NISM Retirement Advisor Workbook

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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.
Description

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 planningconcepts; 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.

Edition: Reprint 2018 Edition
Date of Publication: March 2018
No. of Pages: 324
Weight (Kgs) : 0.385

ISBN No.:9789387702431

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