5 CPD
Course Description
This course explains basic financial mathematics including the Simple and Compound Interest, the formula of the future value of an amount invested now at a given rate of interest, the formula to determine how much to invest today given a rate of interest and frequency of payment in order to achieve a required amount, as well as it elaborates on Fundamental and Technical Analysis. It also elaborates on Profitability, Debt, Liquidity and Investment Ratios.
Fundamental analysis involves the valuation of a company based on quantitative and qualitative factors. Technical analysis involves the valuation of a company or market based on historical price and volume data.
This course elaborates on the Gordon Growth Model that is used to identify theoretical price of a company’s shares by discounting the company’s expected flow of future dividends.
It provides an introduction to AIF regulatory framework and the legislation of the Alternative Investment Managers Directive (AIFMD), as well as it explains in brief the Alternative Investment Fund Managers (AIFM) legislation in Cyprus and the information to be provided to CySEC for the authorisation of an AIFM. The AIFM Law in Cyprus was put into force on July 5, 2013, transposing the AIFMD into national Cypriot legislation. The AIFM law applies to Cypriot AIFMs managing one or more EU or non-EU AIFs, EU AIFMs managing one or more EU or non-EU AIFs, Non-EU AIFMs managing one or more EU AIFs and Non-EU AIFMS managing one or more EU or non-EU AIFs.
This course also elaborates in the main categories of Alternative Investment Funds (AIFs) and provides an economic and investment analysis. It explains the main fundamental drivers and interest rates, as well the inflation and the major drivers of demand-side inflation.
Inflation refers to the change in the price level of a country. It is determined by the forces of supply and demand ans it is calculated on the basis of a weighted basket of the most commonly bought goods and services in an economy whose price is tracked across time, usually on a monthly basis.
Furthermore, this course elaborates on retirement planning. Funds needed for retirement are likely to come from a combination of pensions, savings, investments and other assets. It refers to the different types of pension products, as well as the main protection areas on a retirement plan.
Topics covered
The course is split into the following sections:
Section 1: Basic Financial Maths
- Simple and Compound Interest
- Future Value
- Present Value
- Fundamental Analysis
- Technical Analysis
- Fundamental v. Technical Analysis
- Profitability Ratios
- Debt Ratios
- Liquidity Ratios
- Investment Ratios
- Gordon Growth Model
- Earnings and Asset Valuations
- Shareholder Value Models
Section 2: Introduction to AIFs
- The AIF regulatory framework
- Broad Definitions of UCITS and AIFs
- UCITS vs AIFs and Leverage
- AIFM legislation in Cyprus
- AIFM authorization
- Getting authorization
Section 3: Main AIF Categories
- Funds of Funds
- Real Estate Funds
- Hedge Funds
- Private Equity Funds
- Other Funds
- Investors and Geography
- Case Study 4
Section 4: Economic & Investment Analysis
- Circular Flow of an Economy
- Economic Cycle
- Market Fundamentals
- Main Fundamental Drivers
- Interest Rates
- A Bank to Do Everything
- Monetary Policy
- Interest Rates and Currencies: The Carry Trade
- Expectations and Policy
- Inflation
- Demand-Pull Inflation
- Demand-Pull Drivers
- Demand Surprises
- Economic Growth
- Not just for US economic outlook
- Trade Balance
- Fundamentals Recap
Section 5: Fundamentals Overcharge – Bubbles
- Bubbles and how to spot them
- Bubbles Anyone?
Section 6: Retirement Planning
- Information Needed
- Retirement Age
- Quantifying Needs
- Types of Pension Products
- Retirement Planning Strategies
- Retirement Plan
- Presenting Recommendations
- Protection Planning
- Main Protection Areas
- Prioritisation Process
- Quantifying Needs
- Assessing Existing Products
- Life Assurance Products
- Types of Protection Products
- Business Protection
- Assessing Protection Products
- Presenting Recommendations
- Estate Planning
- Trusts
- Offshore Trusts
- Foundations
Course Duration
This course may take up to 5 hours to be completed. However, actual study time differs as each learner uses their own training pace.
The course is addressed to:
This course is addressed to all individuals who are involved in Investment Firms (forex, brokers, etc) and Funds’ industry such as:
- Executive Directors, Non-executive directors, Senior Managers, Compliance Officers, Risk Managers, Product Managers, Portfolio Managers, Investment Advisors, Dealers, Marketing Managers and in general employees of investment firms, Funds and Fund Managers.
- Fund Administrators
- Fund consultants
- Internal Auditors
- Professionals in the Funds’ industry
- Lawyers
It is also suitable to professionals pursuing CPD for the renewal of CySEC Certificate (CySEC Basic and CySEC Advance Certificate) or other relevant professional certificates in other jurisdictions.
Training Method
The course is offered fully online using a self-paced approach. The learning units consist of power point presentations. Learners may start, stop and resume their training at any time.
At the end of the course, participants take a Quiz to complete the course and earn a Certificate of Completion once the quiz has been passed successfully.
Accreditation and CPD Recognition
The course may be accredited by regulators and other bodies for up 5 CPD Units, that require CPD training in financial and other regulation.
Eligibility criteria and CPD Units are verified directly by your association or other bodies in which you hold membership.
Registration and Access
To register to this course, click on the Take this course button to pay online and receive your access instantly. If you are purchasing this course on behalf of others, please be advised that you will need to create or use their personal profile before finalizing your payment.
Access to the course is valid for 90 days.
If you wish to receive an invoice instead of paying online, please Contact us by email. Talk to us for our special Corporate Group rates.
Instructor
With more than 10 years of experience, Nektarios is an expert in the financial services industry, having worked in key roles at investment funds, CIFs and other service providers. His exposure to the industry allowed him to gain knowledge in a variety of vital investment functions.
Complementing his practical knowledge of the industry, Nektarios also holds a number of professional and academic qualifications, including CySEC’s Advance Certification. He is currently employed by an Investment Fund.
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