Think Beyond the Corpus
Plan both wealth accumulation before retirement and income management after retirement.
Free practice test
NISM Series XVII: Free Mock Test
Answer 25 exam-style questions, one at a time. At the end, you'll see your score, your strong and weak topics, and the right answers with short explanations.
Your practice session
FREE
Test your exam readiness
25questions
30 mintime limit
50%to pass (13 of 25)
Nonegative marking
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- The timer starts when you begin the test.
- Skip questions and return to them before submitting.
- Enter your details at submission to view your score and explanations.
Topic-wise scores & answer explanations after submission
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These practice questions are prepared by AAFM India to help learners practice. They are not NISM's official exam questions. NISM conducts the Series XIII exam and issues the certificate.
Why professionals choose AAFM® India
The American Academy of Financial Management® has set standards in financial certification since 1996. AAFM® India brings these international standards to Indian professionals, with a curriculum built for Indian markets, regulation, and clients.
Recognized in 151 countries
Conferred under AAFM® international standards, with certification issued from the USA.
300,000+ global alumni
Join a worldwide community of certified wealth managers, planners, and private bankers.
Faculty who practice
Instructors hold CA, CFA, FRM, CFP, and CWM® designations with current industry experience.
A curriculum for this decade
AI in portfolio management, alternative funds, international tax, behavioral finance - updated continuously.
Who This Is For
Who Should Learn Retirement Planning?
Relevant for professionals and learners who want to develop a structured understanding of retirement planning and prepare for the NISM-Series-XVII certification examination.
Financial Planners
Strengthen your understanding of retirement goals, corpus estimation and income planning.
Wealth Managers & Relationship Managers
Build deeper knowledge for discussing long-term retirement requirements and relevant financial products.
Retirement & Pension Professionals
Develop knowledge of NPS, retirement products, strategies and the regulatory framework.
Investment & Advisory Professionals
Connect investment selection, risk, asset allocation and fund evaluation with retirement objectives.
Why choose AAFM India?
Prepare for Retirement Advisory. With AAFM India.
Build retirement-planning knowledge through structured learning, practice and an exam-focused approach aligned with the NISM-Series-XVII curriculum.
01
Learn from Industry Experts
Understand retirement planning concepts through guidance focused on practical financial planning and advisory applications.
02
Structured Learning Across 9 Modules
Build knowledge across retirement fundamentals, financial markets, NPS, investment products, fund evaluation, retirement strategies and regulation.
03
Chapter-wise Practice Quizzes
Reinforce your understanding after each learning module with focused practice questions.
04
Retirement Planning in Practice
Connect corpus estimation, asset allocation, product selection and retirement-income planning into one structured process.
05
Final Mock Assessment
Test your preparation with a final mock assessment designed to support NISM-Series-XVII exam readiness.
06
Exam-Focused Preparation
Prepare systematically for the NISM-Series-XVII: Retirement Adviser Certification Examination.
Your Learning Goal
Build a Complete Retirement-Planning Framework
Learn to connect retirement goals, corpus estimation, investment choices, income planning and periodic review into a structured client-planning process.
The Retirement Need
Factor in inflation, time value of money, compounding and longevity when estimating future needs.
The Retirement Corpus
Understand how savings, asset allocation, investment choices and time work together during accumulation.
Retirement Income
Explore how accumulated assets can support expenses and income requirements after retirement.
Retirement Products
Build knowledge of NPS and other investment products relevant to retirement planning.
Program Overview
Retirement Is a Goal You Cannot Fund With a Loan. Plan It Right.
Retirement can last for decades, while regular employment income may stop completely. Inflation, healthcare expenses, longevity and changing lifestyles can continue to increase the amount a person needs.
This program covers the complete retirement-planning journey—from assessing a client’s current position and setting retirement goals to asset allocation, investment products, NPS, fund evaluation, accumulation and distribution strategies, retirement risks and adviser responsibilities.
Don’t pass? Get a 100% refund.*
If you do not pass the examination, you can claim a 100% refund under AAFM India’s applicable refund policy.
*Refund coverage and eligibility are governed by the applicable policy. Review the refund terms before enrolling.
*Refund coverage and eligibility are governed by the applicable policy. Review the refund terms before enrolling.
Where Retirement Planning Knowledge Can Add Value
Retirement Advisory
Understand retirement goals, products, strategies and adviser responsibilities.
Financial Planning
Integrate retirement requirements into broader client financial plans.
Wealth Management
Connect long-term wealth accumulation with retirement needs.
Pension & NPS Services
Develop knowledge of NPS and retirement-oriented products.
Faculty
◆Learn from practitioners, not presenters
Romit Barat
Executive Director – AAFM® India
Key
Expertise:• Regulatory Certifications & Financial Education
• Investment & Portfolio Management
• Corporate Growth & Innovation
AAFM INDIA
From Retirement Saving to Retirement Planning
Move From “How Much Should I Save?” to “How Should I Build and Manage the Plan?”
