Description
The objective of the examination is to provide a standard minimum knowledge requirement for everyone who sells and distributes mutual funds, including:
- Distributors of Individual Mutual Funds
- Staff members of companies that sell and distribute mutual funds
- Staff Members in Asset Management Businesses, particularly individuals, involved in Mutual Fund distribution and sales
- The certification seeks to improve the mutual fund industry's sales, distribution, and associated support services' quality.
Highlight
- Discover the fundamentals of Indian securities markets as well as the various lingo used in the debt and equities markets.
- Find out about the approaches to fundamental research that are top down and bottom up.
- Recognize the main forces influencing the industry and the data sources used in industry analysis.
- Recognize the differences between the qualitative and quantitative aspects of company analysis.
- Recognize the characteristics of an excellent research report.
Sample Paper
Set 1
No of Questions : 25
Time : 25 Minutes
Set 2
No of Questions : 25
Time : 25 Minutes
Set 3
No of Questions : 25
Time : 25 Minutes
Objective
After successful completion of the Mutual Fund Distributors Exam, the applicant ought to:
- Understand the fundamentals of mutual funds, their purpose and structure, as well as the many types and attributes of mutual fund schemes.
- Recognize how schemes are to be assessed, how mutual funds are distributed in the market, and how appropriate goods and services can be suggested to current and potential investors.
- Learn about the taxation, accounting, valuation, and legal issues that surround the distribution of mutual funds.
- Learn about financial planning as a mutual fund investing strategy, which can help mutual fund distributors build enduring relationships with their clients.
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