Investment Analysis and Portfolio Management Module (Intermediate) Practice Exam

The Investment Analysis and Portfolio Management Module (Intermediate) Exam, offered by the National Institute of Securities Markets (NISM), validates your understanding of investment analysis and portfolio management principles. Earning this certification demonstrates your ability to analyze investment opportunities, construct well-diversified portfolios, and make informed investment decisions.

Who Should Take This Exam?

This NISM certification is ideal for individuals seeking to:

• Enhance Investment Knowledge: Investors aiming to gain a deeper understanding of investment analysis and portfolio management techniques.
• Pursue Investment Careers: Individuals aspiring to careers in financial planning, wealth management, or investment advisory services.
• Advance in the Financial Sector: Financial professionals seeking to elevate their knowledge and expertise in investment analysis and portfolio management.

There are no formal prerequisites for taking this exam. However, a foundational understanding of financial markets and basic investment concepts would be beneficial.

Roles and Responsibilities 

• Financial Advisor: Providing personalized investment advice and portfolio management services to clients.
• Wealth Manager: Developing and implementing comprehensive wealth management strategies that incorporate portfolio management principles.
• Investment Analyst: Conducting research and analysis of investment opportunities to inform investment decisions.
• Portfolio Manager: Managing investment portfolios for individuals or institutions, adhering to risk-return objectives.

These roles typically require additional qualifications and experience beyond the NISM certification.

Exam Details

• Duration: 120 minutes
• No. of questions: 60
• Maximum marks: 100, Passing marks: 60 (60%); There is negative marking for incorrect answers."
• Certificate validity: For successful candidates, certificates are valid for 5 years from the test date."
• Total Fees : Rs.2006/- (Rupees Two Thousand and Six Only). inclusive of GST.