International Certificate in Wealth &
Investment Management


The International Certificate in Wealth Management is being launched in collaboration with Chartered Institute for Securities & Investment (CISI), UK to provide a platform to wealth managers and advisers for understanding the range of assets and investment products that are available in the market. The program shall cover the essentials of financial planning, private client asset management, industry regulation, fund management and advisory functions. It is an entry level qualification for private client asset management (discretionary portfolio management) and fund management roles.

The program will cover the following aspects in detail

  • The Financial Services Industry
  • Micro & Macro Economics
  • Structure of Financial Markets

    • Industry Regulation
  • Financial Crime & Regulations
  • Corporate Governance

    • Asset Classes
  • Basics of different asset classes – Equities, Bonds, Derivatives, etc.

    • Fiduciary Relationships
  • Client Advisory parameters

    • Investment Analysis
  • Fundamental, Technial, Statistical Analysis
  • Valuations

    • Investment Planning
  • Investment Strategies
  • Portfolio Construction & Management

    • Lifetime Financial Provision
  • Tax, Real Estate, retirement Planning
  • Students with basic knowledge of finance principles and an inclination to wealth management and investment advisory functions can apply.

    80 hours

    Class Room Training

    Rs. 25,000.00 + Applicable Taxes

    175 Pounds

    To Register