Trustner AcademyTrustner AcademyCourses
Layer 2 · NISM CertificationsNISM CertificationsExam: NISM

NISM Series 17 — Retirement Adviser

PFRDA-mandated certification for those advising on the National Pension System (NPS) and retirement planning.

50 hours of content7 chaptersFree during Phase 1

Quick info

Layer
NISM Certifications
Track
NISM Certifications
Estimated hours
50 hrs
Chapters
7
Exam body
NISM
Cost on Trustner
Free
Full course material live

Every chapter below has Foundation, Deep Dive, and Advanced material — read in any order, expand each chapter to see the full content.

About this course

PFRDA-mandated certification for retirement advisers and intermediaries operating in the National Pension System (NPS) ecosystem.

Who this is for

  • NPS Points-of-Presence (PoP) staff and field intermediaries.
  • Financial planners moving into retirement-specialist advisory.
  • CFP candidates wanting an India-specific retirement credential.

What you'll learn

  • NPS architecture — Tier I, Tier II, the four asset classes
  • Annuities, withdrawal rules, and the post-retirement income stack
  • EPF, PPF, superannuation, and how to integrate them
  • Behavioural conversations with pre-retirees and retirees

Course material — 7 chapters

Each chapter offers three tiers — Foundation for the core concept, Deep Dive for worked examples and practitioner depth, and Advanced for edge cases and exam tips. Click any chapter to expand.

  1. 1
    Chapter 1

    Retirement landscape in India

    • Demographic transition, dependency ratio
    • Sources of retirement income
    FoundationDeep DiveAdvanced
  2. 2
    Chapter 2

    NPS architecture

    • Tier I and Tier II accounts
    • Asset classes E, C, G, A and PFM choices
    FoundationDeep DiveAdvanced
  3. 3
    Chapter 3

    Withdrawal and annuities

    • Lump-sum vs annuity at retirement
    • Annuity types and providers
    FoundationDeep DiveAdvanced
  4. 4
    Chapter 4

    Other retirement vehicles

    • EPF, PPF, superannuation, gratuity
    • Corporate-structure pension plans
    FoundationDeep DiveAdvanced
  5. 5
    Chapter 5

    Goal-based corpus planning

    • Inflation-adjusted targets
    • Sequence-of-returns risk
    FoundationDeep DiveAdvanced
  6. 6
    Chapter 6

    Behavioural retirement advice

    • Conversations with pre-retirees and retirees
    • Common emotional pitfalls
    FoundationDeep DiveAdvanced
  7. 7
    Chapter 7

    Regulation and ethics

    • PFRDA framework
    • Conduct and grievance redressal
    FoundationDeep DiveAdvanced

About the exam

Provider
NISM
Duration
2 hrs
Questions
70
Pass mark
60%

The exam is administered by NISM. Trustner Academy is not affiliated with NISM; we provide independent preparatory educational material. See our disclaimer.

More from NISM Certifications

NISM 5A

NISM Series 5A — Mutual Fund Distributors

The foundational certification for anyone advising on or distributing mutual funds in India. Highest demand, fastest path to a career in financial services.

NISM 22

NISM Series 22 — Mutual Fund Foundation

A simpler entry point to mutual fund advisory — covers the basics for those new to the industry.

NISM 8

NISM Series 8 — Equity Derivatives

Futures, options, and the equity derivatives market — required for anyone working as an approved user or sales person on the equity derivatives segment.

NISM 7

NISM Series 7 — Securities Operations & Risk Management

Back-office, risk, settlement, and operations across capital markets — the backbone of a securities career.

Back to all coursesBrowse Layer 2