European Institute of Management and Finance | CII Award in Investment Planning
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CII Award in Investment Planning

The Chartered Insurance Institute (CII) is a professional body for the insurance and financial planning professions. It promotes higher standards of integrity, technical competence and business capability. With 125,000 members in 150 countries, the CII is one of the world’s largest professional bodies dedicated to these sectors. The CII membership covers all disciplines within the insurance industry (claims, broking, underwriting and sales), those working in the life and pensions sector, the mortgage advice market and financial advisers (under the Personal Finance Society brand).

Specialist investment knowledge for the global market place

 

This single-unit Award is designed to help experienced advisers develop and demonstrate their knowledge of investment products. It also offers guidance on what constitutes sound professional practice, thereby providing a framework for ethical behaviour.

You may wish to enter for the Award in Investment Planning if you already have a good understanding of financial advice principles and products, gained in the workplace or by first completing the Award in Financial Planning

Upon completion, CII members are eligible to use the designation ‘CII (Award)’. Continuing Professional Development requirements apply.

The Award also supports ongoing professional development as, on passing the exam, you will hold one of the three Awards needed to complete the Certificate in Insurance and Financial Services. The Certificate offers a broad range of areas and is awarded upon completion of three Awards from the CII – Award in General Insurance, Award in Financial Planning, Award in Investment Planning.

What will I learn?

 

At the end of this unit, you should be able to demonstrate your knowledge and understanding in the following areas:

  • main macro-economic factors that impact upon investment returns;
  • cash deposit investments, government securities and corporate bonds;
  • equity based investment products;
  • property investment;
  • collective investment products and alternative investments;
  • the risks faced by investors and the importance of asset allocation in the investment process;
  • ethical considerations of a financial adviser.

Why the Award in Investment Planning?

 

  • Upon completion, CII members are eligible to use the designation ‘CII (Award)’. Continuing Professional Development requirements apply.
  • On passing the exam, you will hold one of the three Awards needed to complete the Certificate in Insurance and Financial Services.
  • Provide 10 Certificate-level credits towards completion of the CII’s higher level qualifications (subject to completion requirements and excluding the Certificate in Insurance which is subject to UK regulation).

Is the Award suitable for me?

 

The Award is open to anyone working in the insurance and financial services sector irrespective of educational background, although does require you to already have a good understanding of financial advice principles and products.

The Award is particularly suitable for experienced financial advisers and insurance agents advising on, or aspiring to advise on, investment planning.

DATES: 5, 6 June

DURATION: 14 Hours

LOCATION: EIMF Premises, Nicosia

TIME: 09:00 - 17:15

FEES: €380 + VAT

Discounted FEES for all three CII programmes : €912 + VAT

EXAM FEES (OPTIONAL): £86

Start DateCourse TitleLocationCPD UnitsStatus
23 AprilInstitutions for Occupational Retirement Provision (IORP I & II): The EU and Cyprus DirectivesNicosia6UPCOMING
24 AprilCII Award in Financial PlanningNicosiaUPCOMING
26 AprilSolvency II & Insurance Distribution Directive IDDNicosiaUPCOMING
17 MayPackaged Retail and Insurance-based Investment Products (PRIIPs)NicosiaUPCOMING
Register Here

EIMF offers 20% discount to those who will attend all three CII programmes.

Register Here with 20% Discount

If you need help completing the online registration form, please give us a call at 2227 4470 or email us at info@eimf.eu 

Exam format

  • 2-hour exam
  • 75 multiple choice questions
  • 70% nominal pass mark
  • Results released after 5 weeks

Certificate
Participants will receive a certificate for successful participation indicating all topics covered

Trainer: Demetris Nicolaou

Demetris Nicolaou currently works as the Finance Director of D. Nicolaou & Sons Ltd.  He previously worked for Alpha Bank Limited in Cyprus as Head of Asset Management and at Emerging Markets Management in the USA as Co-Portfolio Manager.  Demetris holds a degree in Finance & Economics and an MBA from the American University in Washington, DC.  He is a CFA Charterholder and a holder of the Certificate in Company Direction by the Institute of Directors.   Demetris is a Non-Executive Director of Hanseatic Capital Management Limited, of The Alexandria Fund and of Axia Ventures Ltd an investment banking firm.