Includes
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Recorded Lessons: 12
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Live Lectures: 12 -
Recorded Hours: 12
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Live Hours: 48
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Duration:
3 months 1 day (Avg)
Features
Access on mobile
TDP Assessment Test
Top Skills Covered
Overview
Course Description
About the Certification Examination for Alternative Investment Funds (Category I and II) Distributors
The examination seeks to create a common minimum knowledge benchmark for persons working as Distributors or Placement Agents in Alternative Investment Fund domain in India and aims to enhance the quality of sales and distribution and enable better quality investor services. The examination focuses on Category I and Category II AIFs.
The Certification Examination for Alternative Investment Funds Distributors covers a comprehensive range of topics essential for effective distribution and marketing of alternative investment funds. Candidates are required to demonstrate proficiency in understanding various aspects of alternative investments, including their characteristics, regulatory framework, risk factors, and suitability for investors. The exam assesses both theoretical knowledge and practical application, ensuring that certified distributors can effectively advise clients and promote alternative investment products in compliance with industry standards and regulations.
Examination Objectives :
On successful completion of the examination the candidate should:
o Know the basics of alternative asset class and the Alternative Investment Funds (Category I and II) markets in India.
o Understand the following in detail:
o General concepts prevalent in the AIF industry.
o Structure, risk-return relationship, investment process, governance aspects, monitoring and exit strategies of AIFs.
o Importance of fund due diligence, legal documentations and negotiation skills along with the assessment of risk & return by the investors.
o Valuation process and methodologies followed by the AIFs for its investee companies.
o Various taxation aspects for the fund and its investors.
o Role and conduct of distributors in servicing the investors.
o Know the regulatory environment in which the AIFs (Category I and II) operate in India.
Important Note :
The examination seeks to create a common minimum knowledge benchmark for persons working as Distributors or Placement Agents in Alternative Investment Fund domain in India and aims to enhance the quality of sales and distribution and enable better quality investor services. The examination focuses on Category I and Category II AIFs.
What you'll learn
- Candidates will acquire a comprehensive understanding of various types of Alternative Investment Funds (AIFs), including hedge funds, private equity funds, venture capital funds, real estate investment trusts (REITs), and other alternative investment vehicles.
- Candidates will be familiarized with the regulatory framework governing Alternative Investment Funds (AIFs), including the Securities and Exchange Board of India (SEBI) regulations and guidelines.
Requirements
- Computer or Laptop
Course Content
60:00 Total hours | 12 Materials for reading
NISM-Series-XIX-A: Alternative Investment Funds (Category I and II)
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Overview Of Alternate Investment -
Alternate Investments Funds In India
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Concepts In AIF Industry
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AIF Regulations Framework
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AIF Structuring
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Risk and Return Fund and Investors
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Investment Process and Governance Of Funds
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FUNDs Due Diligence
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Legal Documents and Negotiations
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Fund Monitoring Reporting and Exit
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Valuation
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Taxation - India Specific
