Learn the NISM XVII - Retirement Adviser Certification Exam

Includes

Duration: 30 days (Avg)
Chapters: 9

Features

Full lifetime access
Access on mobile
Assignments
Certificate of Completion

Overview

Course Description

Retirement Adviser Certification Exam

The Retirement Adviser Certification Exam is a comprehensive assessment designed to evaluate individuals' knowledge and expertise in retirement planning and advisory services. This certification is crucial for professionals seeking to excel in the financial services industry, particularly in guiding clients through the complexities of retirement planning and investment strategies.

The Retirement Adviser Certification Exam covers a wide range of topics essential for effective retirement planning and advisory roles. Candidates are expected to demonstrate proficiency in areas such as retirement savings vehicles, investment strategies, risk management, tax considerations, and regulatory compliance. The exam assesses both theoretical understanding and practical application, ensuring that certified advisers can provide informed and personalized guidance to their clients.

About the Certification Examination for Retirement Adviser

NISM-Series-XVII: Retirement Adviser Certification Examination seeks to create a common minimum knowledge benchmark for individuals, proprietors, partners and representatives of a retirement adviser registered under PFRDA (Retirement Adviser) Regulations, 2016.

The certification aims to enhance the knowledge level and the quality of services provided by Retirement Advisers.

Examination Objectives :

On successful completion of the examination, the candidate should:

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

Important Node :

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

o The certification aims to enhance the knowledge level and the quality of services provided by Retirement Advisers.

What you'll learn

Gain in-depth knowledge of retirement savings vehicles, investment strategies, risk management techniques, tax considerations, and regulatory compliance requirements.
Understand the various retirement income sources, including Social Security, pensions, and investment withdrawals, and learn to develop sustainable retirement income plans tailored to clients' needs.
Develop the skills to analyze and evaluate investment options within retirement accounts, considering factors such as performance, fees, and risk.