Join Special MFD Club

Specialized Investment Fund (SIF) Certification Training Program

Master the future of investment products with our SIF Certification Training Program designed for financial professionals and distributors.

Join 500+ special MFD club - Who are already offering SIF to their clients along with mutual funds

This course helps you understand

SIF concepts & market positioning

Derivatives & advanced investment tools

NISM Series XIII exam preparation

Real-world application for higher income

What you'll learn

Key Takeaways from The Course

1

Deep understanding of SIF products — combining MF + PMS + AIF structures

2

Learn derivatives — futures, options and swaps explained simply

3

Master strategies: Long-Short Equity & Asset Allocation

4

Understand risk management: hedging, arbitrage and speculation

5

Get exam-ready for the NISM Series XIII Certification

About the trainer

Jitendra Pol

CFP® & Chartered Wealth Manager

Years teaching
0 +
Professionals trained
0 +
Years market analysis
0 +

What's included

Everything You Get

🎬

Video Lectures

Recorded sessions you can revisit anytime

📄

PDF Notes

Exam-oriented study materials

 
📋

NLE SIF Question Papers

Past papers for pattern familiarity

📝

800+ Mock Test

Practice tests to sharpen your exam prep

 

FREE BONUS

Attend the live session on marketing the SIF Product Post-exam

Where  you will discover the Unique Selling Point (USP) that sets your SIF Certification apart, empowering you to effectively promote yourself and leverage your new skills.

Outcomes

What You'll Achieve

Clear the NISM Series XIII exam

Start distributing SIF products legally

Attract HNI clients

Increase your income potential

Build a strong financial advisory business

Build a strong financial product distribution business

Student Testimonials

What Our Students Say

The course was very timely and highly relevant from a business standpoint. The curriculum was well-structured, appropriate, and to the point. Jitendra Sir’s teaching was excellent, and his strong focus on building the basics made the concepts easy to understand. The sessions were highly informative and practical. Overall, it was a very valuable learning experience and extremely beneficial for students.

Sameer Nemavarkar

100% of my success is attributed to Jitendra Sir and NLE team. I studied only the NLE materials,  live and offline sessions, ppt and quizzes of NLE only.  Above all is the techniques for remembering strategies given by Jitendra sir was too useful. Thanks Jitendra sir and all NLE team members

Vasant Prabhu

FAQs

Common questions

Who is this course for?

This course is specially designed for Mutual Fund Distributors (MFDs), Wealth Managers, Financial Advisors, Relationship Managers, and finance professionals who want to upgrade their advisory business with SIF knowledge.

What is SIF?

SIF stands for Specialized Investment Fund — a SEBI-regulated investment category that bridges the gap between Mutual Funds and PMS, designed for sophisticated investors with a minimum ₹10 lakh investment threshold.

Why should I learn SIF now?

SIF is one of the fastest emerging opportunities in wealth management. Early adopters can attract HNI and premium clients, increase AUM, and create new income streams through advanced investment solutions.

Does this course prepare me for NISM Series XIII?

Yes, absolutely.

This course is fully aligned with NISM Series XIII – Common Derivatives Certification, which is mandatory for MFDs who want to distribute SIF products.

Is this a live course or recorded?

This is a self-paced recorded course with 23+ sessions of 16+ hours in total, so you can learn anytime at your convenience.

How soon will I get access after enrollment?

You will receive instant access within 24 hours after successful enrollment and payment confirmation.

Will I get study material and mock tests?

Yes..

You will receive

  • 23+ hours recorded lectures
  • 800+ practice questions
  • Mock tests
  • PDF notes
  • NISM-oriented study material
  • Monthly doubt-solving sessions

What is the course fee?

The actual course fee is: ₹14,999/-

However you’ll get it for ₹4,999 + GST

Total: ₹5,898

Can this course help me increase my income?

Yes.

After certification, you can start targeting high-ticket HNI clients (₹10 lakh+ ticket size) and expand into premium wealth advisory offerings, helping you grow your AUM and revenue faster.

Do I need prior derivatives knowledge?

No worries.

The course covers Futures, Options, Swaps, Hedging, Arbitrage, and Long-Short strategies from basics to advanced level in simple language.

Is this course suitable for beginners in wealth advisory?

Yes.

Even if you are new to advanced investment products, this course is structured in a simple and easy-to-understand format.

How do I enroll?

After enrollment, please visit the course page below and log in with your registered email/mobile number:

Link : 🔗 https://nextlevel.in/courses/nism-sif-training-program/20733/

Or logged in nextlevel.in, go to “My Enrolled Course” and select NISM SIF Training Program.

  • 2. Where can I watch the recorded sessions?
  • All recorded lectures are available inside the course curriculum
  • Steps:
  • Login to your account
  • Click My Enrolled Courses
  • Open NISM SIF Training Program
  • Go to Recorded Sessions
  • Click on First module to start watching
  • You can watch the recordings anytime at your convenience.
  • 3. Where can I attend quizzes and mock tests?
  • Quizzes and mock tests are available inside the same course portal.
  • Please go to:
  • Course Dashboard → Practice Quiz / Mock Test Section
  • This section includes chapter-wise MCQs and exam-style mock tests.
  • 4. Where can I download PDF notes and study material?
  • All study materials can be downloaded from the Resources / Download Material section inside Course.
  • This includes:
  • PDF note
  • Subject Wise Quiz
  • Exam style quiz
  • Mock test
  • 5. I am unable to access the course after payment. What should I do?
  • Please allow up to 24 hours for course activation after successful payment.
  • If access is still not available, contact support:
  • 📞 +91 98246 44888 , 9898414646
  • 📧 support@nextlevel.in
  • 6. Where can I join the monthly doubt-solving session?
  • The monthly doubt-solving session link will be shared through:
  • Registered email
  • WhatsApp group / broadcast
  • Please keep checking your notifications regularly.
  • 7. Can I watch the course on mobile?
  • Yes, the course can be accessed on mobile, laptop, or desktop with your login credentials.

Enrol Today

Value Of 14,999

₹4,999 +GST

One-time payment   ·  Lifetime access

Still Have Questions? Contact Details

Malathi: +91 98246 44888  ·  Chetna: +91 98984 14646