A Online Course on Portfolio Management Services

The demand for Portfolio Management Services (PMS) is growing in India as more and more individuals understand what PMS is and the benefits it can bring them. As this demand grows, so does the demand for advisors in this field. Our online course was designed to train individuals interested in PMS advisory services in the various aspects of setting up PMS accounts and their management.

Understanding the Portfolio Management Service Platform

This course discusses the structure, features, operational aspects and positioning of the products available on the PMS platform. It is followed by PMS - 2 which covers creation of portfolios, individual client portfolios and performances and the fees and charges that are applicable

By the end of the course, you will be able to:

Understand the key features of portfolio management services
Be familiar with the documentation required for setting up a PMS account

Target Audience:

Investors
Job seekers in the Financial sector
Students and professionals seeking to understand Portfolio Management Services

Course Content:

PMS Product
Operational Aspects
Positioning

Fees: Rs. 3000/- plus taxes

FAQS

What is the eligibility criteria to register for this course?

CIEL's online courses are best suitable for individuals post their graduation. The graduation can be completed in any field / specialisation.

Is the certification / course recognised?

CIEL has been creating courses and delivering trainings for corporates in the BFSI space for over a decade. Leading Banks, Mutual Funds and NBFCs are our client. CIEL's Wealth Management Advance Certification is accredited by NISM under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013. Our online courses are very well recognised in the industry and are used by professionals at the time of induction and career progression.

Will CIEL assist in job search after completing the courses?

Completing CIEL's courses will enable you to showcase extra effort to prospective employers and enhance your employability. Leading Bank, Mutual Funds and NBFCs are CIEL's clients and our courses are extremely recognized by them.

What is the format of the course?

It is an interactive online course interspersed with videos and quizzes for self-evaluation.

Will I receive a certification on completion of the course?

On completing the course you will receive a completion certificate. An E-Certificate will be sent to you on email. Click to view a sample certificate.

Is there an exam at the end of the course?

The course is interspersed with quizzes at the end of each module for self-evaluation. There is no exam at the end of the entire course.

What support will CIEL provide?

You may send us your queries / doubts related to the content or for any technical lcsupport@ciel.co.in and we will respond at the earliest.

What is the duration of the course?

The course access will be available to you for a period of 45 days from the date you receive the login credentials.

How can I purchase the course? / How can I make a payment for the course?

You can register online by clicking on "Subscribe" and then process to payment. The payment can be made by online vide Debit / Credit cards, Net-banking, Cash Cards, Mobile Payments, Wallet and UPI.

What are the technical requirements to access the course?

The software and hardware requirements are as below - Desktop/Laptop with min 2 mbps internet speed Latest versions of IE/Chrome/Mozilla browsers. Chromes is recommended. Acrobat Reader and Flash player 10 or above is installed. The course can be accessed through the desktop and laptop only, cannot be accessed from IPads and Mobiles.

Can I purchase more than one course in one single transaction?

Yes, you may select more than 1 course under a single payment transaction and make the payment online.

Will I get a confirmation for my transaction?

Yes, you will receive an email confirmation from orders@ciel.co.in for your payment made.

How will I get access to the course after making the payment?

Once your transaction is confirmed, you will receive an email from lcsupport@ciel.co.in within 2 hours which will give your login credentials, link for accessing the course along with the course details.