Become An Investment Professional

BECOME AN INVESTMENT PROFESSIONAL


INDUSTRY ORIENTED PROGRAMS

Our comprehensive, industry relevant course content promotes superior learning and hands-on training experience giving you an edge over the competition. The rigorous learning environment will prepare you to meet the competencies demanded by the industry and achieve fulfilling career aspirations. Accordingly we offer courses in the following areas:

  • Mutual Funds
  • Hedge Funds and Strategies
  • Asset Allocation
  • Portfolio Construction
  • Portfolio Management
  • Collective Investment Schemes
  • UK Wraps, ISAs and SIPPs
  • Options as a Strategic Investment



PATHWAY COUNSELLING AND PLACEMENTS

Our dedicated Career Counselling, Training and Placement teams would help you understand the Investment Banking pathway, important skill-sets needed to be successful in various Investment Banking domains and assist you to achieve your dream placement.




Build a Career

Our trainings open up multiple opportunities that help you build career in niche domains and gain domain expertise. These courses will prepare you for key roles such as:

  • Investment Officer
  • Investment Analyst
  • Institutional Salespersons
  • Portfolio Managers
  • Individual Investors
  • Private Bankers and Wealth Managers
  • Portfolio and Asset Managers
  • Investment Advisors
  • Pension Fund Managers and Trustees
  • Fund and Wealth Managers
  • Treasury and Liquidity Managers



GLOBAL CERTIFICATIONS

Expand your reach by gaining certifications from global charter bodies and institutions such as Moody’s Analytics, Bloomberg, Thomson Reuters, AAFM, CISI, NISM, NSE, MCX and many more




SKILLS FOR INVESTMENT PROFESSIONAL 

Our offline and online trainings will help you upskill in the following areas:

  • Investment Fundamentals
  • Developing Market Sense
  • Financial Planning for self and others
  • Ability to understand broad business issues
  • Ability to invest on your own
  • Understanding Personal Finance
  • Hedge Fund Styles and Strategies
  • Problem-Solving Skills and Decision Making Ability




CAREER NAVIGATOR



UPSKILL YOURSELF

ASSET ALLOCATION & PORTFOLIO CONSTRUCTION


The Professional Certification program offered in collaboration with Moody’s Analytics provides participants with a thorough understanding and applicability of Asset Allocation & Portfolio Construction.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Introduction to Asset Allocation
  • Strategic, tactical and dynamic asset allocation
  • Risk and Rewards in asset allocation
  • Portfolio Insurance
  • Rebalancing & Reallocation
  • Portfolio Rebalancing Strategies
  • Portfolio Risk & Return
  • Portfolio Construction Theories
  • Value-at-Risk and Portfolio Risk Budgeting
  • Portfolio Performance Measures and Attribution


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 30,000 plus taxes 50 Hours
E-Learning Rs. 7,500 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

MUTUAL FUNDS


The Professional Certification program offered in collaboration with Moody’s Analytics provides participants with a thorough understanding and applicability of Mutual Funds.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Evaluation of performance of mutual funds
  • Concepts of Mutual Funds
  • Mutual Funds-Structure & Constituents
  • Valuation of Mutual Funds
  • Overview of Mutual Funds
  • Management of mutual fund portfolio
  • Regulations of Mutual Fund Industry
  • Accounting & Taxation


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 30,000 plus taxes 50 Hours
E-Learning Rs. 5000 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

DOMAIN EXPERTISE

COLLECTIVE INVESTMENT SCHEMES


The Professional Certification program offered in collaboration with Moody’s Analytics provides participants with a thorough understanding and applicability of Collective Investment Schemes – Fund Types, Mechanics, Pricing and Fund Administration.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Introduction to Collective Investment Schemes
  • Regulatory Framework and Controls
  • Constitution and Fund Types
  • UK Wraps, Platforms and ISAs
  • Roles and Responsibilities
  • Investment and Borrowing Powers
  • Investor Transactions
  • Registration and Settlement
  • Distribution of Income
  • Investor Communications
  • Taxation


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 40,000 plus taxes 50 Hours
E-Learning Rs. 9,500 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

