(A) Eligibility Criteria for NISM Retirement Adviser CPE

General Category

Any person holding any of the following Certificates:

   (a) NISM Series XVII: Retirement Adviser Certification Examination

And where the validity of such Certificate has not expired may attend NISM Series XVII: Retirement Adviser CPE Program, on submission of the Required Documents (as mentioned in (B)).

Note: Candidates may attend the CPE Program not before twelve months prior to expiry of the said Certificate.

(B) Required Documents for NISM Series XVII: Retirement Adviser CPE

The following Documents need to be verified at the CPE venue for attending the Retirement Adviser CPE Program:

General Category

1. Copy of PAN card
2. Copy of valid certificate (any of the above mentioned)