Investment Adviser Level 2 SEBI NISM Series XB Certification
Introduction
Online Course for NISM Investment Adviser Level 2 (Series X-B) Certification
The financial advisory profession in India is strictly regulated by SEBI, ensuring that investors receive unbiased, transparent, and professional advice. To maintain these standards, SEBI has made the NISM Series X-A (Level 1) and NISM Series X-B (Level 2) certifications mandatory for investment advisers, principal officers, partners, and associated persons of advisory firms.
While Level 1 focuses on the basics of advisory services, the NISM Series X-B: Investment Adviser (Level 2) certification is designed to test advanced skills in comprehensive financial planning, product analysis, regulatory compliance, and case-based advisory solutions. If you want to establish credibility, grow your advisory career, or meet SEBI’s regulatory requirements, clearing this certification is non-negotiable.
Our Investment Adviser Level 2 SEBI NISM Series X-B Certification Course has been created to give you a structured, exam-oriented preparation path. It blends video lectures, caselet practice, mock tests, and real-world examples, ensuring that you not only pass the exam but also apply financial advisory skills with confidence in your professional career
Who Should Take This Course?
This course is ideal for anyone involved in offering financial advice or working in wealth management.
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Investment Advisers
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Principal Officers of Advisory Firms
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Partners and Associated Persons of SEBI-registered advisory companies
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Wealth Managers and Financial Planners
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Independent Advisors aiming to build credibility
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Professionals aspiring to grow in the investment advisory domain
If you are aiming for a career in advisory or already working in financial services, this certification not only ensures regulatory compliance but also enhances your professional skills.
Key Benefits of Taking This Course
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Regulatory Compliance: Fulfil SEBI’s mandatory certification requirement for investment advisers.
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Career Advancement: Open opportunities in advisory, wealth management, and independent consulting.
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Practical Knowledge: Learn how to build financial plans, select products, and meet client needs.
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Confidence in Exam: Mock tests and caselet practice boost exam readiness.
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Updated Content: Curriculum aligned with the latest NISM-issued syllabus
Prerequisites
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Completion of NISM Investment Adviser Level 1 (Series X-A) certification is recommended.
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Basic knowledge of investments, personal finance, and securities markets.
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No advanced degree required — open to all professionals in finance.
Why Choose This Course?
Unlike generic study material, this course is designed specifically to prepare you for the NISM Series X-B exam. It not only helps you clear the certification in one go but also equips you with practical advisory skills you can apply immediately in your job or independent practice.
With structured lessons, simplified explanations, and caselet-based practice, you’ll walk into the exam center with confidence.
FAQs
Q1: What is the passing mark for the exam?
You need at least 60% (90 marks out of 150).
Q2: Does the exam have negative marking?
Yes, 25% negative marking is applicable on wrong answers for objective questions.
Q3: Is NISM X-B certification mandatory?
Yes, SEBI mandates both NISM X-A (Level 1) and NISM X-B (Level 2) for investment advisers and associated persons.
Q4: Can I take this course if I haven’t cleared Level 1 yet?
It’s recommended to complete Level 1 first, as Level 2 builds on it.
Q5: Do you provide mock tests?
Yes, we include full-length mock exams and caselet-based practice questions.
What you will get?
Pre-recorded chapter vise videos - Yes (approx 7 hours)
Language - ENGLISH
Book - Yes (Ebooks in pdf format)
Mock test - Yes (online mock test with approx 1000 question answers)
Certification: Dual certification (Certification from NIFM and preparation for SEBI NISM Series XB Exam)
Faculty: Mr. Ram Kumar Gupta (Sr. Faculty) (having experence of more then 15 years in financial market education)
SEBI NISM Exam Assesment Structure:
Duration: 120 minutes
No. of questions: 68
Total Marks: 100
Marks per question: 1-2
Passing score: 60%
Negative Marking: Yes (25%)
Certificate validity: 3 years of sebi certification (whole life of NIFM certification)
About Course
The Investment Adviser Level 2 (NISM Series X-B) Certification Course is a comprehensive online training program designed to prepare candidates for SEBI-mandated certification. This course covers advanced financial advisory skills, including securities market performance, operational transaction workflows, personal and comprehensive financial planning, product analysis, regulatory compliance, and real-world case studies.
Through structured video lessons, downloadable notes, mock tests, and caselet practice, learners gain both the knowledge and practical skills required to confidently pass the NISM Series X-B exam. Ideal for investment advisers, principal officers, wealth managers, and associated persons, this course ensures you meet regulatory requirements while enhancing your professional credibility in the financial advisory domain.
Course Requirements
Computer, Laptop, ipad, tab or mobile phone required with broadband or 4G internet.
Who is this Course for?
| Who will benefit from the course |
| Technical & Fundamental Analysts |
| Bankers |
| Students want to make career as Investment Adviser |
| Teachers |
| Working Professionals |
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Employees of Stock Brokers & Sub-Brokers
Investors & Traders
Person having interest in Stock Market
Existing Research Analysts
Employees of Research Advisory Companies
|
Course Outline
Chapter 1 : UNDERSTANDING SECURITIES MARKETS AND PERFORMANCE
Chapter 2 : KNOWING OPERATIONAL ASPECTS OF FINANCIAL TRANSACTIONS
Chapter 3 : PERSONAL FINANCIAL PLANNING
Chapter 4 : COMPREHENSIVE FINANCIAL PLANNING
Chapter 5 : PRODUCT ANALYSIS AND SELECTION
Chapter 6 : REGULATORY AND COMPLIANCE ASPECTS
Chapter 7 : CASE STUDIES IN COMPREHENSIVE FINANCIAL ADVICE
Student Review
ritesh singh
content and faculty is very good
Monika .
Nice course
Rs.5500* Rs.15000
63% OFFThis Course includes
7 Section
E-Books in pdf(Only in Courses)
Mock Test for Practice
Final Certification Test
Certification from NIFM
Contact for Corporate Training
Enterprise training for Team
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