Training Calendar


All our upcoming guest sessions and training sessions for various certifications and executive education programs are listed here. We update this page on a weekly basis and hence recommend you to keep visiting it regularly.

Guest Sessions are exclusively meant for AIWMI Students & Exqualifi Members and have no charges. For Tutorial Sessions, candidates can either sign up for individual programs to attend the respective sessions or become an Exqualifi Member to attend all the sessions in a year completely free of cost. In addition to training sessions, Exqualifi Members also get complimentary access to all AIWMI virtual conferences,knowledge sessions and several other benefits.

For complete details on Exqualifi Membership and the registration process, please visit www.exqualifi.com

Guest Sessions

Day/Date Topic Speakers Time

Certificate in Banking

Day/Date Topic Coverage Faculty Time
July 19, 2021 - Introduction to Banking, Banking Products Shashwati Choudhury 4 pm - 6 pm
July 20, 2021 - Banking Operations Shashwati Choudhury 4 pm - 6 pm
July 21, 2021 - Risk Management Shashwati Choudhury 4 pm - 6 pm
July 22, 2021 - Client Segmentation; Relationship Management Shashwati Choudhury 4 pm - 6 pm
July 24, 2021 - Advisory Services; Case Studies Shashwati Choudhury 4 pm - 6 pm

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Certificate in Financial Planning & Advisory

Day/Date Topic Coverage Faculty Time
July 5, 2021 Financial Planning Overview - How financial markets evolved? Why is financial planning important? Milind Kohmaria 7.30 pm - 9.30 pm
July 6, 2021 Financial Mathematics - I - Time Value of Money Milind Kohmaria 7.30 pm - 9.30 pm
July 7, 2021 Financial Mathematics - II - Calculating Financial Ratios & Goals Milind Kohmaria 7.30 pm - 9.30 pm
July 8, 2021 Understanding Asset Classes - Real Estate, Equity, Debt, Cash, Alternative Investments Milind Kohmaria 7.30 pm - 9.30 pm
July 9, 2021 Insurance Planning - Types of Insurance, Need, Client Servicing Milind Kohmaria 7.30 pm - 9.30 pm
July 12, 2021 Investment Planning - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes Milind Kohmaria 7.30 pm - 9.30 pm
July 13, 2021 Retirement & Estate Planning - Understanding & Computing Retirement Needs, Succession Planning Milind Kohmaria 7.30 pm - 9.30 pm
July 14, 2021 Risk, Return, Tax & Liquidity - Financial Ratios, Tax Rules, Portfolio Liquidity Milind Kohmaria 7.30 pm - 9.30 pm
July 15, 2021 Technology in Financial Planning - Handy Tools and Technology for Financial Planning Professionals Milind Kohmaria 7.30 pm - 9.30 pm
July 16, 2021 Client Servicing - Accumulated, Planning, Distribution (Case Studies) Milind Kohmaria 7.30 pm - 9.30 pm

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Chartered Retirement Advisor

Day/Date Topic Coverage Faculty Time
July 5, 2021 Financial Planning Overview - How financial markets evolved? Why is financial planning important? Milind Kohmaria 7.30 pm - 9.30 pm
July 6, 2021 Financial Mathematics - I - Time Value of Money Milind Kohmaria 7.30 pm - 9.30 pm
July 7, 2021 Financial Mathematics - II - Calculating Financial Ratios & Goals Milind Kohmaria 7.30 pm - 9.30 pm
July 8, 2021 Understanding Asset Classes - Real Estate, Equity, Debt, Cash, Alternative Investments Milind Kohmaria 7.30 pm - 9.30 pm
July 9, 2021 Insurance Planning - Types of Insurance, Need, Client Servicing Milind Kohmaria 7.30 pm - 9.30 pm
July 12, 2021 Investment Planning - Financial Products - Bank, Mutual Funds, Post Office, Govt. Schemes Milind Kohmaria 7.30 pm - 9.30 pm
July 13, 2021 Retirement & Estate Planning - Understanding & Computing Retirement Needs, Succession Planning Milind Kohmaria 7.30 pm - 9.30 pm
July 14, 2021 Risk, Return, Tax & Liquidity - Financial Ratios, Tax Rules, Portfolio Liquidity Milind Kohmaria 7.30 pm - 9.30 pm
July 15, 2021 Technology in Financial Planning - Handy Tools and Technology for Financial Planning Professionals Milind Kohmaria 7.30 pm - 9.30 pm
July 16, 2021 Client Servicing - Accumulated, Planning, Distribution (Case Studies) Milind Kohmaria 7.30 pm - 9.30 pm

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Certificate in Investment Research & Analysis (CIRA)

Day/Date Topic Coverage Faculty Time
August 1, 2021 Session 1 - Indian Capital Markets
- Introduction to Asset Classes- equity, Commodity, Bonds
- Financial Exchanges in India
- Index and Types
- Classification of Securities- Equity, Debt, Fx, Commodities
Himanshu Arora 10 am - 12 pm
August 7, 2021 Session 2 - Introduction to Derivatives- Basic understanding, Types and Examples
- Forwards, Futures & Options
- Contract Specs & Valuation
Himanshu Arora 10 am - 12 pm
August 8, 2021 Session 3 - Margin Calculation on Futures
- Options, Premium Calculation
- Payoff Diagrams
- Options Strategies
Himanshu Arora 10 am - 12 pm
August 14, 2021 Session 4 - Company Valuation
- Valuation Terminology
Himanshu Arora 10 am - 12 pm
August 15, 2021 Session 5 - Fundamental Analysis- Understanding Annual Reports
- Financial Analysis
- Management Analysis
Himanshu Arora 10 am - 12 pm
August 21, 2021 Session 6 - Bonds- Basics
- Bond Valuation
- Bond Value Theorems
- Bond Amortization Schedule
Himanshu Arora 10 am - 12 pm
August 22, 2021 Session 7 - Technical Analysis
- Basic Principles
- Dow Theory
Himanshu Arora 10 am - 12 pm
August 28, 2021 Session 8 - Candlestick Patterns
- Technical Indicators
- Chart patterns
- Trading Setups
Himanshu Arora 10 am - 12 pm
August 29, 2021 Session 9 - Portfolio Management
- Traditional & Modern Approahces
- Role & Calculation of Beta
Himanshu Arora 10 am - 12 pm

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Certificate In Derivatives Trading (CDT)

Day/Date Topic Coverage Faculty Time
July 19, 2021 Session 1 - Introduction to Asset Classes
- Financial Market & Derivatives Market Jargons
- Underlying assets for derivatives, Exchanges, Brokers
- Index and its Application
7.30 pm - 9.30 pm
July 20, 2021 Session 2 - Order Management for Derivatives Market
- Introduction to Financial Derivatives
7.30 pm - 9.30 pm
July 21, 2021 Session 3 - Derivatives Market Products and Participants
- Types of Derivatives and their features (Equity, Commodity, Forex)
- Introduction to Futures
7.30 pm - 9.30 pm
July 22, 2021 Session 4 - Valuation of Futures. Margin calculations
- Introduction to options and Terminology
- Types of options
7.30 pm - 9.30 pm
July 23, 2021 Session 5 - Moneyness of Options
- Option Greeks
- Payoff Diagrams
7.30 pm - 9.30 pm
July 24, 2021 Session 6 - Introduction to Strategies
- Unidirectional Option Strategies
- Option Strategies for Hedging
- Option Strategies to manage Volatility
7.30 pm - 9.30 pm

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