Job-Ready In Just MONTHS ! Join ! Advance Diploma in Financial Accounting and Business Taxation
Home > Online Course > SEBI NISM Certification Preparation Modules > Retirement Adviser SEBI NISM Series XVII Certification Course

Retirement Adviser SEBI NISM Series XVII Certification Course

NIFM
Course by NIFM
 5.0 rating    9 Students

Introduction

NISM Retirement Adviser Certification Prep: Series XVII Exam

Take specialized educational path, with our NISM Retirement Adviser Exam Prep: Your Certification Doorway (Series XVII). This course has been specifically designed to provide the utmost preparation for the NISM Series XVII: Retirement Adviser Certification Examination, an important qualification for anyone planning to be a registered Retirement Adviser in India. We help you go beyond passing. We help you attain a deeper understanding of the essential financial concepts and architecture of retirement planning. We help prepare you to not only approach the official NISM exam on their platform with confidence, but also enter your career with skills that will make a difference.

Why This Certification?

Both the world and the issues of personal finance are rapidly changing, and retirement planning is one area where the need for quality, professional advice is especially pressing. While the NISM Series XVII certification sets a baseline for knowledge and competency, as stipulated by the Pension Fund Regulatory and Development Authority (PFRDA), it does assure that those giving retirement advice are sufficiently qualified. 
 
This course represents your personal path to this qualification. We will take complex financial concepts and analyze regulatory requirements to make them both tangible and graspable. In committing to the course, you would be making a great investment in a well-supported learning journey, designed to align with industry standards and regulatory requirements. This commitment is satisfactory for the examination but also to develop a credible, ethical and highly

What Our Course Covers ?

Our curriculum directly aligns with the NISM Series XVII exam syllabus, covering and understanding each of the examinable subject areas in-depth: 
 
Basic Concepts of Retirement Planning: Understand the basics, emphasizing planning for retirement well in advance, the concept of compounding, The impact of inflation, and how to measure risk in the context of long-range financial goals.
 
Types of Investment: Identify and understand some types of assets like stocks, bonds, real estate, etc. Understand various investment products like mutual funds, government savings vehicles, annuities, insurance, etc., to develop a comprehensive understanding of how each might fit into a retirement wealth accumulation strategy.
 
Step-wise Methodology of Retirement Planning: Learn how to properly advise clients around retirement by working through the initial financial assessment process, working together to establish goals, planning for the accumulation and decumulation phase of wealth, and developing strategies to minimize behavioral biases in retirement planning.
 
Mastering the National Pension System (NPS): Develop specialized expertise in the national pension system (NPS) including the structure, available investments, tax benefits, and complete guidance on how it works.

Evaluating & Selecting Investments: Develop the analytical skill set to examine an investment's performance, evaluate different risk measures, and ultimately use to select funds to meet each client's need and their risk profiles.

Advanced Retirement Strategies: Learn advanced strategies for accumulating retirement funds, and complex withdrawal strategies for the duration of retirement income and managing financial risks throughout the retirement years.

Regulatory Environment & Compliance: Understand the regulatory bodies and responsibilities here in Canada but in particular the role of PFRDA and SEBI. Become familiar with the PFRDA (Retirement Adviser) Regulations, 2016 to ensure your advice is compliant and in an ethical manner.

Key Learnings: What Our Curriculum Covers?

The curriculum is carefully aligned with the NISM Series XVII exam syllabus and covers all examinable topics in depth, allowing for full mastery:
 
The Basics of Retirement Planning: Understand the fundamentals, including why it is important to have foresight in planning, how compounding works, how inflation affects financial goals, as well as how to assess risk in the long-term financial plan.
 
Understanding Investment Instruments: Get practical exposure to different asset classes, including equities, bonds and real estate. In addition, learn the different types of investment products, and those products help build wealth in retirement (such as mutual funds, govenrment savings schemes, annuities, and insurance).
 
The Retirement Planning Process: Learn a step-by-step, client-focused approach to retirement advice, including understanding your client's current financial position, setting goals together with clients, planning for the accumulation stage and distribution stage of wealth, and helping your clients understand and cope with biases in their behaviours.

Mastering the National Pension System (NPS): Develop a specialized proficiency in the NPS, including the structure of the NPS, its various investment options, rich tax advantages, and a full understanding of its operation.

