Become a Smart Investment Advisor
The course of Become a Smart Investment Advisor offered by the platform of IFMC institute allocates a significant ...Read more
Brochure
Enquire
Online
6 Months
₹ 4500
Inclusive of GST
Quick Facts
| particular | details | |||
|---|---|---|---|---|
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Medium of instructions
Hindi
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Mode of learning
Self study, Virtual Classroom
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Mode of Delivery
Video and Text Based
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Course overview
The course of becoming a Smart Investment Advisor presented by the platform of IFMC institute provides a great learning opportunity for all the candidates who are interested in the area of financial markets. The programme prepares the candidates for the NISM investment advisor exam which is mandatory for all the candidates who are interested in the subject of investment advisory. The course is communicated in Hindi language. Course duration of 6 months. The course offered on the platform of IFMC institute is a self learning programme.
The course will supply the learners with all necessary details required for being a professional in the field. The candidates will get information about the financial market and processes related to it as well as after completing Become a Smart Investment Advisor course online the enrolled candidates will get valuable knowledge on all the aspects of tax and wealth management. Students will know about the basic development of the financial market and will learn about the techniques connected to it.
The highlights
- Course duration of 6 months
- 100 percent digital learning course
- Self learning programme
- Easily accessible course
- Flexible learning programme
- Course communicated in hindi language
Program offerings
- Video lectures
- Case studies
- Modules
Course and certificate fees
Fees information
Fee details for the course are given below-
- Programme Become a Smart Investment Advisor provided by the platform of IFMC institute is priced at Rs. 4,500.
Fee details for the programme Become a Smart Investment Advisor
| Fee category | Amount in Rupees |
| Full course fee [inclusive of GST] | 4,500 |
| Registration fee | nil |
certificate availability
No
The candidates who are interested in achieving the certification should complete the Become a Smart Investment Advisor course in online mode. The candidates who wish to gain the certification can register themselves and they have to appear for the investment advisor exam conducted by SEBI.
Who it is for
The course of becoming a Smart Investment Advisor is recommended for the following-
- The course is for associate persons who are giving or advising anyone in regard to any reactions, strategies, investments in personal finance or any prospective investors in the market.
- Aspirants who are interested in common stock, real estate, bonds, hedge funds and stock broking.
- Retired officers and housewives who are interested in investing and growing their money.
- Working professionals who are interested to learn different investment areas.
- Students who are interested in working as investment advisors, financial planner, mutual fund advisory, wealth manager and fund manager.
Eligibility criteria
Certification Qualifying Details
The candidates who are interested in achieving the certification should complete Become a Smart Investment Advisor course in online mode. The candidates who wish to gain the certification can register themselves and they have to appear for the investment advisor exam conducted by SEBI.
What you will learn
After the successful completion of the programme, the enrolled candidates will gain important insights on-
- Candidates will learn about financial planning and basic terms of investment.
- Students will gain important information on how to suggest the client on the basis of returns, liability, liquidity, risk and investment.
- Candidates will be able to determine the difference between various kinds of investment products.
- Learners will be acquainted with making a financial investment plan.
- Students can learn about investment strategies in a personal finance environment.
- Learners will gain knowledge on market regulation, estate planning, wealth tax, income tax and legal compliance to invest.
- Candidates can identify the difference between the investment opportunities related to mutual funds, EPSS, insurance, retirement planning, debentures, stocks and real estate.
- Students can learn the skills required in the process of portfolio and money management.
- The enrolled candidates may learn about the income tax, wealth tax, estate, insurance, retirement, mutual funds and equity planning.
- Learners can achieve significant knowledge about the regulatory environment and ethical issues.
The syllabus
Introduction to an investment advisor
Overview of the financial market Part 1
Overview of the financial market Part 2
What is the securities market? Part 1
What is the securities market? Part 2
What is a Mutual Fund? Part 1
What is a Mutual Fund? Part 2
What is a Mutual Fund? Part 3
What is a Mutual Fund? Part 4
What is a Mutual Fund? Part 5
What is a Mutual Fund? Part 6
What is a Mutual Fund? Part 7
What is a Mutual Fund? Part 8
What are the different types of investment options?
