Level I discusses about basic concepts regarding asset classes, securities and markets. It equips candidates with tools and concepts that applies to investment management and portfolio management.

Level II discusses about company and industry analysis and investment vehicles and financial instruments. It equips candidates with the concept application of investment tools and valuation techniques for all types of assets.

Level III discusses about management of specific asset class portfolio, institutional portfolio and individual portfolios. It focuses on synthesizing all the concepts and analytical methods in a variety of application for effective portfolio management and wealth planning.