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Digi – New IFA Preparatory Module – NISM

VA-2 Days Program

As part of  empowering Skill and  learning in the field of Financial  Service,  this program facilitates entry of a student and professional into  Asset Management Business. Anybody aspiring  to  engage with  Mutual  Fund  Industry  in   capacity either  as   an  employee or  as  a  financial  advisor  needs to clear    NISM VA –  Mutual fund  Distributor module to fulfill the Regulatory criterion.  This Module is must for anybody willing to associate with Mutual fund/ Capital marker or with any financial intermediary.

Program Details :—-

The program for  Mutual  Fund  Industry  will  follow the  curriculum  as prescribed by Indus try Regulator  SEBI through NISM – National Institute of Security Market.  The participant will be provided with 2 days class room engagement on subject and  on line  learning  material for  practice  and revision as part of preparation.  We  will  provide c andidate with study material, Sample question and answer and verbal guidance. Candidate will be further supported through online and off line mock test.

Following the program participant will appear for NISM VA module of examination  by  NISM.  The  NISM VA-examination  is  conducted in an on line format for 100 marks and in MCQ objective assessment format. The successful candidate will be awarded with NISM – VA certification which makes one Industry ready on all counts.

Program Curriculum: —   Day – 1:–

  1. Concept and Role of Mutual Fund.
  2. Fund Structure and Constituent.
  3. Legal and regulatory Environment.
  4. Offer Document
  5. Fund Distribution and Channel Management Practice.
  6. Accounting Valuation and Taxation

Program Curriculum: —   Day – 2:–

  1. Investor Services
  2. Return, Risk and performance of Fund.
  3. Scheme Selection.
  4. Selecting the Right Investment Product.
  5. Helping Investor with Financial Planning.
  6. Recommending Model Portfolio and Financial Plans.

Fee:–

As an introductory program, we are offering  this  program on  conditional  terms to limited  number of participant (Batch Size – 35). However the participant will have to bear the cost NISM – VA Examination which is paid to NISM – Mumbai @1500/- per candidates. The examination fee shall be deposited at the time of Registration for Training of this Program.

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