Certificate Training in Mutual Fund-Specialized Investment Fund Distributors

Why structured preparation makes all the difference

Just reading the syllabus is insufficient to prepare for the NISM Series V-D exam. Candidates are required to develop knowledge in various inter-related fields like Mutual funds, Specialized Investment funds, Equity Derivatives and Interest rate Derivatives.

Many candidates may struggle because of:

A broad syllabus covering multiple financial-market concepts
Difficulty connecting theoretical concepts with application-based questions
Limited practice with calculations, derivatives, and strategy-based questions
Lack of a structured study plan across different modules
Insufficient focus on accuracy, time management, and negative marking

How we help you succeed:

This is a training program that offers a systematic preparation pattern which covers important concepts, links concepts from one module to another, helps you practice exam-oriented questions and enhances your preparation approach for the NISM Series V-D Certification Examination.

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Program Overview

Enhance conceptual understanding and get ready for the NISM Series V-D: Mutual Fund – Specialized Investment Fund Distributors Certification Examination with a systematic and exam-oriented training course.

The program will assist you with the concepts required for the official syllabus and how these can be applied effectively in the solving of exam type questions. It takes you from core mutual fund and distribution concepts to more advanced areas such as Specialized Investment Funds, equity derivatives, fixed-income securities, and interest rate derivatives.

The training covers all three major knowledge areas prescribed under NISM Series V-D:

Module 1 – Mutual Fund Distributors
Module 2 – Equity Derivatives
Module 3 – Interest Rate Derivatives

The syllabus builds knowledge on the structure of mutual funds and its distribution, services provided to investors, tax aspects, risk and performance analysis, scheme selection, futures and options, fixed-income securities, and hedging and trading and arbitrage.

The program's carefully-designed learning materials, concept explanations, exam-relevant examples and practice questions guide you through the vast amount of material in the Series V-D syllabus in a manageable way.

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Is this program right for you?

This program is particularly relevant for:

Individual Mutual Fund and Specialized Investment Fund Distributors
Professionals working with organizations engaged in the sales and distribution of SIFs
AMC employees involved in Mutual Fund and SIF sales or distribution
Existing Mutual Fund professionals looking to understand the expanded SIF and derivatives knowledge framework
Aspiring financial-market professionals preparing for the NISM Series V-D certification

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Knowledge You Will Gain

Develop exam-ready clarity on Mutual Funds, SIF structure, scheme features and distribution practices
Understand risk profiling, asset allocation, scheme evaluation and investor suitability
Build strong knowledge of equity derivatives, futures, options and payoff structures
Apply hedging, trading and arbitrage strategies through practical scenarios
Understand fixed-income securities, interest-rate futures and options
Gain complete preparation readiness for NISM Series V-D across all three modules

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Industry-relevant skills you will master

Product knowledge: understand Mutual Funds, SIFs, scheme structures and key product features
Investor suitability: connect goals, risk profile and asset allocation with appropriate scheme selection
Derivative application: understand futures, options, hedging, trading and arbitrage strategies
Risk interpretation: evaluate return, risk, performance and benchmark-related concepts
Regulatory awareness: understand SEBI requirements, disclosures and responsible distribution practices
Exam application: solve conceptual, numerical and scenario-based NISM Series V-D questions with greater accuracy

Program curriculum

5 Lessons 00:00:00 Hours

Certificate Training in Mutual Fund-Specialized Investment Fund Distributors

Chapter-1 Investment Landscape

2 Lessons 00:00:00 Hours

Investment-Landscape
.

