Series X-AWealth & Advisory4.03 MB PDF
NISM Series X-A: Investment Adviser (Level 1) Certification Workbook
Foundational guide for SEBI Registered Investment Advisers (RIA) covering financial planning processes, asset allocation, insurance, retirement, and tax planning.
What’s Covered in This Official Workbook
Personal financial statement analysis
Time value of money calculations
Risk profiling & asset allocation models
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NISM Academic Disclaimer
This study material is provided free of cost for student benefit and exam preparation. Official registered certifications can be scheduled directly at nism.ac.in.