Certificate in Multi-Asset Investment Strategy (CMIS)

About the Certificate

Certificate in Multi-Asset Investment Strategy is a global exam being offered by AIWMI.

This certificate will provide understanding of investment strategies and outcomes in relation to different assets to an investment advisor. The multi-asset strategies 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 Strategies, 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 investment 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

Training Calendar: 

You can find the upcoming training schedule for CMIS program here

Reference Book

The Suggested/Recommended reference book 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

AIWMI is offering the 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 Investment Strategy 1 Mark MCQ – 40

2 Mark MCQ-30

2 Hrs 70 100 50 Negative marking will be applicable from 1st January 2022

CMIS Fees

Fee Regular Mode Self Study Mode Exam Mode
Registration
Fee
17700 5900
Exam
Fee
2360 2360 2360
Total 20060 8260 2360
Inclusions 1. Session notes
2. Live online tutorials
3. Past tutorial session recordings
4. Guest sessions by Thought Leaders
5. Mock test
6. Instructional PPTs
7. Refresher tutorials (3 sessions)
8. Exqualifi Membership- 1 Year
9. Complimentary pass to all AIWMI virtual conferences for 1 year
1. All tutorial session recordings
2. Session notes
3. MockTest
4. Refresher sessions (3 sessions)
1. Exam fee for one attempt

Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM