NISM XA


2
Learners
This examination is very important and a benchmark for all associated persons registered as an investment adviser and partners and representatives of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and offering investment advisory services.
Course Faculty
INSTITUTE FOR FINANCIAL LITERACY
We are one of the oldest and most successful CFP training institute in t... more>>
Basic Course Offerings
14 Lecture Topics
6+ Hours of Video Lectures
Course Specials
Interactive Discussion Forum
Learning Tracker
Basic Plan

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  • 180 days access to basic course offerings covering HD video lectures
  • Course specific discussion forum for anytime doubt resolution
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Enterprise Plan

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Course Overview

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.


Course Curriculum
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

Eligibility Criteria

Anybody interested or inclined towards wealth and tax planning are most welcome to attend this course


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Course Expert
INSTITUTE FOR FINANCIAL LITERACY
is an authorized education Provider of CFP Education in India by FPSB Ltd. We are one of the oldest and most successful CFP training institute in the country from the last 8 years. Having a strong belief in quality education, we proudly contribute 70% of CFP in the region. We have alumni of Regional Heads of mutual fund companies, insurance employees, Bankers, Individual Financial Planners and students. Since our students are from the industry also so it gives other non-experienced students an opportunity to learn from their practical experience and create job opportunities for them. Our most of the successful undergraduate students are placed at various organizations. Other courses we offer are NISM XA, XB, JAIIB, CAIIB, & NCFM Certifications
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