For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.
Friday 18/06/2021 - 09:00-14:45
Saturday 19/06/2021 - 09:00-14:45
The programme aims to deliver an overview of investment analysis and risk for CIF, UCITS, and AIF professionals, setting the foundations for the proper conduct of risk management. Furthermore, the course also offers the most popular fund management strategies, which can be employed by AIF professionals, as well as professionals working in CIFs which hold the portfolio management license.
This programme offers professionals the opportunity to enhance their knowledge on topics which are highly valued in today’s markets. At the same time, the course also elaborates on how these strategies have to be adjusted in order to abide by the prospectus law and also be within the AIFM/UCITS legal limits.
The programme is split in two days, with the first focused on investment analysis and risk management, with further emphasis on the compliance side of analysis and how analysis relates to the investment advice regulation. On the second day, an overview of the most popular investment strategies is offered, examining how these are affected by prospectus law and the AIFM/UCITS regulation. In both days, practical strategy examples are used throughout the course duration.
By the end of this programme, participants will be able to:
The programme is designed to enhance the participants’ knowledge on investment analysis, risk management, portfolio management, and most importantly their associated regulations, via short lectures, case studies, and practical examples. Most of the training will focus on providing a clear understanding of the topics while much training time will also be invested in providing real-life case studies and examples of the material covered.
This programme may be approved for up to 10 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 professional profile of the person who would most benefit from attending the course is:
Dr Nektarios Michail has more than 7 years of experience in the financial services industry, having worked at the Central Bank of Cyprus, the Bank of Cyprus, as well as a Cyprus CIF and an investment fund. Through his experience, Nektarios has obtained a hands-on experience with real-life economic analysis, with proven success in forecasting. He holds a PhD in Financial Economics from Cyprus University of Technology, and his research, covering variety of topics, has been published in several academic journals, as well as featured in the leading newspapers of Cyprus. He is currently employed by an Investment Fund while he is also an Adjunct Lecturer at the Cyprus University of Technology.