NISM-Series
- XVII: Retirement Adviser Certification Examination
This
test is mandatory for IFAs who wish to sell NPS.
In
a bid to make NPS popular, PFRDA has allowed IFAs to sell NPS with
immediate effect.
The pension fund regulator has issued a circular
which has asked financial advisers to pass NISM-Series-XVII:
Retirement Adviser Certification Examination to become a retirement
adviser (RA).
So
here are some details about this test.
Who
should appear for this examination?
Individual
financial advisers or any individual who wish to sell NPS or wish to
give retirement advice have to appear for this examination.
How
can you register for this examination?
You
can register with National Institute of Securities Markets (NISM)
athttps://certifications.nism.ac.in/nismaol/.
After successful registration, you have to select a test center, date
and time slot as per your convenience.
What
will the candidates be tested on?
*
Fundamental concepts in retirement planning and various investment
products
*
Retirement planning process
*
Features and benefits of NPS
*
Evaluation tools and fund selection
*
Implications of specific situations of retirement planning and how to
manage them
*
Regulations governing the activities of retirement adviser
Click here to
see the full curriculum.
No comments:
Post a Comment