IFmc Institute Investment Advisor Level 1 Course

Investment Advisor Level 1 Course

Instructor

Mr. Puneet Grover

Language

Hindi

Validity Period

6 Months

79.43$

  • INR: ₹ 0.00

Due to the need for precision investing skills and discipline required to do the job, the Securities Board Exchange India (SEBI) mandated for students to qualify the NISM Investment Advisor Exam. The exam is regulated by BSE to fulfil the minimum requirement given under SEBI regulation act.
The exam works as a minimum benchmark for students who want to work as an investment / financial advisor in the Indian Stock Exchange.

Our Online Investment Advisor Course NISM Level 1 Series is an attempt to prepare students seeking to appear for this exam. This course covers basic knowledge in investment advisor, process, procedure, and investing regulation.

Objective

  1. Learn basic terms of investment and financial planning.
  2. Get acquainted with making a financial investment plan.
  3. Determine different investment products and how to recommend the client on the basis of investment, risk, liquidity, liability, returns.
  4. Learn investment strategies in a personal finance environment.
  5. Gain knowledge of legal compliance to invest; income tax, wealth tax, estate planning, market regulation.
  6. Identify market investment opportunities in real estate, stocks, debentures, retirement planning, insurance, EPSS, mutual funds etc.
  7. Master important skills in portfolio management and money management.

Features

  1. Complete training covering major topics in a simple way.
  2. Both theoretical and practical training from the certified stock market expert
  3. Learn anywhere and anytime from the comfort of your home
  4. Live market examples
  5. Knowledge and experience stock market trainer
  6. 24* 7 access
  7. Excellent Support
  8. Extensive Case Study
  9. Tips on how to qualify the exam
  10. Practical skills to land a job in investment banking
Instructor

Mr. Puneet Grover

Language

Hindi

Validity Period

6 Months

Course Content

Module 1

  • Introduction to an investment advisor

Module 2

  • Overview of the financial market Part 1

Module 3 

  • Overview of the financial market Part 2

Module 4

  • What is the securities market? Part 1

Module 5

  • What is the securities market? Part 2

Module 6

  • What is a Mutual Fund? Part 1

Module 7

  • What is a Mutual Fund? Part 2

Module 8

  • What is a Mutual Fund? Part 3

Module 9

  • What is a Mutual Fund? Part 4

Module 10

  • What is a Mutual Fund? Part 5

Module 11

  • What is a Mutual Fund? Part 6

Module 12

  • What is a Mutual Fund? Part 7

Module 13

  • What is a Mutual Fund? Part 8
  • What are the different types of investment options?
  • Equity Funds
  • Sectoral Funds
  • Theme Funds
  • ELSS
  • Short Term Debit Funds
  • Guild Funds
  • FMP Funds

Module 14

  • What is Investment Products
  • Different types of Investment Products
  • Asset Allocation
  • Small Saving Investment
  • PPF
  • NSC
  • SCSS
  • Post Office Scheme
  • KVP
  • Sukanya Samriddhi Account

Module 15

  • Types of Investment Schemes
  • Sovereign Gold Bonds Scheme
  • Gold Monetisation Scheme
  • Govt Securities Bond
  • Derivative
  • Option
  • Real Estate
  • ETF

Module 16

  • Investment Risk Management

Module 17

  • Measuring Investment Returns part-1

Module 18

  • Managing Investment Returns part-2
  • Concept of Compounding

Module 19

  • Managing Investment Returns part-3
  • What is the XIRR Function in Excel?

Module 20

  • Concept of Financial Planning Part-1

Module 21

  • Concept of Financial Planning Part-2

Module 22

  • Concept of Financial Planning Part-3

Module 23

  • Concept of Financial Planning Part-4
  • Risk Profitability

Module 24

  • Asset Allocation and in Strategies

Module 25

  • Insurance Planning part-1

Module 26

  • Insurance Planning part-2

Module 27

  • Insurance Planning part-3

Module 28

  • Retirement Planning part-1

Module 29

  • Retirement Planning part-2

Module 30

  • Tax & Estate Planning part-1

Module 31

  • Tax & Estate Planning part-2

Module 32

  • Tax & Estate Planning part-3

Module 33

  • Tax & Estate Planning part-4

Module 34

  • Tax & Estate Planning part-5

Module 35

  • Regulation of an Investment Advisor part-1

Module 36

  • Regulation of an Investment Advisor part-2

How To Use

How to register:

  1. Visit https://www.ifmcinstitute.com/online-stock-market-courses/
  2. Browse and select from all available courses
  3. Click on ‘Buy Now’
  4. Click on ‘Add to Cart’
  5. Click on ‘Proceed to Checkout’
  6. Enter billing details or login if you’re an Existing Customer? and click ‘Place Order’
  7. Once payment is done you will receive a confirmation email within 24 hours
  8. Login to the dashboard
  9. Enter your email as user I’d and password ( that you have received on your mail I’d)
  10. Select the course and click on ‘View Course’
  11. Select the topic and click on the video to view the course

Note:

  • All online courses are pre-recorded video session.
  • Once you enrol in a course, you’ll have access until the validity and you can watch as many time you want in that validity period.

Need Help?

Call our customer support at +91-9870510511 for help at any point during the registration process.

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