Prerequisites

• This course has no prerequisites other than a desire to join the iCapital Ventures organization by committing time and dedication to this course of study.

Description

A key step toward strategic mastery
 

🚀 Welcome to the third stage of your accreditation journey, a strategic and formative level: Gold.

After consolidating your position as an investor through the Silver level, you are now entering the technical, operational, and decision-making world of the Wealth Manager at the decentralized private bank iCapital Ventures.

The Gold level is much more than an intermediate validation: it marks your active entry into the group's technological and transactional ecosystem, through the activation of your Financial Passport – LiorCard Titanium, and your introduction to wealth management, primary and secondary market platforms.

🎯 An immersive and practical experience

This chapter immerses you in hands-on training, built around:

·        🎥 Interactive video modules on the professions and techniques of Wealth Management

·        📁 Real investment case studies via Liorbank and iCapitalior

·        📊 Simulations of business analysis and strategic consulting for investor clients

·        🛠️ Guided practical activities on using the LiorCard Titanium as a tool for accessing the group's platforms

🤝 Personalized coaching with your mentor

Your QISR mentor, a true educational ally, will accompany you every step of the way to:

·        📚 Strengthen your understanding of wealth management issues

·        💳 Guide you in activating your Financial Passport (LiorCard Titanium)

·        🌐 Help you navigate the various investment platforms

·        🧠 Prepare you for the final assessment of the Gold module

The mentor's role is not to answer questions for you, but to stimulate your autonomy, rigor, and strategic intelligence—qualities that are essential for 21st-century wealth advisors.

📜 Gold Assessment & Certification

At the end of the module, you will be required to complete:

·        📝 A certification assessment quiz focusing on the concepts, tools, and methods covered

·        📄 A practical case study to be submitted

·        💬 Written feedback from your mentor, validating your progress, commitment, and potential

A minimum score of 75/100 is required to obtain the Gold badge and access the Diamond level.

🎓 Why is the Gold level your strategic springboard?

The Gold badge is the professional DNA of the iCapital Ventures private banker. It is the digital passport that gives you direct access to qualified investment projects (CAPEX, OPEX), internal management tools, the LiorCard Titanium, and your first career opportunities as an Associate Partner or Regional Manager.

This is where your potential begins to be realized in the field.

This is where you start to manage, advise, invest, and pass on your knowledge.

📌 Take your place and activate your future.