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Investment Analysis and Portfolio Management Module (Intermediate) Exam

Investment Analysis and Portfolio Management Module (Intermediate) Exam

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Investment Analysis and Portfolio Management Module (Intermediate) Exam

The Investment Analysis and Portfolio Management (IAPM) Module (Intermediate) exam assesses and validates your knowledge of key principles in investment analysis and portfolio construction. Successfully earning this certification reflects your ability to evaluate investment opportunities, build well-diversified portfolios, and make strategic, data-driven investment decisions.

Who Should Take This Exam?

This certification is ideal for:

  • Investors seeking to strengthen their understanding of investment analysis and portfolio management strategies.
  • Aspiring professionals targeting roles in financial planning, wealth management, or investment advisory.
  • Finance professionals aiming to enhance their expertise in evaluating investments and constructing effective portfolios.
  • Students of Management and Commerce
  • Employees working in Treasury or Investment departments of banks and financial institutions
  • Anyone with a strong interest in investment analysis and portfolio management

Course Outline

The exam covers the following topics:

1. Objectives of Investment Decisions

2. Financial Markets

3. Fixed Income Securities

4. Capital Market Efficiency

5. Financial Analysis and Valuation

6. Modern Portfolio theory

7. Valuation of Derivatives

8. Investment Managemen

Key Features

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Credentials that reinforce your career growth and employability.

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Start learning immediately with digital materials, no delays.

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Practice until you're fully confident, at no additional charge.

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Study anytime, anywhere, on laptop, tablet, or smartphone.

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Easy-to-follow content with practice exams and assessments.

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Investment Analysis and Portfolio Management Module (Intermediate) Exam FAQs

To undergo the FLIP-NCFM Investment Analysis and Portfolio Management certification, it is mandatory to complete the e-learning (training) of Finitiatives Learning India Pvt. Ltd. Step 1 : Register with FLIP Already registered? Step 2 : Purchase the Investment Analysis and Portfolio Management module Step 3 : After completing the training pay NCFM the certification fee, and book the test date.

There are no prerequisites required for Investment Analysis and Portfolio Management Module (Intermediate) Exam.

Yes we offer nearly 50% discount for the order more than 10 products at a time. You can reach the Skilr Helpdesk for more details. The member of support staff will respond as soon as possible.

NCFM certification provides advantages and benefits to the individuals who want to pursue a career in finance. This will provide in depth knowledge in financial sectors and help you understand the concepts. This certification comes with different courses in the banking and finance which will provide abilities and skills. You learn about mutual funds and give you knowledge about the risk involved and provide you job security.

• Students of Management and Commerce • Finance Professionals • Employees with Treasury & Investment division of banks and financial institutions • Anybody having interest in this subject

Yes, Skilr offers free practice tests for the Investment Analysis and Portfolio Management Module (Intermediate) Exam which can be used before the final purchase for complete test.

After the completion of your exam, the points you earned on each question are totaled and then compared with the cut score to determine whether the result is pass or fail.

Yes, Skilr offers email support for any certification related query while you are preparing for the exam using our practice exams. Your query will be handled by experts in due course.

The exam is available in English language only.

Yes our experts frequently blog about the tips and tricks for exam preparation.

There is a negative marking for every wrong answer and 25% of the marks will be deducted.

Yes, we offer a 100% unconditional money back guarantee. In case you are not able to clear the exam for then you can request for the full refund. Please note that we only refund the cost of product purchased from Skilr and not the Investment Analysis and Portfolio Management Module (Intermediate) Exam cost.

NCFM provide knowledge to professionals working in the financial industry by providing training certification for various industry fields to provide an advantage in getting a job. Whereas NISM is launched by SEBI is opted by those investors who have an interest in gaining knowledge in finance market. With SEBI it provides quality to financial market.

• Objectives of Investment Decisions • Financial Markets • Fixed Income Securities • Capital Market Efficiency • Financial Analysis and Valuation • Modern Portfolio theory • Valuation of Derivatives • Investment Management

There will only be multiple-choice and multi-response questions covered in the exam.

Once purchased, the practice exams can be access for the lifetime.

Skilr provides unique sets of questions that will help you check your skills and knowledge in performing data analysis on Excel. These practice questions will help you increase your knowledge for better preparation of exam.

The certificate will be valid for 5 years from the date of the examination.

Investment Analysis and Portfolio Management is a growing field in the area of finance. This module aims at creating a better understanding of the various concepts/principles related to investment analysis and portfolio management.