NISM Series VD
Specialized Investment Fund Distributors
Covers Specialized Investment Funds, the SEBI category that sits between mutual funds and portfolio management, and the rules for distributing them. Passing it lets you distribute SIF products alongside mutual funds.
Syllabus
- Investment Landscape
- Concept and Role of a Mutual Fund
- Legal Structure of Mutual Funds in India
- Legal and Regulatory Framework
- Scheme Related Information
- Fund Distribution and Channel Management Practices
- Net Asset Value, Total Expense Ratio and Pricing of Units
- Taxation
- Investor Services
- Risk, Return and Performance of Funds
- Mutual Fund Scheme Performance
- Mutual Fund Scheme Selection
- Basics of Derivatives
- Understanding the Index
- Introduction to Forwards and Futures
- Introduction to Options
- Strategies Using Equity Futures and Equity Options
- Introduction to Interest Rate, Interest Rate Instruments and Fixed Income Math
- Interest Rate Derivatives
- Exchange Traded Interest Rate Futures
- Exchange Traded Interest Rate Options
- Strategies Using Exchange Traded Interest Rate Derivatives