6
Months — classroom + live project training
2
NISM certifications — Series X-A & X-B
60%+
NISM pass rate vs <20% national average
100%
Guaranteed BFSI placement
on successfullcompletion
6-Month Program · Kochi, Kerala
Become a SEBI-Registered Investment Adviser — with a Guaranteed Career in BFSI
Hedge School of Applied Economics turns ambitious graduates into licensed financial advisers through nationally recognised NISM certifications, hands-on practical training, and a guaranteed placement in Banking, Financial Services & Insurance — all in one structured 6-month program.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
Fast-Growing Demand
Rising financial literacy is driving a surge in demand for trustworthy, fee-only advisers.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
Client-First by Design
A fee-only, fiduciary model means your advice is built on trust — not commissions.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register and practice as an Investment Adviser in India.
Why This Career
India needs more licensed, fee-only financial advisers — and the demand is only growing
An Investment Adviser (IA) is a professional authorised to guide individuals and businesses on investment products and financial planning, based on their risk profile, goals, and time horizon. In India, this role is governed by the SEBI (Investment Advisers) Regulations, 2013, which require every adviser to be registered with the Securities and Exchange Board of India and to follow a strict code of conduct centred on transparency and fiduciary responsibility.
IAs operate on a fee-only model — charging clients directly rather than earning commissions from product providers, which ensures advice remains independent, objective, and free from product-provider bias. As financial literacy rises and Indian households increasingly seek personalised investment strategies, qualified IAs are becoming central to portfolio structuring, retirement planning, and wealth management across the country.
This program is built to take you from zero to fully certified and job-ready — combining the exact NISM credentials the law requires with the practical skills clients actually expect.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
Fast-Growing Demand
Rising financial literacy is driving a surge in demand for trustworthy, fee-only advisers.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
Client-First by Design
A fee-only, fiduciary model means your advice is built on trust — not commissions.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register and practice as an Investment Adviser in India.
Why This Career
India needs more licensed, fee-only financial advisers — and the demand is only growing
An Investment Adviser (IA) is a professional authorised to guide individuals and businesses on investment products and financial planning, based on their risk profile, goals, and time horizon. In India, this role is governed by the SEBI (Investment Advisers) Regulations, 2013, which require every adviser to be registered with the Securities and Exchange Board of India and to follow a strict code of conduct centred on transparency and fiduciary responsibility.
IAs operate on a fee-only model — charging clients directly rather than earning commissions from product providers, which ensures advice remains independent, objective, and free from product-provider bias. As financial literacy rises and Indian households increasingly seek personalised investment strategies, qualified IAs are becoming central to portfolio structuring, retirement planning, and wealth management across the country.
This program is built to take you from zero to fully certified and job-ready — combining the exact NISM credentials the law requires with the practical skills clients actually expect.
Client-First by Design
A fee-only, fiduciary model means your advice is built on trust — not commissions.
Fast-Growing Demand
Rising financial literacy is driving a surge in demand for trustworthy, fee-only advisers.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register
and practice as an Investment Adviser in India.
SEBI-Mandated Credential
NISM-X-A & X-B are legally required to register and practice as an Investment Adviser in India.
Why This Career
India needs more licensed, fee-only financial advisers — and the demand is only growing
An Investment Adviser (IA) is a professional authorised to guide individuals and businesses on investment products and financial planning, based on their risk profile, goals, and time horizon. In India, this role is governed by the SEBI (Investment Advisers) Regulations, 2013, which require every adviser to be registered with the Securities and Exchange Board of India and to follow a strict code of conduct centred on transparency and fiduciary responsibility.
IAs operate on a fee-only model — charging clients directly rather than earning commissions from product providers, which ensures advice remains independent, objective, and free from product-provider bias. As financial literacy rises and Indian households increasingly seek personalised investment strategies, qualified IAs are becoming central to portfolio structuring, retirement planning, and wealth management across the country.
This program is built to take you from zero to fully certified and job-ready — combining the exact NISM credentials the law requires with the practical skills clients actually expect.
X-A
NISM Series-X-A (Level 1)
The two flagship credentials that legally qualify you to practice as a financial adviser in India — and the core of everything you'll study here.
Legally Required to Practice
Both certifications are mandated by SEBI for anyone registering as an Investment Adviser in India.
X-B
NISM Series-X-B (Level 2)
Advanced certification covering in-depth financial planning, portfolio construction, and client advisory practice.
National Average < 20%
Hedge students clear NISM-X-A & X-B at a 60%+ pass rate
The two flagship credentials that legally qualify you to practice as a financial adviser in India — and the core of everything you'll study here.
The Certification
NISM Investment Adviser — Series X-A & X-B
The two flagship credentials that legally qualify you to practice as a financial adviser in India — and the core of everything you'll study here.
Certifications
NISM X-A & X-B
Placement
Guaranteed
Mode
Offline / Classroom
Location
Kochi, Kerala
Duration
6 Months
Program at a Glance
Everything you need, in one structured program
Why Choose Hedge School?
