24 Hour Classroom course
English
Newton's Learning offers the Investment Adviser Level 1 course in GLOBLE, catering to individuals seeking expertise in financial advisory services. This comprehensive program equips participants with fundamental knowledge in personal financial planning, Indian financial markets, and various investment products such as equity, debt, derivatives, and managed portfolios. Designed in accordance with SEBI regulations, the course delves into portfolio construction, performance evaluation, and regulatory frameworks. Through interactive modules and case studies, learners gain insights into ethical considerations and grievance redress systems. Newton's Learning ensures a rigorous curriculum, preparing candidates to navigate the complexities of investment advisory with confidence and proficiency.
PERSONAL FINANCIAL PLANNING
- Introduction to Personal Financial Planning
- Time Value of Money
- Evaluating the Financial Position of Clients
- Debt Management and Loans
INDIAN FINANCIAL MARKETS
- Introduction to the Indian Financial Markets
- Securities Market Segments
INVESTMENT PRODUCTS
- Introduction to Investment
- Investing in Stocks
- Investing in Fixed Income Securities
- Understanding Derivatives
INVESTMENT THROUGH MANAGED PORTFOLIO
- Mutual Funds
- Portfolio Management
- Overview of Alternative Investments Funds (AIFs)
PORTFOLIO CONSTRUCTION, PERFORMANCE MONITORING, AND EVALUATION
- Introduction to Modern Portfolio Theory
- Portfolio Construction Process
- Portfolio Performance Measurement and Evaluation
OPERATIONS, REGULATORY ENVIRONMENT, COMPLIANCE, AND ETHICS
- Operational Aspects of Investment Management
- Key Regulations
- Ethical Issues
- Grievance Redress Mechanism
Multiple Choice Questions [90 questions of 1 mark each]
9 Case-based Questions
[6 caselets (each case with 5 questions of 1 mark each)]
[3 caselets (with 5 questions of 2 marks each]
Total
Test Details
Name of Module: NISM-Series-X-A: Investment Adviser (Level 1) Certification Examination
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
fees (Rs.) 3000+
Test Duration (in minutes) 180
No. of Questions 135
Maximum Marks 150
Pass Marks* (%) 60
Certificate Validity#(in years) 3
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.
Why Choose Newtons Learning?
Newtons Learning is a premier training company in India offering job assured training courses, aiming for professional excellence.
Courses by Experts
Our courses are designed by the domain experts. who do extensive research on industry hiring patterns and trends.
Top Industry Connects
We have connects with leading Industries. Get a chance to work with top brands.
100% Job Assurance
Start your career with top most brands in India after completion of course.
Certification
Get certified from Newtons Learning, the best training organization in India.