NISM Series-X-B: Investment Adviser (Level 2) Certification Examination offered by National Institute of Securities Markets
4.9 /5- Private Institute
- Estd. 2006
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination at NISM Overview
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
at NISM
Add a prestigious brand to your resume. Learn from esteemed faculty and industry practitioners.
Duration | 2 hours |
Total fee | ₹1,770 |
Mode of learning | Online |
Difficulty level | Intermediate |
Credential | Certificate |
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination at NISM Highlights
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
at NISM
- Exam Duration : 2 Hours
- Certificate Validity : 3 Years
- Certificate of Completion
- Workbook/study material Available
Read more
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination at NISM Course details
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
at NISM
Skills you will learn
Who should do this course?
- Investment Advisers and their associated persons, including their representatives and partners
- Interested students/professionals
- Any other Individual
What are the course deliverables?
- Know the comprehensive financial planning in the context of households to apply the planning elements learnt in Level 1 Certification Examination.
- Understand the structure and performance of securities markets; importance of asset allocation and impact of the market movement on the assets performance.
- Know the practical aspect of product selection, portfolio construction, review and rebalancing based on clients need.
- Know the compliance, operations and service elements in investment advice.
More about this course
- NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination along with the NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination seeks to create a common minimum knowledge 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.
- An associated person shall be required to pass both the levels (i.e. NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination and NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination) tofulfill the requirements under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination at NISM Curriculum
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
at NISM
Understanding Securities Markets and Performance
Knowing Operational Aspects of financial transactions
Personal Financial Planning
Comprehensive Financial Planning
Product analysis and selection
Regulatory and Compliance Aspects
Case studies in Comprehensive Financial Advice
Other courses offered by NISM
T
Trusha faria
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: I am a CA and this course helped me start my career in the investment company
Reviewed on 18 Sep 2023Read More
T
Trusha Doshi
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: The course is very extensive and in depth . Both the levels ensure that you get complete understanding and knowledge of financial planning.
Faculty: No ..its a self study book
Yes the course has all relevant tax implications for every investment you make
Course Support: I have done CA so this certification helped me become an investment advisor
Reviewed on 4 Mar 2023Read More
S
Smriti Mehra
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: Its a tough exam to clear but the course, the study material provides good knowledge. One tip could be you can prepare from pass4sure for this exam.
Faculty: no lectures, self study needs to be done for this exam
Earlier the exam was easy but now after revision of the syllabus its more exhaustive and comprehensive
Reviewed on 24 Feb 2023Read More
S
Sagar Dave
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: Improved skills in asset allocation and diversification. Content covered was extensive and imparted required knowledge.
Faculty: There was no faculty as the course was self study mode.
The resource was fully online and sasy to access anywhere anytime hence could have a quick read even while traveling. The curriculum covered all the government provided securities and investment opportunities. The course was updated as per latest government rates.
Course Support: Ok
Reviewed on 12 Nov 2022Read More
A
Akash Jilka
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
Offered by National Institute of Securities Markets
5
Learning Experience: NISM X A Exam helps in getting basic knowledge about stock market and what kind of advice one should give to his clients.
Faculty: Faculties were very supportive
Every chapters has unique content and very knowledgeable
Course Support: Yes
Reviewed on 21 Aug 2022Read More
View All 26 Reviews
NISM Series-X-B: Investment Adviser (Level 2) Certification Examination
at NISM
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NISM Series-X-B: Investment Adviser (Level 2) Certification Examination at NISM Contact Information
NISM Series-X-B: Investment Adviser (Level 2) 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)
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