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investment advisor level 1 Course | investment advisor level 1 Delhi

NISM Investment advisor level 1 Course are required to be cleared if you wish to become a SEBI Registered Investment Adviser.<br><br><br>

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investment advisor level 1 Course | investment advisor level 1 Delhi

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  1. Select Location Moti Nagar 9354809292 KNOWLEDGE CENTER  WHAT’S NEW  ABOUT US  ADMISSION FORM  OUR COURSES  RECRUITMENT  TRADING DESK Course Duration and Fees Duration: 5 Classes Overview  For Combined X 1 and X 2 Inside NISM-SERIES-XA : Investment Adviser  ( Level 1 ) This Module is a preparation to the NISM series X-A: Investment Adviser (Level 1) examination. This examination looks to make a typical least learning benchmark for all the people enlisted as an investment adviser and accomplices or agents of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and advertising investment warning administrations. Fees: 10,000 "An investment in knowledge pays the best interest." - Benjamin Franklin NISM X-A : Investment (Level 2) certification is an extension to Level 1 Investment Adviser (Level 1) . The course solely improves the knowledge and Quality of Services provided in Financial industry. Objective of this Course Know the basics of investment advisory, strides in the warning procedure, making and execution of money related plans See how to assess distinctive items, their appropriateness and how the suggestion of the equivalent can affect investment risks, returns and strategies in a individual finance condition for investors and imminent investors in the market. Get arranged to the Income tax, Wealth tax and legalities of Estate arranging in personal finance, and administrative viewpoints underlying advisory. Get to know money related planning as a way to deal with   To know more about the course, Click I am Interested Privacy - Terms

  2. 350+ Vacancies Estimated Job opening all over India contributing, insurance, retirement planning and an aid for advisers to grow long term associations with their customers. The NISM (National Institute of Securities Markets) course is a specialized training program designed to equip individuals with the knowledge and skills required to excel in the field of securities markets. Our NISM Courses in Delhi is highly regarded in the financial industry and recognized as a benchmark for professional excellence in the securities markets. Whether you are a seasoned professional or a newcomer to the financial industry, enrolling in our NISM Stock Market Courses can enhance your understanding of securities markets, broaden your career opportunities, and help you stay ahead in the dynamic world of finance. PROGRAMS Internship Programme Online Courses Technical Analysis Admission Form Commodity Trader   NISM Stock Market Courses Choosing our NISM-SERIESXA courses offers several compelling reasons for aspiring traders and investors. Our courses are designed to provide a comprehensive understanding of the stock market, covering topics such as technical and fundamental analysis, risk management, and trading psychology. With experienced faculty who bring real-world insights to the classroom, practical learning through exercises and simulations, and state-of-the-art infrastructure, our courses provide a conducive learning environment. Our focus on individual mentoring and career assistance further ensures that students receive personalized attention and guidance in their learning journey. Choose our NISM stock market courses to gain the knowledge and skills necessary for success in the dynamic world of stock market trading and investment. Who this course is for: Individuals who need to clear the NISM -Series=X-A Investment Adviser (Level-1) Certification Examination Financial specialists searching for a generally safe, demonstrated procedure to reliably develop their wealth Individuals seeking the basic knowledge who wants to be associated as an adviser, partner or representatives under SEBI. What will you learn from this course? Curriculum (Investment Adviser Level 1) I. Introduction to Indian Financial Market         

  3. 1. Understand the macro-economic parameters of Indian Economy 2. Understand the features of Indian Financial Markets 3. Know the structure of Indian Financial Markets 4. Understand the role of the participants in the Indian Financial Markets 5. Know the role of various Regulators regulating Indian Financial Markets (In brief) II. Securities Market Segments 1. Understand the nature, functions and types of issues in Primary Markets 2. Know the role and function of Secondary Market 3. Understand the various types of various Corporate Actions III. Mutual Funds   1. Understand the meaning and features of a mutual fund 2. Know the key terms and concepts associated with mutual funds 3. Know the regulatory framework for mutual funds 4. Know the various types of mutual fund products 5. Understand the taxation of Mutual Fund Products ?. Know the investment options in mutual funds 7. Know the processes associated with investing in mutual funds ?. Understand the uses and processes of conducting systematic transactions 9. List the benefits of investing with mutual funds IV. Investment Products 1. Understand the various types of small savings instruments 2. Understand the various types of fixed income / debt instruments 3. Know the various types of alternate investments 4. Know the concept of direct equity as an investment option V. Managing Investment Risk 1. Know the concept of Risk 2. Know the Common Types of Risk 3. Understand the ways of measuring risk VI. Measuring Investment Returns 1. Understand the concept of return 2. Understand the various return concepts 3. Understand the concept of compounding 4. Know the computation of Real rate of return vs. nominal return 5. Know the computation of Tax adjusted return ?. Understand the concept of Risk-adjusted Returns

