NISM-Series-XXI-B: Portfolio Managers Certification Examination

Get exam focused and guided learning  to the NISM- Series- XXI-B: Portfolio Mangers Certification Exam and accelerate your journey in the Portfolio management services industry. The NISM XXI B is the smart step of becoming a Portfolio Manager.


A program that engages, enriches, and evolves you into a successful Portfolio Manager

Build your understanding of what Portfolio Management is, Learn step by step in a systematic, guided pathway to ensure that your clear the exam at the very first attempt and build our your PMS Firm.

NISM-Series-XXI-B: Portfolio Managers Certification Examination Program by SunYta

On successful completion of the examination, the candidate should:

  • Understand the role of portfolio managers, operational aspects of portfolio management services and about the portfolio management process, performance measurement and evaluation of portfolio managers.
  • Know about indices, concept of information efficiency, behavioural finance, modern portfolio theory, equity and fixed income portfolio management strategies.
  • Get oriented to the taxation aspects and regulatory, governance and ethical aspects of portfolio managers.
  • Know the concepts of investments, securities markets, investing in stocks, understanding fixed income securities, derivatives and mutual funds..

Sign up now and get access to the course for 30 days!

Examination Structure

The examination consists of 90 multiple choice questions and 6 case-based questions. The assessment structure is as follows:

Section 1:
Multiple Choice Questions: 90 Questions X 1 Mark Each = 90 marks

Section 2:
6 Case Based Questions: 6 cases with 5 questions each. Each questions is of 2 marks = 60marks

Total:
150 marks

Passing mark:
60% of the total marks= 90 marks

Time allotted:
3 hours

Negative Marking:
Yes, 25% of the marks assigned to the question.


How The Course BenEfits You

12 Live Sessions by Sunita Rao CFA

Strategies to crack the Exam 

Online Mode- English

Session Recordings post sessions valid for 30 Days 

Structured and guided pathway of learning

Many more advantages

Sunita Rao CFA

Founder at SunYta | Wealth Coach

Meet your Mentor

Sunita Rao, a Chartered Financial Analyst , Fellowship in Life Insurance and an Arbitrator by profession with an experience of over 15 years in the field of financial consulting and training. She have trained over 5000+ students including senior bankers, CFO, investment bankers from top organizations across the world.

Qualification

  • Chartered Financial Analyst
  • Fellowship in Life Insurance
  • Arbitrator empaneled with Indian Council of Arbitration

Subject Matter Expert

  • Financial Planning (CFP)
  • Wealth Management
  • Alternate Investment Funds
  • Portfolio Management Services
  • Investment Advisory
  • Mutual Funds

16+

Years of Experience 

6000+

Students Trained

150+

Successful CFPs

Frequently Asked Questions

1. Who is this program for? What will it do for me?

The program is designed for the ones who want to become an Portfolio Manager and want to open their own PMS firm.

2. What if I am a working professional? Should I still pursue this program?

Yes, the program is designed for working professionals and since its an online program you can attend it from anywhere.

3. What if i couldn't attend the live session?

We highly encourage you to attend the live session as it will be an interactive session. Although we understand this might be possible sometimes, hence we do provide you with the sessions recording for a limited time

4. How long is the program accessible for?

The program will be available for 30 days with an option to extend the accessibility

Have any more questions?
write us on '[email protected]' or 'book an appointment with us to know more