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Learn the NISM XXI-A PMS Distributor 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.

Batch List

Batch Name Date Time Days
Batch 1 30-May-2024 - 30-Jun-2024 10:00 AM - 12:00 PM Mon, Thurs, Sat, Sun

Includes

  • course Recorded Lessons: 12
  • course Live Lectures: 12
  • course Recorded Hours: 12
  • course Live Hours: 16
  • course Duration: 30 days (Avg)

Features

  • course Full lifetime access
  • course Access on mobile
  • course Assignments
  • course 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
28:00 Total hours | 12 Materials for reading
NISM XXI-A Portfolio Management Services
About the instructor
4.5 Instructor Rating
course

4 Courses

course

46+ Lesson