Business Finance and Financial Training

Managing Funds, Portfolios, and the Risks in the Financial Services Sector

Managing Funds Portfolios and the Risks in the Financial Services Sector (35 CPDs)2018-09-13T12:56:34+00:00

Managing Funds, Portfolios and the Risks in the Financial Services Sector (35 CPDs)

Programme Overview

Despite the economic crisis that we are experiencing, the Financial Services in Cyprus has proven to be a robust sector that is continuously growing and improving. Therefore, the demands of the sector and the competition have been increasing also.

he aim of this programme is to provide the tools and knowledge that are needed for a professional to get a head-start in this competitive industry. It includes the following areas of specialization: Risk Management, Portfolio Management, Compliance, Supervision, and Financial Reporting, Fund Structuring, and Analysis of FX and Binary Option Markets.

At the conclusion of the training, participants will be awarded a Certificate in Financial Services which is co-issued with FINCAP Advisers Ltd. To obtain the Certificate, participants need to attend at least 80% of the programme’s duration. No exams take place.

Designed for

  • Professionals working in the Financial Services sector who need to expand their knowledge and skills so as to perform effectively – investment firms, administrative service providers, fund management and administration, banking sector, insurance sector, etc.
  • Junior finance employees
  • Career changers

Programme Focus

Risk Management

  • Types of risk to international business
  • Tools to measure and mitigate risk used by risk management professionals

Portfolio Management

  • Asset allocation and construction of portfolios
  • Measuring portfolio performance; monitoring and rebalancing

Compliance, Supervision and Financial Reporting

  • Regulatory requirements under MIFID
  • Cyprus investment laws & CySEC directives

Fund Structuring

  • Overview of the global fund industry
  • Requirements for setting up a fund in Cyprus

Analysis of FX Markets

  • Mechanics and operations of the FX market
  • Risk management in the FX industry

Key Outcomes

  • Appreciate the types of risk in international business
  • Attain tools to measure and mitigate risk used by risk-management professionals
  • Examine asset allocation and construction of portfolios
  • Learn to measure portfolio performance, monitor and rebalance
  • Examine the regulatory requirements under MIFID
  • Understand the Cyprus investment laws & CySEC directives
  • Appreciate a holistic overview of the global fund industry
  • Examine the requirements for setting up a fund in Cyprus
  • Learn the mechanics and operations of the FX Market
  • Understand risk-management in the FX industry

Useful Information

Dates:

5 & 8 November 2018 [Risk Management by Mr. Demetris Tsingis]

12 & 15 November 2018 [Analysis of FX Markets by Dr. George Theocharides]

26 & 29 November 2018 [Portfolio Management by Mr. Constantinos Papanastasiou]

3 & 6 December 2018 [Compliance, Supervision & Financial Reporting by Nicos Pavlides]

10 & 13 December 2018 [Fund Structuring by Mr. Demetris Tsingis]

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Details


Dates:
5 & 8 November 2018
12 & 15 November 2018
26 & 29 November 2018
3 & 6 December 2018
10 & 13 December 2018

Time:
18:00 – 21:45

Duration:
35 hours

Venue:
CIIM Nicosia, 21 Akademias Str. (view map)

Language of Instruction:
English

CPDs:
35

Registration Deadline:
19 October 2018

Instructors:
Demetris Tsingis, George Theocharides, Nicos Pavlides, Constantinos Papanastasiou

Participation fees


Fee: € 985

HRDA Subsidy: € 595

Final Fee: € 390

* The programme has been approved by HRDA. Click here to find out more about HRDA and other special discounts

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To proceed with your registration, please complete the form below. Participation is subject to availability.

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Terms and Conditions (“Terms”)
Last updated: January 26, 2015

Please read these Terms and Conditions (“Terms”, “Terms and Conditions”) carefully before registering to our programmes (“programmes”) and accessing our online application form (the “Service”), both operated by the Cyprus International Institute of Management (“CIIM”, “Executive Education”, “us”, “we”, or “our”). Your access to the Service is conditioned on your very acceptance of and compliance with these particular Terms. Effectively, these terms apply to all visitors, users and others constituents (“you”, “your”, "persons", “customer”, “participant”, or “company”) who may demonstrate interest in our Service. By accessing this Service, you actually agree to be legally bounded by these Terms. In contrast, if you are in disagreement with these Terms and Conditions, we kindly advise you to exit this Service immediately.

