Quick and Easy Guides

MFD - Level 2 Certification
MFD - Level 2 Certification
Assess your knowledge of each chapter of this workbook by using Wealth Academy’s Quick ‘n’ Easy Guide.
Chapter 1:Mutual Fund Structures
Chapter 2:Legal and Regulatory Environment of Mutual Funds
Chapter 3:Fund Distribution and Sales Practices
Chapter 4:Investment and Risk Management
Chapter 5:Valuation of Schemes
Chapter 6:Accounting
Chapter 7:Taxation
Chapter 8:Investor Services
Chapter 9:Scheme Evaluation
Chapter 10:Asset Classes and Alternate Investment Products
Chapter 11:Cases in Financial Planning
Chapter 12:Ethics and Investor Protection
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Comments Posted
Amit Rawal ARN NO :ARN-120445 Ujjain, 06 Dec 2018

Study material.

Mugesh ARN NO :Timespro Chennai, 12 Jul 2018

Good

PANKAJ MANDAL ARN NO :UTI MUTUAL FUND Kolkata, 25 Dec 2017

Ok

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sawtantar singh ARN NO :4444444 Chandigarh, 11 Nov 2015

Excellen briefs n shortcuts

chirag gandhi ARN NO :89505 ANAND, 28 Apr 2015

Good work ., Need help in NISM Invetment Advisory level -2 specifically for Case Studies

Prakash G.Shet ARN NO :86616 Bangalore, 24 Dec 2013

It was observed from NISM wibesite that CPFA examination was discontinued and started Investment Advisor Level exam-2.In this connection, I need clarification to the following Points : 1.What are the benefits of passing Investment Advisor Level exam-2? 2. I want to do Investment Advisor Level exam-2 if there is schopee for this? please advise about this. 3. I want to spread the Investment advisory /financial literacy to rural poor and others by conducting training programmes after passing Investment Advisor Level exam-2 without registering as Investment Advisor with SEBI. Whether it is possible? 4. Whether Investment Manager registered with SEBI is allowed to advices on Financial Planning? Whether Investment Manager can construct Financial Plan? Wealth Forum or readers may please clarify this points for the benefit of all IFAs Yours faithfully pgshet

g.somasundaram ARN NO :16932 nagercoil, 14 Oct 2013

very informative anduseful

Subir Nandi ARN NO :ARN-64609 Kolkata, 27 Sep 2013

Really good initiative by Wealth Forum. Need more certification to include. I have just completed NISM series- X- A Investment Adviser (Level -1), Licentiate - Life, CFP - 1.RAIP & 2.TPEP. Preparing for MFD-L2. I would like to take this initiative forward by sharing & helping others. I believe we should have a common platform where we can share study mats & Q banks.

kailas nanji thakkar ARN NO :0751 sangli, 23 Sep 2013

pl provide a download link so that we can down load study material; Good initiative by wealth from & Franklin Pl start the same series on NISM _series- X- A Investment adviser (level -1)

Uday Kant Jha ARN NO :ARN-36145 Bhagalpur, 16 Aug 2013

I want to get more information on MFD- level 2. Please help me.

Anandprakash Khetan ARN NO :64507 AURANGABAD - 431005, 14 Aug 2013

Pl let me knoe the links from where I can get the study material downloaded.Hope to hear from u asap.

Dharmendra Mehta ARN NO :9104 JAMNAGAR, 14 Aug 2013

Please mail me link for download the study material. Thanks,

GYAN CHAND JAIN ARN NO :49625 DALTONGANJ, 14 Aug 2013

CAN I GET STUDY MATERIAL FOR THE ABOVE FREE OF COST FROM ANY WEBSITE. IF IT COSTS WHAT IS COST AND FROM WHERE IT CAN BE PURCHASED. CAN SOME BODY GUIDE ME

Pankaj Mishra ARN NO :ICICI Prudential AMC Lucknow, 06 Aug 2013

The material is good. But I took the test and could not clear the same on account of lack of practice on case studies.Request you to send some more practice tests on NAV calculation, Dividend Yield and the questions I found on case studies where networth, PE ratio, EPS,dividend distribution of many companies were given and based on such information question for 2 marks each was found very difficult on account of lack of practice of such questions. If ready materials are not availabe, then please refer to some books to practice such case studies.

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