Specialised Investment Fund

Why structured preparation makes all the difference

Many candidates fail not due to lack of intelligence, but because:

Learning remains theoretical instead of practical
Weak exam strategy and unstructured exam preparation
Absence of defined study plan and professional guidance
Practice tests that do not reflect actual NISM exam patterns

How we help you succeed:

This course aims to help you develop strong expertise in specialized investment funds by bridging the gap between SIF syllabus knowledge and exam success

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Program Overview

Learn concepts and convert them into marks with SIF training program designed by AAFM® where every chapter is structured to help you handle even the most challenging MCQs with confidence

The SIF training offers complete, exam-oriented preparation for NISM series XIII which covers all the three derivatives tested under the SIF framework:

NISM Series I – Currency Derivatives
NISM Series IV – Interest Rate Derivatives
NISM Series VIII – Equity Derivatives

It provides you a complete exam ready ecosystem - featuring the bite sized videos, concise PDfs, and concept builders, so you focus on clear explanation, exam-relevant examples, and sharp retention to confidently clear the NISM examination.

What’s included in this training program:

7 Concept Videos
10+ Exam Style Questions
3 Real-Pattern Mock Tests
First-Attempt Focused Design

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Trusted & Recognised Worldwide

Is this program right for you?

This training is ideal for:

Students Preparing for NISM XIII or Alternate Investment Careers
Certified Financial Advisors & RIAs
Wealth Managers & Private Bankers
BFSI Professionals in AIF, PMS, REITs & PE
Entrepreneurs, Fintech Leaders & Compliance Heads who require regulatory accuracy and exam certification
Fund Managers & Investment Analysts

Our Alumni(s) Placed at

Knowledge You Will Gain

Develop exam ready clarity on core features and structures of derivatives across multiple markets
Master the pricing models, option strategies, and trading frameworks with an application centered approach to confidently solve complex, scenario-based MCQs with confidence
Learn portfolio structuring across unlisted, alternate, and global asset classes- important for both exam interpretation and client advisory conversation
Apply strategies using case studies and mock simulation exercises
Build robust knowledge of SEBI regulated SIF instruments
Gain readiness for NISM XIII Certification (all 3 modules)

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Industry-relevant skills you’ll master

Exam-reading ability: correctly answer scenario-based multiple-choice questions, recognize traps, and decode NISM XIII questions
Concept clarity: understand alternative asset frameworks, derivative strategies, and SIF structures so you can remember and use them under pressure
Product intelligence: confidently explain the suitability, compliance, and key features of SIFs, AIFs, and other alternative investments
Investor-first thinking: provide expert advice to the clients by interpreting disclosures, risk limits, and SEBI regulations
Application mastery: integrate exam knowledge with practical advice by applying techniques through case studies and simulated scenarios
Revision efficiency: To optimize exam scores, quickly combine modules using concept builders and organized Key Takeaways

Program curriculum

10 Lessons 04:29:34 Hours

NISM XIII Module-SIF

SIF Introduction Session

1 Lessons 00:10:23 Hours

NISM XIII - Introduction
00:10:23

Session 1

1 Lessons 00:32:59 Hours

SIF Session -1
00:32:59

Session 2

1 Lessons 00:25:13 Hours

SIF Session 2
00:25:13

Session 3

1 Lessons 00:31:19 Hours

SIF Session -3
00:31:19

Session 4

1 Lessons 00:55:06 Hours

SIF Session -4
00:55:06

Session 5

1 Lessons 01:16:19 Hours

SIF Session -5
01:16:19

Session 6

1 Lessons 00:38:15 Hours

SIF Session -6
00:38:15

Eligibility & entry requirements

Age: You must be at least 18 years old
Education: No minimum educational requirement, but having a bachelor's degree can be beneficial
PAN Card: A valid PAN card is mandatory for registration and certification

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
1st Choice for Finance Professionals Seeking Global Credentials
Among India's Top-Ranked Financial Education Institutions
10+ Industry recognised certifications (CWM^®, CTEP^®, Ch.E^®, and more)
Featured in 3+ National Media and Education Platforms
300,000+ Certificants
21st Century Curriculum
8000+ Finance Professionals Empowered
Certifications issued directly from USA
94% of our Students Say Training Helped Advance their Careers
74% of Our Faculty Holds International Financial Designation
35+ Industry Mentors and Trainers from Across the Globe
64% of AAFM^® Certified Members See Career Growth Within a Year

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Why this certification matters

Credibility: it signals you’re not guessing—you’re qualified and certified
Connect, collaborate, and grow with a strong network – AAFM® Alumni Network Association (AANA)
Exam ready & market ready: combine NISM XIII exam success with practical knowledge to advise clients, manage risks, and structure portfolios confidently
Gain trust of your clients by providing clear, professional explanations of complicated SIF products, suitability, and regulatory compliance
Meet the increasing demand for certified professional capable of handling alternative investments, derivatives, and structured portfolios
Master both exam concepts and real-world applications through case studies, mock simulation, and concept builders