Mutual Fund Distributors Training – NISM Series V-A

Get practical guidance, exam-focused training, and complete support to pass the NISM Series V-A exam confidently (Designed for First-Attempt Success)

3 Mock 40 Videos 12 Quizzes
Beginner Last updated Feb 2026 English
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Most of applicants fail not because they lack intelligence, but because:

  • They study without a proper exam strategy
  • Concepts remain theoretical instead of practical
  • Mock tests don’t match NISM exam patterns
  • No professional guidance or structured learning path

How we help you succeed:

This course is intended to help you build long term career relevance in wealth management by bridging the gap between syllabus knowledge and exam success.

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Program Overview

It is a crucial step to clear the NISM series V-A certification, if you want to pursue a serious career in wealth management, mutual funds, or financial advisory

This program is crafted to assist you:

  • Understand mutual funds from exam and practical viewpoints
  • Prepare yourself successfully for the NISM V-A examination
  • Build your professional credibility in the finance industry
  • Enhance your career prospects in banks, AMCs, advisory firms, and fintech platforms

This course assists you to move confidently towards certification success by focusing on concept clarity, exam strategy, and practical understanding.

What’s included in this training program:

  • Chapter-wise 40 Concept Videos
  • Taught by Industry Expert with over 25 years experience
  • Chapter-wise Practice 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 pursuing careers in finance & management
  • Mutual Fund Distributors (new or existing) who want confidence + compliance-ready knowledge 
  • Relationship Managers and Wealth Managers
  • Bankers and Insurance Professionals
  • Financial Advisors & Planners
  • CA / CS / MBA Finance aspirants
  • Anyone looking to enter the investment advisory domain

If you aim to build credibility in financial services, this certification is highly valuable.


Our Alumni(s) Placed at

Knowledge You Will Gain

  • How mutual funds work end-to-end: structure, participants, procedures, and actual exam logic
  • Product understanding that enables you to eliminate options fast: equity/debt/hybrid/solution-oriented/ETFs/index funds and more
  • Returns, risk, and portfolio basics explained in a way you can actually apply in MCQs
  • Regulations, investor protection, and ethics—made easy, not scary
  • The exact concepts that typically create confusion in the exam—decoded with examples and clean summaries

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Industry-relevant skills you’ll master

After completing the training, you will gain:

  • Exam reading skill to understand what NISM really asking and spot trap option quickly
  • Mutual fund product knowledge and scheme analysis skills
  • Investor profiling and suitability assessment skills
  • Sales and distribution best practices
  • Regulatory and compliance awareness
  • Client advisory and relationship management skill
  • Financial planning–oriented advisory approach
Program curriculum
46 Lessons 10:09:51 Hours
NISM Series V - A - Mutual Fund Distributor Certification
  • Investment Landscape - Part 1
    00:18:30
  • Investment Landscape - Part 2
    00:22:52
  • Practice Questions
    00:04:49
  • Concept & Role of Mutual Funds - Part 1
    00:09:35
  • Concept & Role of Mutual Funds - Part 2
    00:34:34
  • Practice Questions
    00:05:42
  • Legal Structure of Mutual funds in India - Part 1
    00:18:05
  • Legal Structure of Mutual funds in India - Part 2
    00:17:15
  • Practice Questions
    00:05:58
  • Legal & Regulatory Framework - Part 1
    00:17:43
  • Legal & Regulatory Framework - Part 2
    00:16:54
  • Practice Questions
    00:05:24
  • Scheme Related information - Part 1
    00:11:57
  • Scheme Related information - Part 2
    00:11:19
  • Practice Questions
    00:06:15
  • Fund Distribution & Channel Management Practices - Part 1
    00:12:37
  • Fund Distribution & Channel Management Practices - Part 2
    00:21:12
  • Practice Questions
    00:05:43
  • Net Asset value, Total Expense Ratio & Pricing of Units - Part 1
    00:36:40
  • Practice Questions
    00:05:54
  • Taxation - Part 1
    00:23:54
  • Practice Questions
    00:05:03
  • Investor Services - Part 1
    00:15:05
  • Investor Services - Part 2
    00:20:26
  • Investor Services - Part 3
    00:17:54
  • Investor Services - Part 4
    00:19:30
  • Investor Services - Part 5
    00:19:27
  • Investor Services - Part 6
    00:23:35
  • Practice Questions
    00:05:19
  • Risk, Return and performance of Funds - Part 1
    00:15:50
  • Risk, Return and performance of Funds - Part 2
    00:27:10
  • Risk, Return and performance of Funds - Part 3
    00:21:07
  • Risk, Return and performance of Funds - Part 4
    00:26:31
  • Practice Questions
    00:05:56
  • Mutual Funds Scheme Performance - Part 1
    00:08:31
  • Mutual Funds Scheme Performance - Part 2
    00:15:31
  • Practice Questions
    00:04:43
  • Mutual Funds Scheme Selection - Part 1
    00:10:57
  • Mutual Funds Scheme Selection - Part 2
    00:29:12
  • Practice Questions
    00:05:12
  • NISM Series V-A Mock Test 1
    .
  • Answer Sheet Nism V-A Mock test 1
    .
  • NISM Series V-A Mock Test 2
    .
  • Answer Sheet Nism V-A Mock Test 2
    .
  • NISM Series V-A Mock Test 3
    .
  • Answer Sheet Nism Series V-A Mock Test 3
    .
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

Subhradip Bhowmick

Founder

Esbee Sharpe Investment Service

Rohit Khatri

Rohit Khatri

Manager

Motilal Oswal Financial Services Ltd

Mohit Chaudhary

Mohit Chaudhary

Assistant Manager

IIFL Wealth Management Limited

Vishal Ahuja

Vishal Ahuja

Vice President

HDFC Bank

Laksh Vaish

Laksh Vaish

Assistant Vice President

Axis Bank

Payal Maheshwari

Payal Maheshwari

Assistant Vice President

Anand Rathi Group

Deep Rakesh Gandhi

Deep Rakesh Gandhi

Business Consultant

Infosys Consulting

Girirajsinh Zala

Girirajsinh Zala

Assistant Manager

HDFC Bank

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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
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Why this certification matters
By completing this course, you will be able to:
  • Become eligible to legally distribute mutual funds
  • Build trust and credibility with clients
  • Improve your job prospects in banks, AMCs, and wealth firms
  • Start your own advisory practice
  • Strengthen your understanding of investment products
  • Increase your earning potential in financial services
  • Connect, collaborate, and grow with a strong network – AAFM® Alumni Network Association (AANA)
This is not just an exam. It’s a professional identity upgrade.

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Saurabh Jain

CA, CS, CFA, FRM, CFP(US), CWM, CTEP, CISI(UK), CCRA, CIRA, and AIM

Key Expertise:

  • Capital Markets & Investment Analysis
  • Financial Advisory & Wealth Management
  • Fintech & Advanced Trading Technologies

 

Romit Barat

Executive Director – AAFM® India

Key Expertise:

  • Regulatory Certifications & Financial Education
  • Investment & Portfolio Management
  • Corporate Growth & Innovation

Himanshu Patodi

Vice President - HSBC Executive MBA- IIM-Mumbai

Key Expertise:

  • Derivatives (equity and interest rate)
  • Wealth structuring
  • Estate and succession planning

DEEPAK JAIN

Co-founder & Director - AAFM® India 

Key Expertise:

  • Estate & Succession Planning
  • Wealth Protection & Portfolio Management
  • Financial Literacy Advocacy
  • Training & Thought Leadership
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