Retirement Adviser covers the following:

• Fundamental Concepts about Retirement Planning

• Retirement Planning Products

• Retirement Planning Process & Strategies

• National Pension System

This book has been accredited by Pension Fund Regulatory and Development Authority (PFRDA). It aims to enhance the knowledge level and the quality of services provided by individuals, proprietors, partners and representatives of retirement advisers registered under the PFRDA (Retirement Adviser) Regulations, 2016. 

This book will be handy for all who want to learn about the various aspects of retirement planning.

This book explains the following topics:

• [Know] the following:

o [Fundamental Concepts] in Retirement Planning and the various investment products

o [Evaluation Tools & Fund Selection]

o [Implications of Retirement Planning] of specific situations and the ways to manage them

o [Regulatory Structure and Regulations] that govern the retirement adviser's activities

• [Learn] about the following:

o [Retirement Planning Process] in detail

• [Understand] the following:

o [National Pension System] and its features and benefits

o [Strategize Retirement Plans] which are helpful to investors in executing their retirement plan

The Present Publication is the May 2022 workbook version, published exclusively by Taxmann for NISM Certification Examination XVII | Retirement Adviser, with the following contents:

• Fundamental Concepts in Retirement Planning

• Financial Markets and Investment Products

• Retirement Planning

• Retirement Planning Products: National Pension System

• Evaluating Fund Performance and Fund Selection

• Other Investment Products

• Retirement Planning Strategies

• Special Situations in Retirement

• Regulations and Regulators