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Certificate In Multi-Asset Investing

Certificate in Multi-Asset Investing is a global exam being offered by Equalifi.

This certificate will provide an understanding of investment strategies and outcomes in relation to different assets to an investment advisor. Multi-Asset investing are critical for handling institutional and retail clients, generating investment returns primarily through asset allocation across global equity, fixed income, real estate, currency, commodities and alternative investment markets.

This certificate covers the following asset classes:

Equity
Fixed Income
Alternative Investments
Commodities
Real Estate
Currency

Job Role:

As an analyst in Multi-Asset Investing, a candidate can:

Become an active member of the Multi-Asset team with a focus on research, portfolio management, or product strategy.
Develop a comprehensive understanding of asset classes, regions, sectors, industries, currencies and securities across the Multi-Asset investing platform.
Participate in the development and implementation of portfolio construction, risk analytics, strategy evaluation and trading tools
Collaborate with team members across Multi-Asset and share insights and ideas that will drive investment outcomes

Reference Books

The suggested/recommended reference books for this course are:

Multi-Asset Investing: A practical guide to modern portfolio management Paperback – 13 Dec 2012 by Yoram Lustig (Author)
A Practitioner′s Guide to Asset Allocation (Wiley Finance) Hardcover – Import, 7 Jul 2017 by Harry M. Markowitz (Foreword),‎ William Kinlaw (Author),‎ Mark P. Kritzman (Author),‎ David Turkington (Author)
Global Asset Allocation Paperback – Import, 20 Apr 2015 by MR Mebane T Faber (Author)
Multi–Asset Investing: A Practitioner′s Framework Hardcover – Import, 13 May 2016 by Pranay Gupta (Author),‎ Sven R. Skallsjo (Author),‎ Bing Li (Author)

Students can buy the recommended reference book directly from the Market for the said course.

Exam Details

Equalifi is offering the CMIS examination on an external, remote-proctored platform. Candidates can schedule an exam by paying the exam fee. Once the exam fee payment is done and exam registration is confirmed, the exam platform sends out the exam link by email to the candidates. Candidates can appear for the exam anytime any day within the next 1 year through this exam link from any place. Candidates need a good internet connection and a functional camera on their PC/ Laptop to appear for this exam.

EXAM STRUCTURE

Sr. No.	Name of Module	Type of Questions	Test Duration	No. of Questions	Maximum Marks	Pass Marks (%)	Negative Marking
1	Certificate in Multi-Asset Investing	MCQ	2 Hrs	100	100	50	20%

Candidate Audit:

Equalifi will randomly audit a percentage of applications on a regular basis. Candidates will be responsible for providing the requested supporting documentation to verify their education and professional background as mentioned in the registration form. Equalifi’s practice is not to contact employers or educational institutions to obtain verification documentation on the candidate’s behalf. Failure to comply with the audit, falsification or misrepresentation of requested information and/or any unprofessional conduct will result in denial/cancellation of the exam registration and/or revocation of the program certificate. Candidates subject to audit will be notified by e-mail and will have 10 business days to respond. Once selected for audit, candidates will be required to satisfy the audit requirements before being able to receive the final certificate. Failure to comply with the audit will result in forfeiting all fees. Additionally, a candidate who does not comply with the audit will be subject to audit if reapplying for a future testing window.

Fee Details:

Exam Fee: INR 3,540

*Fee mentioned is inclusive of GST. Exam fee is applicable for each attempt.

Exam Preparatory Material

You can access the course tutorial recordings and study material on the Equalifi Membership Portal. Set up your free Equalifi Virtual Membership account here

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