About CMAP

CMAP is a comprehensive training program designed to equip individuals with the skills, knowledge, and certifications necessary to excel in the mutual fund distribution industry.

The certification aims to enhance the quality of sales, distribution, and related support services in the mutual fund industry. Developed by Wagons Learning Private Ltd., CMAP aims to empower aspiring financial professionals, unemployed individuals, and financially deprived students with the tools they need to build successful careers and businesses in the financial sector

01 Basic Info

PROGRAMME INCLUDES

15-Day Online Training
NISM VA Certification
ARN
Generation
MFD Platform Access
Hand Holding / Placement Support*
02 Eligibility

WHO CAN JOIN

Under Graduates / Graduates
Age between
18 - 55 Years
English
Hindi
Seeking Upskill in BFSI Sector
Interested in Business

Empower Your Future

Join the CMAP Community and Grow Together in Finance!

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3 hours
Instructor led training
1 hour
Assignment + Mock Tests

15 Days

Programme Fee

₹ 15,000

+ 18% GST

  • Curriculum

Meticulously crafted curriculum designed specifically for the programme

WHAT YOU
WILL LEARN?

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  • Overview of mutual funds
  • Functions and structure of mutual funds
  • Understanding the organizational structure and operations of mutual funds
  • Regulatory framework governing mutual funds in India
  • Different types of mutual funds (equity, debt, hybrid, etc.)
  • Features and characteristics of each type of mutual fund
  • Understanding the contents of the offer document
  • Valuation methods used for mutual funds
  • Distribution channels and intermediaries involved in mutual fund distribution
  • Roles and responsibilities of distributors
  • SEBI regulations governing mutual funds
  • Legal aspects and compliance requirements for mutual fund distributors
  • Services offered to mutual fund investors
  • Grievance redressal mechanisms for investor complaints
  • Understanding KYC norms and procedures for mutual fund investors
  • Compliance with AML guidelines in mutual fund transactions
  • Investment strategies employed by mutual fund managers
  • Asset allocation and portfolio construction techniques
  • Role of mutual funds in financial planning
  • Understanding investor goals and risk tolerance
  • Ethical standards and conduct expected from mutual fund distributors
  • Code of conduct prescribed by regulatory authorities
  • Regulatory updates and changes affecting mutual fund distribution
  • Taxation aspects of mutual fund investments for investors and distributors

Building wealth, creating futures.

  • WHY CMAP?

On successful completion of CMAP, the candidate will be able to​

1.
Expertise and Certified in Mutual Fund Distribution
2.
Able to obtain legal authorization to distribute mutual funds and earn commissions.
3.
Receive practical guidance and support in client interactions and portfolio management.
4.
Access software tools, marketing materials, and administrative assistance for business growth.
5.
Acquire in-depth understanding of mutual funds, investment strategies as per SEBI Regulations.
6.
Flexibility To Pursue Diverse Career Paths and Achieve Professional Growth.
7.
Personal And Professional Development
8.
Access To Diverse Customers
  • Process

How programme works?

01.

15-Day Online Training

Dive into interactive online training sessions covering essential aspects of mutual fund distribution, including market trends, regulatory requirements, product knowledge, and sales strategies.

02.

NISM-V-A Exam Clearance

Obtain the necessary certification mandated by the Securities and Exchange Board of India (SEBI) to operate as a mutual fund distributor.

03.

ARN Generation

Apply for your unique AMFI Registration Number (ARN) to distribute mutual funds and earn commissions from fund houses.

04.

MFD Platform Empanelment

Gain access to Mutual Fund Distribution (MFD) platforms, offering a wide range of mutual fund schemes from various fund houses.

05.

6 Months Hand-Holding Support

Receive personalized guidance and support from industry experts to kickstart your revenue generation process and accelerate your business growth.

06.

Placement Support *

If the candidate is unwilling to be self-employed, we will assist them in finding a job. We’ll help arrange three job interviews with companies in the respective field.

