ProfessionalInvestment Adviser Certification Course
Comprehensive preparation for NISM Series X-A & X-B Certification with practical financial planning, wealth management, and portfolio advisory training.
Our 3-Phase Learning Journey
Financial Planning Foundation
Financial markets overview, investment products, personal financial planning fundamentals, and risk profiling.
Investment Advisory & Wealth Management
Portfolio management, investment advisory frameworks, tax planning, retirement planning, and estate planning.
Practical Planning & Certification
Real client case studies, mock NISM exams, portfolio analysis, and comprehensive exam preparation.
What You Will Learn
Financial Markets & Investment Products
- Equity
- Debt
- Mutual Funds
- Insurance
- Derivatives
- Alternative Investments
Personal Financial Planning
- Goal-Based Planning
- Cash Flow Analysis
- Budgeting
- Emergency Fund
- Life Stage Planning
Risk Profiling & Asset Allocation
- Investor Risk Profile
- Strategic Asset Allocation
- Tactical Allocation
- Rebalancing
Investment Advisory & Portfolio Management
- Portfolio Construction
- Investment Policy Statement
- Performance Evaluation
- Client Advisory
Retirement Tax & Estate Planning
- Retirement Corpus
- Tax-Efficient Investing
- Insurance Planning
- Estate Planning Basics
Investment Advisory Practice
- Client Communication
- Compliance
- SEBI RIA Framework
- Advisory Business Setup
Who Should Join?
Learn from India’s Leading
Financial Market Expert
With 15+ years of experience, 17,000+ students trained, and a proven track record of building successful traders and investors — Dr. Subhransu Sekhar Jena brings unmatched expertise to every session.
SEBI Registered Research Analyst — Licensed by SEBI to provide research and investment guidance.
NIFM Certified — Programs certified by NIFM (Autonomous), Ministry of Finance.
Live Market Training — Daily live sessions from 9 AM with real market analysis.
Certification & Career Support
Complete the program and receive industry-recognised certification along with Smart Disha’s career support and long-term professional association.
Become a Certified Investment Adviser
Free counselling — zero pressure, zero obligation.