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This Service is intended to collect information for your participation in our programmes. However, we cannot guarantee your automatic participation or seat reservation to our programmes, considering that practical limitations may arise. CIIM reserves the right to change or cancel the dates of the programme, without your consent. In the event of cancellation or modification of the time schedule of the programme, it will be our duty to give you adequate notification for the any schedule changes.

3. Tuition and Programme Fees

Tuition is due upon your acceptance by the CIIM into the programme you have applied for. However, prices are subject to change without notice. Furthermore, if you fail to settle your invoice prior the commencement of the programme, CIIM reserves the right to cancel/withdraw your application and refuse your participation. Additionally, if you fail to settle your invoice,  even after the commencement of the programme, CIIM reserves the right to proceed with legal actions for damages.

4. Cancellation of Registration

Cancellations must be received in writing. Cancellations received more than seven (7) days prior to a program’s start date will not incur penalties. On the other hand, for cancellations received less than seven (7) days prior to a program’s start date, you will incur a charge of 100 percent of the full tuition. In this case though, substitutions may be welcomed considering the service capabilities of CIIM. If a participant or a participating company fails to attend the programme they have applied for without any prior notification, even if a withdrawal occurs on or after a program start date, full tuition may be forfeited.

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Participants who would like to request a full refund for their participation, or need to transfer their participation to another CIIM programme, may be eligible to do so considering that the start date of the original programme is no less than seven (7) days. Requests to refunds received less than seven (7) days prior to the start date of the programme, will be forfeited. However, in this case though, transfers of registrations may be welcomed considering the service capabilities of CIIM. If a participant or a participating company fails to attend the programme they have applied for without any prior notification, even if a withdrawal occurs on or after a program start date, full tuition may be forfeited.

6. HRDA Subsidy

The Human Resource Development Authority (HRDA) provides a subsidy i.e. partial or full tuition coverage, to organisations participating with their employees in the Authority's programmes, only if they can meet the Authority's criteria. In order to confirm your eligibility to participate in the Authority's programmes, we provide you with the Authority's programme form for which you need to return to CIIM fully completed. If for whatever reason, the HRDA refuses to provide a subsidy for your attendance to our programmes, you and your company will be liable to immediately reimburse CIIM with the gross fees, which were supposed to be covered by the HRDA subsidy. If you fail to meet your legal costs to CIIM, we reserve the right to proceed with legal actions for damages.

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1. Termination of Service

We may terminate or suspend access to our Service immediately, without our prior notice or any liability on our part, for any reason whatsoever, if you breach the Terms included in this agreement. All provisions of the Terms which by their nature should survive termination shall survive termination, including, without limitation, ownership provisions, warranty disclaimers, indemnity and limitations of liability.

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These Terms shall be governed and construed in accordance with the laws of Cyprus, without regard to its conflict of law provisions. Our failure to enforce any right or provision of these Terms will not be considered a waiver of those rights. If any provision of these Terms is held to be invalid or unenforceable by a court, the remaining provisions of these Terms will remain in effect. These Terms constitute the entire agreement between CIIM and you regarding our Service, and supersede and replace any prior agreements we might have between CIIM and you regarding the Service.

3. Changes

We reserve the right, at our sole discretion, to modify or replace these Terms at any time. What constitutes a material change will be determined at our sole discretion.

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CIIM requires that all participants maintain their own insurance for medical care, illness, and injury. CIIM is not responsible for medical expenses incurred while attending a program. Please make sure that any private insurance provides valid coverage in Cyprus.

Contact Us

If you have any questions about these Terms, please feel to contact us using the information below:

Telephone: +35722462246
E-mail: execedu@ciim.ac.cy
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