BASICS OF INSURANCE
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Investment Adviser (Level - 2) Certification X-B
"Boost Your Knowledge to Take the Lead in Excellent Investment Advisory Services."
Advance your expertise with NISM's Investment Advisory Level 2 program. Master complex financial planning, portfolio management, and regulatory compliance to deliver comprehensive advisory solutions.
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NISM Certification Course
Game Changer for Career
Become a Top-Tier Financial Expert
Less than10 hrs of recorded lectures
SEBI RIA Requirement
Real- World Application
Course Features
Learn Anytime Anywhere
Pdf Study Material
Personal Dashboard
Mobile Access
Level Based Mock Test
End to End Support
Syllabus
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28.43min | |
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LIFE INSURANCE PRODUCTS
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33.30min |
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NON-LIFE INSURANCE PRODUCTS
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20.08min |
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BASICS OF INSURANCE
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28.43min | |
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BASICS OF INSURANCE
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mb |
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LIFE INSURANCE PRODUCTS
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33.30min |
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NON-LIFE INSURANCE PRODUCTS
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20.08min |
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RETIREMENT PLANNING BASICS
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12.48min |
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RETIREMENT PRODUCTS
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12.20min |
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MISCELLANEOUS ASPECTS OF RETIREMENT PLANNING
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16.34min |
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CONCEPTS IN TAXATION
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18.34min |
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CAPITAL GAINS
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13.37min |
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INCOME FROM OTHER SOURCES
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11.13min |
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TAXATION OF DEBT PRODUCTS
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13.57min |
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TAXATION OF EQUITY PRODUCTS
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7.52min |
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TAXATION OF OTHER PRODUCTS
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13.29min |
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TAX PROVISIONS FOR SPECIAL CASES
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10.58min |
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BASICS OF ESTATE PLANNING
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26.14min |
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TOOLS FOR ESTATE PLANNING
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22.01min |
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BASICS OF BEHAVIOURAL FINANCE
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13.15min |
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BEHAVIOURAL FINANCE IN PRACTICE
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10.56min |
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RISK PROFILING FOR INVESTORS
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20.43min |
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COMPARISON OF PRODUCTS ACROSS CATEGORIES
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19.56min |
Begin Your Investment Adviser Level 2 Journey with Vantage
Learning Outcomes
Investment Products & Advanced Strategies
Risk Profiling
Ethical Practices
Risk Management
Portfolio Optimization
Client Relationship Management
Advanced Financial Planning
Investor Psychology
Tax Compliance
About The Program
Advanced Financial Planning
Exam Preparation
Career Advancement
Tax and Regulatory Insights
Tests/Quiz
SEBI-Approved Certification
Who Can Enroll?
Aspiring Financial Advisers
Junior or Trainee Advisers
Sales and Relationship Managers
Finance Graduates
Career Changers into Financial Services
Investment Adviser Roadmap at Vantage Knowledge Academy
Explore The Students Experience
"Challenging yet rewarding—this course sharpened my financial skills and prepared me for real investment scenarios."
Neha Gupta
"This course took my investment knowledge to the next level, refining my expertise in portfolio management and risk strategies."
Amit Patel
"The best investment I made in my career—practical insights, real-world applications, and a solid foundation in financial advisory."
Pooja Nair
Choose The Right Course For You.
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