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Our comprehensive course material is meticulously crafted to cover all the essential topics and concepts you need to master for the NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination.

 

What’s Included in Our Course Material?

Our course material is organized into six detailed modules, each covering critical aspects of investment advisory:

Module 1: Personal Financial Planning

  • Introduction to Personal Financial Planning: Understand the basics of financial planning, its scope, and its importance.

  • Time Value of Money: Learn the fundamental concept of how money's value changes over time.

  • Evaluating Financial Position: Techniques for assessing clients' financial status.

  • Debt Management and Loans: Comprehensive coverage on managing debt and understanding loan structures.

Module 2: Indian Financial Markets

  • Introduction to Indian Financial Markets: Gain insights into the structure and functioning of Indian financial markets.

  • Securities Market Segments: Detailed analysis of primary and secondary market operations.

Module 3: Investment Products

  • Introduction to Investments: Explore various types of investment products including equity, debt, and derivatives.

  • Investing in Stocks: Learn about equity investments and stock market operations.

  • Investing in Fixed Income Securities: Understand the bond market and its instruments.

  • Understanding Derivatives: Dive into the world of derivatives and their applications.

Module 4: Investment Through Managed Portfolio

  • Mutual Funds: Detailed study of mutual funds and their regulatory framework.

  • Portfolio Manager: Overview of portfolio management services and their functions.

  • Alternative Investment Funds (AIFs): Insight into AIFs and their role in portfolio management.

Module 5: Portfolio Construction, Performance Monitoring, and Evaluation

  • Modern Portfolio Theory: Learn the principles of portfolio construction.

  • Portfolio Construction Process: Step-by-step guide to building a diversified investment portfolio.

  • Performance Measurement and Evaluation: Techniques for evaluating portfolio performance.

Module 6: Operations, Regulatory Environment, Compliance, and Ethics

  • Operational Aspects of Investment Management: Learn about the operational side of managing investments.

  • Key Regulations: Understand the regulatory framework governing investment advisory.

  • Ethical Issues: Explore the ethical considerations in investment advisory.

  • Grievance Redress Mechanism: Learn about the systems in place for addressing client grievances.

Key Features

  • Detailed Notes: Each chapter provides comprehensive notes covering all important topics.

  • Real-World Examples: Practical examples and case studies to enhance understanding.

  • Practice Questions: Hundreds of multiple-choice questions for self-assessment.

  • Mock Exams: Full-length practice exams to simulate the actual exam environment

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