Description
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
Taxation
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