Themed Track on

Portfolio Investment
Strategies & Wealth Advisory

Online | Self-paced | 140 hours


International Knowledge Partners

image not found image not found

In today’s fast-evolving investment landscape, clients expect advisors who can confidently navigate global markets, position multi-asset portfolios, and deliver insights backed by deep product knowledge. This comprehensive learning bundle is designed precisely for ambitious professionals who want to elevate their strategic edge — whether starting out or already managing sophisticated portfolios.

Built in collaboration with New York Institute of Finance (NYIF), Deloitte, and NSE Academy, this program blends global best-practice learning frameworks with India-relevant market insights, giving you the power to operate at a global standard.

SKILLS Acquired
Financial Market Products
Exchange-Traded Funds (ETF)
Risk Management
Fundamental & Technical Analysis
Company & Market Analysis
Fixed-Income Portfolio Strategies
Equity Portfolio Strategies
Relationship Management
Know Your Customer (KYC)
Customer Acquisition
Interchange Merchant Operations
Behavioral Finance
THEMED TRACK

This Themed track delivers an internationally benchmarked learning experience designed for aspiring wealth and investment professionals. It uniquely integrates NYIF’s rigorous global finance learning approach with Deloitte’s cutting-edge digital course frameworks and regulatory education, and NSE Academy’s deep capital market education experience.

14 Certificate Courses

Online Self-paced

140 hours

Industry-curated Courses

Joint Certificate : NYIF, Deloitte & NSE Academy

IDEAL FOR
CERTIFICATE COURSES

01. Financial Market and Services
02. Derivatives
03. Mutual Funds Beginners’ Module
04. Mutual Funds Advanced Module
05. Hedge Funds
06. The Basics of Exchange Traded Funds
07. Know Your Customer
08. Analysis of Investment
09. Fixed Income Portfolio Investment Strategies
10. Equity Portfolio Investment Strategies
11. Wealth Management
12. Behavioural Finance
13. Investment Management: Investment Front Office and Risk Management
14. Customer Acquisition, Branch Operations & Client Services
TRACK HIGHLIGHTS

Global-Recognized Certification Providers

Global+Local Content Blend

Insightful Case-Based Learning

Flexible Self-Paced Learning

Practical, Implementation-Ready Skills

SPECIAL PRICING

₹ 25,000 /-

+ GST

Enroll NOW
FOR FURTHER INFORMATION
FOR CORPORATE NOMINATIONS & BULK ENROLLMENTS

About NSE Academy

NSE Academy Ltd. is a wholly-owned subsidiary of the National Stock Exchange of India Ltd. (NSEIL). NSE Academy enables the next generation of BFSI and FinTech professionals with industry-aligned skills through capacity-building programs and certification courses, powered by an online examination and certification system.

The courses are well researched and carefully crafted with inputs from industry professionals. NSE Academy works closely with reputed universities and institutions across India in building a competent workforce for the future of BFSI and FinTech.

NSE Academy also promotes financial literacy as an essential life skill among youngsters — a contribution towards financial inclusion and wellbeing.

NSE Academy

About DELOITTE

NSE Academy

Deloitte refers to one or more of Deloitte Touche Tohmatsu Limited, a UK private company limited by guarantee (“DTTL”), its network of member firms, and their related entities. DTTL and each of its member firms are legally separate and independent entities. DTTL (also referred to as “Deloitte Global”) does not provide services to clients.



About NEW YORK INSTITUTE OF FINANCE (NYIF) USA

The New York Institute of Finance (“NYIF”), founded in 1922 by the New York Stock Exchange (NYSE), is one of the world’s first organizations dedicated to training business and finance professionals.

NYIF has more than 800 financial and business courses and over 50 professional certificates, covering most financial areas such as investment banking, securities, funds, insurance, derivatives, trusts, asset management, wealth management, fintech, DeFi, sustainable, ESG and green finance etc.

NYIF offers products and services including classroom courses, open public courses, digital courses, overseas training, youth financial education and customized consulting services. NYIF alumni now comprise over 1.3 million elite finance professionals, in over 120 countries working in major financial institutions and business corporations worldwide.

QuantInsti
DISCLAIMERS