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NISM-Series-XA-Investment-Adviser-Workbook-Study-Material

NISM Investment Adviser (Level 1) Workbook

Availability: In Stock

Rs. 330.00
Rs. 313.50
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 basics of investment advisory, steps in the advisory process, making and implementation of a financial plan and evaluation of different products. This course teaches financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients. The book also discusses the concept of Income tax, Wealth tax and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.

Edition: 2020 Edition
Date of Publication: July 2020
No. of Pages: 344
Weight (Kgs) : 0.41
ISBN: 9789390128181
Buy NISM Series XA Investment Adviser (Level 1) Workbook
This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Level 1 Certification Examination for Investment Advisers. NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination along with the NISM-Series-X-B: Investment Adviser (Level 2) 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 basics of investment advisory, steps in the advisory process, making and implementation of a financial plan and evaluation of different products. This course teaches financial planning as an approach to investing, insurance, retirement planning and an aid for advisers to develop long term relationships with their clients. The book also discusses the concept of Income tax, Wealth tax and legalities of Estate planning in personal finance, and regulatory aspects underlying advisory.
Order Now! Buy NISM Series XA Investment Adviser (Level 1) Workbook now and get guaranteed delivery in 72 hours*

Edition: 2020 Edition
Date of Publication: July 2020
No. of Pages: 344
Weight (Kgs) : 0.41
ISBN: 9789390128181
*Guaranteed delivery is available only in major cities in India.
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