Become a Certified
Retirement Adviser with Expert Training!

Get trained for the NISM Retirement Adviser Certification and build a successful career in retirement planning.

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About the Training

The NISM-Series-XVII: Retirement Adviser Certification Examination is a must-have qualification for professionals working in retirement planning. This program is designed for Central Recordkeeping Agency (CRA) professionals, equipping them with the skills needed to help clients with retirement plans, pension schemes, and compliance under PFRDA (Retirement Adviser) Regulations, 2016.

With India's senior population expected to double by 2050, the demand for qualified retirement advisers is growing rapidly. This training will strengthen your knowledge in retirement planning, investment products, and fund selection while preparing you to pass the NISM Retirement Adviser Certification Examination with confidence.

Why Choose This Training?

Specifically for CRA Professionals

Learn strategies tailored for pension management and recordkeeping.

Comprehensive Curriculum

Gain a solid understanding of retirement planning, financial products, and regulations.

Expert-Led Training

Learn from industry professionals and experienced retirement advisers.

Exam-Focused Preparation

Access mock tests, study guides, and practice questions to ensure success in the certification exam.

Career Growth

Gain a recognized certification that boosts your career prospects in the financial industry.

Why This Certification Matters?

The trusted source for why choose us
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India’s Retirement Market is Expanding

Over 63% of urban Indians have started saving for retirement, but 31% remain unsure about their savings goals. (Business Standard)

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Industry Recognition

India ranks 45th out of 47 countries in the Global Pension Index, making professional retirement advice more essential than ever. (Morningstar)

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Regulatory Requirement

The NISM Retirement Adviser Certification is mandatory for professionals working in retirement planning under PFRDA regulations.

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High Growth Potential

India's retirement planning market is projected to reach USD 384.85 billion by 2025, creating huge career opportunities for trained advisers. (Statista)

What You’ll Learn

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Retirement Planning Basics

Understand the financial needs of retirees and how to structure

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Investment Products & Markets

Learn about mutual funds, pension funds, annuities, and NPS (National Pension System).

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Retirement Planning Process

Master goal setting, risk assessment, and fund selection.

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National Pension System (NPS)

Get in-depth knowledge about Tier-I and Tier-II accounts, tax benefits, and fund management.

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Fund Performance & Selection

Learn to analyze investment performance and select the best pension products for clients.

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Retirement Planning Strategies

Gain expertise in portfolio management, risk mitigation, and wealth accumulation.

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Regulatory Compliance & Ethics

Stay updated with legal requirements and ethical practices in retirement advisory services.

Course Highlights

Course Highlights
Popular
Course Highlights
  • Training Format: Online & Classroom Sessions
  • Flexible Duration: Learn at your own pace
  • Study Materials: Downloadable guides, case studies, and practice exams
  • Mock Tests: Exam-style practice sets to boost confidence
  • Certification Validity: 3 Years
Comprehensive Course Modules
New
Comprehensive Training Modules
  • Module 1: Fundamental Concepts in Retirement Planning
  • Module 2: Financial Markets and Investment Products
  • Module 3: Retirement Planning Process
  • Module 4: National Pension System (NPS) – Features & Benefits
  • Module 5: Evaluating Fund Performance & Selection
  • Module 6: Retirement Planning Strategies & Case Studies
  • Module 7: Regulatory Framework & Compliance

Key Features of Our Training

Industry Expert Trainers

Learn from top professionals with years of experience in retirement advisory.

Exam-Oriented Learning

Structured content to help you pass the NISM certification effortlessly.

Interactive Training

Includes live Q&A, quizzes, and real-world case studies.

Career Support

Get job placement assistance and networking opportunities in the financial sector.

Certification Guidance

Step-by-step support for exam registration and preparation.

Why Choose Us

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Expert Faculty

Learn from certified professionals and industry leaders.

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Practical Learning Approach

Simple, real-world examples for easy understanding.

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High Success Rate

Majority of our students pass the NISM certification on their first attempt.

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Flexible Learning

Self-paced or instructor-led options available.

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Career Growth

Enhance your resume and increase your earning potential.

India’s Growing PMS Landscape

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The Indian pension market is booming

with pension assets projected to cross INR 50 trillion by 2030.


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44% of urban Indians

have started planning for retirement early, driving demand for expert financial advisers..



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Regulatory bodies are enforcing stricter compliance

to ensure better retirement outcomes for individuals.

TNow is the perfect time to get certified and seize the opportunity in this growing industry!

Testimonials

What Our Students Say About Us

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Ravi Malhotra, CRA Professional
Rajesh Mehra, Wealth Manager
Priya Nair, Financial Planner
Ananya Sharma, Financial Advisor
Amit Verma, Banking Professional
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"This training helped me clear my NISM exam in one attempt! The mock tests were super helpful."

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"As a wealth manager, this certification added value to my services. Highly recommended!"

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"I loved the real-world case studies and expert guidance. This course is a must for financial professionals."

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Enroll Today & Become a Certified Retirement Adviser!

Step 1

Click Enroll Now

Step 2

Complete the registration form

Step 3

Get access to expert-led training & study materials

Step 4

Prepare and pass the NISM Retirement Adviser Certification Exam

🚀 Secure Your Future – Become a Certified Retirement Adviser Today!

FAQ

🔹 Why do CRA professionals need this certification?
✔ It is mandatory under PFRDA regulations for professionals working in pension management.
🔹 How long is the certification valid?
✔ It is valid for 3 years, after which renewal is required.
🔹 What is the exam format?
✔ 100 multiple-choice questions (MCQs) with a passing score of 60%.
🔹 Is study material provided?
✔ Yes! You get detailed study guides, practice tests, and exam-focused content.
🔹 Can I take this training online?
✔ Yes! We offer both live online sessions and self-paced learning.

get in touch with us

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Know More About the CRA Program

To learn more about the Alternate Investment Fund training program, fill in your details and download the brochure.