INTRODUCTION TO PERSONAL FINANCIAL PLANNING
☰
Investment Adviser (Level-1) Certification X-A
"Build a Strong Foundation in Smart Investment Advisory"
Build a strong foundation in financial planning with NISM's Investment Advisory Level 1 program. Learn essential skills in investment products, client profiling, and ethical advisory practices to kickstart your advisory career.
- (0 Reviews)
Course Features
Learn Anytime Anywhere
Pdf Study Material
Personal Dashboard
Mobile Access
Level Based Mock Test
End to End Support
Syllabus
|
|
20.14min | |
|
INTRODUCTION TO MODERN PORTFOLIO THEORY
|
19.48min | |
|
|
|
TIME VALUE OF MONEY
|
19.20min |
|
EVALUATING THE FINANCIAL POSITION OF CLIENTS
|
15.53min |
|
INTRODUCTION TO PERSONAL FINANCIAL PLANNING
|
20.14min | |
|
INTRODUCTION TO MODERN PORTFOLIO THEORY
|
19.48min | |
|
INTRODUCTION TO PERSONAL FINANCIAL PLANNING
|
mb |
|
TIME VALUE OF MONEY
|
19.20min |
|
EVALUATING THE FINANCIAL POSITION OF CLIENTS
|
15.53min |
|
DEBT MANAGEMENT AND LOANS
|
15.06min |
|
INTRODUCTION TO THE INDIAN FINANCIAL MARKETS
|
18.27min |
|
SECURITIES MARKET SEGMENTS
|
23.05min |
|
INTRODUCTION TO INVESTMENT
|
17.30min |
|
INVESTING IN STOCKS
|
11.11min |
|
INVESTING IN FIXED INCOME SECURITIES
|
13.22min |
|
UNDERSTANDING DERIVATIVES
|
15.46min |
|
MUTUAL FUNDS
|
13.51min |
|
PORTFOLIO MANAGER
|
19.16min |
|
OVERVIEW OF ALTERNATIVE INVESTMENT FUNDS(AIFs)
|
13.05min |
|
INTRODUCTION TO MODERN PORTFOLIO THEORY
|
19.48min |
|
PORTFOLIO CONSTRUCTION PROCESS
|
9.52min |
|
PORTFOLIO PERFORMANCE MEASUREMENT AND EVALUATION
|
17.24min |
|
OPERATIONAL ASPECTS OF INVESTMENT MANAGEMENT
|
15.35min |
|
KEY REGULATIONS
|
10.46min |
|
ETHICAL ISSUES
|
16.05min |
|
GRIEVANCE REDRESS MECHANISM
|
8.17min |
Learning Outcomes
Financial Planning
Knowledge of Investment Products
Key Investment Concepts
Tax Compliance
Regulatory & Compliance Framework
Portfolio Diversifaction
Behavioral Finance
Client Communication
About The Program
Financial Planning Basics
Exam Preparation
Career Readiness
Learn Anytime, Anywhere
Tests/Quiz
SEBI-Approved Certification
Who Can Enroll?
Aspiring Financial Advisers
Junior or Trainee Advisers
Sales and Relationship Managers
Finance Graduates
Career Changers into Financial Services
Begin Your Investment Adviser Level 1 Journey with Vantage
Investment Adviser Roadmap At Vantage Knowledge Academy
Explore The Students Experience
"The practical approach to training sets this course apart. The mock exams and real-world examples helped me clear the certification on my first attempt."
Neha Gupta
The recorded format is excellent! It allowed me to pause, replay, and fully grasp the concepts. The mock tests were incredibly helpful in preparing for the exam.
Amit Patel
"The mock tests and practical case studies were a big help. The recorded sessions were easy to follow, and I could learn at my own speed. I’m now confident in advising clients on their investments."
Pooja Nair
Choose The Right Course For You.
FAQs
What is the Investment Adviser Level 1 program?
Who should enroll in this program?
What will I learn in the Investment Adviser Level 1 program?
Are there any prerequisites for enrolling?
How long does the program take to complete?
Is the program offered online or in-person?
What certification will I receive upon completion?
What career opportunities will this program help me pursue?
How much does the program cost?
Are there any job placement services after completing the program?
Will this program help me become a certified Investment Adviser?
Can I continue to higher-level courses after completing Level 1?
Is the course suitable for self-employed professionals or business owners?
Do I need to have any software or tools for this program?
Can I access course materials after the program ends?