NISM Series II-B Renewal: Validity, CPE and eCPE
Three years from your exam date, and one way to extend it without sitting the paper again.
A NISM Series II-B certificate is valid for 3 years from the date of the exam. Before it runs out you have two ways to keep it: attend NISM's Series II-B Continuing Professional Education (CPE) programme, or pass the exam again.
CPE is usually the better route. Done in the last 12 months before expiry, it re-validates your certificate for three years from the old expiry date, so you lose no time by going early. Once the certificate has expired, the CPE route closes.
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Renewal at a glance
As NISM states it on the Series II-B CPE page.
| Item | Detail |
|---|---|
| Validity of the exam certificate | 3 years from the date of the exam |
| Who can attend CPE | Holders of a Series II-B exam or CPE certificate, and people in the Principal or Grandfather categories newly joining an RTA |
| When to attend | During the 12 months before the certificate's expiry date |
| What you get | The existing certificate re-validated for three years from its expiry date |
| Classroom CPE | One day, about six hours, with a test at the end |
| eCPE (online) | Three to five hours of pre-recorded sessions plus an evaluation test, on a laptop or desktop with a webcam |
| After expiry | Pass the Series II-B exam again, unless you are in the Principal or Grandfather category |
Worked example: the dates
Say you passed Series II-B on 10 March 2026. The dates are made up; the arithmetic is NISM's.
- 1
Certificate runs to March 2029
Three years from the date of the exam.
- 2
CPE window opens in March 2028
You can attend CPE or eCPE at any point in the 12 months before the March 2029 expiry.
- 3
You attend CPE in August 2028
NISM re-validates the certificate for three years from the old expiry date. New expiry: March 2032. Attending in August 2028 or February 2029 gives the same result.
- 4
Compare: re-taking the exam in August 2028
A fresh pass gives a certificate valid three years from that exam date, so to August 2031. That is seven months shorter than the CPE route, and you sit a 100-question paper instead of a one-day programme.
- 5
If you miss March 2029
The certificate has expired. CPE is no longer open to you, and you must pass the exam again to be certified.
Free account, this exam preselected.
Classroom CPE or eCPE?
- check_circleClassroom CPE: one day of about six hours in person, ending with a test. Good if your employer books a batch for its staff.
- check_circleeCPE: three to five hours of recorded sessions and an evaluation test, done online. Good if you cannot take a full day off.
- check_circleeCPE needs a laptop or desktop with a webcam. Phones and tablets are not allowed.
- check_circleEither one re-validates the same certificate in the same way. Check the current dates and fee on NISM's CPE page before you register.
What to revise before CPE
CPE ends with a test, and the rules you were certified on may have moved, so read the current rules, not your old notes. For a mutual fund RTA in 2026, that means SEBI's new RTA regulations, which replaced the 1993 set in December 2025, and the current turnaround times and cut-off rules in the latest workbook.
If you have been out of the role for a while, the time stamping and applicable NAV rules are worth a fresh read. They are the core of the R&T function, and SEBI revises them by circular.
Renewal questions
How long is the NISM Series II-B certificate valid?expand_more
3 years from the date of the exam.
When can I do the CPE?expand_more
During the 12 months before your certificate expires. Not earlier, and not after.
Does doing CPE early shorten my validity?expand_more
No. NISM re-validates for three years from the old expiry date, not from the day you attend. Any time in the 12-month window gives the same new expiry.
My certificate expired last month. Can I still do CPE?expand_more
No. NISM's CPE page says an expired certificate needs the exam again, unless you fall in the Principal or Grandfather category.
Is there an online option?expand_more
Yes. eCPE is the online version: recorded sessions of three to five hours and an evaluation test, on a laptop or desktop with a webcam.
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