Key Details

Duration: 3 Days

Delivery method: In-house

Overview

The aim of this unit is to ensure that candidates can demonstrate their understanding of jurisdiction-specific knowledge required by the National Institute of Securities Markets (NISM) towards qualifying as an Investment Adviser in India. To meet the full qualification criteria, candidates must also pass the CISI Level 3 International Certificate...

The aim of this unit is to ensure that candidates can demonstrate their understanding of jurisdiction-specific knowledge required by the National Institute of Securities Markets (NISM) towards qualifying as an Investment Adviser in India. To meet the full qualification criteria, candidates must also pass the CISI Level 3 International Certificate in Wealth & Investment Management to gain, overall, the CISI International Certificate in Wealth & Investment Management (India).

The qualification introduces candidates to financial services and regulation of markets in India. It provides a comprehensive introduction to Indian savings and investment products, financial planning calculation and tools, investment analysis, lifetime financial provision and tax and estate planning in India.

Who is this for?

This qualification is suitable for wealth and investment professionals in India who need to demonstrate their knowledge of Indian financial services and regulatory systems and who currently advise clients.

It is also suited to postgraduate students and senior practitioners in India who wish to become licensed wealth advisors.

Our classroom training is delivered in-house and can be tailored to your Firm's requirements and the ability of the audience preparing for CISI exams.

Face to face training
Our recommended approach includes face to face training with one of our CISI expert trainers who will guide participants through the syllabus in a structured, engaging and interactive manner.

Practice tests and mock exams
Our face to face training days commence with a ‘kick-off’ test, testing the participants on their existing capabilities, and finish with a ‘progress’ test assessing their progress on the days topics.

As part of our in-house CISI study programmes, participants have access to chapter by chapter practice questions and a mock exam that simulates the real CISI examination.

These tools provide valuable feedback and monitoring to track the participants’ performance throughout the study programme and are vital in effectively preparing participants for success in their CISI exam.