Wealth Management – Basic
Ideally suited to new entrants in wealth management. Covers investment, insurance and leverage products and processes through workbooks, an online study plan, case-study quizzes and trainer-led sessions.
CIEL · Now part of the FinX group
Competency building for investments & financial services
CIEL – Centre for Investment Education & Learning – combines conceptual clarity with practical application through certifications, NISM trainings, online courses and corporate learning programs.
Trusted by leading banks, AMCs & wealth firms
60,000+
Executives trained
1,00,000
Learners assisted with NISM certifications & renewals
What
CIEL offers
Core Products
CIEL Certifications
CIEL's core products are its certification programmes – practice-oriented, role-based and assessed through a robust, fair examination.
Overview
Conceptual clarity, practical application
CIEL is a learning solutions company focused on competency building for the investments and financial services sector. Its training programs are created from functional competency-mapping exercises that identify the essential inputs for specific job roles – then build the body of knowledge and test learners against defined objectives.
Learner groups: employees of banks, mutual funds and financial advisory businesses across customer service, front/middle/back office, sales & channel management, retail banking, wealth advisory, relationship management, private banking, product design and research.
Accreditation: CIEL's Wealth Management Certification (Advance Level) is accredited by NISM under Regulation 7(2) of the SEBI (Investment Advisers) Regulations, 2013. CIEL is also empanelled by NISM to offer CPE trainings for mutual fund advisors and distributors.
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Executives Trained
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NISM Learners Assisted
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Online Course Categories
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Corporate Clients
How CIEL designs certifications
CIEL's approach to creating and delivering its certifications is guided by these principles.
01
Practice-oriented learning should be based on knowledge needed for defined roles.
02
Technical and complex content can be structured and simplified to enable self-learning.
03
The course must be interspersed with regular interactions through the study plan to reinforce concepts.
04
To enable flexible pace of learning, both self-study and classrooms are needed.
05
The assimilation of the content must be assessed with a robust and fair examination.
Initiatives
Beyond the classroom
Moneykraft
An investor education initiative by CIEL that promotes financial literacy among investors and consumers of financial products – empowering them to evaluate, choose and use products from a position of knowledge.
Learn more
CIEL Learning Foundation
Creates and administers certifications in banking and financial services – making prospective candidates employment-ready and helping existing employees progress in their careers.
Learn moreWhat Our Clients Say About CIEL
L&D and business leaders from India's leading financial institutions.
CIEL Corporate Clients
Banks, mutual funds, insurers and wealth managers that trust CIEL to train their teams.
Train your teams with CIEL
Executive development programs, NISM certification trainings and customised workshops for banks, AMCs, insurers and distributors.