Retirement Adviser
August 22, 2021 2021-09-16 22:57Retirement Adviser
NATIONAL INSTITUTE OF SECURITIES MARKETS
Retirement Adviser
Certification course for candidates interested in share and securities markets.
Online
Course Format
12 Month
Program Duration
Mentorship
Supervised Learning
Placement
Career Guidance
Course Overview
Program Overview
This Certificate will ensure that a candidate not only understands the range of retirement planning tools and products that are available in the market but also the right concepts while developing his behaviour and conduct required to successfully navigate a complex regulatory landscape. This Certificate is designed to upscale financial advisors and wealth managers so that they can provide broader retirement planning advice, recognise and accommodate client complexity and meet evolving client needs.
Program Preference
Working professionals who are looking for a transition into the C-suite and senior management professional looking to become experts in their domain of choice
Minimum Eligibility
There are no minimum eligibility criteria to appear for the examination. A candidate pursuing the final year of his/her under graduation program is eligible for the exam.
Course Information
Retirement planning is the most common service offered by personal financial advisors. Many personal financial advisors offer retirement planning services as one component of the overall financial planning process, while some specialize and market themselves specifically as retirement planners.
Individuals, proprietors, partners and representatives of a retirement adviser registered under Pension Fund Regulatory and Development Authority (Retirement Adviser) Regulations, 2016. Interested students/professionals Any other individuals
CAREER OPTIONS
Retirement planner helps clients to set their retirement planning goals, identify their special needs, explore opportunities and identify and eliminate risk.
CERTIFICATION VALUE
This certification seeks to create a common minimum knowledge benchmark for individuals, proprietors, partners and representatives of a retirement adviser registered under PFRDA (Retirement Adviser) Regulations, 2016. The certification aims to enhance the quality of services provided by a retirement adviser in the financial services industry.
KNOWLEDGE GAIN
With the knowledge and experience gained through achieving the RMA certification, you’ll be well positioned to increase client satisfaction, grow assets and increase referrals.
SUCCESS RATE
Student Reviews
Enrollment Pathways
Admission Process
STEP 1
Complete the Application Process
Fill out the application form with your academic and career details. Also provide your personal details for better understanding.
STEP 2
Get Verified
Our admissions committee will review your profile. Upon being selected, an offer letter will be sent to you confirming your admission in the program.
STEP 3
Block your Seat
Block your seat with a payment of INR 25,000 to enroll into the program. Get access to the course material and begin your journey to professional mastery!
OMLET Advantages
- Banking
- Financial Institutions
- Broking Firm
- Advisory
- Wealth Planning Firm
- Saving money
- Setting financial goals,
- Paying for college,
- Planning for retirement
- Retirement savings
Several industries employ are:
• Banks
• Investment banks
• Asset management firms
• Commercial Banks
• Corporations
• Consulting firms
• Hedge funds
• Insurance firms
• Credit rating agencies
• Government and regulatory agencies
• Risk and technology vendors
Course Fees
RECORDED
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
WEBINAR
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
CLASSROOM
- Fees includes GST
- Include all Levels
- Audio & Video Lectures
- Presentations & Books
- Exams & Mock Tests
- Digital Certification
- Personal Guidance
- Online Live Training
- Classr Room Training
- Internship & Placement
- Professional Mentorship
IFC Membership
Integrated Finance Course. IFC is training certificate to identify your positioning toappear for global examination. Once you undergo training of multiple global certifications like CFA, CWM, CFP, FRM, ICWIM, IOC and NISM.
Frequently Asked Questions
Individuals, proprietors, partners and representatives of a retirement adviser registered under Pension Fund Regulatory and Development Authority (Retirement Adviser) Regulations, 2016. Interested students/professionals Any other individuals
Yes, all study material will be provided by OMLET to clear the examination
To renew your current certificate, you need to appear for NISM CPE for Retirement Advisers or successfully pass the NISM Retirement Adviser Certification Examination before the expiry of such certificate
OMLET global school provides Internship to all its students in financial service industry
