Investment Adviser (Level 2) is an advanced workbook by NISM that builds the specialised knowledge required of investment advisers under SEBI's regulatory framework. It offers comprehensive coverage of insurance planning, retirement strategies, estate planning, taxation, behavioural finance, and risk profiling, reinforced with caselets and practical examples for real-world application. Designed for SEBI-registered advisers, wealth managers, compliance professionals, and NISM Level 2 aspirants, the workbook provides updated, expert-reviewed content mapped to the official syllabus. With structured modules, MCQs, and case-based assessments, it ensures progressive learning and equips candidates with the analytical skills essential for client-centric advisory practice.
