Certified Investment and Stock Market Expert

Duration: 6 Months
Program delivery: 4hrs  Weekend Session
Certification By: BSE Institute Ltd.
Investment management course explaining trend analysis, entry strategy, exit strategy, candlestics, stock investing


The importance of sound financial planning and investment management in helping an individual achieve financial goals cannot be over emphasised. And yet, studies have shown that individuals commit mistakes in choosing their personal investment portfolios. In 2015, the S&P’s Ratings Services Global Financial Literacy Survey found that close to 76% of Indian adults do not adequately understand key financial concepts – lower than the worldwide average of financial literacy.

In India, direct equity investments account for only 2% of household savings, which are dominated by other asset classes such as fixed deposits, gold and real estate. Surprisingly, the number has not changed significantly over the last two decades despite the economy going through structural transformation. Therefore, we developed an online program, Certified Investment and Stock Expert (CISM), to address the lack of financial and investing knowledge and educate the average person about financial markets and investment management.

CISM, earlier known as Executive program in Investment Management (EPIM), offers a practical guide to the world of financial investments. The course empowers you with the diverse skills needed to intelligently manage your investment portfolio and be able to choose the right company, the right fund and the right investment strategy with confidence. The faculty, consisting of academicians and practitioners, have the capability to deliver high-quality and cutting-edge programme to the participants looking for knowledge and skill-sets as a solid foundation.

Why is this a competitive course ?

In CISM, the participant will understand how investment strategies are designed to reach financial goals in a global context. The participant will learn the theory that underlies strong investment decisions, as well as practical, real-world skills that you can apply when discussing investment proposals with their advisor, managing their personal assets or their investment portfolio. The participant will learn how to adequately build and manage a portfolio with a long-term view. The course has multiple industry experts guiding the participants to create a winning portfolio.

This course provides participants with:

  • An understanding of the fundamental concepts of investing
  • The skills required to manage investment portfolios and optimally diversify portfolios.
  • The knowledge to allocate investments into stock portfolios in accordance with a person's risk preferences.
  • The understanding to measure the riskiness of a stock or a portfolio position.

Course Eligibility

The following professionals can take this training:

  • Research / Investment analysts
  • Financial advisors
  • Fund / Wealth managers
  • Private bankers
  • Housewives, students & retired people with basic investment knowledge

Course Methodology:

This online course uses a mix of interactive techniques, such as learning through live webinar sessions, assignments and case study oriented training. This course keeps the participant updated with the latest trends in the stock markets. This course helps the participant identify the world of profits with the help of our weekly expert guidance exclusively from the market specialists.

Note - Registration is open. Course commencement is subjected to minimum class size of 20 students

Batch Information

We conduct batches in 3 different modes. Choose your batch from the following options:

  • Complete the program in 3 months - 2 hrs session from Monday to Friday
  • Complete the program in 6 months - 2 hrs session on every Sat & Sun
  • Complete the program in 12 months - 2 hrs session every weekend


Company Name : BSE Institute Limited,
Bank Name : HDFC Bank
Bank A/c No. : 1577 034 0008409,
IFSC Code : HDFC0000060

2. DD or Cheque in favour of - "BSE INSTITUTE LTD."



The total fee for Certified Investment and Stock Market Expert (CISM) program is as follows:

  • For Indian Participants: INR 44,500/- (incl. GST)
  • One time payment option: Rs. 44,500/- (incl. of taxes)
  • Instalment Plan: A deferred payment facility exist with the following schedule.
Amount (incl. of taxes)
Payment Due Date
Initial Payment INR 7,500/- (Incl. GST) At the time of Application
First Instalment INR 21,250/- (Incl. GST) Within 20 days from application date
Second Instalment INR 21,250/- (Incl. GST) 2 months after course commencement
Total INR 50,000/-

(Candidates need to submit the PDCs towards future installments as per the due date at the time of admission confirmation)

  • Program fee is same for all types of batches
  • Installment option for fees is not available for international participants.
  • In case fees is not paid by the due date, a penalty of INR 2,000/- will be levied after 7 days grace period along with instalment amount.

Note: Registration is open. Course commencement is subjected to minimum class size of 20 students.

Refund Policy

  • The User is expected to read the terms and conditions of the course and its benefits which are available online. BSE Institute Ltd. declare that any payment made, towards fee or any charges applicable to the said course/examination is non-refundable.
  • Application fee, Test fees, Course fee, Program fee, etc., wherever applicable, once remitted shall not be refunded under any circumstances.
  • BSE Institute shall not be responsible to refund any fee or amount. Company reserves the right to modify and amend refund policy at its sole discretion.
  • All disputes regard to this policy shall be subject to the legal jurisdiction of Mumbai Courts only.

Important Note

  • Only in the event of non-delivery of course to the student “subjected to minimum class size” by BSE Institute, as decided by BSE Institute at it's discretion, the course fee/program fee would be refunded to the payee, without any interest or compensation or damages or cost.
  • Any such refund shall happen to the same account/credit card/ debit card, from which the amount was received.