For 3 registrations from the same entity, a standard 10% discount will apply. For over 4 registrations please contact us.
Friday 28/05/2021 - 09:00-14:45
The programme offers professionals the opportunity to examine specific approach of handling client communication relating to financial products and services in the compliant manner. The programme will focus on the proper provision of information, including marketing and communication through sales and retention representatives.
This course aims to assist professionals (in particularly those whose primary function is within the Sales and Marketing environment) in understanding the regulatory framework they must operate in and develop a self-understanding as to the allowed sales techniques. As such, participants will:
Training will participative and include:
This programme may be approved for up to 5 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 programme is ideal for:
Marek Bota is a professional with many years of experience and an established career in the financial sector. He has held a variety of positions in several Cyprus Investment Firms. These positions, which include Executive Director, Compliance Officer and Head of Reception and Transition of Orders and which placed him at the forefront of clients’ needs, all gave him the tools and skills needed to gain a widespread insight into the field. During his long-standing career, he has expanded his knowledge of the Cypriot and European Legal, Regulatory and Compliance requirements on capital markets. Marek holds a BA in Management and Economics of Aero Tourism and has recently obtained a Master of Laws (LLM) from Cardiff Metropolitan University. He has also attained the CISI Financial Services Legal Framework certificate, as well as the CISI Financial Services Regulatory Framework certificate, and is an associate of the Chartered Institute of Securities and Investments.