NISM Series-X-B (Series -10B) Investment Adviser Level-2 Certification Live Training – June 2025

Live Online Weekend Training | 28th June – 3rd August 2025 | Duration: 6 Weekends (36 Hours)

Build the knowledge and compliance foundation required to become a SEBI-registered Investment Adviser. Take your advisory skills to the next level with this practical and exam-focused training program for the NISM Series-X-B: Investment Adviser (Level 2) Certification. Tailored for practicing investment advisers and financial planners, this weekend-only live course helps you master advanced modules including insurance, retirement planning, taxation, estate planning, behavioral finance, and client-centric advisory practice.

Course Highlights:

🗓️ Start Date: 28th June 2025
🛑 End Date: 3rd August 2025
⏱️ Duration: 6 Weekends | 36 Hours of Live Training
📆 Schedule: Every Saturday & Sunday, 10:00 AM – 1:00 PM
📌Mode of Instruction: Bilingual (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
• Mutual fund distributors upgrading to advisory
• Financial planners and wealth managers
• Commerce and finance graduates/postgraduates
• Bankers, insurance advisors, and stock brokers
• Anyone preparing for the NISM Level-2 Investment Adviser Exam

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

MODULE 7: Risk Management & Insurance Planning

• Role of insurance in personal finance
• Life & non-life insurance products and evaluations
• Global coverage, MWPA provisions, and tax impacts

MODULE 8: Retirement Planning

• Estimating retirement corpus and creating retirement portfolios
• Superannuation, annuities, NPS, and philanthropic planning

MODULE 9: Taxation

• Five heads of income, deductions, clubbing, set-offs
• Taxation of debt/equity products, MFs, derivatives, AIFs, SGBs, etc.
• Special tax cases: buybacks, ESOPs, REITs, M&A, MLDs

MODULE 10: Estate Planning

• Wills, nominations, gifts, trusts, probate and legal tools
• Succession strategies and family settlements

MODULE 11: Behavioral Finance

• Biases in investment decision-making
• Emotional management and investor nudging strategies

MODULE 12: Comprehensive Investment Advice

• Risk profiling techniques and asset allocation
• Portfolio analysis and product performance evaluation
• Real-world financial planning case studies

Why Choose Us?

✔️ 100% syllabus coverage
✔️ Real-world financial planning insights
✔️ Delivered in simple, practical language
✔️ Bilingual classes + recording access
✔️ Ideal for SEBI RIA compliance

Get Certified. Get Ahead.

🎯 Build deeper advisory expertise. Clear the Level-2 certification with confidence.
Join our June 2025 weekend batch and become a comprehensive financial guide to your clients.

👉 Register Now – Limited Seats!
📞 For assistance, contact us via WhatsApp (+91-9013775817)