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NISM Retirement Adviser Workbook

(1 customer review)

385.00

The NISM Retirement Adviser workbook covers fundamental concepts in Retirement Planning and the various investment products, Retirement Planning Process, features and benefits of National Pension System. The book also provides insight into the various evaluation tools and fund selection techniques, strategies useful to investors in executing their retirement plan.

About NISM Retirement Adviser Workbook:

The book covers fundamental concepts in Retirement Planning and the various investment products, Retirement Planning Process, features and benefits of National Pension System. The book also provides insight into the various evaluation tools and fund selection techniques, strategies useful to investors in executing their retirement plan.

The NISM Retirement Advisor Workbook is the recommended study material for NISM Series XVII : Retirement Advisor Certification Examination. This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Certification Examination for Retirement Advisers.

Retirement Adviser Certification Examination seeks to create a common minimum knowledge benchmark for individuals, proprietors, partners and representatives of a retirement adviser registered under Pension Fund Regulatory and Development Authority (Retirement Adviser) Regulations, 2016.

The book covers all important topics to enhance the quality of retirement advisers. It covers topics related to retirement planning concepts; retirement planning products, process and strategies; evaluating fund performance and selection; National Pension System (NPS) and other retirement products. The book also discusses the concept of compliance, operations and service elements in retirement advise.

This book aims to create a common minimum knowledge benchmark for individuals, proprietors, partners and representatives of retirement adviser registered under PFRDA (Retirement Adviser) Regulations, 2016. This book has been accredited by Pension Fund Regulatory and Development Authority (PFRDA).

This book will be immensely useful to all those who want to learn about the various aspects of retirement planning.

The key features of this book are as follows:

This book explains the following topics:

  • Know about the fundamental concepts in Retirement Planning and the various investment products
  • Learn about the Retirement Planning Process
  • Understand the features and benefits of National Pension System
  • Know the various evaluation tools and fund selection
  • Understand the strategies useful to investors in executing their retirement plan
  • Know the implications of specific situations of retirement planning and the ways to manage them
  • Know about regulatory structure and regulations which govern the activities of the retirement adviser.

Coverage of this book includes:

The Present Publication is the September 2021 workbook version, published exclusively by Taxmann for NISM Series XVII Retirement Adviser Certification Examination, with the following contents:

  • Fundamental Concepts in Retirement Planning
  • Financial Markets and Investment Products
  • Retirement Planning
  • Retirement Planning Products: National Pension System
  • Evaluating Fund Performance and Fund Selection
  • Other Investment Products
  • Retirement Planning Strategies
  • Special Situations in Retirement
  • Regulations and Regulators

All the above topics are thoroughly covered in the NISM Retirement Adviser Workbook (NISM Series XVII Retirement Adviser Workbook). Order Now.

Or, if you wish to download a soft copy of the NISM Retirement Adviser Workbook, please visit our NISM Workbooks section. Free Download NISM Retirement Adviser Workbook PDF

About NISM Certifications:

NISM is a leading provider of high-end professional education, certifications, training and research in financial markets. NISM Certification programs aim to enhance the quality and standards of professionals employees in various segments of financial services sector.

NISM’s School of Certification of Intermediaries (SCI) develops and conducts certification examinations and Continuous Professional Education (CPE) programs that aim to ensure that professional meet the defined minimum common knowledge benchmark for various critical market functions like:

  • Mutual Funds
  • Equities
  • Derivatives
  • Securities Operations
  • Compliance
  • Research Analysis
  • Investment Advice

These Certifications and CPE Programs are being developed and administered by NISM as mandated under ‘Securities and Exchange Board of India (Certification of Associated Persons in the Securities Market) Regulations, 2007’.

The Certifications creates quality market professionals and catalyzes greater investor participating in the markets. Certifications also provides structured career paths to students and job aspirants in the securities market.

For more details about NISM Certifications, visit the official NISM website.

Order Now! Buy NISM Series XVII Retirement Adviser Workbook now and get guaranteed delivery in 72 hours*

Publication Details:

  • Edition: May 2022 Edition
  • Date of Publication: October 2022
  • No. of Pages: 340
  • Weight (Kgs) : 0.44
  • ISBN No.: 9789356224087
  • Publication: Taxmann

*Guaranteed 72 hrs delivery is available only in major cities in India.

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Weight0.415 kg

1 review for NISM Retirement Adviser Workbook

  1. Daya

    Thanks. Very good effort.

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