BASICS OF INSURANCE
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Investment Adviser (Level - 2) Certification X-B
"Boost Your Knowledge to Take the Lead in Excellent Investment Advisory Services."
"Advance your expertise with NISM's Investment Advisory Level 2 program. Master complex financial planning, portfolio management, and regulatory compliance to deliver comprehensive advisory solutions."
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Learning Outcomes
- Financial Markets and Instruments
- Investment Products (Stocks, Bonds, Funds)
- Portfolio Management Strategies
- Risk Assessment and Management
- Regulatory Frameworks and Compliance
- Client Needs Analysis and Financial Planning
- Taxation and Investment Strategies
- Ethical and Professional Standards
- Economic and Market Analysis Techniques
- Communication and Client Advisory Skills
Course Features
Learn Anytime Anywhere
Pdf Study Material
Personal Dashboard
Mobile Access
Level Based Mock Test
End to End Support
Syllabus
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28.43min | |
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BASICS OF INSURANCE
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mb |
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LIFE INSURANCE PRODUCTS
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33.30min |
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NON-LIFE INSURANCE PRODUCTS
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20.08min |
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BASICS OF INSURANCE
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28.43min | |
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BASICS OF INSURANCE
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mb |
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LIFE INSURANCE PRODUCTS
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33.30min |
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NON-LIFE INSURANCE PRODUCTS
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20.08min |
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RETIREMENT PLANNING BASICS
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12.48min |
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RETIREMENT PRODUCTS
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12.20min |
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MISCELLANEOUS ASPECTS OF RETIREMENT PLANNING
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16.34min |
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CONCEPTS IN TAXATION
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18.34min |
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CAPITAL GAINS
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13.37min |
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INCOME FROM OTHER SOURCES
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11.13min |
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TAXATION OF DEBT PRODUCTS
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13.57min |
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TAXATION OF EQUITY PRODUCTS
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7.52min |
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TAXATION OF OTHER PRODUCTS
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13.29min |
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TAX PROVISIONS FOR SPECIAL CASES
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10.58min |
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BASICS OF ESTATE PLANNING
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26.14min |
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TOOLS FOR ESTATE PLANNING
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22.01min |
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BASICS OF BEHAVIOURAL FINANCE
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13.15min |
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BEHAVIOURAL FINANCE IN PRACTICE
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10.56min |
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RISK PROFILING FOR INVESTORS
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20.43min |
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COMPARISON OF PRODUCTS ACROSS CATEGORIES
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19.56min |
About The Program
Financial Planning Basics
Exam Preparation
Career Readiness
Learn Anytime, Anywhere
Tests/Quiz
SEBI-Approved Certification
Begin Your Investment Adviser Journey with Vantage
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
FAQs
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