The EIMF Live Online Learning Experience
EIMF subject-matter experts deliver engaging and interactive courses across a broad spectrum of areas, that can be enjoyed in the comfort of your own chosen environment. Read more
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
Fund Accounting and Fund Valuations
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.
Industry Expert | Alexis 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.
Industry Expert | 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.
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.
Training Style and Knowledge Test
Training method to be used is modern e-learning or distance learning with the Zoom method. That is, the simultaneous participation of trainees and an instructor in the learning process is required.The training techniques are lecture, discussion, avalanche, questions – answers, brainstorming and practice. The specific techniques are suitable for the nature of the subject of the seminar, the educational style of the trainer and the learning outcomes. Explanation of the necessary theory behind practice shall be made and progresses with a focus on the documents and procedures. Electronic material and hard copies shall be delivered to participants. Role play and brainstorming shall also be applied during delivery.
The training tools are the computer, the internet and the training manual. The training materials are provided by the Zoom platform and are the Whiteboard and other materials available online. 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 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.
€372.00 – €780.00The above fee is subject to 19% VAT
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Day 1: October 26, 2021 | 16:30-21:00
Day 2: November 03, 2021 | 16:30-21:00
Day 3: November 17, 2021 | 16:30-21:00
Day 4: November 24, 2021 | 16:30-21:00
Day 5: November 29, 2021 | 16:30-21:00
Day 6: December 01, 2021 | 16:30-21:00
Start time: 16:30 EEST
End time: 21:00 EEST
Venue: Live Online
Coordinates: 24 | Duration: 24 hrs
Directions: Alexis Kartalis, Marios Mortis (view the trainer's bio below)
Phone: +357 22274470