A great qualification for the Wealth Management, Fund, and Investment Management Sector
The International Certificate in Wealth & Investment Management covers the essentials of financial planning, private client asset management, fund management, advisory functions and investment analysis from a global perspective. The qualification will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.
Participants will learn about the range of assets and investment products available in the market and gain the knowledge to provide financial advice and find appropriate solutions to meet the investment, retirement and protection planning needs for clients.
This Course is addressed to
Demonstrates to clients a high level of competence amongst staff
What is on the syllabus
DATES: 5, 7, 12, 14, 19, 21, 26 June
DURATION: 35 Hours
LOCATION: EIMF Premises, Nicosia
FEES: HRDA eligible €455, non-HRDA eligible €1050 (both + €199.50 VAT)
|Start Date||Title||Location||CPD Units||Status|
|2 April||CISI Risk in Financial Services||Limassol||COMPLETED|
|16 May||CISI Global Financial Compliance Certificate||Nicosia||10||UPCOMING|
|31 May||International Introduction to Securities and Investment||Limassol||UPCOMING|
|14 June||CISI Risk in Financial Services||Nicosia||UPCOMING|
If you need help completing the online registration form, please give us a call at 2227 4470 or email us at firstname.lastname@example.org
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 100multiple choice questions and lasts 2 hours.
Mr. Constantinos Papanastasiou has 15 years of experience in investment banking and currently services as the Head of Investment Banking at The Cyprus Investment & Securities Corporation Limited (CISCO), Bank of Cyprus Group. He previously held the position of Head of Corporate Finance of CISCO following positions within the Investment Banking Division. Mr. Papanastasiou is also a member of the Board of Directors of Cyprus Airways Public Limited and a Lecturer for the CFA Program to CFA Candidates at the European University and the Cyprus International Institute of Management (CIIM). He also formerly served as President of the CFA Society of Cyprus.