Retirement Adviser SEBI NISM Series XVII Certification Course

NISM Retirement Adviser Certification Prep: Series XVII Exam Mastery

NISM Retirement Adviser Certification Prep: Series XVII Exam Mastery is a complete and thoroughly designed program for you to prepare for the NISM Series XVII: Retirement Adviser Certification Examination. This certification is not merely an exam, but a valuable path in your journey to acquire a registered Retirement Adviser in India. We are committed to ensuring that you understand every important concept and topic within our course, which puts you in the best place to exercise your right to attempt and pass the NISM exam on their website.

Why This Certification, and Our Course, is Important

In today's fast-paced and dynamic financial world, retirement planning has become critically important. People are looking for experts to help them navigate through the maze of confusing investment choices and develop a strategy for their post-working life. The NISM Series XVII certification, which is a requirement set by the Pension Fund Regulatory and Development Authority (PFRDA) ensures that those advising clients on retirement have a common minimum knowledge level.

Our course is your complete study guide. It takes the complex world of financial planning and retirement solutions and breaks it into manageable modules for easy learning. When you take our course, you are building a solid knowledge base of the foundations of retirement planning, the financial market and the regulations. This course is essential to the regulatory requirements, but also fundamental to fulfilling a successful career as a competent and trusted retirement adviser.

What You Will Learn?

Our curriculum has been carefully designed to align directly with the NISM Series XVII exam syllabus. Each examinable topic in the syllabus has been carefully researched and organized to ensure you have a complete understanding of:

Retirement Planning Fundamentals: You'll start here and learn the foundational concepts including the importance of planning early, time value of money, the scourge of inflation and its impact on personal retirement savings, and even the issues around identifying, measuring, and managing risk when creating realistic retirement goals.

Understanding Financial Markets & Investment Products: Here you'll discover the various types of asset classes, including equity, debt, and real estate. You'll become familiar with common investment products including mutual funds, fixed deposits, annuities, and insurance products, and how they fit into a retirement portfolio with diversification in mind.

The Retirement Planning Process – A Real World Perspective: Find out how to systematically evaluate your client's existing financial situation, identify realistic and measurable retirement goals, and plan effectively for both the accumulation and decumulating phases of wealth while managing common behavioural biases that can influence financial decisions. 

National Pension System (NPS) Proficiency: Much of this course will be on the National Pension System (NPS). You will become aware of its structure, compelling advantages, means of investments, tax implications, and how it functions which will prepare you to effectively advise on this significant retirement product. 

Evaluating & Selecting Funds: In this course, you will learn how to objectively evaluate investment performance. You will learn the countless means of evaluating risk, and you will learn to objectively evaluate appropriate funds based on varying client needs and risk tolerances. 

Advanced Retirement Planning Techniques: In this course you will explore effective strategies for accumulating wealth, systematically withdrawing money during retirement, and managing the risk associated with the post-retirement period.

Regulatory Framework and Compliance: Comprehend the important roles of the regulatory bodies, including the PFRDA and SEBI. Most importantly, you will examine the specific regulations governing Retirement Advisers in India, especially the PFRDA (Retirement Adviser) Regulations, 2016, to make sure you are compliant with the law and acting ethically.

How Our Course Guarantees NISM Exam Readiness

Our program is set up for success on the NISM exam by providing the following advantages:

100% syllabus aligned content: Each module and topic is created according to the most up to date NISM Series XVII syllabus, allowing for thorough coverage of the entire syllabus.

Unparalleled clarity of concept: What we do best is break down the most difficult financial concepts into a logical, simple explanation with relevant real-life examples and applicable case studies.

Substantial practice & simulation: Our program provides ample practice questions, chapter end quizzes and multiple full-length mock tests proctored just like the NISM exam to build your confidence and highlight areas to spend more time on.

Expert instruction and support: Learn from seasoned professionals with extensive knowledge of the industry and a comprehensive understanding of the NISM examination pattern. Our instructors will ensure they support you throughout your learning journey.

Flexible & available learning: Course material available for access any time at your convenience. You can learn at your pace, and on your schedule!

After going through this comprehensive preparatory course, you will be prepared, informed, and confident in your ability to register for, and take, the NISM Series XVII: Retirement Adviser Certification Examination through the NISM website (www.nism.ac.in). This certification will facilitate a credible and effective career, as a certified Retirement Adviser, to assist individuals in securing their financial future.

What you will get ?

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

Language -ENGLISH 

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

Mock Test - Yes (online mock test with approx 100 question answers) 

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

The NISM Retirement Adviser Certification Prep: Series XVII Exam Mastery course is an organized and complete training program to equip you with the exact knowledge and skill set needed to be successful in the NISM Series XVII: Retirement Adviser Certification Examination. Our training course has been developed by industry experts, with the NISM exam preparation being only a part of the training program's objective. While we wanted to prepare you for the NISM exam by exam preparation, we also wanted you to obtain a solid understanding of retirement planning fundamentals (the principles of retirement planning, investment products, the financial markets, and the regulatory environment of retirement advising in India). By preparing you for the NISM exam, our aim is to empower you and provide you with the ability to pursue a successful and compliant Retirement Adviser career.

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

• Students (New)
• Aspiring Advisers
• Finance Professionals
• NISM Exam Takers
• Retirement Planners