NISM XB Short Notes Series – All 20 Blog Posts
PassNISM.in | NISM Series X-B Investment Adviser Level 2
Module 7: Risk Management and Insurance Planning
- Post 1 – → Basics of Insurance (Ch 1)
- Post 2 – → Life Insurance Products (Ch 2)
- Post 3 – → Non-Life Insurance Products (Ch 3)
Module 8: Retirement Planning
- Post 4 – → Retirement Planning Basics (Ch 4)
- Post 5 – → Retirement Products – EPF, PPF, NPS, Annuity, SWP (Ch 5 & 6)
Module 9: Taxation
- Post 6 – → Key Concepts in Taxation (Ch 7)
- Post 7 – → Capital Gains Taxation (Ch 8)
- Post 8 – → Income from Other Sources & Debt Taxation (Ch 9 & 10)
- Post 9 – → Taxation of Equity Products (Ch 11)
- Post 10 – → Taxation of Other Products – ESOP, SGB, REIT, InVIT, AIF, ETF (Ch 12)
- Post 11 – → Tax Provisions for Special Cases (Ch 13)
Module 10: Estate Planning
- Post 12 – → Basics of Estate Planning (Ch 14)
- Post 13 – → Tools for Estate Planning – Will, Trust, Gifts (Ch 15)
- Post 14 – → Power of Attorney (Ch 15 continued)
Module 11: Behavioural Finance and Risk Profiling
- Post 15 – → Basics of Behavioural Finance (Ch 16)
- Post 16 – → Behavioural Finance in Practice (Ch 17)
- Post 17 – → Risk Profiling for Investors (Ch 18)
Product Comparisons and Case Studies
- Post 18 – → Comparison of Products Across Categories (Ch 19)
- Post 19 – → Case Studies and Excel Calculations
- Post 20 – → Complete Revision Guide and Exam Strategy