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:
A learner will learn and understand the basics of investment advisory and wealth management financial planning.
Understand the financial planning process, with detail insights into asset allocation, portfolio management, retirement and insurance planning.
Evaluate and learn about income tax and estate planning procedures, law and practice.