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NISM Series XVIII : Financial Education Certification Examination

This examination 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. By the end of this certification, it is expected that the candidates get a fair idea of various introductory but essential elements of personal finance and appreciate the importance of personal financial planning for their overall financial well-being.

Whom is the NISM Series XVIII : Financial Education Certification Examination created for?

The examination is created for those candidates who wish to assess their financial literacy and their understanding of various aspects of financial markets including banking, securities, insurance and pension. It 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.

What topics are covered under the NISM Series XVIII : Financial Education Certification Examination?

On successful completion of the examination, the candidate should:

  • Know the key concepts of one’s financial life
  • Understand the concept of financial planning and the steps involved
  • Understand the importance of saving and budgeting and the power of compounding
  • Familiarize with various investment options and saving and investment products
  • Familiarize with Stock Markets and Mutual Funds
  • Understand the concept and need of Insurance and various types of Insurance
  • Understand the need for retirement planning and salient features of various pension products
  • Be aware about various government schemes available for saving, investment, insurance and pension needs
  • Be aware about Ponzi schemes and financial frauds
  • Know the Investor Grievance Redressal mechanisms developed by the financial sector regulators for investor protection

Where can I obtain the NISM Series XVIII : Financial Education Certification Examination Study Material?

Soft copy of the NISM Series XVIII : Financial Education Exam study material will be made available for free download at our website soon.

Where can I find mock test for NISM Series XVIII : Financial Education Certification Examination?

The Mock Tests for NISM Series XVIII: Financial Education Certification Exam is currently under development. We shall be launching the mock tests soon.

How can I register and enroll for the NISM Series XVIII : Financial Education Certification Examination?

Registration and Enrollment for all NISM Certification Examinations can be done online through NISM Certification Portal. For Registration to the NISM Certification portal, you should have your Permanent Account Number (PAN), Scanned Copy of your PAN Card, Soft Copy of your photograph, a valid email address and your basic details such as your Name, Date of Birth, Educational Details, Employment Details, etc. After successful submission of the online NISM Registration form, you will receive a NISM Registration Number and an activation link on your email. You will need to click on the activation link to activate your NISM Account. After activation, you will be able to login.

After login using your email and password, you need to goto "Enrolment" -> "Enroll for Examination" link and following the following steps:

Step 1: Selection of Examination: Here you need to select the NISM Series XVIII : Financial Education Certification Examination.

Step 2: Check Seat Availability: Select the Exam City, Test Centre of your choice and the Date Range during which you wish to take the exam.

Step 3: Select a Time Slot: You will shown the availability of Test Slots for the exam. Select one and click "Enroll for the Examination".

Step 4: Make Payment: Please accept the terms and conditions and proceed for online payment using credit card, debit card or internet banking.

After successful payment, your Admit Card will be generated. You should carry this admit card and an original identity card to the examination centre, 30 minutes before the actual exam time. Acceptable identity cards are PAN Card, Driving License, Passport, Aadhar Card only.

What is the assessment structure for NISM Series XVIII : Financial Education Certification Examination?

This is a computer-based examination with multiple choice questions.The examination consists of 50 multiple choice questions of 1 mark each adding to 50 marks.The examination should be completed in 2 hours. There shall be no negative marking. The passing score for the examination is 25 marks(i.e., 50% of the total marks).




50 Multiple Choice Questions










Rs. 1416/-

What is the syllabus outline for NISM Series XVIII : Financial Education Certification Examination?

Chapter No.

Chapter Name

Weightages %


Key Concepts in Personal Finance



Financial Planning and Budgeting



Savings Related Products



Investment in Securities Market



Insurance related Products



Pension, Retirement and Estate Planning



Borrowing Related Products


8 Government schemes for various savings and investment options



Tax Savings Options


10 Caution against Ponzi Schemes and unregistered Investment Advisers 6%
11 Grievance Redressal Mechanism 4%
TOTAL 100%

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