NISM Series-V-A (Series-5A) Mutual Fund Distributors Certification Live Training - June 2025

Live Online Training | Starts 30th June 2025 | Duration: 3 Weeks

This live training program is designed to help aspiring and active mutual fund distributors build a deep understanding of mutual funds and prepare effectively for the NISM Series-V-A: Mutual Fund Distributors Certification Examination. Structured for comprehensive learning, the course includes key concepts, regulatory updates, and best practices in distribution.

Course Highlights:

🗓️ Start Date: 30th June 2025
⏱️ Duration: 3 Weeks | 30 Hours of Live Training
📌Schedule: Monday to Friday | 3:00 PM – 5:00 PM (Afternoon Batch)
✅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?

• Individuals aspiring to become mutual fund distributors
• New and existing financial product distributors
• Insurance agents, bankers, and financial advisors
• Anyone preparing for the NISM V-A Certification Exam
• Anyone interested in gaining an in-depth understanding of mutual funds

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

1. Investment Landscape

• Understand investor goals, asset classes, risk profiling, asset allocation, and behavioral biases

2. Concept and Role of Mutual Funds

• Learn how mutual funds work, their classification, and the industry's growth in India

3. Legal Structure of Mutual Funds

• Explore the organizational and regulatory structure of mutual funds in India

4. Legal and Regulatory Framework

• Role of SEBI, AMFI, and compliance norms for mutual fund distributors

5. Scheme-Related Information

• Key mandatory and non-mandatory disclosures related to mutual fund schemes

6. Fund Distribution & Channel Management

• Distribution channels, eligibility criteria, SEBI-mandated commission disclosures, and compliance practices

7. NAV, Expense Ratio & Unit Pricing

• Understand NAV computation, loads, and pricing of segregated portfolios

8. Taxation of Mutual Funds

• Capital gains, dividend taxation, stamp duty, and tax benefits under Section 80C

9. Investor Services

• End-to-end mutual fund investment process, KYC, systematic transactions, and service timelines

10. Risk, Return & Performance of Funds

• Risk factors, return drivers, performance measurement metrics, and SEBI norms

11. Mutual Fund Scheme Performance

• Benchmarks, tracking error, performance disclosures, and evaluation tools

12. Mutual Fund Scheme Selection

• Choosing the right schemes based on investor goals, risk appetite, AMC selection, and key dos and don'ts

💡 Why Join This Training?

✔️ Comprehensive syllabus coverage in live interactive sessions
✔️ Expert bilingual instruction and practical insights
✔️ Mock tests, real-time Q&A, and 1-year recording access
✔️ Perfect for clearing the NISM V-A exam in the first attempt

🎯 Start your journey toward becoming a certified mutual fund distributor today.
📌 Join the June 2025 batch and learn from the best!

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