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HomeNISM Series X-A: Investment Adviser (Level 1) Certification ExaminationEvaluating the Financial Position of Clients

Evaluating the Financial Position of Clients

9 sub-topics in this chapter

3.1

Importance of Cash Flow Management in Personal Finance

Sub-topic 1

3.2

Preparing Household Budget

Sub-topic 2

3.3

Cash Inflows and Outflows

Sub-topic 3

3.4

Budgeting and Forecasting

Sub-topic 4

3.5

Monitoring Budgets and Provision for Savings

Sub-topic 5

3.6

Creating a Personal Balance Sheet and Net-Worth

Sub-topic 6

3.7

Creating a Budget and Savings Plan

Sub-topic 7

3.8

Contingency Planning

Sub-topic 8

3.9

Evaluation of Financial Position of Clients

Sub-topic 9

Time Value of MoneyDebt Management and Loans
Back to NISM Series X-A: Investment Adviser (Level 1) Certification Examination
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NISM Modules

View all →
  • NISM Series V-A: Mutual Fund Distributors Certification Examination
  • NISM Series XV: Research Analyst Certification Examination
  • NISM Series VIII: Equity Derivatives Certification Examination
  • NISM Series VII: Securities Operations and Risk Management Certification Examination
  • NISM Series XXI-A: Portfolio Management Services (PMS) Distributors Certification Examination
  • NISM Series I: Currency Derivatives Certification Examination
  • NISM Series XVI: Commodity Derivatives Certification Examination
  • NISM Series X-A: Investment Adviser (Level 1) Certification Examination
  • NISM Series X-B: Investment Adviser (Level 2) Certification Examination

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