Diploma in Investment Advisor

This Module is a preparation to the NISM series X-A: Investment Adviser (Level 1) examination. This examination looks to make a typical least learning benchmark for all the people enlisted as an investment adviser and accomplices or agents of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and advertising investment warning administrations.

Objective of this course

  • Know the basics of investment advisory, strides in the warning procedure, making and execution of money related plans
  • See how to assess distinctive items, their appropriateness and how the suggestion of the equivalent can affect investment risks, returns and strategies in a individual finance condition for investors and imminent investors in the market.
  • Get arranged to the Income tax, Wealth tax and legalities of Estate arranging in personal finance, and administrative viewpoints underlying advisory. Get to know money related planning as a way to deal with contributing, insurance, retirement planning and an aid for advisers to grow long term associations with their customers.
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