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Investment Adviser (Level 2) at Meripustak

Investment Adviser (Level 2) by An Educational Initiative of SEBI, Taxmann

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Books from same Publisher: Taxmann

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  • General Information  
    Author(s)An Educational Initiative of SEBI
    Publish YearJanuary 2024


    Taxmann Investment Adviser (Level 2) by An Educational Initiative of SEBI

    The book aims to clarify and focus on the critical areas of investment advisory, enhancing the overall quality of services in the financial industry. It discusses various critical topics such as insurance planning, understanding different insurance products, and essential aspects of risk management. Additionally, the discussion includes retirement products, detailing their features and the pivotal role of Investment Advisers in effective retirement planning.

    Much of the book is dedicated to the intricacies of estate planning, including exploring various estate planning tools and the important tax considerations of different financial securities. Moreover, it emphasises behavioural finance's influence and risk profiling's significance in delivering comprehensive financial advice. In other words, the discussion is focused on topics such as:

    [Know the Aspects] of the following:
    Insurance Planning
    Insurance Products
    Risk Management
    Taxation Aspects of Different Financial Securities
    Role of Behavioural Finance
    Risk Profiling in Providing Financial Advice
    [Understand] the following:
    Various Retirement Products and their Features
    Role of Investment Advisers in Retirement Planning
    Important of Estate Planning
    Role of Estate Planning Tools
    The Present Publication is the August 2023 workbook version, published exclusively by Taxmann for NISM Certification Examination X-B | Investment Adviser (Level 2), with the following contents:

    Risk Management and Insurance Planning
    Basics of Insurance
    Life Insurance Products
    Non-Life Insurance Products
    Retirement Planning
    Retirement Planning Basics
    Retirement Products
    Miscellaneous Aspects of Retirement Planning
    Concepts in Taxation
    Capital Gains
    Income from Other Sources
    Taxation of Debt Products
    Taxation of Equity Products
    Taxation of Other Products
    Tax Provisions for Special Cases
    Estate Planning
    Basics of Estate Planning
    Tools for Estate Planning
    Behavioural Finance
    Basics of Behavioural Finance
    Behavioural Finance in Practice
    Comprehensive Investment Advice
    Risk Profiling for Investors
    Comparison of Products Across Categories
    Case Studies
    Practical Case Studies with Solutions

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