Taxmann’s Retirement Adviser by National Institute of Securities Markets (NISM) – Edition September 2021

Retirement Adviser covers the following:

• Fundamental Concepts about Retirement Planning
• Retirement Planning Products
• Retirement Planning Process & Strategies
• National Pension System

This book has been accredited by Pension Fund Regulatory and Development Authority (PFRDA). It aims to enhance the knowledge level and the quality of services provided by individuals, proprietors, partners and representatives of retirement advisers registered under PFRDA (Retirement Adviser) Regulations, 2016.

This book will be handy for all those who want to learn about the various aspects of retirement planning.

This book explains the following topics:

• [Fundamental Concepts] Know about the fundamental concepts in Retirement Planning and the various investment products
• [Retirement Planning Process] Learn about the Retirement Planning Process
• [National Pension System] Understand the features and benefits of the National Pension System
• [Evaluation Tools & Fund Selection] Know the various evaluation tools and fund selection
• [Strategise Retirement Plans] Understand the strategies helpful to investors in executing their retirement plan
• [Implications of Retirement Planning] Know the implications of specific situations of retirement planning and the ways to manage them
• [Regulatory Structure and Regulations] Know about regulatory structure and regulations that govern the retirement adviser’s activities.

The Present Publication is the February 2021 workbook version, published exclusively by Taxmann for NISM Certification Examination XVII | Retirement Adviser, with the following contents:

• Fundamental Concepts in Retirement Planning
• Financial Markets and Investment Products
• Retirement Planning
• Retirement Planning Products: National Pension System
• Evaluating Fund Performance and Fund Selection
• Other Investment Products
• Retirement Planning Strategies
• Special Situations in Retirement
• Regulations and Regulators

The National Institute of Securities Markets (NISM) is a public trust established in 2006 by the Securities and Exchange Board of India (SEBI), the regulator of the securities markets in India. he institute carries out a wide range of capacity building activities at various levels aimed at enhancing the quality standards in securities markets. The institute’s six schools of excellence work in synergy towards professionalized securities markets.

The Six Schools of Excellence:

School for Securities Education (SSE)
School for Certification of Intermediaries (SCI)
School for Regulatory Studies and Supervision (SRSS)
School for Investor Education and Financial Literacy (SIEFL)
School for Corporate Governance (SCG)
School for Securities Information and Research (SSIR)