Exercise

1.4 Savings vs Investments (4mins)

Savings vs Investments

Video

00:04:08

Quiz on 1.4

Exercise

1.5 Understanding Asset Classes (9mins)

Understanding Asset Classes

Video

00:09:04

Quiz on 1.5

Exercise

1.6 Investment Risks and Risk Management (13mins)

Investment Risks and Risk Management

Video

00:12:33

Quiz on 1.6

Exercise

1.7 Behavioural Biases (9mins)

Behavioural Biases

Video

00:09:21

Quiz on 1.7

Exercise

1.8 Risk Profiling and Asset Allocation (9mins)

Risk Profiling and Asset Allocation

Video

00:08:52

Quiz on 1.8

Exercise

1.9 Rebalancing and DIY vs Professional Help (6mins)

Rebalancing and DIY vs Professional Help

Video

00:06:26

Quiz on 1.9

Exercise

Chapter - 1 Quiz

Exercise

Chapter - 1 Notes

Chapter Notes

PDF

NISM VA Exam - 1

NISM VA Exam - 2

NISM VA Exam - 3 (100 Questions)

Chapter 2 - Concept & Role of a Mutual Fund

10 Exercises • 10 Learning Materials

2.1 Introduction to Mutual Funds (7mins)

Introduction to Mutual Funds

Video

00:06:41

Quiz on 2.1

Exercise

2.2 Investment Objectives and Key Concepts (13mins)

Investment Objectives and Key Concepts

Video

00:12:52

Quiz on 2.2

Exercise

2.3 Benefits and Limitations of Mutual Funds (8mins)

Benefits and Limitations of Mutual Funds

Video

00:08:00

Quiz on 2.3

Exercise

2.4 Classification: Structure, Management Style (15mins)

Classification: Structure, Management Style

Video

00:15:01

Quiz on 2.4

Exercise

2.5 Equity Schemes: 13 sub categories (16mins)

Equity Schemes: 13 sub categories

Video

00:15:49

Quiz on 2.5

Exercise

2.6 Debt Schemes: 17 sub categories (10mins)

Debt Schemes: 17 sub categories

Video

00:09:31

Quiz on 2.6

Exercise

2.7 Hybrid Schemes: 07 sub categories (10mins)

Hybrid Schemes: 07 sub categories

Video

00:09:46

Quiz on 2.7

Exercise

2.8 Life Cycle Funds & Other Schemes (5mins)

Life Cycle Funds & Other Schemes

Video

00:05:02

Quiz on 2.8

Exercise

2.9 Classification by Investment Universe (4mins)

Classification by Investment Universe

Video

00:04:16

Quiz on 2.9

Exercise

Chapter -2 Quiz

Chapter - 2 Quiz

Exercise

Chapter - 2 Notes

Chapter Notes

PDF

Chapter 3 - Legal Structure of Mutual Funds in India

5 Exercises • 5 Learning Materials

3.1 Introduction (4mins)

Introduction

Video

00:03:43

Quiz on 3.1

Exercise

3.2 Sponsor and Trustees & AMC (20mins)

Sponsor and Trustees & AMC

Video

00:20:13

Quiz on 3.2

Exercise

3.3 Service Providers — Custodian, RTA, Auditor and Platforms (14mins)

Service Providers — Custodian, RTA, Auditor and Platforms

Video

00:14:23

Quiz on 3.3

Exercise

3.4 AMFI and Investor Protection (9mins)

AMFI and Investor Protection

Video

00:08:59

Quiz on 3.4

Exercise

Chapter - 3 Quiz

Exercise

Chapter - 3 Notes

Chapter Notes

PDF

Chapter 4 - Legal and Regulatory Framework

6 Exercises • 6 Learning Materials

4.1 Introduction (4mins)

Introduction

Video

00:04:04

Quiz on 4.1

Exercise

4.2 SEBI’s Origin and Role (11mins)

SEBI’s Origin and Role

Video

00:11:00

Quiz on 4.2

Exercise

4.3 SEBI Advertisement Code (10mins)

