Investment Adviser (Level 1): NISM Series X-A Certification Examination
The current course content is valid till September 30th 2021. Candidates planning to take the exam after 1st October should wait for the updated material.
Wealth management and investment advisory services have gained prominence and respect, in India. Investment Adviser, Level 1 and Level 2 exams are conducted by National Institute of Securities Market. These exams are mandatory to clear, to work as a SEBI registered Investment Adviser.
Investment Adviser certificate holder, also gain access to tremendous wealth management and financial planning job opportunities with leading Banks, Financial Institutions and Non-banking Financial Institutions (NBFCs)
Objectives of the exam:
A learner will learn and understand the basics of investment advisory and wealth management financial planning.
Understand the financial planning process, with detail insights into asset allocation, portfolio management, retirement and insurance planning.
Evaluate and learn about income tax and estate planning procedures, law and practice.
Syllabus updated May 2021
* Please note print out or download of the videos / question bank in any form is not allowed *
Take a look at our sample lessons to explore our content and teaching methodology.
3 hours of video lectures.
Recorded workings and examples on Microsoft Excel.
Handouts to enhance learning and understand concepts.
Challenges and 120 + quiz questions to help you revise.
2 Mock-Test with 200 questions under real exam conditions.
Answers with detailed explanations to understand concepts and revise.
Simplify and learn difficult concepts with webinars and masterclasses by our experts
- Excellent online course.
- Mock test is very useful.
- Student , who opt for your course will clear the exam.
- your online course is more than sufficient.
enrolled for Online Course
M. Arunachalam - Tamil Nadu
I have secured 82%.and the model test papers of Cubelearn is excellent and was quite useful and also advise other prospective candidates to make use of the same. Besides the above my personal thanks to Mr Nilabh for the quick, positive and proactive feedback given by him whenever I approached him.