Investment Advisory XA NISM Certification

Investment Advisory XA modules is NISM series modules. According to SEBI regulation 2013, any person or organization involved in giving advisory for investment must be registered as an investment adviser. The certification aims to enhance the quality of investment adviser and related service in the financial industry.

Unique Feature of Investment Advisor Module

• Helps to understand how to evaluate different products, their suitability and how the recommendation of same can impact investment returns, risk and strategies.
• Get oriented to income tax, wealth tax, and legalities of estate planning in personal finance.
• Get acquainted with financial planning as an approach to investing insurance, retirement planning and an aid for an adviser to develop long-term relations with their clients.

What You Will Get?

• SEBI NISM Investment Advisory XA Series Certification
• DIPE Certification in Investment Advisory

Job Opportunities

After completing this course students can apply for a job in a research house, private banks, management, hedge funds, mutual fund house, credit rating agency, and more.

Certifications

• 1 Certificates of NISM Investment Advisory XA Certification.
• 1 Certification From DIPE in Investment Advisory.

*NCFM and NISM Certificates are subjected to appearance for the exam at the NSE Center. You get 100% preparation at the branch.

Detail Curriculum

Module: Investment Advisory XA Series (NISM Certification)

• Objectives of Investment Decisions
• Different types of Financial Markets
• Understanding the concept of Fixed Income Securities and their valuation
• Capital Market Efficiency
• Modern Portfolio theory
• Financial Analysis and Valuation
• Valuation of Derivatives
• Portfolio Management

Who Should Do This Course?

• Anyone who wishes to become Investment Advisor
• MBA & BBA Students
• People working with Banks, Share Market, Research Houses and advisory firm Anyone who wants a job
• Those who want to pursue the career in financial service or wants further up gradation
• Traders and Investors

Career Opportunity

After completing Investment Advisor one can become Investment advisor, Portfolio Manager, Analyst in broking firms, Banks, financial institutions.

Admission Criteria and Eligibility:

• The candidate should Minimum 12th (Senior Secondary) pass from any reorganization Board/institutions. We always recommend the candidate should pass at least bachelor degree so that it will be a bit easier to provide placements. Graduate students get job placement on the direct payroll in big companies, and 12th students will get placement in small companies or in sub-brokers office.
• *placement guarantee refers to (After getting NCFM and NISM Certification of all 10 modules covered in advance diploma course)
• All original documents-10 th ,12 th  graduation, other professional degree certification and mark sheets must be submitted in as a self-attested copy/copies at the branch at the time of admission and originals must be shown to the center In Charge, failing which admission may be cancelled
• 95% attendance is must during the program in each module opted by the student.
• Remarks/ Recommendation of faculty and center Head will be taken in the record after each class
• Your certification depends on your Attendance, class assessment, projects, internal exams, NSE exams, Practical classes, Projects and Viva.
• The decision of Center in Charge and center Head will be final.