Course Objective

This program aims to:

• Enable MFDs and RIAs to meet SEBI’s mandatory eligibility requirements for SIF distribution
• Build strong conceptual clarity in derivatives and structured products
• Prepare candidates to clear the NISM Series XIII examination in the first attempt
• Provide practical insights relevant to SIF instruments and real-world application

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Who Should Enroll

This course is ideal for:

• AMFI Registered Mutual Fund Distributors (MFDs)
• Registered Investment Advisers (RIAs)
• Relationship Managers & Wealth Managers
• Investment & Product Team members
• Finance professionals planning to enter SIF distribution

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Course Structure & Delivery

• Live Online Sessions: 25+ hours of instructor-led training
• Batch Mode: Structured learning with daily progression
• Class Timing: Evening sessions (2 hours daily)
• Recordings: 4 months access to session recordings & notes
• Learning Approach: Concept → Examples → Exam application

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Key Learning Outcomes

By the end of the course, participants will be able to:

• Understand futures, options, swaps, and derivative strategies
• Interpret risk, payoff structures, and pricing mechanisms
• Apply derivative concepts in the context of Specialized Investment Funds (SIF)
• Understand regulatory framework & compliance requirements
• Attempt the NISM Series XIII exam with confidence and strategy

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Key Features

✔ Live interactive online classes
✔ NISM-aligned curriculum
✔ 2000+ practice questions
✔ Mock tests & revision sessions
✔ Short notes & exam-oriented summaries
✔ Practical exam strategies & time management tips
✔ Recording access for revision

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Faculty

The course is led by Chidrup Jain (CFP | CTEP® | NCMP),
a seasoned financial professional and trainer with 20+ years of industry and training experience, known for simplifying complex financial concepts and delivering exam-oriented, compliance-aligned learning.

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Course Details

• Course Name: NISM Series XIII – Common Derivatives Certification
• Mode: Live Online
• Batch: 7
• Start Date: From 9th February 2025
• Duration: 25+ Hours
• Access: 4 Months (recordings & notes)
• Course Fee: ₹4,998/- (All Inclusive)

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Why Choose The Excelist

• Proven track record in financial education & compliance training
• Industry-aligned, practical teaching methodology
• Focus on clarity, confidence, and certification success
• Trusted by MFDs, RIAs, banks, and wealth professionals across India

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Enroll Now

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