Evaluating & Selecting Investments: Strengthen your analytical skills to assess investment performance, understand multiple risk metrics, and be familiar with client considerations when selecting the optimal funds to match multiple client objectives and risk tolerance.

Advanced Retirement Strategies: Learn the advanced strategies of retirement accumulation, withdrawal optimization, and financial risk management through the retirement years.

Regulatory Environment & Compliance: Achieve proficiency in the main regulatory authorities, specifically PFRDA and SEBI; and comprehensively understand specific PFRDA (Retirement Adviser) Regulations, 2016 so as to ensure that your advisory services are organized and administered appropriately and ethically.

How The Course Prepares You NISM Exam?

This course is designed to increase your likelihood of success on the NISM exam: 

Direct Syllabus Mapping: Every piece of material in our course is directly designed to correspond to the most recent version of the NISM Series XVII exam syllabus so that you can fully prepare with the newly updated syllabus.
 
Simplicity of Learning: We specialize in taking complex finance topics and explaining them in easy to understand ways with real-life examples and applicable case studies.
 
Access to Practice Questions: You will have access to a large number of practice questions, chapter-end quizzes, and full-length mock exams. The mock exams are designed to replicate the experience of the NISM exam itself in the safe confines of your home, which will help build your confidence and strengthen your weaknesses.
 
Learn from the professionals: You will learn from experience financial professionals that will have both a significant experience in the industry and an awareness of the NISM exam.
 
Learn when and where you want: You can access course materials anytime and anywhere, which allows you to learn at your own pace anywhere your choose.
 
After you have successfully completed this challenging preparation course, you will be totally educated, competent, and confident to go and begin the registration process, and pass the NISM Series XVII: Retirement Adviser Certification Examination directly on the NISM website (www.nism.ac.in). This important certification will enable you to have a reputable and successful career as a certified Retirement Adviser, giving you the ability to effectively guide and assist individuals in achieving their secure and successful financial future.
 

What you will get ?

Videos - Yes Pre-recorded chapter vise videos (approx 9 hours )

Language - HINDI 

Book - Yes (Ebooks in pdf format only in english)

Mock Test - Yes  

Certification - Dual certification (Certification from NIFM and preparation for SEBI NISM Series XVII exam)

Faculty: Mr. Ram Kumar Gupta (Sr. Faculty) (having experience of more than 15 years in financial market education)

Assessment Structure for NISM Series XVII Retirement Adviser Certification Exam:

Duration of the Exam: 120 minutes

No. of questions: 100

Total Marks: 100

Marks per question:1

Passing score: 60%

Negative Marking: Yes (25%)

Certificate Validity: 3 years

Do you have any Queries regarding NISM XVII Examination? Here you can speak to our experts - +91 8588868475

Recommended NISM Series Certified Courses or Mock Test Papers

Here are the lists of courses you can also enroll for:

-    NISM Series X-A: Investment Adviser (Level 1) Certification Examination

-    Mock test for Investment Adviser Level 2 NISM Series X-B Certification

-    Research Analyst SEBI NISM Series XV Certification Course

-    Equity Derivative NISM Series VIII SEBI Certification course

About Course

Course Content:

1. Fundamental Concepts in Retirement Planning
2. Financial Markets and Investment Products
3. Retirement Planning
4. Retirement Planning Products: National Pension System
5. Evaluating Fund Performance and Fund Selection
6. Other Investment Products
7. Retirement Planning Strategies
8. Special Situations in Retirement
9. Regulations and Regulators
 
This full-fledged course, NISM Retirement Adviser Exam Prep: Your Certification Gateway (Series XVII), is thoughtfully designed as a complete training product for anyone wishing to take the NISM Series XVII: Retirement Adviser Certification Examination. Our philosophy is that we are doing more than preparing you for an exam, we are providing a thorough, pragmatic and nuanced understanding of retirement planning as a whole, with an essential foundation of the workings of financial markets, and the products invested through them, the practice of putting client needs first with respect to financial planning, and understanding the entire regulatory framework in India that governs offering retirement advice.
 
We recognize that preparing for a certification such as NISM Series XVII is an important step when entering a professional career so we have designed this course to give you not only a theoretical basis for knowledge but the practical experience to make the subject matter relevant in a practical way.  We seek to equip you with the analytical, strategic, and regulatory experience to take the NISM exam with comfort.  All in all this course is your unique pathway to securing the all-important NISM certification and embarking on a successful, ethical, and impactful career as a professional Retirement Adviser who helps clients and make them secure in their long-term goals.

