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Table of Contents

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NISM MUTUAL FUND DISTRIBUTION COURSE

I. Concept and Role of a Mutual Fund

II. Fund Structure and Constituents

III. Legal and Regulatory Environment

IV. Offer Document

V. Fund Distribution and Sales Practices

VI. Accounting, Valuation and Taxation

VII. Investor Services

VIII. Risk, Return and Performance of Funds

IX. Scheme Selection

X. Selecting the Right Investment products for Investors

XI. Helping Investors with Financial Planning

XII. Recommending Model Portfolios and Financial Plans

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