Workpreneur Academy

NISM Series V A - Mutual Fund Distributor Certification 

Kickstart your journey in the ₹50 lakh crore mutual fund industry with the NISM Series V-A certification.
This SEBI-mandated exam empowers you to legally distribute mutual funds and build a rewarding financial career.
Perfect for students, professionals, and entrepreneurs ready to turn knowledge into income.
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The NISM Series V-A: Mutual Fund Distributors Certification is a SEBI-mandated course that enables you to legally sell mutual funds in India. It covers everything from mutual fund basics to investor handling and compliance.This certification opens doors to a high-trust, high- earning career in finance—whether you're a student, job-seeker, or entrepreneur. 
With our expert-led training, cracking the exam and launching your distribution career becomes simple, fast, and effective.
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Key Highlights

Exam-oriented content mastery 

Mutual Fund basics demystified 

NAV, Loads and Taxation simplified 

Client Goal Mapping skills 

Risk-Return profiling techniques 

SEBI & AMFI Compliance focused 

Sales ethics and disclosures 

Mock tests and model papers

Course content

Module 1: Investment Landscape

  • Investors and their Financial Goals
  • Savings or Investments?
  • Different Asset Classes
  • Investment Risks
  • Risk Measures and Management Strategies
  • Behavioural Biases in Investment Decision Making
  • Risk Profiling
  • Understanding Asset Allocation
  • Do-it-yourself versus Taking Professional Help

Module 2: Concept and Role of a Mutual Fund

  • Concept of a Mutual Fund
  • Classification of Mutual Funds
  • Growth of the mutual fund industry in India

Module 3: Legal Structure of Mutual Funds of India

  • Structure of Mutual Funds in India
  • Key Constituents of a Mutual Fund
  • Organization Structure of Asset Management Company
  • Role and Support function of Service Providers
  • Role and Function of AMFI

Module 4: Legal and Regulatory Framework

  • Role of Regulators in India
  • Role of Securities and Exchange Board of India
  • Due Diligence Process by AMCs for Distributors of Mutual Funds
  • Investor Grievance Redress Mechanism
  • AMFI Code of Conduct for Intermediaries

Module 5 : Scheme related information

  • Mandatory Documents
  • Non-Mandatory Disclosures

Module 6: Fund Distribution and Channel Management Practices

  • The role and importance of mutual fund distributors
  • Different kinds of mutual fund distributors
  • Modes of distribution
  • Pre-requisites to become Distributor of a Mutual Fund
  • Revenue for a mutual fund distributor
  • Commission Disclosure mandated by SEBI
  • Due Diligence Process by AMCs for Distributors of Mutual Funds
  • Difference between distributors and Investment Advisors
  • Nomination facilities to Agents/Distributors and Payment of Commission to Nominee
  • Change of distributor

Module 7: Net Asset Value, Total Expense Ratio and Pricing of units

  • Fair Valuation Principles
  • Computation of Net Assets of Mutual Fund Scheme and NAV
  • Dividends & Distributable Reserves
  • Concept of Entry and Exit Load and its impact on NAV
  • Key Accounting and Reporting Requirements
  • NAV, Total expense ratio and pricing of units for the Segregated Portfolio

Module 8: Taxation

  • Applicability of taxes in respect of mutual funds
  • Capital Gains
  • Dividend income (IDCW option)
  • Stamp Duty on Mutual Fund Units
  • Setting off of Capital Gains and Losses under Income Tax Act
  • Securities Transaction Tax
  • Tax benefit under Section 80C of the Income Tax Act
  • Tax Deducted at Source
  • Applicability of GST

Skills to master

Portfolio Construction & Asset Allocation

Tracking Performance & Client Reporting

Client Profiling & Goal-Based Planning

Complete Understanding of Mutual Fund Products

Behavioral Finance & Investor Psychology

Regulatory & Compliance Clarity (SEBI & AMFI)

Digital Tools, Onboarding & Business Scaling

Personal Branding & Client Trust-Building Techniques

Roles to work as

Relationship Manager – Private Wealth at Banks or NBFCs

Independent Mutual Fund Distributor / IFA (Individual Financial Advisor)

Mutual Fund Sales Specialist / Business Development Manager

 Investment Advisor – RIA Model (Post RIA Registration)

Financial Planning Consultant

Regional Sales Head – Mutual Fund Distribution Network

 Founder – Financial Advisory Firm 

Wealth Tech Consultant – Digital Investment Platforms & Fintechs

Career Services

Personalized Career Roadmap (Post-Certification)

AMC & Distributor Empanelment Support

Client Pitch & Sales Training (Real-World Scenarios)

Professional Resume & LinkedIn Optimization

Lifetime Access to Tools, Templates & Client Kits

Job & Internship Opportunities with Partner Firms

Certificate of Completion 

🎓 Certification Sample
Get a glimpse of the professional certificate you’ll receive upon course completion. Issued by Workpreneur Academy, it validates your expertise in ARN-AMFI Registration Number SEBI Guided Training, and showcases your skills to employers worldwide.

