Description

Course Name: Certificate in Investment Funds and Portfolio Practices

Global Occupational Skill Standard – GOSS ID: GOSS/BAF/CIFP/V1

Eligibility: Graduation or Equivalent.

Duration: Three Months.

Objective: The Certificate in Investment Funds and Portfolio Practices course is designed to equip participants with the knowledge and skills to manage and oversee investment funds effectively. The course covers portfolio management, investment strategies, risk assessment, asset allocation, fund valuation, compliance with financial regulations, performance monitoring, and reporting.

Get ready to join the Journey to become a GSDCI Certified Professional  – International Certification and Assessment Body.

Steps to become a GSDCI Certified Professional:

Step 1: Select your certification you want to pursue.

Step 2: Click on get certified tab, new pop up window will open.

Step 3: Click on pay certification fee, you will be redirected to billing details page.

Step 4: Fill your details and click on pay certification fee, you will be redirected to payment gateway, pay fee by any available options like Card (Debit/Credit), Wallet, Paytm, Net banking, UPI and Google pay.

Step 5: You will get Login Credentials of Online E-Books and Online assessment link on your email id, within 48 hrs of payment.

Step 6: After completion of the online assessment, the soft copy of your certificate will be sent to your registered email ID within 5 days.

Assessment Modules:

Module 1: Fundamentals of Investment Fund Management: Introduction to investment funds, Types of investment funds (mutual funds, hedge funds, ETFs, private equity), Roles and responsibilities of a fund manager, Investment fund lifecycle, Fund structures and legal entities, Case studies of successful fund management

Module 2: Financial Markets and Instruments: Overview of financial markets, Equity and debt instruments, Derivatives and alternative investments, Money market and capital market instruments, Market participants and intermediaries, Market trends and macroeconomic influences

Module 3: Portfolio Management and Asset Allocation: Principles of portfolio management, Asset allocation strategies, Diversification and risk-return optimization, Portfolio construction techniques, Strategic vs tactical allocation, Performance measurement and benchmarking

Module 4: Investment Analysis and Valuation: Fundamental analysis of securities, Technical analysis and market indicators, Valuation methods (DCF, multiples, NAV), Risk assessment and scenario analysis, Economic and industry analysis, Tools and software for investment analysis

Module 5: Risk Management and Compliance: Investment risks (market, credit, liquidity, operational), Risk measurement and mitigation techniques, Regulatory compliance and reporting, Internal controls and governance frameworks, Ethical considerations in fund management, Risk-adjusted performance metrics

Module 6: Fund Operations, Reporting, and Strategy: Fund accounting and administration, Performance reporting and investor communication, Fundraising and investor relations, Strategic planning for funds, Technology and automation in fund management, Continuous improvement and innovation in fund operations

GSDCI Online Assessment Detail:

• Duration- 60 minutes.
• Number of Questions- 30.
• Number of Questions from each module: 5.
• Language: English.
• Exam Type: Multiple Choice Questions.
• Maximum Marks- 100, Passing Marks- 50%.
• There is no negative marking in any module.

Benefits of Certification:

1. Global Recognition & Credibility – Stand out worldwide with a certification that strengthens your professional profile across borders and demonstrates your skills to employers and institutions.

2. Quality Assurance through ISO Certification – Programs follow an ISO-certified quality management system to promote consistency, reliability, and a standardized learning experience.

3. Career Advancement & Employability – Enhance your résumé, demonstrate professional competence, and improve your prospects for career growth, promotions, or suitable job opportunities.

4. Non-Profit Trust Factor – Certification from a non-profit organization reflects a mission-driven approach focused on skill development, professional learning, and public benefit.

5. Access to Learning Resources – Gain access to useful learning resources such as e-books, mock tests, assessments, and online academic support.

6. Transparency & Online Verification – Each certification includes a unique enrolment or certificate ID, enabling convenient online verification by employers and other interested parties.

7. Lifetime or Long-Term Validity – Certifications may offer lifetime or extended validity, reducing the need for frequent renewal, subject to the applicable certification scheme.