CISI - International Introduction to Securities and Investment

- Χρηματοοικ. Ασφαλιστικά Τραπεζικά

29 Ιουν 2022 16:00 07 Ιουλ 2022 19:45
Αγγλικά
14 ώρες ( 4 μέρες )
CISI - International Introduction to Securities and Investment

ΠΕΡΙΓΡΑΦΗ

This Course caters towards the needs of CySEC’s Circular C181 on the Obligations of CIFs when providing information to clients on the services and instruments offered. 

The International Introduction to Securities and Investment certificate offers a broad introduction to the financial services industry, with a specific focus on investments from both a local and a global perspective and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives and investment funds. It also fully incorporates the C181 for Information Providers.  It offers a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many practitioners as it is the foundation exam for higher level CISI qualifications.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

An entry-level course– provides an overview of investment and industry terminology from a global perspective 

Ideal for induction purposes – can be integrated into induction programmes to ensure a benchmark level of understanding amongst all employees 

People wishing to sit the CISI examination of this course, will get a free CISI Student membership – become associated with a Chartered professional body and take advantage of an extensive range of benefits

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

Employees of Financial Firms in Supporting Roles like HR, Compliance, Administration: Employees of Financial firms should be very familiar with their firm’s operations, and by participating in this course delegates will learn all about the sector

Sales, Customer Support, Retention Officers, and other Front Facing Staff in Investment Firms and Forex Companies: By Law (see circular C181) these employees need to obtain this knowledge, and this course covers these requirements.

Legal Professionals – Accountants – Auditors- Insurance: Do you have clients in the sector like Investment Firms, Forex, Funds, Banks? Do you want to learn all about the markets they operate in, the language, the services, the products?

IT Professionals: FinTech is now the name of the game, and a lot of such companies require IT professionals to design new products. Knowledge of the sector is paramount for such positions.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

What is on the syllabus

  • Economic environment
  • Financial assets and markets
  • Equities
  • Bonds
  • Derivatives
  • Investment funds
  • Financial services regulation
  • Other financial products


Trainer

Demetris Nicolaou

Trainer's Information
Δημήτρης Νικολάου -

Mr. Demetris Nicolaou is a CFA holder since 1999. He has an extensive career record which includes Investment Analyst and Co-Porfolio Manager at Emerging Markets Management in Arlington, Virginia, Head of Asset Management and Private Banking at Alpha Bank Cyprus and his current position is, as the CFO and also member of the Board of Directors for D. Nicolaou & Sons Ltd.


He has served on the Board of the Chartered Financial Analysts (CFA) Society of Cyprus for four years as Secretary from 2006 to 2010. He was elected President of the CFA Society of Cyprus, for a 2-year term between 2010 and 2012.


He is a member of the Institute of Directors (IOD) and since 2011 serves as a non-executive Board Member of Axia Ventures. He also serves on the Board of The Alexandria Fund, an open-ended mutual fund company licensed and regulated under the Cayman Islands Mutual Fund Law.

Αναλυτικό Κόστος Σεμιναρίου

Για Δικαιούχους ΑνΑΔ

  • € 530.00
  • € 238.00
  • € 100.70
  • € 292.00

Για μη-Δικαιούχους ΑνΑΔ

  • € 530.00
  • € 0.00
  • € 100.70
  • € 530.00
ΠΡΟΓΡΑΜΜΑ ΣΕΜΙΝΑΡΙΟΥ

Τετάρτη - 29 Ιουν 2022

Ώρα

16:00 - 19:45

Τοποθεσία:

OnLine Virtual Classroom

Πέμπτη - 30 Ιουν 2022

Ώρα

16:00 - 19:45

Τοποθεσία:

OnLine Virtual Classroom

Τετάρτη - 06 Ιουλ 2022

Ώρα

16:00 - 19:45

Τοποθεσία:

OnLine Virtual Classroom

Πέμπτη - 07 Ιουλ 2022

Ώρα

16:00 - 19:45

Τοποθεσία:

OnLine Virtual Classroom

Εκδήλωση Ενδιαφέροντος : CISI - International Introduction to Securities and Investment

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