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Certificate in Investment Fund Services



For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.


Start
February 9, 2021 4:30 pm
End
March 10, 2021 9:00 pm
Address
Live Online   View map
Phone
+357-22274470
Email
CPD Units
24
Duration
24 hrs
Fees
HRDA eligible €492, Non-HRDA eligible €780 (both + €148.20 VAT)

HRDA is a subsidy provided to companies registered in Cyprus that meet specific criteria. More Information

Schedule

Tuesday 09/02/2021 - 16:30-21:00

Thursday 11/02/2021 - 16:30-21:00

Wednesday 17/02/2021 - 16:30-21:00

Thursday 25/02/2021 - 16:30-21:00

Thursday 04/03/2021 - 16:30-21:00

Wednesday 10/03/2021 - 16:30-21:00

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Description

Event Details

 

Professionals in financial services and particularly those in the fund sector need to have sound knowledge and a clear understanding across a scope of areas pertaining to Funds, including the specifics of the industry, the varying fund structures, the legal framework, fund strategies, taxation and other vital areas, so as to be able to effectively perform their duties and manage their responsibilities accurately, whilst assist their clients and organisations achieve the required outcomes.

 

 

Training Objectives

 

Upon completion of the Certificate programme participants will:

 

  • understand the investment environment
  • examine how a fund structure is created
  • appreciate the roles of the key principals of a fund – the fund manager, the fund administrator and the fund’s governing body.
  • understand the relationship between NAV and the performance of a fund
  • examine different fund types, structures and services available to investors in offshore jurisdictions
  • appreciate the legislative and regulatory frameworks affecting the funds sector

 

 

Speaker
Alex Kartalis

Since 2013 Alexios Kartalis has been the General Manager of GMM Global Money Managers Ltd, a mutual funds (UCITS) and alternative investments (AIF) management company. Prior to his appointment to GMM, Alexios was the General Manager of BNP Paribas Securities Services in Athens for 9 years where he previously served as Head of Operations for 6 years. Alexios also worked in the Securities Department for Citibank Athens.

Having a 24+ years of industry practice, Alexios frequently delivers business trainings in the subjects of AML, CRS & FATCA, Fund Administration and Custody. Furthermore, he has also been an academic instructor of Finance for the New York College.

Alexios received his European MBA in Finance from ESCEM School of Business Management, his Bachelor’s degree in Statistics from Athens University of Economics and Business and is certified as a Hellenic Exchanges Derivatives Clearer, Advanced Licence holder from CySEC and an HRDA trainer.
See all courses by Alex Kartalis

Marios Mortis

Marios Mortis holds a bachelor’s degree in Business Administration in Accounting, a Master’s in Banking and Finance, and he is a qualified member of Association of Certified Chartered Accountants (ACCA). Marios has developed and conducted professional training courses on corporate reporting, Accounting and Finance, and Financial Workshops. He had, also, participated to researches on the area of finance and accounting in both academic and professional level. He has a working experience in the accounting, audit, advisory, assurance and banking sectors in various positions and companies in Cyprus. During last 4 years Marios continued his path in the education field which is a challenging and interesting field for him. He currently works as a Visitor Academic for a local University in Cyprus, where he is teaching courses such as Corporate Governance and Business Ethics, Corporate Finance, Corporate Risk Management and Audit and Assurance. He also holds the position of Trainer & Accountancy Programmes Leader for a local institute where among others he is teaching many courses of various accountancy qualifications, such as the Cash and Treasury Management, Credit Management, Governance, Ethics, and Risks, Management Accounting, and Indirect Tax.
See all courses by Marios Mortis