Gold, Real Assets and Alternatives · Intermediate
Gold and silver for client portfolios
What drives precious metals, which product fits which client, how much is enough, and how to keep expectations honest.
What is inside
15 short lessons. Each ends with a quiz, so you know what you have learnt.
Gold: the run and the buyers
- Gold's historic run
- Central banks: the big buyers
- RBI and gold
- India's shift from jewellery to investment
- Choosing the right gold product
Gold today and silver's breakout
- SGBs for existing holders
- What moves gold now
- Gold taxation and holding periods
- Silver's breakout
- Silver's demand mix
Sizing, volatility and the pitch
- Silver ETFs and sizing
- How much gold and silver?
- Gold isn't a straight line
- Precious metals inside multi-asset funds
- Gold & silver pitch kit
Try a question
Q1. Record quarterly average gold price (LBMA) so far:
- ~$4,873/oz in Q1 2026
- ~$2,000/oz in 2020
- ~$3,280/oz in Q2 2025
- ~$1,900/oz in 2011
Show the answer
A. WGC data.
Q2. Net central bank gold purchases in Q2 2026:
- 289 tonnes
- 28.9 tonnes
- 2,890 tonnes
- Net selling
Show the answer
A. Record Q2.
Frequently asked questions
Is the Gold and silver for client portfolios course free?
Yes. Lessons, quizzes and practice are free. Sign in once with your mobile number or Google to start.
Who is the Gold and silver for client portfolios course for?
It is a intermediate-level course with 15 short lessons, written in plain language for beginners and for people who advise others on money.
Can I learn this in Hindi or Gujarati?
The app screens switch between English, Hindi and Gujarati at any time, and many quiz questions have translations. Lesson text is in English for now.
Do I get a certificate?
Yes. Pass the course exams to earn a certificate that anyone can verify online.
Is this investment advice?
No. It is education only. Speak to a qualified adviser before you act on your own money.
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UpperCrust Academy is independent study material from UpperCrust Wealth. It is not affiliated with NISM, SEBI or AMFI. For education only. Not investment advice. Always confirm the latest syllabus and rules on the official NISM website.