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Description
The content delves into the updated syllabus for the NISM Investment Advisor level 1 exam, outlining six modules and 20 chapters. This includes personal financial planning, which is divided into four chapters: introduction to personal financial planning, time value of money, evaluating client financial position, and debt management and loans. The second module covers Indian financial market and securities market, comprising two chapters. Module three focuses on investment products, including an introduction to investments, stocks, fix income securities, and derivatives. Alternative funds for managers and alternative investment funds are covered in the fourth module. Modern portfolio theory is discussed in modules five and six, with topics such as portfolio construction process and portfolio performance measurement. Additionally, useful funds for managers and alternative investment funds are touched upon.
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