Cafemutual is a meeting point for all mutual fund professionals. So whether you are a self-employed independent financial advisor (IFA) or a hot-shot private banker with a big bank or a CEO of an AMC or a back office girl, we have something for you. To ensure that you have a productive and enriching experience at our site, spend a few minutes on this guide.
The Cafemutual Charter
What can you expect to see here?
Stay ahead of all the developments taking place in the Indian mutual fund industry. What’s more, all news is presented so that you find it relevant and useful. So whether it is industry news or NFO news or AMC specific news or the latest rankings and awards, expect to see it all here.
Get clarity on the broader issues and trends affecting your business
Benefit from the experience of your fellow IFAs as they share their success stories and best practices
There is a wide range of powerful applications and tools to make you more productive. Upload client portfolios, organise your meetings, compare funds, select funds, research funds…
You will find all the market commentaries and fact sheets of all the fund houses in this section. You can access these reports of all asset classes of any frequency (daily, weekly, monthly) of your choice.
This is the section where we try to address the concerns and issues of our visitors. You could post a query, remove your doubts or just seek more information by writing to us.
You can download the application forms of any fund house here.
Look up these directories when you want to locate addresses and contact details of the offices/ branches of AMCs, R & Ts, trainers, custodians, AMFI and SEBI.
Want to see something that is not there now? Have a suggestion on a topic or a subject? Encountered a technical glitch? Speak up and share. Send us your suggestions and feedback to prem@cafemutual.com. We will be delighted to hear from you!
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Who should appear for this certification?
Which institute/body conducts the test?
The certification is given by National Institute of Securities Markets (NISM).
How can you register for this test?
The test can be given online on NSE and MCX website. You have to register on either of these websites. The study material can be also be downloaded. Upon registering and getting a confirmation you can see the companies which offer training for this program. Attending training is not mandatory.
Register online by clicking here
Download a soft copy of the workbook by clicking here
When do you get the results?
The test is given online and you can see the results immediately. NISM delivers the certificate to your mailing address.
What does the program cover?
The program covers topics like financial planning, managing investment risk, measuring investment returns, investment vehicles, investment strategies, insurance planning, retirement planning and tax and estate planning.
Some key facts about the Exam
No of questions
60 questions each of 1 mark and 20 questions each of 2 marks (Total of 80 questions)
Duration
2 hours
Certificate Validity
*3 years
Passing Score
60 marks
Test Fees
Rs 4495
Website URL
http://www.investorfirst.in or http://www.nism.ac.in/
Difficulty Level
Easy to clear with some thorough preparation
Negative marking
No
*Passing Certificate is issued only to those candidates who have furnished/updated their Income Tax Permanent Account Number (PAN) in their registration details