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NISM Investment Advisor Level 2 Workbook

632.00

The NISM Investment Advisor Level 2 workbook covers all important topics to enhance the quality of investment advisory and related services in the financial services industry. It covers topics related to the structure and performance of securities markets, importance of asset allocation and impact of the market movement on the assets performance.

This course teaches practical aspect of product selection, portfolio construction, review and rebalancing based on clients need. The book also discusses the concept of compliance, operations and service elements in investment advice.

About NISM Investment Advisor Level 2 Workbook:

The book covers all important topics to enhance the quality of investment advisory and related services in the financial services industry. It covers topics related to the structure and performance of securities markets, importance of asset allocation and impact of the market movement on the assets performance.

This course teaches practical aspect of product selection, portfolio construction, review and rebalancing based on clients need. The book also discusses the concept of compliance, operations and service elements in investment advice.

This NISM Investment Advisor Level 2 Workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Level 2 Certification Examination for Investment Advisors.

NISM Series XB: Investment Advisor (Level 2) Certification Examination along with the NISM-Series-X-A: Investment Advisor (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.

The book covers all important topics to enhance the quality of investment advisory and related services in the financial services industry. It covers topics related to the structure and performance of securities markets, importance of asset allocation and impact of the market movement on the assets performance.

This course teaches practical aspect of product selection, portfolio construction, review and re-balancing based on clients need. The book also discusses the concept of compliance, operations and service elements in investment advice.

This book aims to create a common minimum knowledge benchmark for individual investment adviser or principal officer of a non-individual investment adviser, under SEBI (Investment Advisers) Regulations, 2013 and persons associated with investment advice.

The key features of this book are as follows:

The Present Publication is the August 2020 workbook version, published exclusively by Taxmann for NISM Series XB Investment Advisor Level 2 Certification Examination, with the following noteworthy features:

  • 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 re-balancing based on clients need
  • Know the compliance, operations and service elements in investment advice
  • Also Available:
    • NISM Series XA Investment Advisor (Level 1) Certification Examination Workbook

Coverage of this book includes:

  • Understanding Securities Market and Performance
  • Knowing Operational Aspects of Financial Transactions
  • Personal Financial Planning
  • Comprehensive Financial Planning
  • Product Analysis and Selection
  • Regulatory and Compliance Aspects
  • Case Studies in Comprehensive Financial Advice

All the above topics are thoroughly covered in the NISM Investment Advisor Level 2 Workbook (NISM Series XB Investment Advisor Workbook). Order Now.

Or, if you wish to download a soft copy of the NISM Investment Advisor Level 2 Workbook, please visit our NISM Workbooks section. Free Download NISM Investment Advisor Level 2 Workbook PDF

About NISM Certifications:

NISM is a leading provider of high-end professional education, certifications, training and research in financial markets. NISM Certification programs aim to enhance the quality and standards of professionals employees in various segments of financial services sector.

NISM’s School of Certification of Intermediaries (SCI) develops and conducts certification examinations and Continuous Professional Education (CPE) programs that aim to ensure that professional meet the defined minimum common knowledge benchmark for various critical market functions like:

  • Mutual Funds
  • Equities
  • Derivatives
  • Securities Operations
  • Compliance
  • Research Analysis
  • Investment Advice

These Certifications and CPE Programs are being developed and administered by NISM as mandated under ‘Securities and Exchange Board of India (Certification of Associated Persons in the Securities Market) Regulations, 2007’.

The Certifications creates quality market professionals and catalyzes greater investor participating in the markets. Certifications also provides structured career paths to students and job aspirants in the securities market.

For more details about NISM Certifications, visit the official NISM website.

Order Now! Buy NISM Series XB Investment Adviser Level 2 Workbook now and get guaranteed delivery in 72 hours*

Publication Details:

Edition: July 2021 Edition
Date of Publication: December 2021
No. of Pages: 580
Weight (Kgs) : 0.680
ISBN No.:9789392211461

Publication: Taxmann

*Guaranteed 72 hrs delivery is available only in major cities in India.

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NISM Investment Advisor Level 2 Workbook

The NISM Investment Advisor Level 2 workbook covers all important topics to enhance the quality of investment advisory and related services in the financial services industry. It covers topics related to the structure and performance of securities markets, importance of asset allocation and impact of the market movement on the assets performance. This course teaches practical aspect of product selection, portfolio construction, review and rebalancing based on clients need. The book also discusses the concept of compliance, operations and service elements in investment advice.

URL: https://www.prepcafe.in/product/nism-investment-advisor-level-2-workbook/

Author: NISM

Name: NISM Series XB Investment Advisor Level 2 Workbook

Url: https://www.prepcafe.in/product/nism-investment-advisor-level-2-workbook/

Author: NISM

ISBN: 9789392211461

Date Published: 2022-01-01

Format: https://schema.org/Paperback

Editor's Rating:
4.85
Weight0.680 kg

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