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NISM Series-X-B: Investment Adviser (Level 2) Certification Examination

NISM Series-X-B: Investment Adviser (Level 2) Certification Examination

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₹ 1,770

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Course Highlights

  • Exam Duration : 2 Hours

  • Certificate Validity : 3 Years

  • Certificate of Completion

  • Workbook/study material Available

Mode of learning: Classroom

Course Overview

Who should do this course ?
  • Investment Advisers and their associated persons, including their representatives and partners

  • Interested students/professionals

  • Any other Individual

What are the course deliverables ?
  • Know the comprehensive financial planning in the context of households to apply the planning elements learnt in Level 1 Certification Examination.

  • Understand the structure and performance of securities markets; importance of asset allocation and impact of the market movement on the assets performance.

  • Know the practical aspect of product selection, portfolio construction, review and rebalancing based on clients need.

  • Know the compliance, operations and service elements in investment advice.

More about this course
  • NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination along with the NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination seeks to create a common minimum knowledge benchmark for all associated persons registered as an investment adviser and partners and representatives of investment advisers under SEBI (Investment Advisers) Regulations, 2013 and offering investment advisory services.

  • An associated person shall be required to pass both the levels (i.e. NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination and NISM-Series-X-B: Investment Adviser (Level 2) Certification Examination) tofulfill the requirements under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013.

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    Neeraj. Sumithran

    Great course in investment

    This is level two exam. Level 1 has to be cleared in order to qualify for level two. Explains with example different types of investments available in India. Problems related to investment advisory situations have been included. Exam is pretty much easy with question paper available online by many sites which would help in clearing the exam. After completing this course one should be able to know in depth about various types of investments and instruments available for different types of people. It would help in making decision regarding the client's portfolio according to the needs and suitability of the customer. Lots of Indian banks require aspirants to complete this course for hiring and promotion.
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