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EXAMINATION PLAN & CERTIFICATION This module has been developed by Association of Mutual Funds in to build a cadre of mutual

fund advisors and disseminate knowledge about the working of the mutual funds. BTI conducts the test on behalf of AMFI which is for 100 marks consisting 72 questions. The questions are of objective type having multiple choices. A quarter marks are deducted for each wrong answer. The certificate is awarded to only those candidates who obtain a minimum of 50% marks. OBJECTIVES OF THE TEST To ensure the participants having adequate knowledge of the Mutual Funds investing- Portfolio Diversification, Professional Management, Reduction of Risk, Transaction Costs and Taxes, Liquidity and Convenience. TEST SYLLABUS Concepts and role of mutual funds, Funds structure and constituents, Legal and regulatory environments, The offer documents, Funds distribution and sales practices, Accounting valuation and taxation, Investor Services, Investment Management, Measuring and evaluating mutual fund performance, Helping investor with financial planning, Recommending financial strategies to investors, Selecting the right investment product for the investors, Helping investor understand risk in fund investing, recommending the model portfolio and selecting the right funds, Business ethics for mutual funds. TARGET AUDIENCE Investors, Brokers, Sub-Brokers, Financial Institutions, Portfolio Managers, Insurance Companies, Banks and Management Students. TEST DURATION (In minutes) 120 CERTIFICATE VALIDITY (In years) 5 Years FEES FOR APPEARING AT MUMBAI CENTER Rs.1000.00 payable through DD in favour of "Bombay Stock Exchange, Limited" payable at Mumbai per participant per attempt. FEES FOR APPEARING AT REGIONAL / BSE INVESTOR SERVICE CENTERS AT NEW DELHI, AHMEDABAD, RAJKOT, KOLKATTA, CHENNAI AND COCHIN. Rs.1000.00 payable through DD in favour of "Bombay Stock Exchange, Limited" payable at the respective 6 regional center as stated above per participant per attempt. List of Test Centres The study material for the modules is available for sale at AMFI's office : ASSOCIATION OF MUTUAL FUNDS IN INDIA 706-708, BALARAMA BANDRA-KURLA COMPLEX

BANDRA (EAST) MUMBAI - 400 051 Telephone Nos.: 26590206 / 26590243 / 26590246 / 26590382 Fax Nos. : 26590209 /26590235 Website: www.amfiindia.com EXAMINATION COORDINATOR

CERTIFICATION EXAMINATION INQUIRY Phone: 022 2272 8856 / 2272 8382 E-mail: Certhelp@bseindia.com Certification Examination (Outside Mumbai) for 75 or more candidates: For conducting Certification Examination for 75 or more candidates, contact: Govind Singh Sailoni 022 2272 8062 E-mail: govindsingh.sailoni@bseindia.com

Overview:

Rs 995 fees:

Career prospects for AMFI professionals

Candidates seeking career in Mutual Fund Distribution either as an Individual Agent or as a corporate Agent. Such candidates are usually graduates/ post-graduate students who have passed out B.Com/ M.Com/ MBA-Finance, Marketing etc. Employment Opportunities after passing AMFI Test (Advisors) Module either as independent financial planner / investment advisor or can seek employment with distribution companies (financial products), Banks, Brokerage firms, other securities firms, Asset Management Companies, etc. Asset Management Companies (AMC) are: AMC includes TATA Mutual Fund

SBI Mutual Fund Principal Pru ICICI Fidelity Franklin Templeton etc Course details: Advantages of AMFI course Complete coverage of revised syllabus as prescribed by AMFI Comprehensive yet interactive and engaging learning sessions Classes ANYTIME, ANYWHERE Doubt learning sessions through LVC & online Faculty support. Vast data bank of Multiple Choice Questions

AMFI Test (Advisors) Module The AMFI Mutual Fund (Advisors) Module and it covers subjects such as financial planning, risks in fund investing, model portfolio selection in addition to the subjects covered under the Basic Module and constitute a single certification programme which is designed for certification of fund distributors or intermediaries engaged in selling mutual fund schemes, employees of corporate intermediaries and employees of mutual funds who are engaged in selling and marketing activities. The validity period for the AMFI-Mutual Fund (Advisors) module certification is for five years.

The following are the subjects covered by the Test and the workbook contains all the relevant details. The curriculum and list of topics for the test are as under: Part One The Concept and Role of Mutual Funds Fund Structures and Constituents Legal and Regulatory Environment The Prospectus/Offer Document Fund Distribution and Sales Practices Accounting, Taxation &Valuation Norms Investor Services Investment Management Measuring and Evaluating Mutual Fund Performance