Approach retirement systematically by connecting goals, time horizon, inflation, risk, asset allocation, corpus creation and retirement-income needs instead of viewing a pension product or investment in isolation.
Plan for Inflation & Longevity
Account for rising living costs and the possibility of a longer retirement.
Match Products With Needs
Evaluate investments and retirement products against goals, risk considerations and retirement requirements.
Review, Don’t Set and Forget
Monitor and adjust the retirement plan as financial circumstances and needs change.
Industry-relevant skills
Skills You Will Build
Active Listening & Empathy
Identify client anxieties, emotional shifts and lifestyle goals during life-stage transitions.
Translating Complexity
Explain tax, market volatility and financial products in clear, actionable language.
Ethics & Fiduciary Responsibility
Understand codes of ethics, regulatory compliance and acting in the client’s best interest.
Retirement Planning Methodologies
Understand accumulation, post-retirement distribution and safe-withdrawal approaches.
Markets & Asset Allocation
Connect financial markets, asset classes and economic factors with retirement portfolios.
Pension & Regulatory Frameworks
Build knowledge of NPS, provident funds and relevant PFRDA and SEBI frameworks.
Preparation
Trace the Retirement Journey from Goal to Income
Start with the client’s present financial position and future retirement need. Estimate the required corpus, understand inflation and compounding, evaluate asset allocation and investment products, explore NPS and fund performance, then plan the distribution stage and periodic review.
The curriculam
Retirement Adviser Training Program 25 Lessons 05:52:11
Fundamental Concepts In Retirement Planning
4 Lessons
01:05:10 Hours
-
Fundamental Concepts in retirement Planning Part-1
00:28:46
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Fundamental Concepts in retirement Planning Part-2
00:25:19
-
Fundamental Concepts in retirement Planning Part-3
00:11:05
Financial Markets and Investment Products
3 Lessons
00:43:21 Hours
-
Financial Markets and Investment Products Part-1
00:20:13
-
Financial Markets and Investment Products Part-2
00:23:08
Certified Retirement Advisor Examination Training
2 Lessons
00:35:04 Hours
-
Certified Retirement Advisor Examination Training
00:35:04
Retirement Planning Products National Pension Scheme
4 Lessons
01:10:47 Hours
-
Retirement Planning Products National Pension Scheme Part-1
00:30:01
-
Retirement Planning Products National Pension Scheme Part-2
00:26:21
-
Retirement Planning Products National Pension Scheme Part-3
00:14:25
Evaluation Fund Performance And Fund Selection
4 Lessons
01:07:19 Hours
-
Evaluation Fund Performance And Fund Selection Part-1
00:25:52
-
Evaluation Fund Performance And Fund Selection Part-2
00:19:51
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Evaluation Fund Performance And Fund Selection Part-3
00:21:36
Other Investment Product
2 Lessons
00:19:51 Hours
-
Other Investment Product
00:19:51
Retirement Planning Strategist
2 Lessons
00:19:46 Hours
-
Retirement Planning Strategist
00:19:46
Special Situation in Retirement
2 Lessons
00:10:06 Hours
-
Special Situation in Retirement
00:10:06
Regulation and Regulators
2 Lessons
00:20:47 Hours
-
Regulation and Regulators
00:20:47
Course FAQs
Frequently Asked Questions
It is an AAFM India program that builds a structured understanding of retirement planning and prepares learners for the NISM-Series-XVII: Retirement Adviser Certification Examination. It has 9 modules, chapter-wise practice quizzes and a final mock assessment.
It is relevant for financial planners, wealth managers and relationship managers, retirement and pension professionals, investment and advisory professionals, aspiring retirement advisers and finance students.
Modules cover retirement planning fundamentals, financial markets and investment products, the National Pension System, fund performance evaluation, other investment products, retirement planning strategies, special situations in retirement, and regulation and regulators.
No. NPS is an important part of the syllabus, but the program also covers retirement-planning fundamentals, investment products, fund evaluation, retirement strategies, special situations and regulations.
The curriculum covers inflation, time value of money, real returns and compounding, which are essential for estimating future retirement needs and the corpus required.
Yes. It includes strategies such as addressing retirement corpus shortfalls, periodic investments, multiple sources of retirement income, the bucket strategy and automating investments.
The course covers the Indian regulatory system, PFRDA, regulations applicable to Retirement Advisers, ethics and grievance redressal.
Learners study investment returns, risk measures, benchmarks and performance evaluation, and how to match retirement needs with appropriate investment products.
Yes. The program takes an exam-focused approach with chapter-wise practice quizzes and a final mock assessment to support preparation.
Self-paced or live
◆Choose your Study Mode
Study on your own schedule
₹3999
+ 18% GST
₹4718.82 payable today
- 9 structured modules
- Chapter-wise practice quizzes
- Final mock assessment
- Retirement corpus planning
- NPS & retirement products
- Income & risk strategies
A Comfortable Retirement Starts With Better Planning Today.
Build your understanding of retirement needs, corpus creation, investment products, NPS, fund evaluation, retirement-income strategies and the regulatory framework.
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