Wealth and Investment Management by the CISI

Registration Deadline: 29 May 2018

Training Dates: 05, 07, 12, 14, 19, 21, 26 & 28 June 2018

Training Hours: 18:00 - 21:45

Location: CIIM Nicosia ( View Map )

Language of Instruction: English


Overview

The Wealth & Investment Management programme covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The programme's syllabus has been developed by the Chartered Institute for Securities & Investment (CISI).

Participants can have the opportunity to pursue the CISI International Certificate in Wealth and Investment Management certification which meets the ESMA appropriate qualification requirements for investment advisers.


Key Outcomes

  • Understand the range of assets and investment products that are available in the market
  • Find appropriate solutions to meet the investment, retirement and protection planning needs for your clients
  • OPTIONAL: Success to the CISI International Certificate in Wealth and Investment Management examination provides a free CISI Student membership and leads to the Associate membership and ACSI designatory letters.

Designed for

The programme is suitable for a wide audience – from new entrants to financial services to professionals already working in the sector who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.


Topics to be covered

  • The Financial Services Industry
    • The Purpose and Structure of the Financial Services Industry
    • Macroeconomic Theory
    • Microeconomic Theory
    • Financial Markets
  • Industry Regulation
    • Financial Services Regulation
    • Financial Crime
    • Corporate Governance
  • Asset Classes
    • Cash
    • Bonds
    • Property
    • Equities
    • Derivatives
    • Commodities
  • Collective Investments
    • Investment Funds
    • Other investment vehicles
  • Fiduciary Relationships
    • Fiduciary Duties
    • Advising Clients
    • Determining client needs
    • Taxation
  • Investment Risk
    • The Measurement of Investment Returns
    • Identification and Measurement of Investment Risk
  • Investment Analysis
    • Statistics
    • Financial Mathematics
    • Fundamental and Technical Analysis
    • Yields and Rations
    • Valuation
  • Investment Management
    • Risk and Return
    • Portfolio Construction Theories
    • Investment Strategies
    • Performance Measurement
  • Lifetime Financial Provision
    • Retirement planning
    • Protection planning
    • Estate planning, trusts and foundations

Trainer

All CIIM Executive Education programmes are developed and taught by CIIM resident and visiting faculty who are widely recognised as skilled professional trainers with local and international business experience. Through many years of business consulting and teaching experience, CIIM faculty develop innovative long-lasting practical concepts that shape the practice of your daily professional responsibilities. The result is a practical educational experience which is designed to have an immediate effect into your business environment.

Arduino Cagnetti

Dr. Arduino Cagnetti 
(Bio)
Director & Head of Investment Advice and Research, Numisma Capital Ltd
Associate Expert, CIIM

 

Dr. Arduino Cagnetti

Dr. Cagnetti has a first class honours Master Degree in Computer Science from Turin University, an MBA with distinction from the University of Edinburgh and a PhD in Quantitative Finance from Imperial College London.

He served for 10 years as an Officer in the “Serenissima” Marine Regiment in Venice where he reached the rank of Captain and led a marine company in international military exercises and in the NATO peace keeping operation in Sarajevo.

Dr. Cagnetti has been working in the finance and Hedge Fund industry since 2006 and in 2008-2009 co-founded and worked as a portfolio manager for a UK FCA approved Investment Manager.


Programme Fee

Per Participant: €760

No VAT is charged due to CIIM’s non-profit status. Fees include tuition, educational materials, lunch, coffee-breaks and refreshments.


Application

To proceed with your registration, please click the button below to apply online. Reservation of seat is subject to availability.

Apply here

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