Chapter-2-Concept-and-Role-of-a-Mutual-Fund

1 Lessons 00:00:00 Hours

Chapter-3-Legal-Structure-of-Mutual-Funds-in-India

1 Lessons 00:00:00 Hours

Chapter 4: Legal and Regulatory Framework

1 Lessons 00:00:00 Hours

Chapter 5: Scheme Related Information

0 Lessons 00:00:00 Hours

Chapter 6: Fund Distribution and Channel Management Practices

0 Lessons 00:00:00 Hours

Chapter 7: Net Asset Value Total Expense Ratio and Pricing of Units

0 Lessons 00:00:00 Hours

Chapter 8 : Taxation

0 Lessons 00:00:00 Hours

Chapter 9: Investor Services

0 Lessons 00:00:00 Hours

Chapter 10 : Risk Return and Perfomance of Funds

0 Lessons 00:00:00 Hours

Chapter 11 : Mutual Fund Scheme Performance

0 Lessons 00:00:00 Hours

Chapter 12: Mutual Fund Scheme Selection

0 Lessons 00:00:00 Hours

Chapter 13: Basics of Derivatives

0 Lessons 00:00:00 Hours

Chapter 14: Understanding the Index

0 Lessons 00:00:00 Hours

Chapter 15: Introduction to Forwards and Futures

0 Lessons 00:00:00 Hours

Chapter 16: Introduction to Options

0 Lessons 00:00:00 Hours

Chapter 17: Strategies Using Equity Futures and Equity Options

0 Lessons 00:00:00 Hours

Chapter 18: Introduction to Interest Rate, Interest Rate Instruments and Fixed Income Market

0 Lessons 00:00:00 Hours

Chapter 19: Interest Rate Derivatives

0 Lessons 00:00:00 Hours

Chapter 20: Exchange traded interest rate futures

0 Lessons 00:00:00 Hours

Chapter 21: Exchange Traded Interest Rate Futures

0 Lessons 00:00:00 Hours

Chapter 22: Strategies Using Exchange Traded Interest Rate Derivatives

0 Lessons 00:00:00 Hours

Eligibility & entry requirements

No minimum educational requirement, but having a bachelor's degree can be beneficial.

Trusted by Industry Professionals

Subhradip Bhowmick

Founder

Esbee Sharpe Investment Service

Rohit Khatri

Manager

Motilal Oswal Financial Services Ltd

Mohit Chaudhary

Assistant Manager

IIFL Wealth Management Limited

Vishal Ahuja

Vice President

HDFC Bank

Laksh Vaish

Assistant Vice President

Axis Bank

Payal Maheshwari

Assistant Vice President

Anand Rathi Group

Deep Rakesh Gandhi

Business Consultant

Infosys Consulting

Girirajsinh Zala

Assistant Manager

HDFC Bank

AAFM^® India: A Global Leader in Professional Education

AAFM^® India represents a global legacy in financial education, supported by international standards and global recognition. It is a Standard Setting Body in India with the objective to promote Financial Advisory & Wealth Management in the country.

Learners choose AAFM^® India because of:

Strong focus on career-oriented education
Industry-relevant curriculum
Professional credibility
Practical learning approach
Commitment to learner success
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Why this certification matters

Professional credibility: demonstrate a recognized knowledge benchmark in Mutual Fund and SIF distribution
Market relevance: understand the evolving SIF product landscape and investment strategies
Broader expertise: build knowledge across Mutual Funds, Equity Derivatives and Interest Rate Derivatives
Stronger product understanding: interpret scheme features, risk, performance and suitability considerations
Regulatory awareness: strengthen understanding of disclosures, distribution practices and investor responsibilities
Exam & role readiness: prepare for NISM Series V-D while building knowledge relevant to MF-SIF distribution roles

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Certificate Training in Mutual Fund-Specialized Investment Fund Distributors

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Knowledge You Will Gain

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Certificate Training in Mutual Fund-Specialized Investment Fund Distributors

Subhradip Bhowmick

Founder

Rohit Khatri

Manager

Mohit Chaudhary

Assistant Manager

Vishal Ahuja

Vice President

Laksh Vaish

Assistant Vice President

Payal Maheshwari

Assistant Vice President

Deep Rakesh Gandhi

Business Consultant

Girirajsinh Zala

Assistant Manager

AAFM® India: A Global Leader in Professional Education

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AAFM^® India: A Global Leader in Professional Education