How to become a Certified Equity portfolio manager

NISM Certification on series XX1-B Equity PortFolio Managers

The NISM-Series-XXI-B examination covers a wide range of topics essential for a portfolio manager, including:

• The investment landscape and securities markets
• Valuation of equities and fixed-income securities
• Derivatives and mutual funds
• The role and operational aspects of portfolio managers
• Portfolio management processes, performance measurement, and evaluation
• Taxation, regulations, governance, and ethics in portfolio management

The exam typically consists of multiple-choice questions and case-based questions. Passing this exam is a key step toward a career in portfolio management in India, as it demonstrates a foundational understanding of the field and compliance with regulatory requirements.

This introductory 1-hour session is designed for beginners with no prior knowledge of equity portfolio management, aiming to equip them for the NISM Series XXI-B Certification Examination. The meeting will cover foundational concepts from Chapters 1, 2, and 3 of the NISM Series XXI-B syllabus. Participants will gain an initial understanding of the exam's scope and key preliminary topics essential for successful preparation.