European Institute of Management and Finance | CISI International Introduction to Securities and Investment
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CISI International Introduction to Securities and Investment

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.

On 17 December 2015 the European Securities and Markets Authority (ESMA) published its “Final Report: Guidelines for the assessment of knowledge and competence”, which addresses the MiFID II requirements set out under Articles 24 and 25. These guidelines will affect staff who, under MiFID II, are defined as either “giving information” or “giving investment advice”.

The report indicates that under the ESMA guidelines, firms will be required to: “Ensure that staff providing relevant services to clients are assessed through the successful completion of an appropriate qualification and have gained appropriate experience in the provision of relevant services to clients”

Following ESMA’s Guidelines, CySEC issued C181 that incorporates all guidelines for implementation in Cyprus.

The International Introduction to Investment certificate 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.

It also 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.

The programme is suitable for all staff working in financial services including customer support, administration, finance and accounting, IT, customer services, sales and marketing and HR and training. It will also be of particular interest to those who work with the industry such as corporate lawyers, accountants, and consultants.

Key Features

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

 

Demonstrates to clients a high level of competence amongst staff

What is on the syllabus

  • Economic environment
  • Financial assets and markets
  • Equities
  • Bonds
  • Derivatives
  • Investment funds
  • Financial services regulation
  • Other financial products

DATES: 5, 6 October

DURATION: 14 HOURS

LOCATION: CMS Training Center, Limassol

TIME: 09:00 - 17:00

FEES: HRDA eligible €292, non-HRDA eligible €530 (both + €100.70VAT)

Standalone Certificate
Participants can choose to attend the course and will receive a certificate of attendance indicating successful participation indicating topics covered

About the Exam

For participants who choose to take the exam and get the CISI qualification they will need to also register for the exam with CISI.

The qualification is examined via computer based testing and exams take place throughout the year.

The exam consists of 50 multiple choice questions and lasts 1 hour.

Registration Form

Download Registration Form

You can register by sending the completed registration form above to info@eimf.eu or via fax to 2227 4475. If you need help completing the form, please give us a call at 2227 4470

Trainer: Petros Florides

Chartered FCSI, President of the Chartered Institute for Securities & Investment (CISI) in Cyprus.

Petros has worked as a finance professional within the securities and investments industry for over 20 years in the areas of private banking, fund management, stockbroking, private equity and principal trading. For the past 10 years Petros has been on the board of a number of micro-finance institutions in Eastern Europe and is currently employed as a Regional Governance Advisor for World Vision International – one of the world’s largest organisations in the field of humanitarian aid and assistance.

Petros is an honours graduate in Accountancy, a Chartered Management Accountant, a diploma-holding member of the Institute of Directors and a Certificate of the Institute of Risk Management. He sits on the Ethics & Risk and Human Resource & Training Committees of the Cyprus Investment Funds Association.