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NISM Series X-B: Investment Adviser (Level 2) Certification

Second of the two NISM certifications required for SEBI Investment Adviser registration, taken after X-A. Covers portfolio construction and review, equity, debt and alternative investments in depth, insurance and retirement planning, income tax and estate planning, and the advice process for individual clients.

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YOUR NEXT STUDY SESSION

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  1. 21 min

    Study: Portfolio advice

  2. 6 min

    Review what you missed. Write down the reason behind each correction.

  3. 3 min

    Close your notes and recall the main ideas in your own words.

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