For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.
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
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.
Upon completion of the Certificate programme participants will:
The Fund Industry – introduction
Be able to explain the differences between the following fund strategies
Investors Information and Investment Restrictions
Fund Accounting and Fund Valuations
Obligation for investors’ information and investment restrictions
Training Style and Knowledge Test
The Certificate is designed to deliver knowledge and enhance participants’ skills via short lectures, interactive case-studies and live practical examples. The use of real-life material will help participants to think critically about scenarios that will be relevant to their respective roles and organisations.
At the completion of the knowledge areas, participants will be assessed via the form of Multiple-Choice Questions which will consist of questions related to the material taught. The aim of the assessment is to examine participants’ overall attention and knowledge of the material taught as well as their competencies towards the implementation of practical cases.
This programme may be approved for up to 24 CPD units in Financial Regulation. Eligibility criteria and CPD Units are verified directly by your association, regulator or other bodies which you hold membership.
Who Should Attend
The Certificate is suitable for those working in, and those seeking to work in, fund administration, fund custody, fund management, back office support or fund operations. It will be of interest to people working in the asset management and investment funds areas in the legal and auditing advisory firms.
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.
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.