ΠΕΡΙΓΡΑΦΗ

The course provides a comprehensive introduction to the financial planning and wealth management, with a focus on collective investments (UCITS/AIFs). The participant will be offered an overview of the current legislation, including topics such as suitability assessments and risk appetite. Furthermore, topics such as lifetime financial provision, the basics of economic and investment analysis, as well as investment management and the relevant industry regulations will be overviewed. The course will introduce the skills and knowledge required by a financial advisor or private banker and will walk you through the various planning services provided by wealth managers. An overview of alternative asset classes will also be provided.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

During this seminar participants will attain an understanding of:

• Wealth Management industry regulation
• The workings of investment funds as well as their pros and cons for a client
• Suitability and risk assessment for wealth management clients
• Lifetime Financial Provision
• Economic and Investment Analysis

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

The course is suitable for a wide audience – from new entrants to financial services to professionals already working in the industry who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who want to develop an understanding of how to deliver wealth management advice.

Particularly appropriate for people working in wealth and investment management, including:

• Fund/Portfolio/ Wealth Managers,
• Fund Administrators,
• Sales and Retention Representatives
• Relationship Manager
• Financial Consultants/Planner
• Financial Advisors
• Bankers (Private)
• Investment management analyst
• Private wealth advisor
• and other Professionals who need to update or refresh their knowledge on wealth management.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Training Outline

• Overview of Wealth Management (Net Worth, Assets, trends in the industry)
• Introduction to funds (AIFs/UCITS) and their use in wealth management
• Suitability Assessments and Risk Appetite – Know Your Clients
• Product Governance and Client Types
• Economic and Investment Analysis (macroeconomic and microeconomic analysis, analysis of financial markets and instruments)
• Lifetime Financial Provision

Training Style 

The training style will include the presentation of all the material using slides and handouts.  The trainer will use practical examples to elaborate various concepts and encourage class discussion.  Participants will engage in an exchange of ideas and sharing of knowledge on the subject matter. Participants will also be able to ask questions and obtain clarifications from the trainer on all the material covered.

CPD Recognition

This programme may be approved for up to 5 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.

Trainer

Nektarios Michail

Dr Nektarios Michail has more than 7 years of experience in the financial services industry, having worked at the Central Bank of Cyprus, the Bank of Cyprus, as well as a Cyprus CIF and an investment fund. Through his experience, Nektarios has obtained a hands-on experience with real-life economic analysis, with proven success in forecasting. He holds a PhD in Financial Economics from Cyprus University of Technology, and his research, covering variety of topics, has been published in several academic journals, as well as featured in the leading newspapers of Cyprus. He is currently employed by an Investment Fund while he is also an Adjunct Lecturer at the Cyprus University of Technology.