- Version November 2020
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- Create Date August 12, 2020
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NISM Series XVIII Financial Education Workbook Free PDF Download
The NISM Series XVIII : Financial Education Study Material / Workbook helps those candidates who wish to assess their financial literacy and their understanding of various aspects of financial markets including banking, securities, insurance and pension.
The NISM Series XVIII Workbook for Financial Education seeks to ensure a basic understanding of the various aspects of an individual’s and/or a household’s financial planning by enhancing their financial literacy. The NISM Financial Education Workbook covers key concepts in financial literacy, various investment options, savings and investment products, insurance and pension, retirement planning, stock market, caution against Ponzi schemes, tax savings options, investor protection and investor grievance redressal.
The booklet covers these chapters:
CHAPTER 1 - INTRODUCTION
CHAPTER 2 - KEY CONCEPTS IN PERSONAL FINANCE
CHAPTER 3 - FINANCIAL PLANNING
CHAPTER 4 - SAVINGS RELATED PRODUCTS
CHAPTER 5 - INVESTMENT IN SECURITIES MARKET
CHAPTER 6 - INSURANCE RELATED PRODUCTS
CHAPTER 7 - PENSION, RETIREMENT AND ESTATE PLANNING
CHAPTER 8 - BORROWING-RELATED PRODUCTS
CHAPTER 9 - GOVERNMENT SCHEMES FOR VARIOUS SAVINGS & INVESTMENT OPTIONS
CHAPTER 10 - TAX SAVING OPTIONS
CHAPTER 11 - CAUTION AGAINST PONZI SCHEMES AND UNREGISTERED INVESTMENT ADVISERS
CHAPTER 12 - GRIEVANCE REDRESSAL MECHANISM
CHAPTER 13 - GRIEVANCE REDRESSAL AGENCIES
CHAPTER 14- ABOUT SEBI
CHAPTER 15-CONTACT DETAILS OF SEBI OFFICES, EXCHANGES AND DEPOSITORIES IN INDIA
Latest Version: November 2020
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