Our certification programs:

  • Wealth Management - Basic
  • This certification is ideally suited to new entrants in the field of wealth management. Candidates who are looking at setting up independent advisory services or looking to crossover from other fields can benefit greatly from this course. This basic wealth management program covers investment, insurance and leverage products and processes and participants receive instruction through workbooks, online study plan, case study quizzes, and classroom training sessions. Graduates from this course can continue on to our Wealth Management—Advance certification.
  • Wealth Management - Advance
  • The Wealth Management Certification (Advance Level) has been accredited by the National Institute of Securities Markets (NiSM) under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013. Candidates who have completed our Wealth Management – Basic Course along with professionals like financial planners, investment advisors and other such roles in the investment and asset management industries are eligible for this program. This wealth management course imparts knowledge of macroeconomic cycles, market dynamics, risk-return trade off and asset allocation that is critical to any private wealth manager.
  • Banking and Capital Markets
  • The Banking and Financial Services Industry (BFSI) provides individuals with excellent career opportunities both in India and abroad. Our courses aim at equipping students with concepts, tools and techniques in the banking and capital markets sector. The BCM™ certification course covers a comprehensive number of topics including the essentials of banking, equity markets, mutual funds, debt markets along with an introduction to derivative markets. This BFSI course is ideal for graduates and post graduates looking to make their careers in the banking and capital market industries.

    Our wealth management certifications have been offered since 2007 to professionals employed in investment advice, relationship management, wealth advice and private banking roles.

    The curriculum design for the certifications includes conceptual, analytical and application aspects vetted by a comprehensive competence mapping exercise.

CIEL's approach to creating and delivering its certifications is guided by these principles:

  • Practice-oriented learning should be based on knowledge needed for defined roles.
  • Technical and complex content can be structured and simplified to enable self-learning.
  • The course must be interspersed with regular interactions through the study plan to enable reinforcement of concepts.
  • To enable flexible pace of learning, both self-study and classrooms are needed.
  • The assimilation of the content must be assessed with a robust and fair examination