ΠΕΡΙΓΡΑΦΗ

The investment services sector is rapidly developing in Cyprus and agrowing number of professionals are currently employed in this field, including those working in technology development, accounting, administration, and law. However, many of these professionals need further training and deepening of their knowledge and skills regarding the provision of investment services and the protection of the integrity of this sector. The purpose of the proposed seminar is to provide the necessary knowledge and skills should govern all professionals in the investment industry, including ethics and investment professionalism. The program follows the material of the CFA Institute, a global professional organization that aims to promote ethical standards, education and professional excellence in the global investment industry. In addition, this Program prepares the participants for the professional examination - CFA Institute Investment Foundations™.

ΣΚΟΠΟΣ ΣΕΜΙΝΑΡΙΟΥ

Upon completion of the program, the trainees will acquire significant supplies related to the provision of investment services, enhancing their existing experience in the field. Through targeted training, they will be able to develop their professional background, to understand regulatory issues governing their industry, and to follow best practices while providing services to their clients. Specifically, trainees will be able to:- To describe the activities in the investment service sector and the trends in the investment industry.- To understand the importance of ethics and legislation regarding customer obligations- To express views in relation to the operation of companies at the micro and macro levels by considering factors affecting supply and demand, elasticity of demand, and competition.- To classify accounting information in financial statements and distinguish the concepts of accounting and economic profit.- To know the basic characteristics of bonds, stocks, and options’ markets, as well as the investment risks involved in these markets.- To describe the operation of markets (primary and secondary), stock buying and selling strategies and risk management.- To develop corporate policies at the microeconomic level.- To perform calculations concerning the time value of money and to analyze data on the basis of statistical indicators and the investment return or interest rates.- To examine the status of the company using economic indicators and to perform an assessment of investment risk and return.- To know the documents that are necessary investment management, in communication with the client, but also between the members of the company.- To manage and prevent attempts of fraudulent and immoral behaviour against clients (investors).- To take actions aimed to protecting the investors’ interests and to follow best investment practices.- To participate in the development of investment strategies for clients. Also, through the content of the program the trainee will be able to diagnose and manage risks and challenges related to ethics and integrity, which directly and to a large extent affect the smooth operation of the investment industry.

ΣΕ ΠΟΙΟΥΣ ΑΠΕΥΘΥΝΕΤΑΙ

Employees in the financial sector, or to jobs related to the investment sector, including people involved in technology development and investment product support, accounting, administrative duties in investment-related areas and legal advisers to investment companies.

ΠΕΡΙΣΣΟΤΕΡΕΣ ΠΛΗΡΟΦΟΡΙΕΣ

Trainers: Constantinos Kourouyiannis & Nicos Koussis