Includes
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Duration:
30 days
(Avg)
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Chapters: 12
Features
Full lifetime access
Access on mobile
Assignments
Certificate of Completion
Overview
Course Description
What is PMS ?
Portfolio Management Service (PMS) is a professional financial service where skilled portfolio managers and stock market professionals manage your equity portfolio with the assistance of a research team. Many investors have equity portfolios in their Demat Account but managing them can be a challenge.
About the exam -
The examination seeks to create a common minimum knowledge benchmark for distributors of Portfolio Management Services (PMS). The certification aims to enhance the quality distribution and related support services in the PMS. On successful completion of the Portfolio Management Services (PMS) Distributors examination, the candidate should: Know the basics of investments, securities markets, investing in stocks, understanding fixed income securities, derivatives and mutual funds.
Examination Objectives :
On successful completion of the examination, the candidate should:
o Know the basics of investments, securities markets, investing in stocks, understanding fixed income securities, derivatives and mutual funds.
o Understand the role of portfolio managers; operational aspects of portfolio management services and about the portfolio management process; performance measurement and evaluation of portfolio managers.
o Get oriented to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers.
Important Note -
The examination seeks to create a common minimum knowledge benchmark for distributors of Portfolio Management Services (PMS). The certification aims to enhance the quality distribution and related support services in the PMS.
The Portfolio Management Services (PMS) Distributor Certification Examination is designed to establish a standardized minimum knowledge benchmark for individuals involved in distributing PMS. This certification process is crafted with the objective of elevating the quality of distribution and associated support services within the PMS sector.
Through this examination, participants are expected to demonstrate proficiency in various aspects of portfolio management, including investment strategies, risk management, regulatory compliance, and client servicing. By attaining this certification, distributors can showcase their expertise and commitment to upholding industry standards, thereby fostering greater trust and confidence among clients and stakeholders.
What you'll learn
- Know the basics of investments
- Understanding fixed income securities, derivatives and mutual funds.
Requirements
- Desktop or Mobile
Course Content
| 12 Materials for reading
NISM XXI-A Portfolio Management Services
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Investment -
Introduction to Securities Market
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Investing In Stocks
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Investing In Fixed Income
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Derivatives
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Mutual Fund
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Role Of Portfolio Managers
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Operational Aspects of Portfolio Managers
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PMS Process
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Performance Measurement-Revised
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Taxation
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Regulations, Ethics
