Resource Person Registration form

Personal Details:

Full Name*

Mobile number*

Email Id.*

Gender*

Pan number*

Aadhar number

Date Of Birth*

Age as on March 1, 2023

Upload Pan Card Copy (pdf file)*

Recent Passport photo (jpg/jpeg/png/gif)*

Present correspondence Address: *

Full Address*

Landmark if any (if Any)

City*

District*

State*

Pin Code*

GSTN number: if any

GSTN number

If registered with GSTN, whether would like to use GSTN for GST credits, etc?

Upload GST Certificate (pdf file)

Qualification:*

Graduation: *

Marks (Percentage/CGPA)*

Year*

College Name*

University*

Stream*

Upload Degree Certificate (pdf file)*

Post Graduation:

Marks (Percentage/CGPA)

Year

College Name

University

Stream

Upload Degree Certificate (pdf file)

Current organization:*

Company/institute Name*

Designation*

Joining Date*

Bank Account Details:*

Name in Bank Account*

Bank Name*

Branch Address*

Type of Account*

Account No*

Bank IFSC Code*

Cancelled Cheque Copy (pdf file)*

Other Details:

Whether Already Registered with SEBI/under Smarts/ with NISM/NCFE/associated with any registered investor association *

Name Of The Association

Whether capable of conducting web based programs *

Platforms name

Other Platform

Nearby Cities and Towns in which RP can conduct sessions

Whether RP was convicted for or subjected to any disciplinary action by SEBI or any other regulator for any violation/non-compliance, etc.*

Certified that the information given above and also in the Form/ Enclosures are true to the best of my knowledge. If empanelled to be a resource person under this project, I () will abide by all the terms and conditions that NISM may stipulate as a part of this project. Read More

* please make sure you have verified your email/mobile number for submitting your registration details.

The RP shall uphold NISM's Vision to impart unbiased quality financial education to all the participants of the program.
The RP shall, at all times, be fair, respectful and courteous to trainees, fellow RPs, NISM and College volunteers and employees.
The RP assumes responsibility and accountability for their individual judgments and actions.
The RP shall demonstrate respect of trainee/s in the way he/ she discusses the trainees'�� financial circumstances, needs, and difficulties.
RP shall not make either through words/ gestures any derogatory or defamatory remarks against any individual or organization.
The RP shall by no means indulge in selling or promoting of any specific investment instrument and would be completely objective and impartial in their approach while training.
The RP shall not make any personal monetary profit by way of publishing/selling/distributing the training material/literature/presentations, other than providing the same during the workshops in manner prescribed by NISM. All materials pertaining to the workshop are copyright of SEBI / NISM, are to be used only for the purpose of NISM workshops and shall not be used elsewhere without prior written permission.
The RP agrees to teach NISM approved curriculum. This includes adhering to all approved prerequisites, essential core information, and required hours of instruction and any changes made by NISM thereto from time to time.
The RP agrees to use and provide to trainees training materials that are current, approved by NISM as to meeting NISM standards for a quality presentation.
The RP shall maintain competence in the field of financial education by actively participating in any training workshops held or approved by NISM (as required) and through passing of any required certification examination approved by NISM.
The RP agrees to conduct a minimum of 6 and maximum 12 workshops for a stipulated minimum number of participants in a calendar year as further specified in the contract. If a team of Trainers conduct the program, number of programs to be conducted can be at the rate of 12 to 24 per trainer in the team. Final number of programs to be conducted by each RP or team of RPs will be approved by NISM.
Batch size for each Program shall not be less than 50 (for both Physical as well as online program) and not more than 150 in case of physical classes and not more than 100 in case of online sessions.
The RP also agreed to adhere the following responsibilities for the successful conduct of the programs at Various Colleges:

The program should be conducted only for students who are pursuing final year of graduation, post graduate courses (preferably B.B.A,M.Com, MA (Economics), MBA, MCA, BE, LLB/LLM. The list of stream is indicative only and NISM reserves the right to make changes in it.
RP will have to contact colleges and obtain necessary permissions to conduct the program at that college. RP may obtain permission to conduct the sessions in writing (email) and shall be shared with NISM. NISM may counter check if the college has given the permission.
RP will inform NISM not less than 30 days in advance about the colleges at which the programs will be conducted, format in which it would be conducted (2 hours 5 days or 5 hours 2 days), dates on which the program to be conducted, name and contact details of the principal of the college, anchor faculty of the college (who coordinates the program from college side), student representative (who coordinates for all the students) and website of the college if any. This information includes their Name, Designation, Mobile number, and email address. The RP will upload this information at NISM portal.
The sessions shall be conducted in a physical class room setting. However, if the Covid Restrictions are extended, NISM may permit conduct of these sessions in on line mode subject to the condition that the college concerned certifies that all participants have necessary resources to attend on line and that RP is able to organise necessary web facility to teach online. While NISM will try to provide the web-platform on best effort basis, it will be primary responsibility of RP to organise the web-platform and such web-platform shall have recording facility and presentation sharing facility
RP shall inform NISM about the names, email ids and cell number of all students who will attend the session; stream to which they belong (course they are doing) at least 15 days in advance of the program.
RP shall coordinate with the college concerned and facilitate and encourage the registration of all participants with testing system of NISM and ensure that all participants will take test after the training session.
NISM will collate reading material in soft form that will be helpful to the participants. RP shall distribute such material in soft form to all participants.
In case the program get defer due to any exigency at college end, the RP/ Lead RP will inform the NISM team in advance.
RP will encourage the students to share their feedback after the completion of program and quiz. RP will upload the list of students who have attended the program and who would be participating for NISM quiz. This information must be uploaded on NISM portal.
RP will also upload the photographs of the program (minimum 10 photos) and few video clips wherein the conduct of the session is clearly visible along with students. These videos and photos would remain with NISM and RP must not use them for any purpose. RP will upload all these details within 15 Calender days after the completion of the program. In case of any emergency, the RP may inform the NISM team and may seek extension of time to submit these mandatory documents.
Any delay in uploading the post program data as required by NISM would attract suitable action from NISM side including withholding of the honorarium for the subject program.
NISM reserves the right to update above mentioned responsibilities at any time keeping in mind the best interest of all the stakeholders.

The empanelment would be for a specific period. The performance of each RP would be evaluated based on the work being executed by them through each stage of the program, from liasioning till program completion activities.
In case the RP fails to meet the requirements and conditions as specified by NISM, NISM reserves the right to de empanel the RP and NISM decision would be final and binding on the RP.

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