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所在平台: Udemy |
课程主页: https://www.udemy.com/course/nism-v-a-mutual-fund-distributors-module/
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课程名称：NISM V-A 互惠基金分销商认证考试 课程概述：本课程基于NISM V-A互惠基金分销商模块的工作手册，以及我在资产管理公司工作超过8年的实践经验。课程涵盖了提升互惠基金行业销售、分销及相关支持服务质量的重要主题。内容包括互惠基金的基础知识、角色和结构、不同类型的互惠基金计划及其特征、会计、估值和税务等相关问题。同时，课程还讨论了计划评估的概念、对投资者及潜在投资者的服务。这将对想要深入了解印度互惠基金行业的人士大有帮助。 通过参加本课程，学员将能够： - 理解互惠基金的基本知识、角色和结构，以及不同类型基金计划的特征。 - 理解互惠基金在市场中的分销方式、如何评估基金计划，并能向市场中的投资者和潜在投资者推荐合适的产品和服务。 - 熟悉互惠基金及其分销过程中的法律、会计、估值和税务等方面。 该考试旨在为所有参与互惠基金销售和分销的人士建立一个共同的最低知识基准，包括： - 个人互惠基金分销商 - 从事互惠基金销售和分销的组织员工 - 特别是那些从事互惠基金销售和分销的资产管理公司员工。
This course is based on the workbook of NISM V-A Mutual Fund Distributors module and my practical life experience of working with AMCs for more than 8 years.The course covers all important topics to enhance the quality of sales, distribution and related support services in the mutual fund industry. It covers topics related to the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features, accounting, valuation and taxation aspects underlying mutual funds and their distribution. The course also discusses the concept of scheme evaluation, services to investors and prospective investors. It will be immensely useful to all those who want to have a better understanding of Indian mutual fund industry.Post attending this course, candidate will - • Know the basics of mutual funds, their role and structure, different kinds of mutual fund schemes and their features.• Understand how mutual funds are distributed in the market-place, how schemes are to be evaluated, and how suitable products and services can be recommended to investors and prospective investors in the market.• Get oriented to the legalities, accounting, valuation and taxation aspects underlying mutual funds and their distribution.The examination seeks to create a common minimum knowledge benchmark for all persons involved in selling and distributing mutual funds including:• Individual Mutual Fund Distributors• Employees of organizations engaged in sales and distribution of Mutual Funds• Employees of Asset Management Companies especially persons engaged in sales and distribution of Mutual Funds
