PMS for Distributors Certification Program
SEBI Registered curriculum, Assistance in exam booking, Mock assessment curated from past papers. Mentoring from CEO of Bangalore's Top 10 MFD with on going experience in wealth management handling 100+ crores. Cheat sheet for exam clearance. Help achieve guaranteed clearance. Dedicated PM, One on one mentoring, industry recognised course completion certification.
Course Description
The PMS for Distributors Certification Program by Workpreneur Academy is designed to help finance professionals, distributors, and aspiring wealth managers enter the high-growth world of Portfolio Management Services. This SEBI-aligned, NISM Series XXI-A exam-focused course equips you with the tools to serve HNIs, NRIs, and institutional clients with confidence.
Through structured modules, you’ll gain expertise in investment products, securities markets, derivatives, fixed income, operational aspects of PMS, taxation, and compliance. The course blends mock tests, real-life case studies, and 1:1 mentorship to ensure you’re fully prepared to clear certification exams and grow your career in wealth management.
What You’ll Learn
✅ Understand PMS products, client profiling & suitability
✅ SEBI regulations, governance & ethical practices
✅ Role & operations of portfolio managers
✅ Investment strategies: equities, fixed income, derivatives
✅ Performance measurement & evaluation of portfolios
✅ Taxation for PMS distribution
✅ Build scalable PMS distribution practices for HNIs & NRIs
Why Choose This Course?
-
NISM certification aligned & SEBI compliant
-
1:1 mentorship from industry experts
-
24/7 expert mentor support
-
100% placement & internship guidance
-
Comprehensive PMS toolkit & mock tests
Course Information
Recent Courses
Compare Course
Click the button below to compare this course with another one.
