CISI - International Introduction to Securities and Investment

- Χρηματοοικ. Ασφαλιστικά Τραπεζικά

22 Νοε 2022 16:00 01 Δεκ 2022 19:45
Αγγλικά
14 ώρες ( 4 μέρες )
anad greek logo
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


Πληροφορίες Εκπαιδευτή
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

Τρίτη - 22 Νοε 2022

Ώρα

16:00 - 19:45

ΕΚΠΑΙΔΕΥΤΗΣ:

Δημήτρης Νικολάου

Τοποθεσία:

OnLine Virtual Classroom

Πέμπτη - 24 Νοε 2022

Ώρα

16:00 - 19:45

ΕΚΠΑΙΔΕΥΤΗΣ:

Δημήτρης Νικολάου

Τοποθεσία:

OnLine Virtual Classroom

Τρίτη - 29 Νοε 2022

Ώρα

16:00 - 19:45

ΕΚΠΑΙΔΕΥΤΗΣ:

Δημήτρης Νικολάου

Τοποθεσία:

OnLine Virtual Classroom

Πέμπτη - 01 Δεκ 2022

Ώρα

16:00 - 19:45

ΕΚΠΑΙΔΕΥΤΗΣ:

Δημήτρης Νικολάου

Τοποθεσία:

OnLine Virtual Classroom

Εκδήλωση Ενδιαφέροντος : CISI - International Introduction to Securities and Investment

Σεμινάρια στην ίδια κατηγορία από τον ίδιο διοργανωτή
The Fund Industry: Definitions, Structures, Strategies and Regulations...

Mutual Funds are a very widely used financial tool. Investors, professionals and individuals make use of them in order to benefit from the professional investme...

22/07/2024 09:00

5 ώρες (1 ημέρα)

Αγγλικά

Live Online

AGRC Certificate in AML...

The AGRC’s AML Certificate’s Curriculum AGRC’s AML Certificate covers the following specific topics: – Money laundering methods, techniques, red flags and...

31/01/2025 05:43

Αγγλικά

eLearning

AML Suspicious Activity Reports and Suspicious Transaction Reports (SA...

This self-paced, online course provides an overview of AML, the measures needed for efficient AML controls, Suspicious Transaction Monitoring, and Suspicious Ac...

31/01/2025 05:43

Αγγλικά

eLearning

MiFID II Overview...

Description This course offers a brief overview of MiFID II. It addresses the changes to the market structure under MiFID and MiFID II, and provides a sound ...

31/01/2025 05:43

Αγγλικά

eLearning

Internal Capital Adequacy Review Assessment (ICARA)...

Welcome to our self-paced eLearning course on the Internal Capital Adequacy Review Assessment (ICARA) process for Investment Firms. The ICARA Process requiremen...

31/01/2025 05:43

Αγγλικά

eLearning

Treating Customers Fairly and Handling Complaints in the Financial Ser...

Description This course will help you to increase your knowledge in theory and practice about how to treat your customers fairly and in a compliant manner. I...

31/01/2025 05:43

Αγγλικά

eLearning

CISI Global Financial Compliance...

Description Global Financial Compliance will provide you with a broad understanding of the compliance issues that arise within the financial services sector....

31/01/2025 05:43

Αγγλικά

eLearning

Regulatory Fundamentals for the Financial Services Sector...

Description This course offers a comprehensive review of the major regulations, directives and regimes of financial firms. It includes MiFID II, EMIR, Anti-M...

31/01/2025 05:43

Αγγλικά

eLearning

AML 4th and 5th Directives Overview...

When the EU issues an anti money laundering directive, it also sets an implementation date by which appropriate AML/CFT legislation must be in place within memb...

31/01/2025 05:43

Αγγλικά

eLearning

CISI Risk in Financial Services...

Description This course offers a comprehensive global introduction to the major risk areas in financial services. It addresses international issues, reflecti...

31/01/2025 05:43

Αγγλικά

eLearning

Financial Instruments and Products...

Description This course offers a condensed review of the financial services sector, with a specific focus on equities, stocks, bonds, derivatives and other f...

31/01/2025 05:43

Αγγλικά

eLearning

Creating a Compliance Culture in Financial Services (2 CPDs)...

Course Overview The aim of this self-paced eLearning course is to equip financial professionals, leaders, and compliance professionals with a comprehensive ...

31/01/2025 05:43

Αγγλικά

eLearning

CIMA - Managing Finance in a Digital World (E1)...

This subject provides a comprehensive overview of managing financial activities in the digital world. With all the entities of the world becoming digitized, you...

31/01/2025 05:43

Αγγλικά

eLearning

CIMA – Fundamentals of Financial Accounting (BA3)...

The main objective of this subject is to obtain a practical understanding of financial accounting and the process behind the preparation of financial statements...

31/01/2025 05:43

Αγγλικά

eLearning

Certified Blockchain Solution Architect (CBSA) with Exam Voucher...

Description  This course will cover the syllabus of BTA's Certified Blockchain Solution Architect (CBSA) examination.  The Certified Blockchain Solution A...

31/01/2025 05:43

Αγγλικά

eLearning

CIMA – Financial Strategy (F3)...

This unit explain the different strategic financial objectives and policy options that are open to organisations. Discuss about the types of funds available to ...

31/01/2025 05:43

Αγγλικά

eLearning

CIMA – Fundamentals of Business Economics (BA1)...

This subject primarily covers the economic and operating context of business and how the factors of competition, the behaviour of financial markets and governme...

31/01/2025 05:43

Αγγλικά

eLearning