SEBI Advertisement Code

Video

00:09:42

4.3 Quiz

Exercise

4.4 Investor Rights and Grievance Redressal (12mins)

Investor Rights and Grievance Redressal

Video

00:11:57

Quiz on 4.4

Exercise

4.5 AMFI Code of Conduct (5mins)

AMFI Code of Conduct

Video

00:05:14

Quiz on 4.5

Exercise

Chapter - 4 Quiz

Exercise

Chapter - 4 Notes

PDF

Chapter 5 - Scheme Related Information

5 Exercises • 5 Learning Materials

5.1 Why Scheme Documents Matter (5mins)

Why Scheme Documents Matter

Video

00:04:33

Quiz on 5.1

Exercise

5.2 SID and Fundamental Attributes (9mins)

SID and Fundamental Attributes

Video

00:09:17

Quiz on 5.2

Exercise

5.3 SAI, KIM and Addendum (8mins)

SAI, KIM and Addendum

Video

00:08:26

Quiz on 5.3

Exercise

5.4 Mandatory Disclosures and Fund Factsheet (8mins)

Mandatory Disclosures and Fund Factsheet

Video

00:08:29

Quiz on 5.4

Exercise

Chapter - 5 Quiz

Exercise

Chapter - 5 Notes

PDF

Chapter 6 - Fund Distribution and Channel Management Practices

7 Exercises • 7 Learning Materials

6.1 Role and Types of MFDs (8mins)

Role and Types of MFDs

Video

00:08:00

Quiz on 6.1

Exercise

6.2 Distribution Models and Digital Platforms (3mins)

Distribution Models and Digital Platforms

Video

00:03:23

Quiz on 6.2

Exercise

6.3 Becoming an MFD and Code of Conduct (8mins)

Becoming an MFD and Code of Conduct

Video

00:07:41

Quiz on 6.3

Exercise

6.4 Revenue (9mins)

Revenue

Video

00:09:22

Quiz on 6.4

Exercise

6.5 Commission Disclosure and Due Diligence (3mins)

Commission Disclosure and Due Diligence

Video

00:03:27

Quiz on 6.5

Exercise

6.6 Distributor vs IA, Nomination and Change of Distributor (7mins)

Distributor vs IA, Nomination and Change of Distributor

Video

00:06:44

Quiz on 6.6

Exercise

Chapter - 6 Quiz

Exercise

Chapter - 6 Notes

PDF

Chapter 7 - Net Asset Value, Total Expense Ratio and Pricing of units

5 Exercises • 5 Learning Materials

7.1 Fair Valuation (7mins)

Fair Valuation

Video

00:06:55

Quiz on 7.1

Exercise

7.2 Net Assets, NAV Meaning, Formula & Calculation (11mins)

Net Assets, NAV Meaning, Formula & Calculation

Video

00:10:45

Quiz on 7.2

Exercise

7.3 Total Expense Ratio and Its Impact (17mins)

Total Expense Ratio and Its Impact

Video

00:16:59

Quiz on 7.3

Exercise

7.4 Entry Load, Exit Load & Pricing of Units (13mins)

Entry Load, Exit Load & Pricing of Units

Video

00:13:11

Quiz on 7.4

Exercise

Chapter - 7 Quiz

Exercise

Chapter - 7 Notes

PDF

Chapter 8 - Taxation

6 Exercises • 6 Learning Materials

8.1 Taxation Basics and When Tax is Triggered (16mins)

Taxation Basics and When Tax is Triggered

Video

00:16:15

Quiz on 8.1

Exercise

8.2 Capital Gains Taxation (14mins)

Capital Gains Taxation

Video

00:14:22

Quiz on 8.2

Exercise

8.3 IDCW and TDS (3mins)

IDCW and TDS

Video

00:02:36

Quiz on 8.3

Exercise

8.4 Stamp Duty, STT, Set-off of Losses and GST (9mins)

Stamp Duty, STT, Set-off of Losses and GST

Video

00:09:29

Quiz on 8.4

Exercise

8.5 Dividend Stripping, Bonus Stripping and ELSS (10mins)

Dividend Stripping, Bonus Stripping and ELSS

