Certifications & Diplomas

Level 4: Certificate in International Advanced Wealth Management
Divided into two core units—Economics and Markets for Wealth Management and Wealth Management Practice—covering advanced topics such as macroeconomics, portfolio construction, taxation, and complex risk management.
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Level 3: Certificate in Wealth & Investment Management
Provides a solid foundation in financial services, covering macro/microeconomics, regulation, asset classes, investment analysis, and lifetime financial provision.
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Stock Market Course – The Art of Investing

Comprehensive training in market analysis, portfolio management, and professional investment strategies.

33 in-depth modules

Real-world case studies

Advanced valuation techniques

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 CISI – IntegrityMatters (CPD)
Certificate of completion for IntegrityMatters, a program by the Chartered Institute for Securities & Investment (CISI), focused on integrity and ethical decision-making in financial services (Honesty, Openness, Transparency, Fairness).
Date: 17 Dec 2025 · Structured CPD: 1.5 hours 

 CISI – Certificate in Ethical Artificial Intelligence (AI) (CPD)
Certificate confirming successful completion of the Certificate in Ethical Artificial Intelligence (AI) (CISI Professional Assessment), focused on ethical AI and responsible practice.
Date: 26 Dec 2025 · Structured CPD: 12 hours