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What you'll learn?

  • You will learn the basics of iCapital Ventures and EIC Corporation.
  • Identify your personal and professional performance levers.
  • Apply the fundamental principles of organization, planning, and prioritization.
  • Manage your time and energy with discipline and emotional intelligence.
  • Adopt the behaviors expected of a qualified investor: long-term vision, risk management, agility, and responsibility.
  • Speak with impact, structure your ideas, defend a project or opportunity.

Created especially for the LFI collection

Prerequisites

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

Description

🎉 Welcome to the Strategic World of the First Decentralized Private Bank

📘 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 pathway designed for the future-oriented fields of decentralized private banking, wealth management, and qualified investment.

🎯 This program of excellence is designed for individuals who aspire to become strategic actors in wealth and finance, providing access to:

🧠 high-level professional skills
💼 international career opportunities
🌐 a global network of investors, entrepreneurs, and institutions

Built to be flexible, autonomous, and high-performing, the program relies on an active and immersive learning approach, combining:

  • structured theoretical content

  • individual research and exploration

  • personalized mentoring

  • rigorous assessments

  • progressive certification


💻 A Complete Digital Learning Platform

Throughout the program, you will have secure personal access to the LiorS Finance Institute (LFI) online platform, which centralizes all educational tools and learning resources:

🎥 thematic video modules and 📝 concise learning summaries
🔍 individual research activities designed to strengthen knowledge and analytical skills
👥 group coaching sessions and personalized mentoring with your QISR mentor
🧠 intermediate validation quizzes at the end of each level: Silver, Gold, Diamond, and NED
🎓 a final certification examination leading to recognized digital badges

The rhythm of the program is designed to fit demanding professional schedules, while encouraging:

  • personal discipline

  • independent progress

  • a strong culture of performance and responsibility


📈 A Structured Path of Professional Growth

The Induction chapter forms the foundation of your learning journey.

It prepares you to understand:

  • the strategic challenges of the iCapital Ventures ecosystem

  • the mechanisms of modern wealth management

  • the opportunities offered by decentralized private banking

During this phase, you will also begin to envision yourself in the key roles accessible 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 with a Global Mission

Joining the QI & WM program means becoming part of an elite international community, guided by strong values:

✔ responsible performance
✔ ethical governance
✔ wealth inclusion

At the center of this ecosystem 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

👨‍🏫 Your QISR mentor will guide you through this induction phase.

Take the time to:

  • explore the ecosystem

  • observe the opportunities

  • ask questions and reflect

This first step marks the beginning of a journey that can transform your professional trajectory.


Welcome to the economy of tomorrow.
🏛 Welcome to iCapital Ventures.

This course is for people who:

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

Course content

Total: 10 courses
  • Introduction PDF
  • Introduction VOICE Video
  • Engagement in a transformative ecosystem PDF
  • Engagement in a transformative ecosystem VOICE Video
  • Establishing a performance posture PDF
  • Establishing a performance posture VOICE Video
  • LiorS: The currency of administration and efficacy PDF
  • LiorS: The currency of administration and efficacy VOICE Video
  • Synthesis and Conclusion PDF
  • Synthesis and Conclusion VOICE Video

About the instructor

Avatar image
iCapital Ventures Intelligence
Joined 10 months ago

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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