Description

Course Name: Certified Portfolio Management and Wealth Planner

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

Eligibility: Graduation or Equivalent or minimum 2 years of relevant experience (experience-based learners can directly enroll and certify).

Objective: The Certified Portfolio Management and Wealth Planner 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.

Certification: Within 5 days after Completion of Online Assessment.

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 opens doors across borders. Trusted by employers, respected by institutions, and recognized in over 100 countries.

2. Quality Assurance through ISO Certification – Certified to global ISO standards, our programs deliver excellence, consistency, and a benchmarked learning experience that speaks for itself.

3. Career Advancement & Employability – Enhances your resume and increases chances of promotions or job offers.

4. Non-Profit Trust Factor – Certifications from non-profit organizations are mission-driven rather than profit-driven.

5. Access to Verified Learning & Resources – Often includes e-books, mock tests, and online support without hidden costs.

6. Transparency & Online Verification – Certifications come with a unique Enrolment ID for easy online verification by employers and institutions.

7. Lifetime or Long-Term Validity – Certifications usually have lifetime validity or long-term recognition, reducing the need for frequent renewals.