Retirement Adviser
This workbook has been developed to assist candidates in preparing for the National Institute of Securities Markets (NISM) Certification Examination for Retirement Advisers. Retirement Adviser Certification Examination seeks to create a common minimum knowledge benchmark for individuals, proprietors, partners and representatives of a retirement adviser registered under Pension Fund Regulatory and Development Authority (Retirement Adviser) Regulations, 2016.
The book covers all important topics to enhance the quality of retirement advisers. It covers topics related to retirement planningconcepts; retirement planning products, process and strategies; evaluating fund performance and selection; National Pension System (NPS) and other retirement products. The book also discusses the concept of compliance, operations and service elements in retirement advise
| Chapter No | Chapter name |
|---|---|
| Chapter: 1 | Fundamental Concepts In Retirement Planning |
| Chapter: 2 | Financial Markets And Investment Products |
| Chapter: 3 | Retirement Planning |
| Chapter: 4 | Retirement Planning Products : National Pension System |
| Chapter: 5 | Evaluating Fund Performance And Fund Selection |
| Chapter: 6 | Other Investment Products |
| Chapter: 7 | Retirement Planning Strategies |
| Chapter: 8 | Special Situations In Retirement |
| Chapter: 9 | Regulations And Regulators |
| Annexure : 1 | Composite subscriber Registration Form (CSRF 1) |
| Annexure : 2 | Tier II account opening Form |
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