Minimum age stated in the source content: 18 years.
Applied learning
Skills the training is designed to develop
Exam Reading Ability
Answer scenario-based MCQs and recognise common traps.
Concept Clarity
Understand derivative strategies, alternative-asset frameworks and SIF structures.
Product Intelligence
Explain features, suitability and compliance considerations more confidently.
Investor-First Thinking
Interpret disclosures, risk limits and regulation in a client context.
Application Mastery
Use case-oriented thinking to connect exam concepts with professional situations.
Revision Efficiency
Consolidate modules using concept builders and organised key takeaways.
Applied Learning – Skills the Training Develops
Who it is for
For professionals working with sophisticated investment products
NISM XIII Candidates
Prepare through a structured exam-oriented system.
Alternative-Investment Aspirants
Build a foundation for roles involving SIFs and other alternative products.
Financial Advisors & RIAs
Strengthen product, suitability and risk understanding.
Wealth & Investment Professionals
Develop deeper knowledge of structured portfolios and derivative strategies.
Why it matters
Why this SIF training matters
Signals structured preparation for a specialised investment-fund certification path.
Combines exam readiness with practical understanding of alternative investments and derivatives.
Builds confidence when explaining complex products, suitability and regulatory considerations.
Builds confidence when explaining complex products, suitability and regulatory considerations.
Learn the concepts — then learn how to convert them into marks
The
program provides exam-oriented preparation for NISM Series XIII and brings
together currency, interest-rate and equity-derivative concepts within the SIF
framework. Bite-sized videos, concise material, concept builders and mock
practice are used to strengthen retention and application.
Derivative
Foundation
Coverage spans
currency, interest-rate and equity-derivative concepts referenced in the SIF
framework.
Exam Reading
Practise
scenario-based questions, recognise traps and decode what the question is
testing.
Product
Intelligence
Understand SIF
structures, alternative investments, suitability and key compliance
considerations.
Investor-First
Application
Interpret risk
limits, disclosures and regulatory expectations in a client context.
Why structured preparation matters
SIF preparation needs both product clarity and exam discipline
The syllabus combines alternative-investment thinking, derivatives and regulation. Without a clear study structure, learners can understand individual definitions but struggle with scenario-based MCQs and application.
- Move from theory to practical understanding.
- Use a defined study plan instead of unstructured preparation.
- Prepare with professional guidance and exam-oriented explanations.
- Practise questions and simulations that support NISM-style exam reading.
How we help you succeed: The training is designed to bridge SIF syllabus knowledge and exam performance while also helping learners understand suitability, risk and product application.
Learning journey
No uncertainty after payment
01
Build the derivative base
Start with market foundations, forwards, futures and options.
02
Learn the strategies
Understand futures and option strategies across relevant underlying markets.
03
Master operations
Cover trading, clearing, settlement and risk management.
04
Add regulation and tax Live tier
Study the legal, accounting and taxation framework.
05
Connect to clients
Understand sales practices, conduct, suitability and investor protection.
06
Practise for the exam
Use exam-style questions and mock tests to consolidate learning.
Faculty
◆Learn from experienced practitioners
Dr. Deepak Jain
Co-founder & Director, AAFM® India — estate & succession planning, wealth protection and portfolio management.
Romit Barat
Non-Executive Director, AAFM® India — regulatory certifications, financial education and investment management.
Himanshu Patodi
Vice President, HSBC; Executive MBA, IIM Mumbai — practitioner perspective referenced in the source program.
The curriculum: 10 units
Specialized Investment Fund (SIF)
Specialized Investment Fund (SIF) 7 Lessons 04:29:34
Introduction to Specialized Investment Fund
1 Lessons
00:10:23 Hours
-
Introduction to Specialized Investment Fund
00:10:23
Session 1 : Concept of ITM, ATM & OTM, Different Types of Derivative Products
1 Lessons
00:32:59 Hours
-
Session 1 : Concept of ITM, ATM & OTM, Different Types of Derivative Products
00:32:59
Session 2 : Derivative Analysis, Forward & Futures Contract
1 Lessons
00:25:13 Hours
-
Session 2 : Derivative Analysis, Forward & Futures Contract
00:25:13
Session 3 : Explanation of Call & Put Options, Difference between Futures & Options
1 Lessons
00:31:19 Hours
-
Session 3 : Explanation of Call & Put Options, Difference between Futures & Options
00:31:19
Session 4 : Understanding Return, Option Pricing & Different Types of Functions (theta, delta, rho)
1 Lessons
00:55:06 Hours
-
Session 4 : Understanding Return, Option Pricing & Different Types of Functions (theta, delta, rho)
00:55:06
Session 5 : What is Currency Pair & Real Life Exam Questions for Derivatives
1 Lessons
01:16:19 Hours
-
Session 5 : What is Currency Pair & Real Life Exam Questions for Derivatives
01:16:19
Session 6 : Understanding SWAP Contract, Macaulay's duration & Some Important Numerical Questions
1 Lessons
00:38:15 Hours
-
Session 6 : Understanding SWAP Contract, Macaulay's duration & Some Important Numerical Questions
00:38:15
Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Eligibility
Entry requirements
No minimum educational qualification is specified; a bachelor’s degree can be beneficial.
A valid PAN card is stated as mandatory for registration and certification.
What you will study
10-chapter program curriculum
Topic
What it covers
Chapter 1 · Basics of Derivatives
Core derivative concepts and market foundations.
Chapter 2 · Introduction to the Underlying Markets
The markets and instruments that sit beneath derivative strategies.
Chapter 3 · Introduction to Forwards and Futures
Forward and futures contracts and their use.
Chapter 4 · Strategies Using Futures
How futures can be combined for market views and risk management.
Chapter 5 · Introduction to Options
Options on equities and currencies.
Chapter 6 · Option Trading Strategies
Strategies using equity and currency options.
Chapter 7 · Trading, Clearing, Settlement & Risk Management
Market operations and risk-management framework.
Chapter 8 · Legal and Regulatory Environment
The regulatory framework relevant to the program.
Chapter 9 · Accounting and Taxation
Accounting and taxation concepts in the syllabus.
Chapter 10 · Sales Practices, Code of Conduct & Investor Protection
Client-facing conduct and investor-protection measures.
The counsellor call, replaced
Frequently asked questions
Everything you'd normally ask a counselor, answered here.
SIF / NISM Series XIII Training: common questions
The source curriculum contains 10 chapters.
Yes. The source specifically references currency, interest-rate and equity-derivative content within the SIF framework.
The source lists 7 concept videos, 10+ exam-style questions and 3 real-pattern mock tests.
No. The program also emphasises product intelligence, investor-first thinking, suitability, disclosures and practical application.
Self-paced or live
◆Choose your Study Mode
Choose the study mode that works best for Specialised Investment Fund. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹9999
+ 18% GST
₹11798.82 payable today
- 10 chapters
- 7 concept videos
- 10+ exam-style questions
- 3 real-pattern mock tests
- Access on mobile and desktop
- 1 year access
Prepare for SIF questions with product logic, not isolated facts
Build the derivative, regulatory and product foundation first — then practise applying it under exam conditions.
Start Your Professional Journey →
Write a public review