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NISM Series X-B: Investment Adviser (Level 2) Mock Test and NISM X-B Question Bank details
The NISM-Series-X-B: Investment Adviser (Level 2) Certification, along with Level 1, establishes a standard knowledge baseline for individual and non-individual investment advisers and their associates. To comply with SEBI (Investment Advisers) Regulations, 2013, an associated person must pass both levels. This certification is designed to elevate the standards of investment advisory services in the financial industry.
Examination Objectives
After completing the examination successfully, candidates should:
- Demonstrate knowledge of insurance planning, insurance products, and risk management.
- Exhibit understanding of various retirement products and their features, recognizing the role of Investment Advisers in retirement planning.
- Recognize the significance of estate planning and understand the applications of estate planning tools.
- Possess knowledge of taxation aspects related to diverse financial securities.
- Understand the significance of behavioral finance and risk profiling in delivering comprehensive financial advice as an Investment Adviser.
Assessment Structure
The NISM Series X-B examination consists of 90 multiple-choice questions and 6 case-based questions (each case having 5 sub-questions). The assessment structure is as follows:
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