Investment Adviser XA Series

BY
Institute of Financial Market Courses

Learn the essentials for building a fruitful career in the finance industry with the course on Investment Advisor XA series, offered by IFMC institute.

Mode

Online

Duration

1 Month

Fees

₹ 18000

Quick Facts

particular details
Medium of instructions English

Course overview

Any person or organization involved in giving advisory for investment must be registered as an investment advisor as well as knowledgeable about the industry.  The certification course on investment advisor XA series is suitable for aspirants who want to build a lucrative career in the finance industry or in particular as an Investment advisor. The course is offered by IFMC institute, a dedicated education platform for finance studies. This classroom-based programme is structured with the aim to enhance the quality of investment advisors and their related services in the financial industry. The course provides two certifications upon successfully completing the final examinations and other requirements. 

The course focuses on covering key concepts from financial analysis and valuation, analysing financial markets, understanding concepts of fixed income securities to portfolio management, and other important sessions. Packed with interactive classroom teaching, projects, remarks, examinations, and other benefits, the course opens doors for anyone who wants to pursue an ambitious career in the finance industry. 

The highlights

  • Course offered by IFMC institute
  • Classroom mode of teaching
  • Flexible payment with partial payment option
  • Double certification after completion 
  • The course duration of 1 month

Program offerings

  • Classroom teaching
  • Class assessments
  • Internal examinations
  • Nse exams
  • Practical classes
  • Projects
  • Viva

Course and certificate fees

Fees information
₹ 18,000
  • This certification classroom course on the Investment advisor XA series has a total course fee priced at Rs 18,000.
  • The course also charges for registration in the amount of Rs 1,700.
  • This amount is not inclusive of GST.
  • Also, the applicants have to make an extra payment for the examination fee of NSE & SEBI certification. It will be provided accordingly.

Fee category 

Amount in  Rs. 

Base fee

18000

Registration fee

1700

Total 

19700

Note: Students are provided with the provision of partial payment of the programme fee in online mode. For further details, aspirants can check the website.

certificate availability

Yes

certificate providing authority

NISM Raigad +1 more

Who it is for

Although the course is designed for aspirants who wish to build a career as an investment advisor, the following ones can also get benefitted from the course:

  • MBA & BBA students can opt for this course.
  • People working or seeking jobs in banks, share markets, research houses, and advisory firms can get benefited from this course.
  • Working professionals or job seekers as analysts in broking firms and portfolio managers can also gain benefits from the course.
  • Traders and investors can also choose the course.
  • Aspirants who want to pursue a career in financial service or want further upgradation in their career can avail of this opportunity. 

Eligibility criteria

Education

The aspirants should have a minimum qualification of 12th grade (senior-secondary) from any recognized board/institution. It is also strongly recommended (but not mandatory)and preferred to have a bachelor's degree in order to get better placement options. 

Certification qualifying details

The candidates are awarded two certifications: Certification of NISM investment advisory certification and Certification from IFMC (autonomous) in investment advisor, upon completion of the course, Investment advisor XA series, without any fail. The candidate needs to appear for examinations conducted at the NSE centre. Also, the final certification depends on your attendance, class assessments, projects, internal exams, practical classes, and viva. 95% of attendance is to be maintained by the student during the programme in each of the opted modules.

What you will learn

Financial knowledge

With this certification course on the Investment advisor XA series, aspirants can fathom different aspects as well as harness the relevant skills such as:

  • To help in understanding how to analyse different products.
  • To evaluate the product suitability.
  • To know how recommendations of products can impact investment returns, risk, and strategies.
  • To get oriented regarding income tax and wealth tax.
  • To understand the legalities of estate planning in personal finance.
  • To get acquainted with financial planning.
  • To learn about financial planning as an approach to investing in insurance and retirement planning.
  • To analyse financial planning as an aid for an advisor.
  • To study strategies to develop long-term relations with their clients.
  • To understand the responsibilities of investment advisors and other services in the finance industry. 

The syllabus

Capital market efficiency

Modern portfolio theory

Valuation of derivatives

Objectives of investment decisions

Understanding the concept of fixed income securities and their valuation

Portfolio management

Financial analysis and valuation

Different types of financial markets

Admission details

The certification course on the Investment Advisor XA series follows an admission procedure that requires only a few simple steps.

The students can follow the below-mentioned steps for completing the registration of the course:

Step:1 - Visit the homepage of the course using the URL -https://www.ifmcinstitute.com/classroom-stock-market-courses/investment-advisory-xa-series/.

Step:2- On the course page, the candidates can click on the icon, ‘pay now’.

Step:3- You will be directly taken to the payment of the course where you can either pay in full or pay partially.

Step:4 - As soon as the payment is done you will be enrolled in the course.

Step:5 - For the admission process to be complete, the candidates are required to submit a self-attested copy of the 10th, 12th, and bachelor’s degree certificates and mark sheets in the respective branch. 

Scholarship Details

Currently, there are no details provided in this category. However, students can check for any updates regarding this on the website.

How it helps

This multi-beneficial course on the Investment advisor XA series aims at enhancing the quality of investment advisors and other services related to the finance industry and is open to aspirants who wish to build a career in the same. One of the beneficial features of the course is the shareable dual certification provided after the completion of the course. 

The certification is done by IFMC institute which has been serving as a sincere platform for providing education on the finance industry and the stock market. These certificates can be added to your resume/CV or directly linked to your LinkedIn account which would enhance your job opportunities online and offline. This could enhance your current professional career and help you to seek a job in your desired career. 

This certification could also help the students to seek higher education at an intermediate or advanced level. This course also gives an opportunity for placements based on your qualification ( whether you are a degree holder or 12th grade) and your performance in the course for the students who successfully completed the course. Since the course is for only one month, the students can pursue it within a short time period not worrying about a career break.

FAQs

Can the students get an assured placement with this course?

The course offered a provision of placement for the candidates based on their performance and qualifications. However, students can avail of guaranteed placement with the full completion of the ADFM course.

Can a non-finance background student pursue this course?

If the aspirant has the minimum eligibility requirements and is willing to learn about the financial industry from the course, even a non-finance background student can pursue this course. 

Do I need to provide any credentials during the admission procedure of the course?

The students are required to submit a self-attested copy of the 10th, 12th, and bachelor’s degrees to the branch they applied in. failing this requirement could cancel the admission. 

Where can the student raise a query regarding the program?

The student can directly raise a query in the section provided in the course page, ‘query us’ or can mail or contact the officials with the ID and numbers provided. 

Will any additional preparation be provided for the exam?

The classes are specialised for getting certifications by passing the examinations conducted toward the end and the students will be provided with proper guidance for exams.

Will there be a feedback session in the course?

The students will be provided with feedback, remarks, or recommendations from the instructors. The students are recommended to keep a record of these remarks from the instructors.

How much time is required to complete the course?

The students can complete this classroom-based certification course within a duration of 1 month and it includes the examinations, projects, and assignments as well.

What are the Key topics focused in the course?

The students are provided with a detailed curriculum with key concepts like portfolio management, capital market efficiency, financial analysis and valuation, different types of financial markets, etc.

What are the career opportunities opened after completing this course?

The students are provided with career opportunities in investment advisor, portfolio management, analysts in broking firms, banks, and financial institutions, upon completion of the course.

Are there any refund policies provided?

Currently, the website is not providing any refund information for the course. Students can regularly check the website for further details regarding the refund policies. 

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