NISM Series V-A, also called NISM 5-A, is a certification exam offered by the National Institute of Securities Markets (NISM) in India. This exam is officially known as the NISM-Series-V-A: Mutual Fund Distributors Certification Examination. It is designed for people who want to become mutual fund distributors or for those who are already distributing mutual funds and need to meet regulatory requirements.
Who Should Take the NISM 5-A Exam?
- Aspiring Mutual Fund Distributors: People who want to start a career in distributing mutual funds.
- Current Mutual Fund Distributors: Professionals who are already distributing mutual funds and need to meet regulatory requirements.
- Financial Advisors: Professionals who provide investment advice and want to add mutual fund distribution to their services.
- Banking and Financial Services Employees: People working in banks or financial institutions who sell mutual fund products.
- Students and Fresh Graduates: Those who want to enter the financial services industry and gain knowledge in mutual funds.
About the Instructor
Yukti Gala
A Certified Financial Planner with an experience of about 8 years in finance and training. She is currently working with FPA Edutech as an Assistant Vice President for CFP vertical. She has worked for the esteemed organization Sykes & Ray Equities for almost 3 Years as a Senior Financial Planner, managing high-end portfolios. In 2019, she was designated as an Assistant Manager for one of India’s leading financial services firm Anand Rathi Wealth Services Ltd.
She has been working as a Part-Time faculty for Certified Financial Planner Course in Financial Planning Academy, since 2017.
She has also explored the training side of other finance & banking courses for students & corporates.
Areas of expertise: Investment Products, Tax Planning, Mutual fund, Financial Planning, etc.
Trainings conducted for: Students of various colleges like KC, Mithibai, NM, etc. She has conducted trainings for working professionals working at a managerial level in various segments like Insurance companies, mutual fund houses, wealth management firms, etc.
