Specialised Investment Fund

Get concept clarity, smart exam preparation, and end to end support to crack NISM Series XIII exam confidently (Designed for First-Time Pass)

10+ Mocks Videos Exam style Questions
Beginner Last updated Feb 2026 English
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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







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)
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
13 Lessons 04:29:34 Hours
NISM XIII Module-SIF
  • NISM XIII - Introduction
    00:10:23
  • SIF Session -1
    00:32:59
  • SIF Session 2
    00:25:13
  • SIF Session -3
    00:31:19
  • SIF Session -4
    00:55:06
  • SIF Session -5
    01:16:19
  • SIF Session -6
    00:38:15
  • SIF Mock test 1
    .
  • SIF Answer Sheet mock test 1
    .
  • SIF Mock Test 2
    .
  • SIF Answer Sheet mock test 2
    .
  • SIF Mock test 3
    .
  • SIF Answer Sheet 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

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

Learn from experienced practitioners

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

Non-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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