4.50
(2 Ratings)
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Categories: NISM

About Course

The NISM-Series-X-A: Investment Adviser Level 1 Certification Examination is a crucial qualification for individuals aiming to become certified investment advisers in India. This SEBI-mandated certification ensures professionals have the expertise to provide financial planning, investment advisory, and wealth management services. Our comprehensive course thoroughly prepares you for the exam, covering all essential topics required to excel in the investment advisory domain.

Why Choose NISM-Series-X-A Certification?

The demand for qualified investment advisers is rising with increasing financial awareness. Here’s how this certification benefits your career:

Regulatory Compliance

Mandatory certification by SEBI for individuals offering investment advisory services, ensuring ethical and regulatory compliance.

Financial Planning

Develop essential skills in goal-based financial planning, asset allocation, and risk profiling to guide clients effectively.

Career Growth in Advisory Services

Enhance your credibility and gain opportunities in wealth management, financial planning firms, banks, and investment consultancies.

Client Trust & Relationship Building

Certified advisers are recognized as trusted financial professionals, increasing client confidence in investment decisions.

Industry Recognition

Certified investment advisers are recognized and respected within the industry, setting them apart from non-certified professionals and enhancing their professional reputation.

Comprehensive Market Knowledge

Gain deep insights into investment products, portfolio construction, tax planning, and regulatory frameworks.

Meet Your Instructor

This course is led by Bhaskar Konka, a finance professional with over 8 years of experience in investment advisory, portfolio management, and wealth creation strategies. His practical insights provide real-world knowledge in investment advising.

What Will You Learn?

  • Basics of personal financial planning
  • Indian Financial Markets overview
  • Investment products: equity, debt, derivatives, mutual funds
  • Portfolio construction and evaluation
  • Investment management operations and regulations
  • Ethical issues and grievance redress systems

Course Content

INTRODUCTION

  • CONTENTS AND MARKS WEIGHTAGE

CHAPTER 1-5

CHAPTER 6-10

CHAPTER 11-15

CHAPTER 16-20

MOCK TESTS

Student Ratings & Reviews

4.5
Total 2 Ratings
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3 years ago
I truly enjoyed this class and really liked the student-professor interaction. ... The more I learn today, the less risky moves I will make in the future.
3 years ago
Excellent course! Educators are knowledgeable and thoroughly enjoy the topic creating a fun laid-back learning atmosphere. Will take more courses

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