Course Requirements

Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.

Who is this Course for?

Who will benefit from the course
Financial Planner
Bankers
Investment Advisors
Teachers
Working Professionals

Course Outline

Chapter 1 : Retirement Adviser Complete Course in HINDI

43 Videos Available

Chapter 2 : Retirement Adviser Complete Course in ENGLISH

46 Videos Available

Student Review

M
Monika .
 5

Best explanation given by faculty

Rs.5500*  Rs.10000

45% OFF

This Course includes

2 Section 2 Section
E-Books in pdf E-Books in pdf
Mock Test Mock Test
Certification Test Certification Test
Certification Certification

Corporate Training

Enterprise training for Team

Get a Quote

Recommended Courses

Investment Adviser Level 1 SEBI NISM Series XA Certification
NIFM
(2078)

Investment Adviser Level 1 SEBI NISM Series XA Certification

Dual Certification Program, Get Certified from NIFM and prepare yourself for SEBI exam NISM Series XA Certification.

Language=Hindi
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Research Analyst SEBI NISM Series XV Certification Course
NIFM
(148)

Research Analyst SEBI NISM Series XV Certification Course

Dual Certification Program, Get certify from NIFM & Prepare for SEBI Examination Series XV Research Analyst Module.

Language=HINDI
Availability=6 Months
MRP= Rs.10000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Equity Derivative NISM Series VIII SEBI Certification course
NIFM
(97)

Equity Derivative NISM Series VIII SEBI Certification course

Enroll now for dual certification online course on Equity Derivatives (known as F&O Futures and Options) with preparation of SEBI NISM Course Module Series VIII.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Currency Derivatives Market NISM Series 1 SEBI Certification
NIFM
(63)

Currency Derivatives Market NISM Series 1 SEBI Certification

Currency Module will give the basic and in depth knowledge about the currency market, how to trade in currency and use it in different scenarios.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Mutual Fund Distributors NISM Series VA Certification
NIFM
(63)

Mutual Fund Distributors NISM Series VA Certification

Master the NISM Series VA Certification with simplified mutual fund training in Hindi. Learn everything from investment basics to fund distribution and client servicing, all explained in an easy and relatable format.

Language=Hindi
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Research Analyst SEBI NISM Series XV Certification Course
NIFM
(59)

Research Analyst SEBI NISM Series XV Certification Course

Get Certify from NIFM & Prepare yourself for SEBI NISM Series XV Certification Examination Module Research Analyst.

Language=ENGLISH
Availability=6 Months
MRP= Rs.10000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Securities Operations and Risk Management NISM Series VII Cert
NIFM
(22)

Securities Operations and Risk Management NISM Series VII Cert

NIFM certified NISM Series VII Securities Operations and Risk Management online certification examination course in english.

Language=English
Availability=6 Months
MRP= Rs.10000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Investment Adviser Level 2 SEBI NISM Series XB Certification
NIFM
(19)

Investment Adviser Level 2 SEBI NISM Series XB Certification

Get Certified from NIFM & Prepare for SEBI NISM Series XB Investment Advisor Level-2 Examination.

Language=ENGLISH
Availability=6 Months
MRP= Rs.15000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Securities Operations and Risk Management NISM Series VII Cert
NIFM
(18)

Securities Operations and Risk Management NISM Series VII Cert

NIFM Certified SEBI NISM Series VII Securities Operations and Risk Management online certification examination course in Hindi.

Language=Hindi
Availability=6 Months
MRP= Rs.10000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Merchant Banking NISM Series IX Certificate Course
NIFM
(17)

Merchant Banking NISM Series IX Certificate Course

Get Certified for Merchant Banking NIFM online Certificate Course, also prepare yourself for SEBI NISM Series IX Certification Examination with question bank and solved test paper with videos and downloadable books.

Language=English
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Investment Adviser Level 2 SEBI NISM Series XB Certification
NIFM
(15)

Investment Adviser Level 2 SEBI NISM Series XB Certification

Dual Certification Program, Get Certified from NIFM and prepare yourself for SEBI exam NISM Series XB Investment Advisor Level-2.

