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    IWNPSL+537
    4.8 / 5
    Join 500+ candidates who cleared this exam

    Pass SEBI Financial Education in 14 days

    Easy explanations with every answer, so you understand the concept and can answer even the toughest SEBI Financial Education questions.

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    SEBI Financial Education
    What are the items that you owe to others or have borrowed from others called?

    How you’ll prepare

    01:24:36left
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    SEBI Financial Education

    What are the items that you own and have economic value called in personal finance?

    • ADebts
    • BAssets
    • CExpenses

    Timed mock tests

    Exam-style papers on a running clock, with topic-level results after every attempt.

    68%Latest mock
    Score by mock+16
    Mock 1Mock 4

    Watch your score climb

    See how each mock compares with the last, so you know your prep is working.

    Introduction48%
    Key Concepts in Personal…62%
    Financial Planning76%
    Savings Related Products84%

    Find your weak areas

    Topic-level results show where to spend your next study session.

    SEBI Financial Education Formula Sheet

    Introduction

    Key Concepts in Personal…

    Financial Planning

    SEBI Financial Education Revision Notes

    Liabilities

    Liabilities are defined as the amounts or items that an individual owes to others, including borrowed funds or loans.

    Key Concepts in Personal…

    Financial Planning

    Notes and formula sheets

    Keep your references next to your practice and revise them between mocks.

    What’s included

    Your mocks, study tools and support, in one prep pack.

    Mock tests6 tests
    • SEBI Financial Education mock test 1
      In the pack
    • SEBI Financial Education mock test 2
      In the pack
    • SEBI Financial Education mock test 3
      In the pack
    • SEBI Financial Education mock test 4
      In the pack
    • SEBI Financial Education mock test 5
      In the pack
    • SEBI Financial Education mock test 6
      In the pack
    Notes2 PDFs
    • SEBI Financial Education Revision Notes
      In the pack
    • SEBI Financial Education Formula Sheet
      In the pack
    Performance analyticsTopic-level insights

    See your topic-level results and track your mock scores as you practise.

    WhatsApp supportDoubt solving

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    Mock Test Series
    SEBI FE
    Financial Education
    Exam-level difficulty
    ₹99₹19950% off

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    This course includes:

    6 full-length mock tests
    Study notes & formula sheets (2 PDFs)
    Doubt solving on WhatsApp
    Performance analytics to identify weak areas
    Access valid for 6 months

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    Your first week is on us to prove it

    Take a mock. Try topic practice. Read the explanations. If the pack isn’t helping your prep, request a full refund within 7 days of purchase.

