NISM Series-X-A (Series -10A) Investment Adviser Level-1 Certification Live Training – May 2025

Live Online Weekend Training | 17th May – 22nd June 2025 | Duration: 6 Weekends (36 Hours)

Build the knowledge and compliance foundation required to become a SEBI-registered Investment Adviser. This live training program is tailored for individuals preparing for the NISM Series-X-A Level-1 Certification and seeking practical and regulatory insight into personal financial planning, investment products, portfolio construction, and advisory ethics.

Course Highlights:

🗓️ Start Date: 17th May 2025
🛑 End Date: 22nd June 2025
⏱️ Duration: 6 Weekends | 36 Hours of Live Training
📆 Schedule: Every Saturday & Sunday, 10:00 AM – 1:00 PM
📌Mode of Instruction: English & Hindi
✅Mode: 100% Online (Accessible from any device)
📲 Android App: BFSI Courses Academy Mobile App available
📽️ Recording Access: All sessions recorded and available for 1 year
📌Doubt Clearing Support: Valid for 1 year
✅Mock Tests: Free 1-year access to practice questions
📌Limited Seats Available – Enroll Early to Secure Your Spot

Meet Your Trainer: Devendra Negi, CFP

Founder & Chief Mentor at BFSI Courses Academy, Devendra Negi is a Certified Financial Planner with deep expertise in financial markets and regulatory certifications. A seasoned educator and former assistant professor at Graphic Era University, Dehradun and Ex-Bank of America employee, he has cleared multiple NISM exams, including Mutual Funds, Research Analyst, SORM, Investment Adviser, Equity Derivatives and others. His practical insights and structured teaching style have helped thousands succeed in their financial careers.

Who Should Attend?

• Aspiring SEBI-registered Investment Advisers
• Financial Planners and Wealth Managers
• Commerce and finance graduates/postgraduates
• Bankers, insurance advisors, and stock brokers
• Anyone preparing for the NISM Level-1 Investment Adviser Exam

Comprehensive Curriculum Aligned with NISM Series-X-A Certification:

MODULE 1: Personal Financial Planning

• Concepts, process, and scope of financial planning
• Time value of money calculations
• Client financial position analysis, budgeting, debt management

MODULE 2: Indian Financial Markets

• Overview of the Indian economy and capital markets
• Structure, segments, and regulatory framework

MODULE 3: Investment Products

• Equity, fixed income, derivatives, commodities, real estate
• Mutual funds, ETFs, structured products, distressed assets

MODULE 4: Investment through Managed Portfolio

• Mutual Funds and Portfolio Management Services (PMS)
• Alternative Investment Funds (AIFs)

MODULE 5: Portfolio Construction, Monitoring & Evaluation

• Modern Portfolio Theory
• Portfolio construction process
• Risk-adjusted return measurement, benchmarking, and attribution

MODULE 6: Operations, Regulations, Compliance & Ethics

• KYC, account setup, documentation
• SEBI Act, PMS Regulations, Insider Trading, AML guidelines
• Ethical conduct and fiduciary responsibilities
• Investor grievance redress mechanisms

Why Choose Us?

✅ Real-time doubt resolution
✅ Bilingual teaching approach
✅ Expert mentor-led live sessions
✅ One-year support and access to all resources

Get Certified. Get Ahead.

Secure your place in India’s growing financial advisory space by becoming a SEBI-qualified Investment Adviser. Whether you're starting out or upskilling, this training gives you the regulatory, technical, and ethical edge to succeed.

👉 Enroll now – Limited seats available for the May 2025 batch.
📞 For assistance, contact us via WhatsApp (+91-9013775817)