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The Investment Adviser Certification by NISM (National Institute of Securities Markets)

The Investment Adviser Certification by NISM (National Institute of Securities Markets)

Curriculum

8 Sections
8 Lessons
5 Hours

Expand all sectionsCollapse all sections

Introduction to Investment Advisory
1
- 1.0
  Overview of investment advisory roles and responsibilities
Understanding Asset Classes
1
- 2.0
  Types of assets and their characteristics
Client Profiling and Risk Assessment
1
- 3.0
  Techniques for assessing client needs and risk tolerance
Investment Strategies and Portfolio Construction
1
- 4.0
  Building diversified and goal-oriented portfolios
Regulatory Environment and Compliance
1
- 5.0
  Detailed study of SEBI regulations and compliance practices
Ethics and Professional Conduct
1
- 6.0
  Standards for maintaining integrity in advisory services
Financial Planning Case Studies
1
- 7.0
  Application of concepts through practical examples
Final Assessment and Exam Preparation
1
- 8.0
  Comprehensive review and practice tests

Overview of investment advisory roles and responsibilities

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Types of assets and their characteristics

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