Description
The goal of the NISM-Series-XXI-B: Portfolio Managers Certification Examination is to establish a standard minimum knowledge requirement for principal officers and other staff members of PMS companies. The goal of the exam is to improve Portfolio Management Services quality. It covers:
- Investing: Overview of Securities Markets
- Investing in Stocks
- Fixed Income Securities Investment
- Derivatives, Mutual Funds
- Functions of Portfolio Managers
- Operational Aspects of Portfolio Managers
Highlight
The candidates will get to know about the Fundamentals of investing, stocks, derivatives, fixed income securities, and mutual funds. They will be aware of the following:
- Indices, information efficiency theory, behavioral finance, contemporary portfolio theory, and strategies for managing equity and fixed income portfolios
- The function of portfolio managers; the operational facets of portfolio management services and the portfolio management procedure; performance of portfolio managers, assessment and evaluation
- Get Informed about the tax, governance, and ethical aspects of portfolio management as well as the regulations.
Objective
The candidate will become familiar with the following topics:
- Mutual funds, fixed income securities, derivatives, investing in stocks, and the fundamentals of investments.
- Comprehend the notions of indices, information efficiency, behavioral finance, contemporary portfolio theory, and strategies for managing equity and fixed income portfolios.
- Recognize the function of portfolio managers, the operational facets of portfolio management services, the portfolio management procedure, and the methods for assessing and evaluating portfolio managers.
- Become familiar with the tax, governance, regulatory, and ethical aspects pertaining to portfolio managers.
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