27 Hour Classroom course
English
Individuals who give investment advice or hold important positions in firms that offer investment advice, as per SEBI (Investment Advisers) Regulations, 2013, need to pass two levels of certification exams: Newtons Learning's Investment Adviser (Level 1) Certification Examination and Newtons Learning's Investment Adviser (Level 2) Certification Examination.
These certifications are designed to improve the quality of investment advice and related services in the finance industry.
What you'll learn:
- Understanding insurance planning, insurance products, and managing risks.
- Learning about different retirement products and their features, and how Investment Advisers help with retirement planning.
- Recognizing the importance of estate planning and the tools involved.
- Understanding the tax implications of various financial securities.
- Learning about behavioral finance and risk profiling, and how they contribute to giving thorough financial advice as an Investment Adviser.
Module 7: -RISK MANAGEMENT AND INSURANCE PLANNING
- BASIC OF INSURANCE
- LIFE INSURANCE PRODUCTS
- NON – LIFE INSURANCE PRODUCTS
Module 8: RETIREMENT PLANNING
- RETIREMENT PLANNING BASICS
- RETIREMENT PRODUCTS
- MISCELLANEOUS ASPECTS OF RETIREMENT PLANNING
Module 9: TAXATION
- CONCEPTS IN TAXATION
- CAPITAL GAINS
- INCOME FROM OTHER SOURCES
- TAXATION OF DEBT PRODUCTS
- TAXATION OF EQUITY PRODUCTS
- TAXATION OF OTHER PRODUCTS
- TAX PROVISIONS FOR SPECIAL CASES
Module 10: ESTATE PLANNING
- BASICS OF ESTATE PLANNING
- TOOLS FOR ESTATE PLANNING
Module 11. BEHAVIOURAL FINANCE
- BASICS OFBEHAVIOURAL FINANCE
- BEHAVIOURAL FINANCE IN PRACTICE
Module12: COMPREHENSIVE INVESTMENT ADVICE
- RISK PROFILING FOR INVESTORS
- COMPARISON OF PRODUCTS ACROSS CATEGORIES
- CASE SUDIES IN COMPREHENSIVE FINANCIAL ADVICE
90 multiple-choice questions of 1 mark each and 6 caselets with 5 sub-questions of 2 marks each (Total 120 questions adding up to 150 marks). *: Negative marking – 25% of the marks assigned to the question
# Passing Certificate will be issued only to those candidates who have furnished/ updated their Income Tax Permanent Account Number (PAN) in their registration details
Scholarship Programs
Apply for Admission in our courses and get a chance to get scholarship up to 50% and direct waiver on your course fee.
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Certification
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