Mutual Fund Foundation / National Institute of Securities Markets

CHAPTER 1- Concept and role of a mutual fund;
CHAPTER 2- Fund structure and constituents;
CHAPTER 3- Mutual fund products;
CHAPTER 4- Performance of mutual funds;
CHAPTER 5- Mutual funds taxation;
CHAPTER 6- Offer document;
CHAPTER 7- Funds distribution & sales practices;
CHAPTER 8- Investor transaction;
CHAPTER 9-Investment services;
CHAPTER 10- Asset classes;
CHAPTER 11- Financial planning concepts;
CHAPTER 12- Helping investors with financial planning;
CHAPTER 13- Legal & regulatory environment;

This workbook has been developed to assist candidates in preparing for the NISM mutual funds foundation certificate examination. this book seeks to create common minimum knowledge benchmark for new cadre of mutual funds distributors, involved for selling and distributing simple and performing mutual fund schemes.
this book covers all important topics to impart basic knowledge of the mutual funds , their role and structure , various type of mutual fund schemes and their features , distribution of mutual funds, evaluation of specified scheme and rules of regulations related to distribution of specified products. it also covers basics of financial planning as an approach to investing in mutual funds and way of recommending suitable schemes by this cadre of distributors to prospective investors.