NISM Series XVII: Retirement Adviser

The NISM Series XVII course is specially designed for individuals who wish to become qualified Retirement Advisers under the guidelines of the Pension Fund Regulatory and Development Authority (PFRDA). This certification equips you with the necessary knowledge and skills to offer sound retirement planning advice, covering a wide range of financial products, retirement schemes, and regulatory frameworks in India.

This certification is ideal for:

• Aspiring and practicing retirement advisers seeking PFRDA registration

• Financial planners, insurance agents, and investment advisers who want to add retirement planning as a service

• Professionals working in banks, mutual fund companies, insurance firms, or pension fund managers

• Individuals who want to deepen their knowledge of retirement finance and planning

Fundamental Analysis Module

It is an intermediate self‑learning module by the NSE (NCFM) for those who want to understand how to value stocks using fundamentals — i.e. looking at a company’s financial statements, industry, economic environment etc.

This module is useful for:

• Students of commerce / management who want to understand how companies work financially.

• Finance professionals, analysts, people working in treasury or investment‐divisions.

• Anyone with interest in long‑term investment decisions, reading equity research, or investing in stock markets using fundamental parameters.

There is no strict eligibility requirement. Anyone interested can enroll.

Investment analysis & Portfolio Management Module

The NCFM Investment Analysis & Portfolio Management module is an intermediate‑level certification in financial markets

According to NSE, the topics asked in the exam are:

1. Objectives of Investment Decisions

2. Financial Markets

3. Fixed Income Securities

4. Capital Market Efficiency

5. Financial Analysis and Valuation

6. Modern Portfolio Theory

7. Valuation of Derivatives

8. Investment Management

Why Us: SAYUFINSERV is best finance course provider with no.1 financial institute for all financial courses for Students & Professionals

How It Works

Register For the Course

Choose & Pay for the Programm according to your requirement

Download the Content

After Successful Payment, you would be able to Download your Exclusive Personal video Content with detailed elaboration.

Evaluation & Certification

After Course Completion and Quiery Handling if any, Appear for Evaluation and Get Your Completion Certificate on Mail.

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Empowering Financial Knowledge for All

At Sayufinserv, we offer financial coaching and consulting services. Based in Delhi, we provide financial awareness and certification programs tailored to working professionals and students seeking growth in their financial journey.

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Transforming Financial Futures

Our mission is to enhance financial literacy and skills through comprehensive programs, ensuring that individuals are equipped with the knowledge necessary for informed financial decisions and career development in today’s economy.

Why these Courses ?

For Working Professionals/Enterpreneurs

Financial certifications are essential for working professionals who want to advance their careers, specialize in a niche, or stay competitive in a fast-evolving industry. Here's a breakdown of why financial certifications matter in the professional world:

✅ 1. Career Advancement

• Certifications open doors to promotions, leadership roles, and specialized positions.

• Employers often look for certified professionals when filling mid- to senior-level roles.

Example: A CPA might be required to become a Finance Manager or Controller in an accounting firm.

✅ 2. Specialization and Expertise

• Certifications allow you to get Expertise in areas like:

  • Investment analysis

  • Risk management

  • Financial planning (CFP)

  • Financial modeling

This depth of knowledge can help you stand out in your niche.

✅ 3. Industry Recognition

• As Credentials like CFA, CPA, ACCA, and FRM are respected worldwide. These Courses will add Expertise to it.

• Useful if you're aiming for Key Financial roles or working in global firms.

✅ 4. Increased Earning Potential

• Certified professionals typically earn 15% to 40% more than non-certified peers in similar roles.

• Some positions offer bonuses or salary hikes once you complete a certification.

✅ 5. Professional Credibility & Trust

• Credentials validate your skills and show that you meet industry standards.

• Clients, colleagues, and employers are more likely to trust your judgment and decisions.

✅ 6. Staying Current with Industry Trends

• Many certifications require continuing education, ensuring you're up to date with:

  • New financial regulations

  • Tax laws

  • Financial technology (FinTech)

  • Market practices

✅ 7. Improves Job Security and Mobility

• Certified professionals are often the last to be laid off and the first considered for promotions or transfers.

• Gives you a strong fallback in case of layoffs or career shifts.

✅ 8. Networking Opportunities

• Most certifications come with access to exclusive professional networks, events, and resources.

• Helps you connect with industry leaders and discover new opportunities.

For Students/Freshers

Financial certifications can be incredibly beneficial for students, especially those interested in careers related to finance, accounting, business, or economics. Here's a breakdown of why financial certifications are important for students:

✅ 1. Builds Credibility Early

• Certifications prove you’ve acquired practical knowledge and skills beyond academic theory.

• They make your resume stand out to employers and internships.

✅ 2. Enhances Job & Internship Opportunities

• Recruiters value students with certifications like CFA, CPA, or Excel-related credentials.

• Some entry-level jobs prefer or require specific certifications even at the junior level.

✅ 3. Develops Practical, Real-World Skills

• Unlike classroom learning, certifications often focus on real-world applications such as:

  • Financial analysis

  • Valuation

  • Budgeting and forecasting

  • Risk management

  • Excel modeling

✅ 4. Increases Earning Potential

• Certified professionals often command higher salaries.

• Even as a student or fresh graduate, certifications can push you toward better pay scales.

✅ 5. Helps in Career Exploration

• Taking a certification can help you figure out your interests—whether you prefer investment, accounting, corporate finance, or personal finance.

• It’s a low-risk way to “test” a field before committing to a full-time role.

✅ 6. Gives a Competitive Edge for Higher Studies

• Certifications can strengthen applications for MBA or master’s programs.

• Shows initiative and dedication to learning beyond your degree.

✅ 7. Provides Networking Opportunities

• Many certifications come with membership in global networks or communities (like CFA Institute, AICPA).

• Great for finding mentors, internships, and job leads.

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The financial coaching at Sayufinserv transformed my understanding of finance and boosted my career prospects significantly.

Rajesh Kumar

Sayufinserv's certificate program provided me with essential financial skills that greatly enhanced my professional development.

Anita Sharma

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