Portfolio Management Services – NISM Series XXI-A
Course Overview
NISM has separate certifications relevant to PMS. Portfolio Management Services Professional is an advanced wealth-management program designed for professionals who want to understand how professionally managed portfolios are constructed, monitored, evaluated and communicated to investors.
Key Benefits:
Participants will be able to:
- Understand the PMS ecosystem
- Explain PMS strategies to investors
- Prepare for NISM Series XXI-A certification
Who Should Attend?
Existing MF Distributors / Banking Professionals / Students & Aspiring Entrepreneurs
Note: For NISM certification, FinLearn will provide the help for registration. Exam fees will have pay by the participant itself. After passing NISM V-A exam participant is awarded by NISM. FinLearn and NISM both certificates are completely different.
- 12 Sections
- 0 Lessons
- 18 Hours
- Chapter 1: Investments0 Items
- Chapter 2: Introduction to securities markets0 Items
- Chapter 3: Investing in stocks0 Items
- Chapter 4: Investing in fixed income securities0 Items
- Chapter 5: Derivatives0 Items
- Chapter 6: Collective Investment Vehicles0 Items
- Chapter 7: Role of portfolio managers0 Items
- Chapter 8: Operational aspects of portfolio managers0 Items
- Chapter 9: Portfolio management process0 Items
- Chapter 10: Performance measurement and evaluation of portfolio managers0 Items
- Chapter 11: Taxation0 Items
- Chapter 12: Regulatory, governance and ethical aspects of portfolio Managers0 Items
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