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NISM Series XXV-B study guide

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Lessons

  1. Client Onboarding & KYC — Free Study Guide 2026
  2. Client Profiling & Risk Assessment — Free Study Guide 2026
  3. The PAIA Role & the Non-Core Services Bounda
  4. Suitability & the Advisory-Based Sales Appro
  5. Communication & Negotiation Skills — Free Study Guide 2026
  6. Grievance Redressal & Regulatory Compliance
  7. Professionalism, Ethics & Fiduciary Responsi
  8. Relationship Management & Servicing — Free Study Guide 2026
  9. Alternative Investment Funds & SIFs — Free Study Guide 2026
  10. Mutual Fund Products in Detail — Free Study Guide 2026
  11. Portfolio Management Services — Free Study Guide 2026
  12. Insurance Products — Free Study Guide 2026
  13. Other Investment Products — Free Study Guide 2026
  14. Product Suitability & the Sales–Advice Bound
  15. Retirement Products — Free Study Guide 2026
  16. Current Exam Facts & Regulatory Context
  17. Study Strategy & How to Use This Guide — Free Study Guide 2026
  18. The Financial Planning Process — Free Study Guide 2026
  19. Financial Goals & Budgeting — Free Study Guide 2026
  20. Introduction to Personal Financial Planning
  21. Asset Allocation & Portfolio Rebalancing
  22. Inflation, Time Value of Money & Compounding
  23. Protection & Tax Planning Basics — Free Study Guide 2026
  24. Crisis Management, Service Continuity & CRM
  25. Day Planning, Time Management & the 3P Appro
  26. Professional Development & Continuous Learni
  27. Prospecting, Networking & Closing the Adviso
  28. Derivatives Basics — Free Study Guide 2026
  29. Mutual Funds: Structure & Basics — Free Study Guide 2026
  30. Financial Regulators & Investor Protection
  31. Risk & Return — Free Study Guide 2026
  32. Debt Securities & Interest Rates — Free Study Guide 2026
  33. Equity Securities — Free Study Guide 2026
  34. Indian Securities Markets Overview — Free Study Guide 2026