This training aligned with the NISM Series XIX-A: AIF (Category I & II) Distributors Certification, aims to assist you in clearing this XIX-A: AIF (category I & II) exam by gaining solid basic and professional knowledge of the AIF ecosystem in India.
Gain practical insight required to answer the questions confidently, avoid common exam pitfalls, and interpret scenario-based questions through our exam-oriented training approach. This training allows you to effectively distribute, service, and place category I and II AIF products while following regulatory and ethical standards.
Global Accreditation
- Individuals who sell, place, or
market category I and II AIF products.
- Experts who advise HNI and
institutional clients on AIF opportunities.
- Private bankers and relationship
managers who deal directly with clients and handle AIF offerings for HNIs,
family offices, and UHNIs.
- Professionals in operations, law
and compliance
- Professionals seeking to enhance their knowledge of AIF and AIF taxation include chartered accountants, company secretaries, and financial experts.
- Future AIF professionals and
graduates in finance
Jobs and targeted salary
What Will I Learn?
- Principles of alternative investment and AIF category I and II
- AIF lifecycle from start to finish: fund setup, investments, capital commitment, and exits
- Investment procedures including governance, deal sourcing, monitoring, and due diligence.
- Indian compliance requirements, SEBI AIF regulations, and FEMA
- Techniques of valuation used for AIF portfolios and investee companies
- AIF and Investor taxes under the Indian regulatory system.
- Ability to understand and explain
AIF products confidently
- Strong compliance and regulatory
awareness
- Investor servicing and ethical
distribution skills
- Fund evaluation, risk return
analysis, and performance measurement
- Knowledge of legal documentation
- Practical understanding of
valuation techniques
- Candidates who have passed 12th standard are eligible to register for the course.
- Graduation is mandatory to be eligible for certification.
Eminent certificants
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
About AAFM®
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.
- 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
- Get expertise in Alternative
investment
- Lucrative opportunities and
career growth
- Proficiency in compliance and
regulation
- Become a part of strong network –
AAFM® Alumni Network Association (AANA)
- Gain global recognition and relevance
- Improved decision making and
strategic understanding
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