How to register for Part Two he Online Test? Helping Investors with Financial Planning Recommending the Financial Planning Strategies for Investors Selecting the Right Investment Products for Investors Candidate may Helping Investors Understand Risks in Fund Investing contact the Recommending the Model Portfolios and Selecting the Right Funds appropriate NSE Business Ethics in Mutual Funds Centre (refer Syllabus for AMFI Test (Basic Module) comprises topics as enumerated in Part One www.nseindia.com) Syllabus for AMFI Test (Advisors Module) comprises topics as enumerated in Part One o register their plus Part Two name for the test. AMFI e-learning course by financevarsity.com [GOLS] As the certificate financevarsity.com offers the AMFI course both for investors and advisors modules in following ssued for features uccessful Web Based Training (WBT) As per AMFI course syllabus candidates will 6 hours carry the Video Based Training (VBT) Video Classes (LVC) Sessions for the entire syllabus, by Industry photograph Live of the Experts and Qualified Trainers candidate, they are Online faculty support equired to Live affix Support a Assess At least 5 Mock Tests copy of their Price Rs 995/- only photograph Introductory on the

egistration form. There is a fee of Advantages of AMFI course offered by financevarsity.com Rs. 1000/- to be paid to NSE for the Complete coverage of revised syllabus as prescribed by AMFI est by way of Comprehensive yet interactive and engaging learning sessions demand draft Classes ANYTIME, ANYWHERE avoring 'National Doubt learning sessions through LVC & online Faculty support. Stock Exchange of Vast data bank of Multiple Choice Questions ndia Limited'. Examination:

NSE had launched he Online Registration and Enrollment facility. For further details candidates are equested to visit AMFI Basic he link "Online Module Register/ Enroll" on the NSE website www.nseindia.com)

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495/-*

*Service Tax Extra as Applicable.

Overview: Career prospects for AMFI professionals

Candidates seeking career in Mutual Fund Distribution either as an Individual Agent or as a corporate Agent. Such candidates are usually graduates / post-graduate students who have passed out B.Com/M.Com/MBA-Finance, Marketing etc. Employment Opportunities after passing AMFI Test (Advisors) Module either as independent financial planner / investment advisor or can seek employment with distribution companies (financial products), Banks, Brokerage firms, other securities firms, Asset Management Companies, etc. Asset Management Companies (AMC) are: AMC includes TATA Mutual Fund SBI Mutual Fund Principal Pru ICICI Fidelity Franklin Templeton etc Course details: Advantages of AMFI course Complete coverage of revised syllabus as prescribed by AMFI Comprehensive yet interactive and engaging learning sessions Classes ANYTIME, ANYWHERE Doubt learning sessions through LVC & online Faculty support.

Vast data bank of Multiple Choice Questions AMFI Test (Basic Module) This is a general test covering the concept, structure and other essential general topics. This is meant for all employees of Mutual Funds (other than those who are engaged in selling and marketing activities), general public and for those who would like to have a basic knowledge of concept and working of Mutual Funds. Any one who desires to acquire knowledge of the functioning of the mutual fund without seeking to become a fund distributor can take this test . A certificate will be issued separately for Basic Module test to the successful candidates. There is no validity period for the AMFI-Mutual Fund (Basic) Module certification.

The following are the subjects covered by the Test and the workbook contains all the relevant details. The curriculum and list of topics for the test are as under: Part One The Concept and Role of Mutual Funds Fund Structures and Constituents Legal and Regulatory Environment The Prospectus / Offer Document Fund Distribution and Sales Practices Accounting, Taxation &Valuation Norms Investor Services Investment Management Measuring and Evaluating Mutual Fund Performance Part Two Helping Investors with Financial Planning Recommending the Financial Planning Strategies for Investors Selecting the Right Investment Products for Investors

Helping Investors Understand Risks in Fund Investing Recommending the Model Portfolios and Selecting the Right Funds Business Ethics in Mutual Funds Syllabus for AMFI Test (Basic Module) comprises topics as enumerated in Part One Syllabus for AMFI Test (Advisors Module) comprises topics as enumerated in Part One plus Part Two AMFI e-learning course by financevarsity.com [GOLS]

Advantages of AMFI course offered by financevarsity.com Complete coverage of revised syllabus as prescribed by AMFI Comprehensive yet interactive and engaging learning sessions Classes ANYTIME, ANYWHERE Doubt learning sessions through LVC & online Faculty support. Vast data bank of Multiple Choice Questions Careerscope: Association of Mutual Funds in India (AMFI) Examination

The certification programme was launched by AMFI in July 2000 and SEBI made it mandatory for all Intermediaries in September 2001. The Securities and Exchange Board of India (SEBI) has made mandatory for any entity / person engaged in marketing and selling of mutual fund products to pass AMFI certification test (Advisors Module) and obtain registration number from AMFI. Firms and corporates will have to obtain certification of registration from AMFI and all employees of corporate distributors engaged in selling and marketing of mutual fund products have to pass the AMFI certification test (Advisors Module) and obtain registration with AMFI before canvassing business of mutual funds. What is the nature of the test? AMFI Test is a multiple option-testing programme with each question having four different

options and the candidate has to choose the right answer. The marks for each question are different and a wrong answer would result in negative marking to the extent of 25 percent of the marks assigned to that question. The passing mark is 50 out of a total of 100 marks. ttp://www.scribd.com/doc/24384737/Amfi-Fully-Solved-500-questiohns

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