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Investor Education (Advanced)

via SWAYAM Plus

Overview

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The Investor Education (Advanced) course is designed for experienced or aspiring investors who want to deepen their understanding of complex investment strategies and financial markets. It covers advanced topics such as portfolio diversification, risk analysis, behavioral finance, macroeconomic trends, and global market dynamics. Learners gain practical knowledge of financial instruments like derivatives, bonds, mutual funds, and ESG investments, along with tools for tax planning and regulatory compliance. The course equips participants with the skills to make informed, strategic, and ethical investment decisions for long-term wealth creation.

Intended audience

Investment Analyst, Portfolio Manager, Financial Advisor, Risk Manager, Equity Research Analyst, Wealth Manager, Financial Planner, Asset Manager, Investment Consultant, Fund Manager, Financial Strategist, Compliance Analyst, ESG Analyst, Behavioral Finance Specialist.

Prerequisites

  • Basic literacy and familiarity with English Language

Assessment & certification

  • Assessment fee: Included — no extra fee
  • Assessment mode: Online
  • Assessment type: MCQ
  • Assessment provider: NISM
  • Certificate provider: SWAYAM Plus and NISM

Syllabus

  • Week 1: Financial Planning: Financial Planning - 1, Financial Planning - 2, Financial Planning - 3, Financial Planning - 4
  • Week 2: Investment Instrument
  • Week 3: Taxation in Investments
  • Week 4: Macroeconomic Factors and
  • Week 5: Global Trends: Macroeconomic Factors and Global Trends - 1, Macroeconomic Factors and Global Trends - 2
  • Week 6: Behavioural Finance and Decision-Making
  • Week 7: Tools and Resources

Taught by

The National Institute of Securities Markets (NISM)

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