Language=HINDI
Availability=6 Months
MRP= Rs.15000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Merchant Banking NISM Series IX Certification
NIFM
(5)

Merchant Banking NISM Series IX Certification

Get Certified from NIFM for Merchant Banking Online Certification Course, with preparation of NISM Series IX Certification Examination of SEBI.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Commodity Derivatives NISM Series XVI Course
NIFM
(5)

Commodity Derivatives NISM Series XVI Course

Commodity Derivatives Module will give you the in depth knowledge of commodity market in India, This course will also help you to clear the NISM examination.

Language=Hindi
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Interest Rate Derivatives NISM Series IV Certification
NIFM
(3)

Interest Rate Derivatives NISM Series IV Certification

Get Certified for Interest Rate Derivatives Certification from NIFM and prepare yourself for SEBI NISM Series IV with recorded videos, ebooks and mock test papers.

Language=Hindi
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Portfolio Management Services Distributors NISM Series XXI A
NIFM
(3)

Portfolio Management Services Distributors NISM Series XXI A

Portfolio Management Services (PMS) Distributors NISM Series XXI-A course will help to prepare yourself for NISM certification also get certify from NIFM for the course completion.

Language=Hindi/English
Availability=6 Months
MRP= Rs.10000 Rs.5500*
*Additional 18% GST
Add to Cart View Details
Interest Rate Derivatives NISM Series IV Certification
NIFM
(1)

Interest Rate Derivatives NISM Series IV Certification

Interest Rate Derivatives NISM Series IV Online Certification Course in English, learning with recorded videos, e-book and Mock question paper in english.

Language=English
Availability=6 Months
MRP= Rs.6500 Rs.4500*
*Additional 18% GST
Add to Cart View Details
Equity Derivative NISM Series VIII SEBI Certification course
NIFM
(1)

Equity Derivative NISM Series VIII SEBI Certification course

Understand the fundamentals of equity derivatives, including options, forwards, and futures, through this SEBI-certified course designed for beginners looking to build a strong foundation in the equity segment of the stock market.

Language=English
Availability=6 Months
MRP= Rs.6500 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Securities Market Foundation SEBI NISM Series XII Certification Course
NIFM
()

Securities Market Foundation SEBI NISM Series XII Certification Course

This SEBI NISM Series XII certification course provides a foundational understanding of the Indian securities market, covering essential concepts from primary and secondary markets to mutual funds, derivatives, and asset allocation strategies, crucial for aspiring finance professionals and investors.

Language=Hindi
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Commodity Derivatives NISM Series XVI Course
NIFM
()

Commodity Derivatives NISM Series XVI Course

Learn the fundamentals of commodity markets and derivatives with the NISM Series XVI online course. This course prepares you for the NISM certification exam and equips you with practical knowledge of commodity trading, hedging, and risk management.

Language=English
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Currency Derivatives Market NISM Series 1 SEBI Certification
NIFM
()

Currency Derivatives Market NISM Series 1 SEBI Certification

The Currency Derivatives Market NISM Series 1 SEBI Certification course provides comprehensive knowledge of the currency derivatives market, including currency futures, options, and economic indicators. This course covers the trading systems, risk management, and regulatory framework essential for success in currency markets. Designed for beginners and professionals alike, it prepares learners for the NISM Series 1 certification exam and equips them with the skills needed for a career in currency trading.

Language=English
Availability=6 Months
MRP= Rs.6500 Rs.2500*
*Additional 18% GST
Investment Adviser Level 1 SEBI NISM Series XA Certification
NIFM
()

Investment Adviser Level 1 SEBI NISM Series XA Certification

Learn investment advisory, financial planning, and regulatory compliance with expert guidance.

Language=English
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Add to Cart View Details
Mutual Fund Distributors NISM Series VA Certification
NIFM
()

Mutual Fund Distributors NISM Series VA Certification

Learn about the fundamentals of mutual funds; key regulations governing mutual funds; effective sales practices - including dealing with clients; and much more in one module!

Language=English
Availability=6 Months
MRP= Rs.10000 Rs.2500*
*Additional 18% GST
Retirement Adviser SEBI NISM Series XVII Certification Course
NIFM
()

Retirement Adviser SEBI NISM Series XVII Certification Course

This program develops essential knowledge around retirement planning, investments, and regulatory items to have a successful advisory career.

Language=English
Availability=6 Months
MRP= Rs.10000 Rs.5500*
*Additional 18% GST