Training for Investment Advisors’ Exam (Level 2)




Best suited for

  • Investment advisors, their representatives and partners
  • Students
  • Professionals
  • Anybody interested

About the course

  1. Learn about comprehensive financial planning in continuation with principles learnt during the training for Level 1 Certification.
  2. Know more about the structure and performance of securities markets.
  3. Familiarise yourself with the importance of asset allocation and the impact of movements in the market on them.
  4. Practical examples about product selection will be shared which will help you in portfolio construction, reviewing and rebalancing based on the requirements of the clients.

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