NISM-Series-X-A: Investment Adviser (Level 1)

The examination seeks to create a common minimum knowledge benchmark for an individual investment adviser or principal officer of a non-individual investment adviser, under SEBI (Investment Advisers) Regulations, 2013 and persons associated with inve

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Course curriculum

1. Personal Financial Planning
1. Time Value Of Money
1. Evaluating Financial Position of the Client
1. Debt Management and Loans
1. Introduction to the Indian Financial Markets
1. Securities Market Segments
1. Introduction to Investment
1. Investing in Stocks
1. Investing in Fixed Income Securities
1. Understanding Derivatives
1. Mutual Funds
1. Portfolio Manager
1. Overview of Alternative Investment Funds (AIFs)
1. Introduction to Modern Portfolio Theory
1. Portfolio Construction Process
1. Portfolio Performance Measurement and Evaluation
1. Operational Aspects of Investment Management
1. Key Regulations
1. Ethical Issues
1. Grievance Redress Mechanism

About this course

Free
20 lessons
15 hours of video content

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NISM-Series-X-A: Investment Adviser (Level 1)

Course curriculum

Chapter 1 : Personal Financial Planning

Chapter 2 : Time Value Of Money

Chapter 3 : Evaluating Financial Position of the Client

Chapter 4 : Debt Management and Loans

Chapter 5 : Introduction to the Financial Markets

Chapter 6 : Securities Market Segments

Chapter 7 : Introduction to Investment

Chapter 8 : Investing in Stocks

Chapter 9 : Investing in Fixed Income Securities

Chapter 10 : Understanding Derivatives

Chapter 11 : Mutual Funds

Chapter 12 : Portfolio Manager

Chapter 13 : Overview of Alternative Investment Funds (AIFs)

Chapter 14 : Introduction to Modern Portfolio Theory

Chapter 15 : Portfolio Construction Process

Chapter 16 : Portfolio Performance Measurement and Evaluation

Chapter 17 : Operational Aspects of Investment Management

Chapter 18 : Key Regulations

Chapter 19 : Ethical Issues

Chapter 20 : Grievance Redress Mechanism

About this course

Discover your potential, starting today