ΠΕΡΙΓΡΑΦΗ

The aim of this course is to provide (I) a test to ensure candidates can apply a level of knowledge and understanding appropriate for individuals engaged in the reception, transmission and execution of client orders and those engaged in the marketing of collective investment schemes and (II) a higher-level test for those individuals: dealing on a proprietary basis; managing portfolios; offering investment advice or underwriting financial instruments; performing the activities of collective portfolio management and risk management for collective investment schemes (either UCITS or AIFs).

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

The object of the course is to ensure candidates can apply a level of knowledge and understanding appropriate for individuals involved in the provision of investment services and to ensure that they are successful in passing the advanced examinations for the certification.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

The seminar applies to anyone required by law to be CySEC Certified, such as dealers, financial advisers, asset managers, compliance officers.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Certificate & CPDs

All participants will be awarded a certificate. Each hour of attendance will account for one unit of Continuing Professional Development (CPD) as required for members of most professional bodies.

Lecturer’s Profile: Olivia Parpa, LLB, FCA

Olivia Parpa has studied Law at Bristol University and then trained to qualify as a Chartered Accountant with the Institute of Chartered Accountants in England and Wales (ACA). Olivia is a long-standing associate of Globaltraining, having delivered lectures for many professional structured courses and seminars. Seminar topics that she has delivered in the past include topics on: MIFID II, MIFIR, EMIR legislation, Capital Adequacy Rules, AML Directive, Market Abuse Directive, Transparency Rules, the role of the Compliance Unit, the Money Laundering Unit and the Risk Unit as well as the application of the Corporate Governance rules of the Cyprus Stock Exchange. Since the MiFID application in Cyprus2007, she has been the leading Globaltraining lecturer for the Cyprus Investment Firm Employees’ certification issued by CySEC. Olivia is an associate trainer at Globaltraining and has delivered about 950 hours of teaching for the CIF course since 2007, both open and in-house courses, in Cyprus and abroad, through classroom and Live Online tuition.