NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination offered by National Institute of Securities Markets
4.8 /5- Private Institute
- Estd. 2006
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination at NISM Overview
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
Aims to enhance the quality of investment advisory and related services in the financial services industry
Duration | 3 hours |
Total fee | ₹3,000 |
Mode of learning | Online |
Schedule type | Self paced |
Official Website | Go to Website  |
Credential | Certificate |
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination at NISM Highlights
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
- Earn a certificate after passing an exam from NISM
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination at NISM Course details
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
Skills you will learn
What are the course deliverables?
- Know the basics of personal financial planning, time value of money, evaluating the financial position of clients, debt management and loans
- Understand about the Indian Financial Markets and Indian Securities market segments
- Get oriented to different kinds of investment products— equity, debt, derivatives and managed portfolios such as mutual funds, portfolio management services and alternative investment funds
- Know about portfolio construction, performance monitoring and evaluation
- Understand about operational aspects of investment management, key regulations, ethical issues for investment advisers and grievance redress system
More about this course
- The examination seeks to create a common minimum knowledge benchmark for an individual investment adviser or principal officer of a non-individual investment adviser, under SEBI (Investment Advisers) Regulations, 2013 and persons associated with investment advice
- Examination fees- INR 3000+
- Exam Duration - 180 Minutes
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination at NISM Curriculum
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
Personal Financial Planning
Introduction to Personal Financial Planning
Time Value of Money
Evaluating The Financial Position of Clients
Debt Management and Loans
Indian Financial Markets
Introduction to the Indian Financial Markets
Securities Market Segments
Investment Products
Introduction to Investment
Investing in Stocks
Investing in Fixed Income Securities
Understanding Derivatives
Investment Through Managed Portfolio
Mutual Funds
Portfolio Manager
Overview of Alternative Investment Funds (Aifs)
Portfolio Construction, Performance Monitoring and Evaluation
Introduction to Modern Portfolio Theory
Portfolio Construction Process
Portfolio Performance Measurement and Evaluation
Operations, Regulatory Environment, Compliance and Ethics
Operational Aspects of Investment Management
Key Regulations
Ethical Issues
Grievance Redress Mechanism
Other courses offered by NISM
P
Prasad Kargutkar
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: Helps you understand fundamentals of personal finances and give you glimpse into managing personal finances.The examination seeks to create a common minimum knowledge benchmark for an individual investment adviser or principal officer of a non-individual investment adviser, under SEBI (Investment Advisers) Regulations, 2013 and persons associated with investment advice.
Faculty: it is a self paced course with no online faculty support . only exam notes are provided. you also get a mock test to test your skills
Course Support: Understand about operational aspects of investment management, key regulations, ethical issues for investment advisers and grievance redress system.Get oriented to different kinds of investment product equity, debt, derivatives and managed portfolios such as mutual funds, portfolio management services and alternative investment funds.
Reviewed on 20 Jan 2023Read More
D
Divya Chourasia
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
Offered by National Institute of Securities Markets
4
Learning Experience: I learnt how to do trade in stock market
Faculty: Instructors did not teach well
All about financial services
Course Support: No career support provided
Reviewed on 28 Mar 2022Read More
H
Himanshi Saigal
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: Practical implications of various tools like, HLV calculation, liquidity ratio, and many other ratios and methods.
Faculty: No faculty, cleared by self study
Increament in the syllabus was there along with the inclusion of taxation part which was somewhat missing
Course Support: Career support was helpful
Reviewed on 26 Mar 2022Read More
View All 3 Reviews
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
Student Forum
Anything you would want to ask experts?
Colleges in RaigadNational Institute of Securities MarketsCoursesNISM-Series-X-A: Investment Adviser (Level 1) Certification ExaminationNISM-Series-X-A: Investment Adviser (Level 1) Certification Examination at NISM News & Updates
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
Latest
Popular
Vipra Shrivastava · Dec 3, 2024
4.5L views · 1 comment
Vipra Shrivastava · Dec 3, 2024
4.4L views · 1 comment
View all News & Updates
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination at NISM Contact Information
NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
at NISM
Address
Plot No. IS 1 and IS 2,
Patalganga Industrial Area,
Village Mohopada (Wasambe),
Rasayani
Raigad ( Maharashtra)
Phone
02192668301
(For general query)
02192668300
(For admission query)
Email
academics@nism.ac.in
(For general query)
llm@nism.ac.in
(For admission query)
Go to College Website ->