Define the learning outcome before the timetable
Tell us whether the team needs certification preparation, stronger derivatives foundations or clearer product and suitability conversations. Describe participant roles, prior knowledge and expected group size so the proposed curriculum matches the people attending.
Build a programme around the team
A preparation workshop can connect mutual fund operations, equity derivatives, fixed-income concepts and original practice questions. A product education workshop can focus on reading strategy documents, exposure, liquidity and explaining risks. Confirm scope, duration, format, language and pricing in a written proposal.
Instructor and format
Discuss instructor-led online or classroom training with Kiran Dutta. His existing faculty profile describes his Columbia background, Wall Street experience and NISM Research Analyst certification. No future corporate dates or fixed corporate price are advertised without confirmation.
Measure learning rather than advertise a pass guarantee
Agree a baseline quiz, a closing exercise and a follow-up review. Report group-level topic gaps with appropriate permissions. A participant’s exam outcome depends on their preparation and performance; a programme cannot promise a pass or investment result.
Tell us about your organisation
Use the inquiry form for banks, AMCs, wealth management firms, mutual fund distributors and financial advisory organisations. This is an inquiry, not a booking or payment. The team will confirm feasibility and terms before registration.
Official sources
- NISM V-D examination (opens in a new tab)
- NISM V-D curriculum (opens in a new tab)
- NISM V-A examination (opens in a new tab)
- AMFI V-D registration announcement (opens in a new tab)
- AMFI registration circular: July 28, 2026 (opens in a new tab)
- SEBI certification requirements: July 21, 2026 (opens in a new tab)
- NISM V-D renewal FAQ (opens in a new tab)
- NISM V-A renewal FAQ (opens in a new tab)
Requirements can change. Confirm current examination, registration and renewal conditions directly with NISM and AMFI.