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NISM Series XV Research Analyst Exam Prep + Internship

The NISM Research Analyst Certification (Series XV) is not just an examination; it is a regulatory benchmark for anyone aspiring to publish, distribute, or contribute to investment research. It tests not only knowledge, but process, ethics, analytical rigor, and accountability.

The PFA Institute NISM Research Analyst Preparatory Program is designed precisely for this reality.
This is a 30-day, intensive, syllabus-aligned training program, followed by a case-study-driven Equity Research Internship, built strictly on the official NISM Research Analyst Workbook (November 2025 version). The objective is clear: prepare candidates to think, analyse, and write like a professional Research Analyst—within SEBI’s regulatory framework.
 
Where innovation meets performance

Why This Program Matters

Most aspirants study NISM from notes.

Professionals are trained on how research is actually done.

At PFA Institute, the focus is not rote learning. The focus is:

  • Understanding how analysts evaluate businesses

  • Connecting macro, industry, company, valuation, and risk

  • Writing research that can withstand regulatory and investor scrutiny

This program bridges the gap between exam preparation and real-world equity research practice.



Program Philosophy

A Research Analyst is not a tip-giver.

A Research Analyst is a process-driven professional, accountable for:

  • Data quality

  • Assumptions

  • Valuation logic

  • Risk disclosure

  • Ethical conduct

This program trains candidates to:

  • Read financial statements beyond surface ratios

  • Identify governance and accounting red flags

  • Apply valuation with discipline, not optimism

  • Use technical analysis as a confirmation tool—not prediction

  • Write clear, compliant, unbiased research reports


Training Structure

Phase 1: NISM Research Analyst Exam Preparation

  • Duration: 30 Days

  • Class Format: 1.5 hours daily

  • Total Training: 45 hours

  • Coverage: 100% syllabus as per NISM Series XV

Every chapter—from Securities Markets to Technical Analysis—is taught with:

  • Conceptual clarity

  • Exam relevance

  • Practical illustrations

  • Case-based discussions

Phase 2: Equity Research Internship (Post Exam)

After appearing for / clearing the NISM exam, candidates enter a structured internship focused on:

  • Fundamental equity research case studies

  • Business & governance analysis

  • Financial statement diagnostics

  • Valuation reasoning

  • Integrated technical–fundamental views

  • Research report structuring and disclosures

This internship is academic and case-study based, designed to help candidates build a research portfolio, not to simulate a trading desk.

Who This Program Is For

  • Aspiring SEBI-registered Research Analysts

  • MBA / Finance graduates

  • CFA / FRM / CA aspirants

  • Professionals transitioning from trading to research

  • Analysts seeking process discipline and compliance clarity

What You Take Away

By the end of the program, participants will:

  • Be exam-ready for NISM Series XV

  • Understand how professional equity research is structured

  • Be capable of writing clear, ethical, compliant research notes

  • Develop analytical discipline instead of opinion-driven views

  • Build a research mindset aligned with SEBI regulations

Certification

A Certificate of Successful Completion will be issued by PFA Institute upon:

  • Appearing for / clearing the NISM Research Analyst Examination

  • Successful completion of internship case studies

Fees

₹25,000 + GST

(Includes 30-day training, study support, internship case studies, and certification)

Compliance & Transparency Commitment

PFA Institute operates with strict adherence to ethics, transparency, and regulatory discipline:

  • No job or placement guarantee

  • No exam-passing guarantee

  • NISM exam fees to be paid separately by the candidate

  • Internship is academic, not employment

  • No investment advice or stock recommendations

  • All classes and sessions may be recorded for compliance and quality review


At PFA Institute, we don’t train tip-providers

We train analysts who understand responsibility, risk, and research integrity.