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Note: New content for both the Modules NISM-Series-X-A Investment Adviser (Level 1) & NISM-Series-X-B Investment Adviser (Level 2) as per revised Examination has been updated on Eduinfily.
Home
About Us
CFP Exams
Investment Planning Specialist Module
Retirement & Tax planning Module
Risk and Estate Planning Module
NISM Exams
Bank Exams
Contact Us
Menu
Home
About Us
CFP Exams
Investment Planning Specialist Module
Retirement & Tax planning Module
Risk and Estate Planning Module
NISM Exams
Bank Exams
Contact Us
Get Free Demo
Login
Register
My Account
Student Dashboard
Edit Profile
Logout
Menu
My Account
Student Dashboard
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Investment Planning specialist Module + Risk & Estate Planning+ Retirement & Tax Planning
Module 1 :
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
Module 2 :
Retirement Planning
Retirement Principles
Retirement Objectives
Retirement Needs, Analysis and Projections.
Tax Planning and Optimization
International Taxation
Cross Border and Source Rules
Tax Strategies
Accounting Standards and Research
Module 3 :
Risk Management and Insurance Planning
Principles
Risk Exposures
Insurance Company/Advisor Selection
Strategic Solution
Estate Planning
Estate Planning Terminology
Estate Planning Process
Transfer During Life and at Death
Buy Now @ ₹ 11499
Your Online Education Kit Includes:
12 Months Unlimited Access
Chapter Wise questions sets for wide coverage of syllabus.
Chapter Wise Question Sets for Indian+ Global Content.
Question Bank of 2200+ Questions
3 Mock Test of 75 Questions as per FPSB Pattern
Downloadable Excel Sheet solutions of Practical Questions
Free Youtube Support.
Exams
Two hours
Exam Pattern
MCQ
-4
Negative Marking
No negative markings
Number of Questions
75
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