📘 General introduction to the QI & WM program
The QI (Qualified Investor) & WM (Wealth Management) accreditation and certification program is an intensive and structured professional development course in the future-oriented fields of decentralized private banking, wealth management, and qualified investment.
🎯 This program of excellence is designed for anyone who aspires to become a strategic player in wealth and finance, providing access to 🧠high-level skills, 💼 career opportunities, and a 🌐 global network of investors, entrepreneurs, and institutions.
Designed to be autonomous, flexible, and effective, it is based on active, positive, and immersive teaching methods, combining theoretical content, individual research, personalized mentoring, rigorous assessments, and progressive certification.
Throughout the program, you will have personal and secure access to the LiorS Finance Institute (LFI) online platform, which centralizes all teaching tools and materials:
• 🎥 Thematic video modules and 📝 summary sheets,
• 🔍 Individual research activities to reinforce skills,
• 👥 Group coaching sessions and individual follow-up with your mentor (QISR),
• 🧠 Intermediate validation quizzes at the end of each level (Silver, Gold, Diamond, NED),
• 🎓 Final certification exam leading to recognized digital badges.
The pace of the program is designed to fit demanding professional schedules, while instilling personal discipline, independent progress, and a culture of performance.
📈 Towards structured growth
The “Induction” chapter is the foundation for your skills development. It prepares you to understand the challenges, mechanisms, and opportunities of the iCapital Ventures ecosystem.
It is also during this phase that 🔮 you will begin to envision yourself in the key roles offered to certified professionals:
• 🤝 Associate Partner (Wealth Advisor),
• 🌍 Regional Manager (Territory Developer),
• 🏛 Non-Executive Director (NED – G25),
• 🎓 Student in the Master's program in Fintech, Banking & Insurance – SRBS Business School (Paris-Shanghai).
A committed community, a global mission
Joining the QI & WM program means becoming part of an elite international community, driven by values of responsible performance, ethical governance, and wealth inclusion.
At the heart of this dynamic are iCapital Ventures, Planet of Finance, and EiC Corporation, bringing together more than 💰 $1 trillion in investable assets around a secure, selective, and sovereign digital platform.
🛤 Next step: explore your professional future now
👨🏫 Your mentor will accompany you through this induction phase. Take the time to discover, observe, and ask questions. This first step is the beginning of a journey that will change your trajectory.
✨ Welcome to the economy of tomorrow.
🏛 Welcome to iCapital Ventures.
This course has no pre-requisites other than the willingness to join the iCapital Ventures organization and devote time and seriousness to this course of study
economic.intelligence@eic-corporation.org
Our finance trainers with over 17 years of experience are a real asset to any learning environment! With nearly two decades of expertise they bring deep industry knowledge, real-world insight and an ability to simplify complex financial concepts.
Their dedication to education not only enables students to acquire essential financial skills but also inspires confidence and critical thinking.
These seasoned instructors have undoubtedly shaped countless careers, bringing the wisdom and guidance needed to succeed in the ever-evolving world of finance. Their impact is immeasurable and their experience testifies to their passion and commitment.
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