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    Syllabus covered

    15 sections · 115 topics · mock tests & practice

    Introduction2 topics
    • Financial literacy and financial well-being
    • Scope and objectives of the Financial Education Booklet
    Key Concepts in Personal Finance10 topics
    • What are Savings?
    • What are Investments?
    • Importance of saving and investing
    • Assets and liabilities
    • Debt
    • Time value of money
    • Inflation and its effect on investments
    • Power of compounding
    • The Rule of 72
    • Rupee cost averaging
    Financial Planning6 topics
    • Financial planning
    • Financial planning process
    • Five-step approach to achieve financial goals
    • Choosing investment options and understanding risk
    • Returns from investment
    • Risks and returns
    Savings Related Products12 topics
    • Why to keep money in banks
    • Banking
    • Account opening process and KYC norms
    • Types of bank accounts
    • Digital banking
    • Payment banks, small finance banks and business correspondents
    • Digital payments — do's and don'ts
    • Credit card and debit card
    • Customer liability for unauthorized banking transactions
    • Reserve Bank of India (RBI)
    • Grievance redressal
    • Government schemes in banking industry
    Investment in Securities Market21 topics
    • Types of risks
    • How to mitigate risk
    • Pre-requisites to invest in securities
    • Primary market
    • Application Supported by Blocked Amount (ASBA)
    • Unified Payment Interface (UPI) in ASBA
    • Secondary market
    • Know Your Client (KYC)
    • Modes of placement of order
    • Trading days and trading and settlement cycle
    • Margin and pledging / re-pledging of securities
    • Contract note
    • Basic Services Demat Account (BSDA)
    • Mutual fund
    • Categorization of mutual funds
    • Product labelling of mutual funds
    • Systematic Investment Plan (SIP)
    • Systematic withdrawal plans and systematic transfer plans
    • Commodity derivatives market
    • Do's and don'ts for investing / trading in securities market
    • Grievance redressal
    Insurance Related Products4 topics
    • Insurance
    • Scheme and key features
    • Role of IRDAI (Insurance Regulatory and Development Authority of India)
    • Grievance redressal
    Pension, Retirement and Estate Planning13 topics
    • Pension services
    • Bank operations for old, sick and incapacitated persons
    • National Pension System (NPS)
    • Investment options under the NPS
    • Exit from NPS
    • Role of PFRDA in pension segment
    • Retirement planning
    • Estate planning
    • Will
    • Nomination
    • Power of attorney
    • Procedure to transfer wealth and assets after death
    • Grievance redressal
    Borrowing-Related Products5 topics
    • Borrowing basics — collateral and EMI
    • Different types of loans available
    • 5 Cs in credit
    • Credit score
    • Tips to avoid debt trap
    Government Schemes for Various Savings and Investment Options5 topics
    • Government schemes
    • Basic insurance schemes run by Government of India
    • Other savings and insurance schemes run by Government of India
    • Pension schemes run by Government of India
    • Borrowing related schemes of Government of India
    Tax Saving Options7 topics
    • Income tax basics
    • Deductions allowed under Income Tax Act — Section 80C
    • Deductions allowed under Income Tax Act — Section 80CCD(1B)
    • Deductions allowed under Income Tax Act — Section 80D
    • Deductions allowed under Income Tax Act — Section 80G
    • Deductions allowed under Income Tax Act — Section 80TTA
    • Deductions allowed under Income Tax Act — Section 24
    Caution against Ponzi Schemes and Unregistered Investment Advisers5 topics
    • Ponzi schemes
    • How to spot a Ponzi scheme
    • Protection from fraud
    • Caution against unregistered investment advisers
    • Do's and don'ts while dealing with investment advisers
    Grievance Redressal Mechanism6 topics
    • SCORES (SEBI COmplaints REdress System)
    • SEBI Help Line — toll-free helpline service for investors
    • Grievance redressal — securities market
    • Grievance redressal — banking industry
    • Grievance redressal — insurance industry
    • Grievance redressal — pension industry
    Grievance Redressal Agencies13 topics
    • Mobilization of deposits by non-banking finance companies (RBI)
    • Nidhi or mutual benefit society (RBI)
    • Gold saving schemes launched by jewellers (RBI / MCA)
    • Deposits accepted by companies under Section 73 of the Companies Act (MCA)
    • Schemes offered by cooperative societies (State Governments)
    • Chit fund business (State Governments)
    • Multi-level marketing / pyramid marketing schemes (State Governments)
    • Contract of insurance (IRDAI)
    • Unit linked insurance plan (IRDAI)
    • Pension scheme or insurance scheme framed under EPF (PFRDA / IRDAI)
    • New Pension System (PFRDA)
    • Housing finance institutions (National Housing Bank)
    • Grievances against companies and intermediaries in securities market (SEBI)
    About SEBI2 topics
    • Role and functions of SEBI
    • SEBI regulation of securities market intermediaries and mutual funds
    Contact Details of SEBI Offices, Exchanges and Depositories in India4 topics
    • SEBI head office and regional offices
    • Contact details of stock and commodity derivative exchanges in India
    • Contact details of depositories in India
    • Financial education and investor awareness initiatives of SEBI

    A few things before you start

    Choose the pack because it fits your preparation.

    How many mock tests do I get?

    You get 6 full-length mocks.

    Is the real SEBI exam free?

    Yes. The official SEBI Investor Certification Examination is free of cost. This product is optional extra practice, not a substitute for the free official exam or study booklet.

    Is this certification mandatory?

    No. The SEBI Investor Certification Examination is a voluntary investor-awareness certification, not a mandatory professional license.

    How long is my access valid?

    Purchased access is valid for 180 days from the date of purchase unless a different period is shown at checkout.

    What is the refund policy?

    We offer a 7-day money-back guarantee subject to the fair-use terms shown at checkout.

    What is the validity after purchase?

    You receive 6 months of full access.

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    SEBI Financial Education Prep Pack
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