This course on NISM X-A: Investment Adviser (Level 1) is built keeping in mind the syllabus for the exam and will help you understand the subject matter necessary to clear the examination. Taught by a Certified Financial Planner, this course delivers difficult concepts in simple language.
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NISM X-A: Investment Adviser (Level 1)
What You Will Learn
Key financial concepts
How to a evaluate client's financial position
Time value of money & debt management
How to select stocks using fundamental & technical analysis
Bond valuation & types of yields
Different types of mutual funds
Role and responsibilities of a portfolio manager
How to construct a clients portfolio based on your goals & risk appetite
Performance measurement & evaluation
Your Course Overview
21 sections • 71 topics • 36 hrs 46 mins content
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About The Course
This course is designed to help you prepare for the NISM X-A: Investment Adviser (Level 1) exam by covering all key topics in a structured manner. You will learn key topics such as time value of money, equities, fixed income securities, derivatives, mutual funds, portfolio management, and modern portfolio theory. Additionally, it explores regulations, ethics, and grievance redress mechanisms to equip learners with practical knowledge.
In Lesson 1, Introduction, you will get a course overview and learn about key financial concepts.
In Lesson 2, Time Value of Money, you will learn essential concepts such as present value, future value, annuities, and perpetuities, along with their calculations and practical applications.
In Lesson 3, Evaluating Financial Position of the Client, you will learn how to create a budget and savings plan for your client. Additionally, you will explore key financial ratios such as leverage, solvency, and liquidity ratios.
In Lesson 4, Debt Management & Loans, you will explore essential concepts of debt and loans while learning effective strategies for managing them.
In Lesson 5, Introduction to Indian Financial Market, you will learn about the structure of the financial market and the role of regulators in overseeing and governing it.
In Lesson 6, Securities Market Segments, you will learn about the primary and secondary markets, various types of issues and issuing entities, and the impact of corporate actions.
In Lesson 7, Introduction to Investments, you will explore different investment options and their characteristics.
In Lesson 8, Equities, you will learn how to value stocks and select them using fundamental and technical analysis.
In Lesson 9, Fixed Income Securities, you will explore the bond market and understand bond pricing and valuation.
In Lesson 10, Derivatives, you will gain a comprehensive understanding of the Futures, Options, and Swap markets.
In Lesson 11, Mutual Funds, you will learn about various types of mutual funds and how to choose the right one based on your risk appetite and investment horizon. Additionally, you will understand the differences between SIP, SWP, and STP.
In Lesson 12, Portfolio Manager, you will explore the role and responsibilities of a portfolio manager and learn how their compensation is structured.
In Lesson 13, Alternative Investment Funds, you will get a deep understanding of alternative investment funds.
In Lesson 14, Modern Portfolio Theory, you will explore the principles of modern portfolio theory, learn how returns are calculated, and understand the process of constructing an optimal portfolio.
In Lesson 15, Portfolio Construction, you will learn how to build a client’s portfolio by aligning it with their financial goals, time horizon, and risk-return expectations.
In Lesson 16, Performance Measurement and Evaluation, you will learn how to assess a portfolio manager's performance using risk and return metrics.
In Lesson 17, Operational Aspects of Investment Management, you will learn about the investment process and its key steps.
In Lesson 18, Regulation, you will explore key acts and regulations designed to protect investors and ensure market integrity.
In Lesson 19, Ethics, you will learn the importance of ethical practices and the fiduciary responsibilities of investment advisers in decision-making.
In Lesson 20, Grievance Redress Mechanism, you will learn about the processes and frameworks in place for addressing investor complaints, dispute resolution mechanisms, and regulatory bodies ensuring investor protection.
Course Highlights :
- Key financial concepts
- How to evaluate a client's financial position
- Time value of money & debt management
- How to select stocks using fundamental & technical analysis
- Bond valuation & types of yields
- Different types of mutual funds
- Role and responsibilities of a portfolio manager
- How to construct a client's portfolio based on your goals & risk appetite
- Performance measurement & evaluation
Who is this course for:
- Aspiring investment professionals preparing for the NISM certification exam
- Individuals seeking to become investment advisors or enhance their advisory skills.
- Students and learners who want to build expertise in portfolio construction
- Beginners who want to build a strong foundation in investing and financial planning.
Founder, Zenith Finserve
8+ Years Experience
Certified Financial Planner