  • FAQ's

Hello, how we can help?

CMAP stands for Certified Mutual Fund Advisor Programme, offered by Wagons Learning Private Ltd. It’s a comprehensive training program designed to equip individuals with the necessary skills and knowledge to become certified mutual fund advisors.

CMAP is beneficial for unemployed youth, financially deprived students, and individuals seeking to enter the financial industry. It’s particularly aimed at those looking to start their own business or secure employment in the mutual fund distribution sector.
The training program consists of 15 days of online training covering various aspects of mutual fund distribution, including market trends, regulatory requirements, product knowledge, client engagement, and sales strategies.
Participants will be required to clear the NISM-V-A exam, mandated by SEBI, to become certified mutual fund distributors. They will also need to obtain an AMFI Registration Number (ARN) to distribute mutual funds and earn commissions.
After certification, participants receive 6 months of hand-holding support from industry experts. This includes guidance on client acquisition, portfolio management, sales strategies, compliance requirements, and overall business development.
CMAP provides several benefits, including financial awareness and savings, self-employment opportunities, livelihood generation for rural youth, and access to a wide range of mutual fund schemes for clients.
The primary objective of CMAP is to provide skill development training to financially deprived individuals, empowering them to enter the mutual fund distribution industry, create sustainable livelihoods, and contribute to the economic growth of the nation.

On successful completion of CMAP, the candidate will be able to:

  • Know the basics of Mutual Funds
  • Understand how schemes are evaluated and recommended to prospective investor
  • Understand the legalities and taxation aspects underlying Mutual Fund and distribution.
  • Get access to ARN generation
  • Get 6-month support from Wagons Learning Private Ltd.
  • Placement Support*
  • Get Skilled on excellent customer service and operate in accordance with code of conduct
  • Curriculum is certified by SEBI
  • Curriculum is based on the National Occupational Standards (NOS) and Qualification Packs (QPs) developed by the BFSI Sector Skill Council and Management Sector Skill Council.
NISM VA

The fees of the programme is 15,000/- + 18% GST

Enroll for the programme by paying ₹10,000 + 18% GST.
Attend a 15-day training programme.
Appear for the NISM VA examination.
Upon clearing the exam, placement will be provided after a successful interview.

If candidates books a business amounting INR 35,000/- of SIP within 3 months or INR 25,00,000/- lump sum in Equities then you are eligible to get a refund of 5,000/- INR

  • The Mutual Fund Distributors examination consist of 100 questions of 1 mark each and should be completed in 2 hours.
  • The passing score is 50%.
  • No negative marking.

You can enrol in the program if you are between 18 and 55 years old.

Yes, you can join the program if you have completed your 12th grade and are above 18 years old.

No, you have two options: either enrol in the 6-month hand-holding program for self-employment or opt for placement support. You cannot enrol in both simultaneously.

  • Keep up to date as per market trends and regulatory changes to offer guidance on mutual fund options.
  • Tailor recommendations to individual customer needs, considering financial goals and risk tolerance.
  • Simplify the application process, ensuring compliance with regulations and providing clear instructions.
  • Offer ongoing support with prompt delivery of purchase confirmations and follow-up sessions to review performance.
  • Guide customers through termination processes, explaining implications and providing alternatives where necessary.
Additional examination fee will be applicable for each attempt.
  • Vast experience: Trained over 6,50,000 participants across diverse industries.
  • Recent success: Conducted training for 75,000 individuals in various domains last year.
  • Extensive reach: Operates in 200+ locations nationwide, including tier 1 to tier 4 cities.
  • Expertise in BFSI: Trained over 100,000 participants for HDFC Bank and Axis Bank Ltd.
  • Efficiency: Trained 3500 RM’s & 4500 branch operations heads simultaneously across 73 locations.
  • Trusted partner: Currently servicing 100+ blue-chip corporations in the country.