  4. VII. Concept of Financial Planning 1. Understand what constitutes financial planning 2. Know the need for financial advisory services 3. Understand the scope of financial advisory services 4. Understand the business model for the Delivery of financial advice to client 5. Understand assets, liabilities and net worth ?. Understand the preparation of budget 7. Know the financial planning delivery process VIII. Asset allocation and Investment Strategies 1. Know the various Asset classes 2. Learn about Portfolio construction 3. Understand the concept of Practical asset allocation and Re balancing Strategies 4. Know the need for portfolio monitoring and re-balancing IX. Insurance Planning 1. Understand the need for insurance in personal finance 2. List the requirements for a risk to be insurable 3. Understand the role of insurance in personal finance. 4. Know the various steps involved in Insurance Planning 5. Know the types of Insurance Products ?. Understand about the Life Insurance Products 7. Understand about the Non-Life Insurance Products ?. Understand the life insurance needs analysis (Human life approach, Needs approach) X. Retirement Planning 1. Understand the retirement planning process 2. Understand and estimate retirement corpus 3. Determine the retirement corpus 4. Learn about the various retirement products and their features XI. Tax and Estate Planning 1. Understand Income tax principles 2. Understand Tax aspects of Investment products 3. Learn about the Wealth Tax Act and its implication for clients 4. Know about Estate Planning XII. Regulatory Environment and Ethical Issues 1. Understand the provisions of the SEBI (Investment Advisers) Regulations, 2013 2. Understand the overall framework of the regulatory system

  5. 3. Learn about the roles of regulators: MoF, MCA, SEBI, RBI, IRDA, PFRDA 4. Understand the role of Self regulatory organizations 5. Understand the provisions of PMLA, 2002 ?. Know the codes of conduct by SEBI, AMFI, etc 7. Know the ethical issues in providing financial advice ?. Understand investor complaint redressal mechanism About us Other More Legal & Support Contact Us > My Ism > Important Links > Job Openings > Site Map Moti Nagar – 9354809292 > Our Mentors > Reviews > Talent acquisition > Feedback Faridabad – 8810494436 > Free Demat Account > Admission Guidelines > Mock Test > Privacy Policy > Internship Programme > Question Bank > Library membership Copyright © 2022. All rights reserved. ISM Institute of Stock Market Delhi. DISCLOSURE OF RISK: Trading in Futures and Forex involves a high amount of risk and is not suitable for every investor. An investor could lose from a little to all of his initial investment in the market. Risk capital refers to the amount of money that can be lost without compromising a trader’s lifestyle or financial stability. Only such a capital should be used for trading. A trader’s past performance is never an indicator of future results. GIVEN BELOW ARE SOME OF THE DRAWBACKS ASSOCIATED WITH THE HYPOTHETICAL PERFORMANCE RESULTS: THERE IS NO SURETY THAT THE HYPOTHETICAL RESULTS WILL BE REFLECTED IN THE ACTUAL RESULTS, RATHER, THERE ARE GENERALLY HUGE DIFFERENCES BETWEEN THE ACTUAL RESULTS AND THE HYPOTHETICAL PERFORMANCE RESULTS THAT ARE ACHIEVED BY A PARTICULAR TRADING SETUP. ALSO, HYPOTHETICAL TRADING DOES NOT INVOLVE FINANCIAL RISK AND SUCH TRADING SYSTEM CAN NEVER PREDICT THE RISK INVOLVED IN THE ACTUAL TRADING SETUP. FOR AN INSTANCE, THE ABILITY TO WITHSTAND A GIVEN AMOUNT OF LOSS OR TO STICK TO PARTICULAR TRADING STYLE ARE CERTAIN POINTS WHICH CANNOT BE DISMISSED OUT OF CONSIDERATION. WHILE PREPARING HYPOTHETICAL TRADING PROGRAM, THERE ARE VARIOUS FACTORS WHICH CANNOT BE TAKEN INTO ACCOUNT WHICH ADVERSELY AFFECT THE ACTUAL TRADING SETUP. PDFmyURL.com - convert URLs, web pages or even full websites to PDF online. Easy API for developers!

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