Description

Course Name: Certificate in Investment Portfolio and Wealth Management

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

Eligibility: 10+2 (Higher Secondary) or Equivalent.

Duration: Three Months.

Objective: The Certificate in Investment Portfolio and Wealth Management course is designed to provide professionals with comprehensive knowledge and practical skills in building and managing investment portfolios, while also offering tailored wealth planning solutions. This program integrates the disciplines of portfolio theory, asset allocation, risk management, and personal wealth strategy, enabling professionals to address the diverse financial goals of individual and institutional clients.

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: Introduction to Portfolio and Wealth Management: Overview of Portfolio Management and Wealth Planning, Role of a Portfolio and Wealth Manager, Client Profiling and Risk Assessment, Investment Objectives and Constraints, Regulatory and Ethical Considerations, Financial Planning Process.

Module 2: Investment Products and Financial Markets: Equity and Debt Instruments, Mutual Funds and ETFs, Derivatives and Structured Products, Real Estate and Alternative Investments, Global Investment Instruments, Primary and Secondary Markets.

Module 3: Portfolio Construction and Management: Asset Allocation Strategies, Diversification Principles, Modern Portfolio Theory, Portfolio Optimization Techniques, Active vs Passive Portfolio Management, Risk-Adjusted Performance Measurement.

Module 4: Wealth Planning and Retirement Solutions: Goal-Based Wealth Planning, Retirement Corpus Estimation, Pension Plans and Annuities, Estate Planning Tools – Wills, Trusts, Succession, Tax-Efficient Wealth Transfer Strategies, Philanthropic and Legacy Planning.

Module 5: Taxation and Regulatory Framework: Capital Gains and Dividend Taxation, Tax-Advantaged Investment Vehicles, Income Tax Planning for Individuals and HNIs, Regulatory Bodies (SEBI, RBI, IRDAI), Anti-Money Laundering (AML) and KYC Norms, Global Taxation and FATCA Overview.

Module 6: Client Communication and Advisory Practice: Understanding Behavioral Finance in Advisory, Preparing and Presenting Financial Plans, Review and Rebalancing of Portfolios, CRM Tools for Client Engagement, Ethical Practices and Fiduciary Responsibility, Case Studies and Practice Exercises.

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.