CIEL's 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.

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