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NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination is the level 1 examination
Objective of the course:
On successful completion of the examination, the candidate should:
Know the basics of investment advisory, steps in the advisory process, making and implementation of financial plan.
Understand how to evaluate different products, their suitability and how the recommendation of the same can impact investment risks, returns and strategies in a personal finance environment for investors and prospective investors in the market.
Get oriented to the Income tax, Wealth tax and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.
Get acquainted with financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients.
| 1 | TIME VALUE OF MONEY CONCEPT IN EXCEL | 01:20:54 |
| 2 | MUTUAL FUNDS | 39:01 |
| 3 | TAXATION OF MUTUAL FUNDS | 41:34 |
| 4 | RETIREMENT PLANNING | 33:15 |
| 5 | RETIREMENT PLANNING QUESTIONS | 25:13 |
| 6 | MANAGING INVESTMENT RISK Preview | 08:08 |
| 7 | MEASURING INVESTMENT RETURNS | 07:35 |
| 8 | ASSET ALLOCATION | 13:58 |
| 9 | INSURANCE PLANNING | 41:55 |
| 10 | TAX AND ESTATE PLANNING | 46:44 |
| 11 | INTRODUCTION TO FINANCIAL MARKETS | 00:06 |
| 12 | CONCEPT OF FINANCIAL PLANNING | 00:06 |
| 13 | SECURITIES MARKET SEGMENT | 00:06 |
| 14 | REGULATORY ENVIRONMENT AND ETHICAL ISSUES | 00:06 |
Anybody interested or inclined towards wealth and tax planning are most welcome to attend this course
