On successful completion of the Investment Adviser examination, the candidate should: Know the basics of personal financial planning, time value of money, evaluating the financial position of clients, debt management and loans. Understand about the Indian Financial Markets and Indian Securities market segments Get oriented to different kinds of investment products— equity, debt, derivatives and managed portfolios such as mutual funds, portfolio management services and alternative investment funds. Know about portfolio construction, performance monitoring and evaluation. Understand about operational aspects of investment management, key regulations, ethical issues for investment advisers and grievance redress system.
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Specifications
Book Details
Imprint
Notion Press
Publication Year
2023
Contributors
Author Info
I am Nism , Ncfm , Aiwmi certified research analyst , fundamental analyst & alternative investments analyst having an experience of 3 years .
I am an author of various books, cognitive finance & investors psychology, the art of investing and financial psychology published in the year 2020-2021.
I teach Alternative investments, investing , trading along with derivative analysis.
Dimensions
Height
8.5 in
Length
11 in
Weight
200 gr
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