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Elevate your investment advisory skills with the NISM XA, a comprehensive training program designed to master the art of advisory.

 

This expert-led course seamlessly integrates Level 1 training, empowering you. Unlock your potential as a proficient investment advisor with the NISM XA - Investment Advisor (Level 1).

 

This all-encompassing course equips you with the essential knowledge and skills to excel in investment advisory, covering a broad spectrum of Level 1 concepts.

 

Gain a profound understanding of financial planning, portfolio management and evaluation, and regulatory environment, setting you up for success in your investment advisory career.

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Examination Objectives

What is Objective of NISM-Series-X-A: Investment Adviser Examiniation

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  • Know the basics of personal financial planning, time value of money, evaluating clients' financial position, debt management, and loans.
  • Understand the Indian Financial Markets and Indian Securities market segments.
  • Get oriented to different investment products— equity, debt, derivatives, and managed portfolios such as mutual funds, portfolio management services, and alternative investment funds.
  • Know about portfolio construction, performance monitoring, and evaluation.
  • Understand the operational aspects of investment management, key regulations, and ethical issues for investment advisers and grievance redress systems.

Course Curriculum

Level 1 Course Curriculum

  • Concept of Financial Planning
  • Need for Financial Planning
  • Financial Planning Process
  • Time Value of Money
  • Evaluating The Financial Position of the Client
  • Preparing Household Budget
  • Cash inflows and outflow
  • Debt Management and Loan
  • Introduction to the Indian Financial Market
  • Different Segments of Financial Market
  • Introduction to Investment
  • Investment in Stocks
  • Risk of Equity Investment
  • Equity Research and Stock Selection
  • Qualitative Analysis of Stocks
  • Technical Analysis of Stocks
  • Investment of Fixed Income Securities
  • Need of Debt Market
  • Bond Market Ecosystem
  • Understanding of Derivative Market
  • Overview of Mutual Funds
  • Portfolio Management
  • Overview of Alternate Investment Funds
  • Introduction to Modern Portfolio Theory
  • Process of Portfolio Construction
  • Portfolio Performance Measurement and Evaluation
  • Operational Aspects of Investment Management
  • Key Regulations
  • Ethical Issues
  • Grievance Redress Mechanism

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