Built around what actually gets you hired
Career Growth
Unlock a world of opportunities in the ever-evolving finance industry, enhancing your long-term career prospects.
Industry Experts
Learn from accomplished professionals with a wealth of industry experience and insights.
Practical Expertise
Acquire crucial hands-on skills highly relevant in the banking and finance sector, preparing you for real-world challenges and opportunities.
Stipend
Interns receive a monthly stipend dependent on completion of assigned deliverables — rewarding hard work and commitment.
Job Assurance
Our unwavering commitment to securing your future through guaranteed job placements.
-
Introduction to the organisation, systems, and professional culture
-
Soft skills development — communication, presentation, and client handling
-
Foundational workshops to prepare for the training ahead
1
Month 1
Orientation
-
Live project work across core financial domains
-
Department rotations for broad industry exposure
-
Regular assessments and performance evaluations
-
One-on-one mentorship from industry professionals
-
LMS access for self-paced study, alongside classroom sessions
-
NISM Level 1 & Level 2 certification preparation and examination
Months 2 – 6
Practical Training
2
Program Structure
A clear, two-phase journey from orientation to certification
Risk & Return
Equity Markets
Mutual Funds
Retirement Planning
Regulatory Framework
Portfolio Management Concepts
Financial Planning Basics
Taxation
Insurance Products
Derivatives
Fixed Income
Securities Markets
Level 1 — Series X-A
12 Modules
Foundation: the core building blocks of investment advisory.
Equity Analysis
Mutual Fund Evaluation
Alternative Investments
Behavioural Finance
Client Advisory Skills
Financial Planning Simulations
Ethics & Compliance
Model Portfolios
Estate Planning
Derivatives & Risk Management
Fixed Income Strategies
Advanced Financial Planning
Level 2 — Series X-B
12 Modules
Advanced: in-depth advisory, planning, and client-facing skills.
Curriculum
24 modules across two certification levels
The NISM Investment Adviser curriculum is structured to build your knowledge from the ground up — from market fundamentals to advanced client advisory practice.
Self Branding & Networking Skills
Leadership Programme
Career Planning & Goal Setting
Interview Preparation
Confidence Building
Mastering Communication
Self Empowerment & Corporate Personality Development
Public Speaking & Storytelling
Presentation Skills & Storytelling for Impact
Time Management
Career Launchpad: Building Your Professional Brand
Mock Interviews & Personalised Feedback
Corporate Etiquette Training
Conflict Resolution & Persuasive Communication
Stress Management
Personal & Professional Growth Essentials
Mindfulness & Focus Techniques
Final Placements
Pivot Career Accelerator Program
Included in Program
An advanced career acceleration program integrating psychological training, behavioural development, confidence building, and placement-focused preparation — running alongside your certification journey.
Beyond the Exam
Core training areas that prepare you for real client work
Investment Management
Financial Planning & Advisory
Financial Analysis
Capital Market Operations
Portfolio Management
Marketing & Branding in Financial Services
Human Resources & Organisational Understanding
Investment Management
Financial Planning & Advisory
Financial Analysis
Capital Market Operations
Portfolio Management
Marketing & Branding in Financial Services
Human Resources & Organisational Understanding
Investment Management
Financial Planning & Advisory
Financial Analysis
Capital Market Operations
Marketing & Branding in Financial Services
Human Resources & Organisational Understanding
Portfolio Management
Future BFSI Talent
Anyone targeting a career in banking, wealth management, or capital markets.
Aspiring Advisers & Analysts
Anyone who wants to become a financial adviser or investment analyst, from the ground up.
Early-Career Professionals
Seeking to upgrade their credentials and move into higher-value advisory roles.
Fresh Graduates
Looking to enter the finance industry with a recognised, in-demand qualification.
Who This Is For
Built for anyone ready to start a serious career in finance
Career Outcomes
Where this certification can take you
Graduates are equipped for roles across leading banks, NBFCs, asset management companies, and financial advisory firms.
FA
Financial Adviser
IA
Investment Analyst
WM
Wealth Manager
PM
Portfolio Manager
FP
Financial Planner
CM
Capital Market Professional
FA
Financial Adviser
IA
Investment Analyst
WM
Wealth Manager
PM
Portfolio Manager
FP
Financial Planner
CM
Capital Market Professional
The Hedge Guarantee
Complete the program. We place you. No exceptions.
Every student who successfully completes the Investment Adviser Program receives a guaranteed placement in a relevant BFSI role. Hedge School takes full ownership of your career transition — from your first day of training to your first day on the job.
Enquire Now
Enquire Now →
Your career as a licensed Investment Adviser starts here
Talk to our admissions team to check eligibility, understand fees, and reserve your seat for the next batch in Kochi.
10+2 eligible · Graduation required to earn the charter · NISM Series X-A & X-B included
Secure Your Spot in India’s Elite Finance Programs
Take 30 seconds to match with the right program and fast-track your career.
6
Months — classroom + live project training
2
NISM certifications — Series X-A & X-B
60%+
NISM pass rate vs <20% national average
100%
Guaranteed BFSI placement
on successfull completion