HEDGE FUNDS AND STRATEGIES


A hedge fund is an investment fund that pools capital from accredited individuals or institutional investors and invests in a variety of assets, often with complex portfolio construction and risk management techniques. The program intends to cover the concept of hedge funds and strategies adopted by hedge funds.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Hedge Fund Structure and Types
  • Hedge Fund Strategies
  • Performance Measurement of Hedge Funds
  • Equity Hedge Strategies
  • Event Driven Strategies
  • Macroeconomic Strategies
  • Commodity based strategies
  • Arbitrage Strategies
  • Fixed Income based Strategies
  • Fund of Funds Strategies
  • Commodity Trading Advisor (CTA)


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 40,000 plus taxes 50 Hours
E-Learning Rs. 9,500 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

UK WRAPS, ISAs AND PENSIONS


The Professional Certification program offered in collaboration with Moody’s Analytics provides participants with a thorough understanding of important domain aspects of UK Wraps, Individual Savings Accounts (ISAs) and Pensions for UK Investment Management industry – including how are they structured, priced, administered and taxed.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Introduction to Collective Investment Schemes
  • UK Wraps and Platforms
  • ISAs – Introduction, Investment Rules and Considerations
  • ISAs – Withdrawals, Closures and Death
  • Pensions and SIPPs
  • Benefit Crystallization and Fund Drawdown
  • Investor Communication
  • Registration, Settlement and Distribution of Income
  • Important Regulations for Wraps, ISAs and Pensions


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 40,000 plus taxes 50 Hours
E-Learning Rs. 9,500 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

PROFESSIONAL CHARTERS

CHARTERED FINANCIAL GOAL PLANNER


The Professional Certification program offered in collaboration with American Academy of Financial Management provides participants with a thorough understanding and applicability of Chartered Financial Goal Planner.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Personal financial Planning
  • Financial Mathematics
  • Financial Plan Construction


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 30,000 plus taxes 50 Hours
E-Learning Rs. 5000 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

CHARTERED TRUST AND ESTATE PLANNER


The Professional Certification program offered in collaboration with American Academy of Financial Management provides participants with a thorough understanding and applicability of Chartered Trust and Goal Planner.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Introduction to Estate panning
  • Legalities Of Succession Planning
  • Indian Tax Laws
  • Trust Planning In India
  • Advanced Estate and Succession Planning
  • International Trust and Estate Planning


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 30,000 plus taxes 50 Hours
E-Learning Rs. 7,500 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

CHARTERED REAL ESTATE PROFESSIONAL


The Professional Certification program offered in collaboration with American Academy Of Financial Management provides participants with a thorough understanding and applicability of Chartered Real Estate Professional.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Real estate principles
  • Real estate market & analysis
  • Real estate valuation
  • Real estate Financing
  • Real estate leasing
  • Tax concerns for real estate agents
  • Fundamentals and Practices of real estate in India
  • International practice on real estate definition
  • Integration of Real Estate in a Portfolio
  • Licenses and permissions
  • Land measurement table


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 30,000 plus taxes 50 Hours
E-Learning Rs. 5000 plus taxes 30 Hours
Customized In-house Group Training Contact us Customized

CHARTERED WEALTH MANAGEMENT


The Professional Certification program offered in collaboration with American Academy of Financial Management provides participants with a thorough understanding and applicability of Chartered Wealth Management.
 
  Fast Facts

  Certified by :
  Moody’s Analytics and EduEdgePro

  Broad Coverage:
  • Concept of wealth management
  • Indian and Global Financial System
  • Investment Management Planning
  • Products in Wealth Management
  • Laws on Wealth Management
  • Application Wealth Management
  • Wealth Management Planning
  • Asset classes of wealth management
  • Behavioral Finance
  • Relationship Management by Wealth Manager
  • Loan & Debt Management
  • Portfolio Management Strategies
  • International Taxation and Trust Planning


Mode of Delivery Price Duration
Offline Training (Classroom) Rs. 50,000 plus taxes 120 Hours
E-Learning Rs. 15,000 plus taxes 60 Hours
Customized In-house Group Training Contact us Customized