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NISM-Series-XVII: Retirement Adviser Exam

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NISM-Series-XVII: Retirement Adviser Exam


The NISM-Series-XVII: Retirement Adviser examination is designed to establish a standard level of essential knowledge for individuals, proprietors, partners, and representatives of retirement advisers registered under the PFRDA (Retirement Adviser) Regulations, 2016. This certification is aimed at improving the quality of services offered by retirement advisers within the financial services sector.


Who should take the exam?

The NISM-Series-XVII: Retirement Adviser exam is mandatory for anyone who wants to act as a retirement adviser in India, according to the Pension Fund Regulatory and Development Authority (PFRDA) regulations. This includes

  • Anyone who wants to work independently as a retirement adviser needs to pass this exam.
  • Proprietors and Partners
  • Individuals representing a firm registered as a retirement adviser must hold this certification.


Exam Course Outline 

The Exam covers the given topics  - 

  • Topic 1: Overview of Retirement Planning
  • Topic 2: Understand Financial Markets and Investment Products
  • Topic 3: Understand Retirement Planning
  • Topic 4: Retirement Planning Products: National Pension System
  • Topic 5: Evaluating Fund Performance and Fund Selection
  • Topic 6: Other Investment Products
  • Topic 7: Retirement Planning Strategies
  • Topic 8: Learn about Special Situations in Retirement
  • Topic 9: Regulations and Regulators

NISM-Series-XVII: Retirement Adviser Exam FAQs

Yes we offer nearly 50% discount for the order more than 10 products at a time. You can reach the testprep training Helpdesk for more details. The member of support staff will respond as soon as possible.

There are no prerequisites required for NISM-Series-XVII: Retirement Adviser Certification Exam.

On successful completion of the examination the candidate should: • Know the fundamental concepts in Retirement Planning and the various investment products • Learn about the Retirement Planning Process • Understand the features and benefits of National Pension System. • Know the various evaluation tools and fund selection. • Understand the strategies useful to investors in executing their retirement plan. • Know the implications of specific situations of retirement planning and the ways to manage them. • Know about regulatory structure and regulations which govern the activities of the retirement adviser

Yes, Testprep Training offers email support for any certification related query while you are preparing for the exam using our practice exams. Your query will be handled by experts in due course.

Yes testprep training offers free practice tests for the NISM-Series-XVII: Retirement Adviser Certification Exam which can be used before the final purchase for complete test.

Yes, we offer a 100% unconditional money back guarantee. In case you are not able to clear the exam for then you can request for the full refund. Please note that we only refund the cost of product purchased from Testprep Training and not the NISM-Series-XVII: Retirement Adviser Certification Exam cost.

After the completion of your exam, the points you earned on each question are totaled and then compared with the cut score to determine whether the result is pass or fail.

Yes our experts frequently blog about the tips and tricks for exam preparation.

Once purchased, the practice exams can be access for the lifetime.

TestprepTraining provides unique sets of questions that will help you check your skills and knowledge in performing data analysis on Excel. These practice questions will help you increase your knowledge for better preparation of exam.

The candidate has to secure 60% in order to pass the exam.

There will only be multiple-choice and multi-response questions covered in the exam.

NISM-Series-XVII: Retirement Adviser Certification Examination w.e.f September 18, 2019. This Examination 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 retirement adviser in the financial services industry.

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.

The certificate will be valid for 3 years from the date of the examination.

This is a computer-based examination with multiple choice questions. The examination consists of 100 questions of 1 mark each adding to 100 marks. The examination should be completed in 2 hours. There shall be negative marking of 25% of the marks assigned to the question for each wrong answer. The passing score for the examination is 60 marks.

The fees for NISM-Series-XVII: Retirement Adviser Certification Exam is Rupees One Thousand Five Hundred only (Rs. 1500/-).

There will be 100 questions in the exam.

The following people can take NISM-Series-XVII: Retirement Adviser Certification Examination: 4. Individuals, proprietors, partners and representatives of a retirement adviser registered under Pension Fund Regulatory and Development Authority (Retirement Adviser) Regulations, 2016. 5. Interested students/professionals 6. Any other individuals

There will be 100 questions which have to be completed in 120 minutes.