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The Big Picture

Indian Capital Markets comparable with best in the world in


terms of systems and procedures Huge opportunity exists to
get into careers in the banking
and investment industry

BSE Sensex returns -17.50% p.a. CAGR since inception,


leading to shift from Bank Deposits into Stocks

Indian asset management industry to grow at a CAGR in the


range of 12 – 15 % for the period FY14 – FY19. * KPMG Report

Penetration and awareness to increase across the country,


leading to expansion of the retail investor base.

2
The Opportunity

Mutual funds need to increase their geographical footprint across India.

Banks need Relationship Managers (RMs) for investment advisory services


covering financial products like mutual funds

Becoming a distributor for mutual funds presents an opportunity for self


employment

Distributors / RMs serve as an important link between the manufacturers (mutual


funds) and buyers (investors) of the financial products

Intermediaries play a pivotal and valuable role in promoting sale of Mutual Funds.

Selling Mutual Funds requires you to have the highest standards of knowledge,
attitude and ethics. These standards are set by NISM and AMFI.
Regulatory Body

National Institute of Securities Markets:


NISM is a public trust, established by SEBI,
which defines the knowledge requirements
for intermediaries in the capital markets.

Association of Mutual funds in India:


AMFI is a nodal industry association of
mutual funds across India.
Industry Requirements

NISM-Series-V-A: Mutual Fund Distributors Certification Examination is


the mandatory exam to be cleared for selling and distributing mutual funds

The exam seeks to create a common minimum knowledge benchmark


for all persons involved in selling and distributing mutual funds.
Proposition

CIEL offer a comprehensive course (‘CIEL MFD


Bootcamp’) which would prepare the participant to
clear the mandatory certification exam for a career in
the investment and banking industry
How does it help?

For the college, this is a skill development Initiative

CIEL MFD Bootcamp can be seamlessly incorporated into the


curriculum by the college

Increases employability with Banks and AMCs as RMs

MFD Certification provides self employment capability


Inclusions

“Understanding Mutual Funds” book authored by Uma Shashikant.

A MFD Handout containing key points for revision

Access to CIEL’s online learning platform holding the Mutual Fund Distributor course
organized module-wise as per weightage in the exam with interactive exercises.

Access to CIEL’s online testing platform which holds exam oriented practice tests with
performance analytics showing areas of strengths and weaknesses.

Access to our call centre for exam registration/enrolment with NISM and content related
queries.

4 day classroom session by CIEL accredited trainers.

Facilitation for completing registration formalities with NISM and blocking exam dates.
Costs

Rs. 3000 Rs. 1500 Classroom logistics


plus taxes per person for to be managed
per person NISM exam fees by College
Modules

MODULE LESSON NAME DAY


I 1 Concept and Role of Mutual Funds 1
2 Fund Structure and Constituents
II 3 Legal and Regulatory Environment
4 Offer Document
III 5 Fund Distribution and Sales Practices 2
6 Accounting Valuation and Taxation
IV 7 Investor Services
8 Risk, Return and Performance of Mutual Funds 3
V 9 Scheme Selection
10 Selecting the right investment products for investors
VI 11 Financial Planning
12 Recommending Model Portfolios and Financial Plans 4
Revision, Practice tests

10
About CIEL

8-year old learning solutions company focused on the financial services sector.

Trained over 40,000 people across 200 locations.

Over 25000 registered learners in our Wealth management certifications.

15,000 subscribers to blog and podcasts

Over 40,000 copies of books sold

Over 1 million copies of educational booklets in multiple languages have been distributed

CIEL’s promoter Uma Shashikant, has been writing in leading publications and is a well
known name in financial literacy and education.

CIEL is not a broker, advisor, distributor, or seller of any financial product.


Our Clients
 Aditya Birla Money  ICICI Bank
 ASK Wealth Advisors  ICICI Prudential Mutual Fund
 Anand Rathi Private Wealth  ICICI Securities Ltd
 Axis Bank  IDFC Mutual Fund
 Axis Mutual fund  IDBI Mutual Fund
 Axis Capital and Securities  India Infoline Wealth Management
 Barclays Bank  ING Bank
 Birla Sunlife Mutual Fund  ING Asset Management Company
 BNP Paribas AMC  JP Morgan Mutual fund
 Canrobeco Mutual Fund  Kotak Mahindra Bank
 Deutsche Bank  Kotak Mahindra Mutual fund
 Deutsche Bank Operations International  L&T Mutual fund
 Deutsche Investor Services  Motilal Oswal Wealth Managers
 Deutsche Mutual Fund  NJ India Invest
 Development Bank of Singapore  Quantum Mutual fund
 DSP BlackRock Mutual Fund  Reliance Mutual fund
 Edelweiss Wealth Management  Religare Mutual fund
 Fidelity International Ltd  Religare Wealth Managers
 Franklin Templeton Investments  State Bank of India
 HDFC Bank  SBI Mutual fund
 HDFC Mutual Fund  Tata Mutual fund
 HSBC
 HSBC AMC
 UTI Mutual Fund
 Union KBC Mutual Fund