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Categories: NISM

About Course

The NISM-Series-X-B: Investment Adviser Level 2 Certification Examination is a crucial qualification for professionals looking to advance their expertise in investment advisory services. This SEBI-mandated certification builds on Level 1, equipping candidates with advanced knowledge in financial planning, portfolio management, risk assessment, and regulatory compliance. Our course is structured to ensure a comprehensive understanding of investment strategies and client-centric financial advisory.

Why Choose NISM-Series-X-B Certification?

Earning this certification sets you apart as a highly qualified investment adviser. Here’s how it benefits your career:

Advanced Regulatory Compliance

Mandatory SEBI certification for professionals providing in-depth financial advisory services, ensuring ethical and regulatory adherence.

Expert Portfolio Management

Master advanced portfolio construction, asset allocation, and risk mitigation techniques for diverse client needs.

Career Progression in Wealth Management

Elevate your professional standing with opportunities in investment firms, banks, and high-net-worth financial advisory services.

Client-Centric Financial Advisory

Develop expertise in behavioral finance, goal-based planning, and personalized investment solutions to build long-term client trust.

In-Depth Market & Taxation Knowledge

Enhance your understanding of investment products, tax-efficient strategies, and regulatory frameworks for optimized client outcomes.

Meet Your Instructor

This course is led by Bhaskar Konka, a seasoned finance professional with over 8 years of experience in investment advisory, portfolio management, and financial consulting. His insights provide practical expertise in wealth creation strategies.

What Will You Learn?

  • Insurance planning, products, and risk management
  • Retirement products and retirement planning
  • Importance and tools of estate planning
  • Taxation of financial securities
  • Behavioral finance and risk profiling
  • Comprehensive financial advice by Investment Advisers

Course Content

INTRODUCTION

  • CONTENTS AND MARKS WEIGHTAGE

CHAPTER 1-5

CHAPTER 6-10

CHAPTER 11-15

CHAPTER 16-20

MOCK TESTS

Student Ratings & Reviews

5.0
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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