Testimonials from Industry Leaders

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As a LIC agent, I wanted to diversify and start mutual fund distribution, but I wasn’t confident about the syllabus. Workpreneur Academy’s step-by-step videos and personalized support made all the difference. The course even showed me how to start onboarding clients digitally after passing. I now offer both insurance and mutual funds to my clients!”

- Nitin

“I had just completed my graduation and was totally clueless about where to start in finance. This course gave me direction, confidence, and real-world clarity. The mock tests, weekly mentorship calls, and doubt-clearing sessions helped me crack the NISM exam in under 3 weeks. I’m now interning with a top AMC, and this is just the beginning!”

- Deepali

“I came from a marketing background with zero knowledge of finance, but Workpreneur Academy made mutual funds feel simple and logical. The trainers explained complex topics like NAV, fund structures, and SEBI rules so clearly. I passed the NISM V-A exam on my first attempt and now I’ve started building my own mutual fund client base. Can’t thank the team enough!”

- Prem

As a LIC agent, I wanted to diversify and start mutual fund distribution, but I wasn’t confident about the syllabus. Workpreneur Academy’s step-by-step videos and personalized support made all the difference. The course even showed me how to start onboarding clients digitally after passing. I now offer both insurance and mutual funds to my clients!”

- Nitin

“I had just completed my graduation and was totally clueless about where to start in finance. This course gave me direction, confidence, and real-world clarity. The mock tests, weekly mentorship calls, and doubt-clearing sessions helped me crack the NISM exam in under 3 weeks. I’m now interning with a top AMC, and this is just the beginning!”

- Deepali

“I came from a marketing background with zero knowledge of finance, but Workpreneur Academy made mutual funds feel simple and logical. The trainers explained complex topics like NAV, fund structures, and SEBI rules so clearly. I passed the NISM V-A exam on my first attempt and now I’ve started building my own mutual fund client base. Can’t thank the team enough!”

- Prem

As a LIC agent, I wanted to diversify and start mutual fund distribution, but I wasn’t confident about the syllabus. Workpreneur Academy’s step-by-step videos and personalized support made all the difference. The course even showed me how to start onboarding clients digitally after passing. I now offer both insurance and mutual funds to my clients!”

- Nitin

“I had just completed my graduation and was totally clueless about where to start in finance. This course gave me direction, confidence, and real-world clarity. The mock tests, weekly mentorship calls, and doubt-clearing sessions helped me crack the NISM exam in under 3 weeks. I’m now interning with a top AMC, and this is just the beginning!”

- Deepali

“I came from a marketing background with zero knowledge of finance, but Workpreneur Academy made mutual funds feel simple and logical. The trainers explained complex topics like NAV, fund structures, and SEBI rules so clearly. I passed the NISM V-A exam on my first attempt and now I’ve started building my own mutual fund client base. Can’t thank the team enough!”

- Prem

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Course Queries Answered

What kind of career or income opportunities will this open up for me?

Once certified, you can start earning lifetime trail commissions as a mutual fund distributor, work with top banks and fintechs, or even start your own advisory business. The course also includes career guidance, role options, and practical business tips to get you started immediately.

Will I be certified and eligible to start selling mutual funds after this course?

Yes. After completing the course and clearing the NISM V-A exam, you’ll receive a NISM Certificate recognized by SEBI and AMFI, which is mandatory for becoming a registered mutual fund distributor in India.

Do I need a finance background to enroll in this course?

Not at all. Whether you’re a student, career switcher, homemaker, or insurance agent — this course starts from ground zero and explains every concept in simple, relatable terms. If you're committed to learning, you can crack the exam and start your mutual fund career with confidence.

Is this course enough to help me pass the NISM Series V-A exam confidently?

Yes! Our course is fully aligned with the latest NISM syllabus, covering all modules in-depth — from mutual fund basics to regulations, sales practices, and NAV calculations. You’ll also get mock tests, revision notes, and real exam simulations to ensure you're 100% exam-ready.