Mutual Fund Distributors NISM Series VA Certification

Mutual Fund Distributors NISM Series VA Certification

The NISM Series VA Certification course on Mutual Fund Distributors is designed to equip aspiring mutual fund agents, financial advisors, and investment consultants with the knowledge they need to clear the mandatory exam (NISM VA) administered by SEBI. This online course provides a detailed understanding of the structure of mutual funds, schemes, net asset values (NAV), investment approaches, client servicing, and regulatory compliance. If you want to launch an exciting career in mutual fund distribution, this is the course for you! It is written for absolute beginners and is directly relevant to the industry!

Why Choose This Course?

This course is the first step to becoming a SEBI-certified Mutual Fund Distributor in India. There is a growing demand for mutual fund advisors and distributors as people become more financially literate and aware of creating wealth through mutual fund investments.

Through this course you will learn how to:

Understand various categories of mutual fund schemes

Identify the client needs to recommend mutual fund based on needs

Understand SEBI regulations and compliance to the new guidelines and policies

Understand sales, servicing and ethical practices

Preparation for NISM Series VA assessment 

What You Will Learn ?

The course conforms to the NISM Series VA examination Act Syllabus and covers

Introduction to Mutual Funds in India

- Mutual Funds, Legal Structure, AMCs, Trustees, Custodians, and Sponsors

Fund Structure and Operations

- NAV, Expense Ratio, Loads, Fund Fact sheets, Offer Documents

Investor Services and KYC

- Onboarding of Clients, Risk Profiling, KYC, FATCA

Sales and Distribution Practices

- Client Communication, Ethical Selling, SIP/STP/SWP, Switching and Redemptions

Regulatory Framework

- SEBI mutual fund regulations, AMFI Guidelines, Code of Conduct, Risk Management

Taxation and Financial Planning

- Capital Gains Tax, Indexation, TDS, financial planning of mutual funds

Career Opportunities

Clearing the NISM VA exam opens doors to:

• Mutual Fund Distribution

• Wealth Management

• Investment Advisory

• Client Relationship Management

• Financial Consulting

What you will get ?

Videos - Yes Pre-recorded chapter vise videos (approx 10 hours )

Language - ENGLISH

Book - Yes (Ebooks in pdf format only in english)

Mock Test - Yes 

Certification - Dual certification (Certification from NIFM and preparation for SEBI NISM Series VA exam)

Faculty: Mr. Ram Kumar Gupta -(Sr. Faculty) (having experience of more than 15 years in financial market education)

Assessment Structure for NISM Series VA Mutual Fund Distributors Certification Exam:

Duration of the Exam: 120 minutes

No. of questions: 100

Total Marks: 100

Marks per question: 1

Passing score: 50%

Negative Marking: No

Certificate Validity: 3 years

The Mutual Fund Distributors NISM Series VA Certification course is an industry-recognized online program tailored to prepare individuals for the NISM Series VA Exam—a mandatory certification by SEBI for all mutual fund distributors in India. The course provides conceptual clarity, regulatory insights, and practical knowledge required to excel in mutual fund distribution and advisory roles.

Whether you're starting your financial career or expanding your existing portfolio of services, this course offers structured learning, mock test practice, and updated curriculum aligned with AMFI and SEBI guidelines. By the end of the course, you’ll be fully prepared to take the exam and begin your journey as a certified mutual fund distributor

Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.

Students

Graduates

Job Seekers

Finance Professionals

Insurance Agents

Bankers

Freelancers

Advisors

Freshers

Wealth Planners