NISM Series 17 — Retirement Adviser
PFRDA-mandated certification for those advising on the National Pension System (NPS) and retirement planning.
Quick info
- Layer
- NISM Certifications
- Track
- NISM Certifications
- Estimated hours
- 50 hrs
- Chapters
- 7
- Exam body
- NISM
- Cost on Trustner
- Free
The full chapter-by-chapter syllabus is published below so you know exactly what you're committing to. Individual lesson pages are being authored progressively over the coming weeks. Bookmark this page or browse all courses.
About this course
PFRDA-mandated certification for retirement advisers and intermediaries operating in the National Pension System (NPS) ecosystem.
Who this is for
- NPS Points-of-Presence (PoP) staff and field intermediaries.
- Financial planners moving into retirement-specialist advisory.
- CFP candidates wanting an India-specific retirement credential.
What you'll learn
- NPS architecture — Tier I, Tier II, the four asset classes
- Annuities, withdrawal rules, and the post-retirement income stack
- EPF, PPF, superannuation, and how to integrate them
- Behavioural conversations with pre-retirees and retirees
Full syllabus — 7 chapters
- 1Chapter 1
Retirement landscape in India
- Demographic transition, dependency ratio
- Sources of retirement income
- 2Chapter 2
NPS architecture
- Tier I and Tier II accounts
- Asset classes E, C, G, A and PFM choices
- 3Chapter 3
Withdrawal and annuities
- Lump-sum vs annuity at retirement
- Annuity types and providers
- 4Chapter 4
Other retirement vehicles
- EPF, PPF, superannuation, gratuity
- Corporate-structure pension plans
- 5Chapter 5
Goal-based corpus planning
- Inflation-adjusted targets
- Sequence-of-returns risk
- 6Chapter 6
Behavioural retirement advice
- Conversations with pre-retirees and retirees
- Common emotional pitfalls
- 7Chapter 7
Regulation and ethics
- PFRDA framework
- Conduct and grievance redressal
About the exam
- Provider
- NISM
- Duration
- 2 hrs
- Questions
- 70
- Pass mark
- 60%
The exam is administered by NISM. Trustner Academy is not affiliated with NISM; we provide independent preparatory educational material. See our disclaimer.
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