Video

00:10:13

Quiz on 8.5

Exercise

Chapter - 8 Quiz

Exercise

Chapter - 8 Notes

PDF

Chapter 9 - Investor Services

6 Exercises • 6 Learning Materials

9.1 Investor Onboarding, Eligibility and KYC (13mins)

Investor Onboarding, Eligibility and KYC

Video

00:13:21

Quiz on 9.1

Exercise

9.2 Plans, Options and Account Statements (14mins)

Plans, Options and Account Statements

Video

00:13:56

Quiz on 9.2

Exercise

9.3 Transactions, Cut-off Timings and Time Stamping (10mins)

Transactions, Cut-off Timings and Time Stamping

Video

00:10:03

Quiz on 9.3

Exercise

9.4 Systematic Transactions and Redemption Process (12mins)

Systematic Transactions and Redemption Process

Video

00:11:44

Quiz on 9.4

Exercise

9.5 NFO, Allotment, Turnaround Times and Investor Protection (11mins)

NFO, Allotment, Turnaround Times and Investor Protection

Video

00:11:00

Quiz on 9.5

Exercise

Chapter - 9 Quiz

Exercise

Chapter - 9 Notes

PDF

Chapter 10 - Risk, Return and Performance of Funds

6 Exercises • 6 Learning Materials

10.1 Understanding Risk in Mutual Funds (9mins)

Understanding Risk in Mutual Funds

Video

00:09:03

Quiz on 10.1

Exercise

10.2 Factors Affecting Fund Performance (18mins)

Factors Affecting Fund Performance

Video

00:18:09

Quiz on 10.2

Exercise

10.3 Measures of Returns (5mins)

Measures of Returns

Video

00:04:52

Quiz on 10.3

Exercise

10.4 SEBI Return Representation and Investor-Focused Risk (4mins)

SEBI Return Representation and Investor-Focused Risk

Video

00:04:29

Quiz on 10.4

Exercise

10.5 Risk Measures and Credit-Risk Provisions (15mins)

Risk Measures and Credit-Risk Provisions

Video

00:15:21

Quiz on 10.5

Exercise

Chapter - 10 Quiz

Exercise

Chapter - 10 Notes

PDF

Chapter 11 - Mutual Fund Scheme Performance

4 Exercises • 4 Learning Materials

11.1 Benchmarking, PRI vs TRI & Choosing the Right Benchmark (15mins)

Benchmarking, PRI vs TRI & Choosing the Right Benchmark

Video

00:15:14

Quiz on 11.1

Exercise

11.2 Risk-Adjusted Performance Measures (13mins)

Risk-Adjusted Performance Measures

Video

00:13:13

Quiz on 11.2

Exercise

11.3 Tracking Error & Factsheets (8mins)

Tracking Error & Factsheets

Video

00:07:34

Quiz on 11.3

Exercise

Chapter - 11 Quiz

Exercise

Chapter - 11 Notes

PDF

Chapter 12 - Mutual Fund Scheme Selection

5 Exercises • 5 Learning Materials

12.1 Investor Need, Goal, Horizon and Risk Profile (10mins)

Investor Need, Goal, Horizon and Risk Profile

Video

00:10:29

Quiz on 12.1

Exercise

12.2 Asset Allocation, Age, Horizon and Core-Satellite Portfolio & Risk Levels (5mins)

Asset Allocation, Age, Horizon and Core-Satellite Portfolio & Risk Levels

Video

00:05:18

Quiz on 12.2

Exercise

12.3 Scheme Selection Based on Strategy & Across AMCs (7mins)

Scheme Selection Based on Strategy & Across AMCs

Video

00:06:47

Quiz on 12.3

Exercise

12.4 Growth, IDCW, SWP Options & Do's and Don'ts (12mins)

Growth, IDCW, SWP Options & Do's and Don'ts

Video

00:12:29

Quiz on 12.4

Exercise

Chapter - 12 Quiz

Exercise

Chapter - 12 Notes

PDF