INTRODUCTION TO PERSONAL FINANCIAL PLANNING
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Investment Adviser-Level-1
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Investment Adviser-Level-1
"Your Pathway to Becoming a SEBI-Registered Investment Adviser"
The Investment Adviser Level 1 (IA L1) course is designed to equip individuals with the essential knowledge and skills needed to provide investment advice. It covers the fundamentals of financial products such as stocks, bonds, and mutual funds, alongside key principles of financial planning, risk assessment, and asset allocation. Participants learn how to assess client needs, profile their risk tolerance, and recommend suitable investment strategies while adhering to ethical standards and best practices. The course emphasizes a deep understanding of the advisory process, focusing on responsible client interaction, transparency, and effective communication to ensure that advisers can offer sound, personalized financial guidance.
Learning Outcomes
- Basics of Investment Advisory
- Types of Financial Products
- Financial Planning Concepts
- Risk Profiling and Asset Allocation
- Regulatory and Compliance Requirements
- Financial Markets Overview
- Investor Protection and Ethics
- Basic Financial Statement Analysis
Syllabus
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20.14min | |
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INTRODUCTION TO MODERN PORTFOLIO THEORY
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19.48min |
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TIME VALUE OF MONEY
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19.20min |
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EVALUATING THE FINANCIAL POSITION OF CLIENTS
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15.53min |
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INTRODUCTION TO PERSONAL FINANCIAL PLANNING
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20.14min | |
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INTRODUCTION TO MODERN PORTFOLIO THEORY
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19.48min |
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TIME VALUE OF MONEY
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19.20min |
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EVALUATING THE FINANCIAL POSITION OF CLIENTS
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15.53min |
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DEBT MANAGEMENT AND LOANS
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15.06min |
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INTRODUCTION TO THE INDIAN FINANCIAL MARKETS
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18.27min |
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SECURITIES MARKET SEGMENTS
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23.05min |
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INTRODUCTION TO INVESTMENT
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17.30min |
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INVESTING IN STOCKS
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11.11min |
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INVESTING IN FIXED INCOME SECURITIES
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13.22min |
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UNDERSTANDING DERIVATIVES
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15.46min |
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MUTUAL FUNDS
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13.51min |
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PORTFOLIO MANAGER
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19.16min |
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OVERVIEW OF ALTERNATIVE INVESTMENT FUNDS(AIFs)
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13.05min |
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PORTFOLIO CONSTRUCTION PROCESS
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9.52min |
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PORTFOLIO PERFORMANCE MEASUREMENT AND EVALUATION
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17.24min |
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OPERATIONAL ASPECTS OF INVESTMENT MANAGEMENT
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15.35min |
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KEY REGULATIONS
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10.46min |
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ETHICAL ISSUES
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16.05min |
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GRIEVANCE REDRESS MECHANISM
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8.17min |
Eligibility:
✓ Individuals Seeking to Become Investment Advisers
✓ Existing Financial Professionals Looking to Upgrade
✓ Individuals with Relevant Educational Qualifications
✓ Those with the Required Professional Qualifications
✓ Non-Industry Professionals Interested in Financial Advisory Roles
Key Eligibility Requirements:
• Basic educational qualifications: No strict minimum qualification is required, though knowledge of finance, investment products, or related fields is beneficial.
• Professional qualifications: A background in finance, business, or accounting may help but isn't mandatory.
• Work experience: While prior work experience in investment-related fields can be advantageous, it is not a strict requirement.
Why Choose This Program?
Certainly! Here are the key points from earlier, condensed into one-liners:
1. **Foundation in Investment Knowledge: ** Learn core investment concepts and strategies.
2. **Professional Development: ** Gain credentials for a career in financial advisory or investment management.
3. **Practical Skills for Personal Investing: ** Apply investment principles to manage your own finances.
4. **Credibility with Clients or Employers: ** Enhance your professional reputation in the finance industry.
5. **Regulatory and Ethical Standards: ** Understand compliance and ethical guidelines in investment advisory.
6. **Affordable Entry Point: ** Begin your investment advisory journey with a cost-effective program.
7. **Networking Opportunities: ** Connect with industry professionals for potential mentorship or job prospects.
8. **Confidence for Career Advancement: ** Build expertise to confidently move forward in your finance career.
FAQ
What is the Investment Adviser Level 1 program?
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