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
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
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)
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.
👨🏫 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.
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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