Equity Funds
Sectoral Funds
Theme Funds
ELSS
Short Term Debit Funds
Guild Funds
FMP Funds
What is Investment Products
Different types of Investment Products
Asset Allocation
Small Saving Investment
PPF
NSC
SCSS
Post Office Scheme
KVP
Sukanya Samriddhi Account
Types of Investment Schemes
Sovereign Gold Bonds Scheme
Gold Monetisation Scheme
Govt Securities Bond
Derivative
Option
Real Estate
ETF
Investment Risk Management
Measuring Investment Returns part-1
Managing Investment Returns part-2
Concept of Compounding
Managing Investment Returns part-3
What is the XIRR Function in Excel?
Concept of Financial Planning Part-1
Concept of Financial Planning Part-2
Concept of Financial Planning Part-3
Concept of Financial Planning Part-4
Risk Profitability
Asset Allocation and in Strategies
Insurance Planning part-1
Insurance Planning part-2
Insurance Planning part-3
Retirement Planning part-1
Retirement Planning part-2
Tax & Estate Planning part-1
Tax & Estate Planning part-2
Tax & Estate Planning part-3
Tax & Estate Planning part-4
Tax & Estate Planning part-5
Regulation of an Investment Advisor part-1
Regulation of an Investment Advisor part-2
Admission details
You can follow the below mentioned steps for getting admission in the programme-
Step 1: Click on URL
https://www.ifmcinstitute.com/online-stock-market-courses/investment-advisor-level-1-course/
Step 2: Then one will reach on the website.
Step 3: Select the desired course.
Step 4: Once the course is selected add your course to the cart.
Step 5: After adding the course to the cart click on the option of ‘proceed to payment’.
Step 6: Once the payment is successfully completed you can avail the lessons.
How it helps
Once the candidate has successfully completed the Become a Smart Investment Advisor course and has acquired the certification he/she can witness the positive changes in their professional lives. The candidates will have increased job opportunities, salary hikes, promotions, increments and exposure. The skills learned through this platform will help the candidates at both professional and personal levels. Students will learn all the essential techniques required for being professional in the area.
The course is designed under the expert guidance and through becoming a Smart Investment Advisor certificate course the people who are already working in the field of finances and investment markets will have a great opportunity for their skill as well as technique advancement. The candidates after gaining the certification can work in the areas like mutual funds, banks, as brokers, corporate houses, estate areas, insurance including many more opportunities. The certificate is extremely valuable for the candidate as it is highly valued in MNCs, higher organisations and higher firms. Qualifications like MBA, CFP, CFA can boost your chances of higher monetary benefits and can increase the chances of working with some big brands like Morgan Stanley.
Students will learn through real world market examples and several case studies which will provide them valuable insights on how to work as professionals. Additionally, learners will get tips and tricks from our experienced faculty on how to qualify the exam.
Instructors
FAQs
Why should I enroll for this course?
IFMC training institute helps all the enrolled candidates to prepare for the investment advisor exam. The institute helps the candidate to qualify the exam by providing tips and tricks. So if you are interested in the area for investment advisory then you should definitely take this course.
What is the purpose of this course?
The main purpose of becoming a Smart Investment Advisor course is to help the candidates qualify the investment advisory exams and achieve the certification for the same.
What are the monetary benefits that I can gain after pursuing this course?
The candidates after achieving the certificates can work in MNCs, organizations and firms. Additionally, they can work with big brands which will boost their careers.
What if during the course some queries or doubts arise?
Particular doubt sessions are not organized but modules and course materials are designed to help the candidate with all the queries.
Where do I have to attend the classes?
All the classes for the course are conducted in digital mode only.
When will I get certification for the course?
Once the candidate has cleared the exam then he/she can gain certification for this course.
