Note: NISM-Series-X-A Investment Adviser (Level 1) & NISM-Series-X-B Investment Adviser (Level 2) content has been revised by NISM and Exams has been replaced with revised Examination from 30th Sep 2021. New content for both the Modules as per revised Examination will be live by 30th November 2021 on Eduinfily.

Investment Planning Specialist Module

Personal Financial Management

  • Client Financial Situation
  • Time Value of Money
  • Cash Flow Demands and Conflicts

Investment Planning/ Asset Management

  • Investment Performance Management
  • Investment Theory
  • Asset Allocation
  • Wealth Management

Regulatory Environment, Law/ Compliance

  • Economic Environment
  • Social and Political Environments
  • Compliance and Implications

Your Online Education Kit Includes:

  • 4 Months Unlimited Access
  • Recorded Videos by a seasoned CFP Faculty having experience of 16 years.
  • Chapter Wise questions sets for wide coverage of syllabus.
  • Chapter Wise Question Sets for Indian+ Global Content.
  • Description of Answers
  • Important Videos
  • 3 Mock Test of 75 Questions as per FPSB Pattern
  • Downloadable Excel Sheet solutions of Practical Questions
  • Updated Study Material
  • Free Youtube Support.

Exams

Two hours

Exam Pattern

MCQ
-4

Negative Marking

No negative markings

Number of Questions

75

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