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Thread: How to apply for Mutual Fund License

  1. #1
    PolicyWala Newbie
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    Question How to apply for Mutual Fund License

    Hi all, I am an agent of LIC and United India. Now I am also looking to increase my business by taking Mutual Fund License. I know that I have to apply for a AMFI exam. Could you please tell me the procedure for the same?




  2. #2
    PolicyWala Fan Natraj's Avatar
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    Who Can Take the Test?
    AMFI Mutual Fund Test is open to all persons who wish to test their own knowledge of mutual funds. There are no restrictions of age or qualifications for anyone to take the Test. However all existing mutual fund agents, employees of distribution companies and banks engaged in distribution of mutual funds and employees of funds themselves must take the Test. You do not have to be a fund distributor or employee to be able to take the Test.

    More Info - http://www.amfiindia.com/showhtml.as...=certification
    In order to get a Loan, you first need to prove that you don't need it.

  3. #3
    PolicyWala Expert Policy_expert's Avatar
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    Quote Originally Posted by policy View Post
    Hi all, I am an agent of LIC and United India. Now I am also looking to increase my business by taking Mutual Fund License. I know that I have to apply for a AMFI exam. Could you please tell me the procedure for the same?
    Policy - This question is already covered in "What is AMFI Mutual Fund Certification?". Please use search facility first.
    'When someone shares something of value with you and you benefit from it, you have a moral obligation to share it with others.'


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