Exam Details
- Exams: 1
- Exam Format: Paper or Computer Based
- Exam Duration: 3 Hours
- Question Format: Multiple Choice
- Questions Per Exam: 100
- Attempts Allowed Per Exam: 3*
- Passing Grade: 60%
Syllabus
- Introduction to the Mutual Funds Marketplace
- The Know Your Client Communication Process
- Understanding Investment Products and Portfolios
- The Modern Mutual Fund
- Analysis of Mutual Funds
- Understanding Alternative Managed Products
- Evaluating and Selecting Mutual Funds
- Ethics, Compliance, and Mutual Fund Regulation
