Examination Specifications:

This is a computer-based examination with multiple choice questions.

The examination consists of 100 questions of 1 mark each adding to 100 marks.

The examination should be completed in 2 hours.

There shall be negative marking of 25% of the marks assigned to a question.

The passing score for the examination is 50 marks.

Syllabus Outline with Weightages

Unit 1 Concept & Role of a Mutual 6%

Fund
Unit 2 Fund Structure & 4%
Constituents
Unit 3 Legal & Regulatory 10%
Environment
Unit 4 Offer Document 6%
Unit 5 Fund Distribution & Channel 8%
Management Practices
Unit 6 Accounting, Valuation & 10%
Taxation
Unit 7 Investor Services 12%
Unit 8 Return, Risk & Performance 10%
of Funds
Unit 9 Scheme Selection 10%
Unit 10 Selecting the Right 9%
Investment Products for
Investors
Unit 11 Helping Investors with 7%
Financial Planning
Unit 12 Recommending Model 8%
Portfolios & Financial Plans