Description
What do we offer?
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375 Multiple Choice Questions for revision and to scientifically test your preparation.
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Detailed CASE-BASED question bank to help you prepare with detailed explanation of Cases.
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Answers with detailed explanations to understand concepts and revise.
Whom is the examination for?
Wealth management and investment advisory services have gained prominence and respect, in India. Investment Adviser, Level 1 and Level 2 exams are conducted by National Institute of Securities Market. These exams are mandatory to clear, to work as a SEBI registered Investment Adviser.
Investment Adviser certificate holder, also gain access to tremendous wealth management and financial planning job opportunities with leading Banks, Financial Institutions and Non-banking Financial Institutions (NBFCs)
Objectives of the exam:
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A learner will learn and understand the basics of investment advisory and wealth management financial planning.
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Understand the financial planning process, with detail insights into asset allocation, portfolio management, retirement and insurance planning.
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Evaluate and learn about income tax and estate planning procedures, law and practice.
