NISM SERIES XXI-A: PORTFOLIO MANAGEMENT SERVICES (PMS) DISTRIBUTORS

LEVEL UP YOUR INVESTMENT LEARNINGS IN 8 DAYS !!

Join this online program and Succeed NISM - PMS Exam with Good Grades in One Shot Attempt

₹9999 ₹4999 plus GST

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Here’s what you will Learn

General Concepts:

Security markets and Concepts of Financial Planning.
Portfolio Management

Core Concepts:

Equity and Bond Valuations
Risk and Return Mathematics

Regulatory Concepts

Regulatory Framework
investor Statutory Rights & Obligations

PROGRAM SCHEDULE

REGULATORY, GOVERNANCE AND ETHICAL ASPECTS OF PORTFOLIO MANAGERS

Chapter 7, 8 and 12

PERFORMANCE MEASUREMENT & EVALUATION OF PORTFOLIO MANAGERS

Chapter 9 and 10

INVESTING IN FIXED INCOME SECURITIES

Chapter 4

INVESTING IN STOCKS

Chapter 3

DERIVATIVES AND TAXATION

Chapter 5 and 11

SECURITIES MARKET AND MUTUAL FUNDS

Chapter 1, 2 and 6

RECAP AND PRACTICE REAL TIME EXAM

REVISION AND STRATEGIES

Chapter 9

Portfolio Management Process

Chapter 5

Derivatives

Chapter 11

taxation

04-03-2023

Track Your Prep Schedule Habits

Take down your own notes while you attend the program

Unlearn, Relearn and stay in the 'Ring Fence ' of the Module.

Reflect on the learnings, practice questions and Learn to Read at ease .

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Who is this course for?

Relationship Managers at AMCs and Wealth Advisory Firms.
Boutique Investment Advisors.
Trainers and Consultants.
Distributors

Sunita Rao, CFA

I am a Chartered Financial Analyst , Fellowship in Life Insurance and an Arbitrator by profession with an experience of over 14 years in the field of financial consulting and training. I have trained over 5000+ students including senior bankers, CFOs, Investment Bankers from top organizations across the world.

Register For Online Portfolio Management Services Prep -Program now!

~~₹9999~~ ₹4999 plus GST

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