NISM Series XVII (Retirement Adviser) case studies

NISM-Series-XVII: Retirement Adviser Certification Examination is one of the certification examinations listed by the National Institute of Securities Markets (NISM), a public trust established in 2006 by the Securities and Exchange Board of India (SEBI). NISM describes itself as carrying out capacity building activities aimed at enhancing quality standards in the securities markets, and it publishes a dedicated page for this examination alongside a separate Retirement Adviser CPE page for continuing education. The credential is aimed at professionals who advise clients on retirement - helping them accumulate a corpus, choose retirement products, understand the tax and regulatory treatment of those products, and convert savings into sustainable post-retirement income. Because retirement advice sits at the intersection of investments, insurance, pensions and tax, the syllabus is broad rather than narrowly product-focused, and a candidate should expect questions that test judgement as well as recall. The NISM Series XVII (Retirement Adviser) case studies are 5 cases and about 2,688 words.