Find the NISM 5A Exam Syllabus Table Below

Exam Objectives

● Understand the fundamentals of mutual funds, their operation and structure, as well as the many types of mutual fund schemes and their characteristics.

● Understand the market distribution of mutual funds, how to analyze MF schemes, and how to offer acceptable products to customers and prospective investors.

● Learn about the legalities, accounting, valuation, and tax implications that underpin mutual funds and their distribution procedure.

● Learn about financial planning as a method of investing in mutual funds and as a way for MF distributors to build long-term relationships with their clients.