Description
With registration under the PFRDA (Retirement Adviser) Regulations, 2016, this exam aims to provide a standard minimum knowledge baseline for individuals, proprietors, partners, and representatives of a retirement adviser. The goal of the certification is to raise the standard of retirement adviser services in the financial services sector.
The exam addresses every crucial subject to raise the standard of retirement advisors. Topics covered include the National Pension System (NPS) and other retirement products; retirement planning principles; goods, processes, and strategies; and assessing fund performance and selection. The idea of compliance, as well as the operational and service components of retirement advice, are also covered in the exam.
Highlight
- Emphasizes the basic ideas of retirement planning and the range of investing options.
- A focus on comprehending the tactics that help investors carry out their retirement plans
- Gaining general knowledge of the rules and regulatory framework that control retirement adviser operations.
- Implementing retirement planning's implications for particular scenarios and managing them
- Thorough education of the Retirement Planning Process
Objective
The candidates will be familiar with:
- Be familiar with the basic ideas behind retirement planning and the range of investing options.
- Acquire knowledge of the Retirement Planning Procedure
- Recognize the advantages and characteristics of the national pension system.
- Be familiar with fund selection and the various assessment tools.
- Recognize the tactics that investors can utilize to carry out their retirement strategy.
- Understand the effects of particular retirement planning scenarios and how to handle them.
- Be familiar with the rules and regulations governing the retirement adviser's operations.
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