NISM Series-XXI-A (Series-21A) PMS Distributors Certification Live Training - June 2025

Live Online Training | Starts 9th June 2025 | Duration: 3 Weeks

Master the foundational knowledge, regulatory framework, and sales best practices required to become a certified PMS Distributor. This live training program is designed for finance professionals and aspirants preparing for the NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination, providing them with a deep understanding of investment products, portfolio strategies, operational procedures, and ethical responsibilities in the PMS distribution ecosystem.

Course Highlights:

🗓️ Start Date: 9th June 2025
⏱️ Duration: 3 Weeks | 30 Hours of Live Training
✅Schedule: Monday to Friday | 7:00 PM – 9:00 PM
📌Language: Bilingual (English & Hindi)
✅Mode: 100% Online (Accessible from any device)
📲 Android App: BFSI Courses Academy Mobile App available
📽️ Recording Access: All sessions recorded and available for 1 year
✅Doubt Clearing Support: Valid for 1 year
📌Mock Tests: Free 1-year access to practice questions
✅Limited Seats Available – Enroll Early to Secure Your Spot

Meet Your Trainer: Devendra Negi, CFP

Founder & Chief Mentor at BFSI Courses Academy, Devendra Negi is a Certified Financial Planner with deep expertise in financial markets and regulatory certifications. A seasoned educator and former assistant professor at Graphic Era University, Dehradun and Ex-Bank of America employee, he has cleared multiple NISM exams, including Mutual Funds, Research Analyst, SORM, Investment Adviser, Equity Derivatives and others. His practical insights and structured teaching style have helped thousands succeed in their financial careers.

Who Should Attend?

• Professionals aspiring to become SEBI-registered PMS Distributors
• Wealth managers and financial advisors
• Employees of asset management firms and brokers
• Commerce and finance students
• Investment enthusiasts seeking advanced portfolio knowledge
• Existing Mutual Funds Distributors

Comprehensive Curriculum Aligned with NISM Series-XXI-A Certification:

1. Understanding Investments

• Investment vs. Speculation, Objectives & Risk
• Required rate of return, investment types & channels

2. Securities Markets Overview

• Structure of primary and secondary markets
• Key market participants and their roles

3. Equity & Fixed Income Investing

• Stock selection, intrinsic value, technical analysis
• Bond valuation, risks, and price volatility

4. Derivatives in PMS

• Types, benefits, structure & use in PMS portfolios

5. Collective Investment Vehicles

• Mutual Funds, REITs, InvITs, AIFs – legal & product structures

6. Role & Operations of Portfolio Managers

• Types of PMS, responsibilities, client onboarding, reporting

7. Portfolio Management Process

• Asset allocation, rebalancing, diversification strategies

8. Performance Evaluation

• Return and risk metrics, benchmarking, attribution

9. Taxation in PMS

• Tax implications across asset classes & for NRIs

10. Regulations & Ethics

• SEBI Regulations 2020, PMLA, Insider Trading norms
• PMS Distributor Code of Conduct & Investor Charter

💡 Why Choose This Training?

✔️ Covers full NISM XXI-A syllabus with updated regulatory inputs
✔️ Interactive live classes + recorded sessions
✔️ Daily 2-hour manageable format for working professionals
✔️ 1-year access to doubt support and practice tests
✔️ Real-time industry examples and exam-oriented preparation

🎯 Prepare. Qualify. Distribute.
Join the elite community of PMS Distributors by clearing the NISM Series-XXI-A Certification with confidence and clarity.

👉 Limited Seats Available – Enroll Now for June 2025 Batch!
📞 For assistance, contact us via WhatsApp (+91-9013775817)