NISM Certifications formula sheets and revision notes
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NISM-Series-V-A: Mutual Fund Distributors
- Investment LandscapeFormula sheet
- Concept and Role of a Mutual FundFormula sheet
- Legal Structure of Mutual Funds in IndiaFormula sheet
- Legal and Regulatory FrameworkFormula sheet
- Scheme Related InformationFormula sheet
- Fund Distribution and Channel Management PracticesFormula sheet
- Net Asset Value, Total Expense Ratio and Pricing of UnitsFormula sheet
- TaxationFormula sheet
- Investor ServicesFormula sheet
- Risk, Return and Performance of FundsFormula sheet
- Mutual Fund Scheme PerformanceFormula sheet
- Mutual Fund Scheme SelectionFormula sheet
NISM-Series-VII: Securities Operations and Risk Management
- Introduction to the Securities MarketFormula sheet
- Market Participants in the Securities MarketFormula sheet
- Introduction to Securities Broking OperationsFormula sheet
- Risk ManagementFormula sheet
- Clearing ProcessFormula sheet
- Settlement ProcessFormula sheet
- Investor Grievances and ArbitrationFormula sheet
- Other Services Provided by BrokersFormula sheet
NISM-Series-VIII: Equity Derivatives
- Basics of DerivativesFormula sheet
- Understanding IndexFormula sheet
- Introduction to Forwards and FuturesFormula sheet
- Introduction to OptionsFormula sheet
- Strategies using Equity Futures and Equity OptionsFormula sheet
- Trading MechanismFormula sheet
- Introduction to Clearing and Settlement SystemFormula sheet
- Legal and Regulatory EnvironmentFormula sheet
- Accounting and TaxationFormula sheet
- Sales Practices and Investors Protection ServicesFormula sheet
NISM-Series-VI: Depository Operations
- Introduction to the Indian Capital MarketFormula sheet
- Introduction to DepositoryFormula sheet
- Depository and its Business PartnersFormula sheet
- Functions of Depository Participant - Account OpeningFormula sheet
- Functions of Depository Participant - Account OperationsFormula sheet
- Functions of Depository Participant - Transmission and NominationFormula sheet
- Functions of Depository Participant - DematerialisationFormula sheet
- Functions of Depository Participant - Trading and SettlementFormula sheet
- Special Services - Pledge and HypothecationFormula sheet
- Special Services - Public Offering / Corporate ActionsFormula sheet
- Special Services - Debt Instruments and Government SecuritiesFormula sheet
- Foreign Portfolio Investors (FPI)Formula sheet
- Investor Services (NISM VI)Formula sheet
NISM-Series-X-A: Investment Adviser (Level 1)
- Introduction to Personal Financial PlanningFormula sheet
- Time Value of MoneyFormula sheet
- Evaluating the Financial Position of ClientsFormula sheet
- Debt Management and LoansFormula sheet
- Introduction to the Indian Financial MarketsFormula sheet
- Securities Market SegmentsFormula sheet
- Introduction to InvestmentFormula sheet
- Investing in StocksFormula sheet
- Investing in Fixed Income SecuritiesFormula sheet
- Understanding DerivativesFormula sheet
- Mutual FundsFormula sheet
- Portfolio ManagerFormula sheet
- Overview of Alternative Investment Funds (AIFs)Formula sheet
- Introduction to Modern Portfolio TheoryFormula sheet
- Portfolio Construction ProcessFormula sheet
- Portfolio Performance Measurement and EvaluationFormula sheet
- Operational Aspects of Investment ManagementFormula sheet
- Key RegulationsFormula sheet
- Ethical IssuesFormula sheet
- Grievance Redress MechanismFormula sheet
NISM-Series-X-B: Investment Adviser (Level 2)
- Basics of InsuranceFormula sheet
- Life Insurance ProductsFormula sheet
- Non-Life Insurance ProductsFormula sheet
- Retirement Planning BasicsFormula sheet
- Retirement ProductsFormula sheet
- Miscellaneous Aspects of Retirement PlanningFormula sheet
- Concepts in TaxationFormula sheet
- Capital GainsFormula sheet
- Income from Other SourcesFormula sheet
- Taxation of Equity ProductsFormula sheet
- Tax Provisions for Special CasesFormula sheet
- Basics of Estate PlanningFormula sheet
- Tools for Estate PlanningFormula sheet
- Basics of Behavioural FinanceFormula sheet
- Behavioural Finance in PracticeFormula sheet
- Risk Profiling for InvestorsFormula sheet
- Comparison of Products Across CategoriesFormula sheet
- Case Studies in Comprehensive Financial AdviceFormula sheet
NISM-Series-XV: Research Analyst
- Introduction to Research Analyst ProfessionFormula sheet
- Introduction to Securities MarketFormula sheet
- Terminology in Equity and Debt MarketsFormula sheet
- Fundamentals of ResearchFormula sheet
- Economic AnalysisFormula sheet
- Industry AnalysisFormula sheet
- Company Analysis - Business and GovernanceFormula sheet
- Company Analysis - Financial AnalysisFormula sheet
- Corporate ActionsFormula sheet
- Valuation PrinciplesFormula sheet
- Fundamental Analysis of CommoditiesFormula sheet
- Fundamentals of Risk and ReturnFormula sheet
- Qualities of a Good Research ReportFormula sheet
- Legal and Regulatory Environment (NISM XV)Formula sheet
- Technical AnalysisFormula sheet
NISM-Series-XXI-A: Portfolio Management Services (PMS) Distributors
- InvestmentsFormula sheet
- Introduction to Securities MarketsFormula sheet
- Investing in Stocks (NISM XXI-A)Formula sheet
- Investing in Fixed Income Securities (NISM XXI-A)Formula sheet
- DerivativesFormula sheet
- Collective Investment VehiclesFormula sheet
- Role of Portfolio ManagersFormula sheet
- Operational Aspects of Portfolio ManagersFormula sheet
- Portfolio Management ProcessFormula sheet
- Performance Measurement and Evaluation of Portfolio ManagersFormula sheet
- Taxation (NISM XXI-A)Formula sheet
- Regulatory, Governance and Ethical Aspects of Portfolio ManagersFormula sheet