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
  • Chapter Wise questions sets for wide coverage of syllabus.
  • Chapter Wise Question Sets for Indian+ Global Content.
  • 3 Mock Test of 75 Questions as per FPSB Pattern
  • Downloadable Excel Sheet solutions of Practical Questions
  • Free Youtube Support.


Two hours

Exam Pattern


Negative Marking

No negative markings

Number of Questions



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