NISM Series X-B: Investment Adviser (Level 2) Certification — Syllabus & notes

Exam overview

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.

Subjects

Portfolio advice · Retirement and tax planning · Estate planning

Exam languages

English