CISI - International Introduction to Securities & Investment Study Support Training
About ISC & UIC Investment Studies Center (ISC) Contributing to the provision of promising national cadres, capable of leading investment entities through the provision of training, educational, information and research services for the investment sector. Union of Investment Companies (UIC) The idea to establish the UIC, emerged from the desire to cure the big gap in the investment market in Kuwait. This is through revising the economic legislations and introducing suggestions to make them fit the different working investment companies in the market, which play a great and effective role in developing Kuwaiti economy and so investment in Kuwait and creating new investment tools to make Kuwait a prestigious financial center among countries in the region.
About CCL Academy Our commitment The CCL Academy is committed to improving the skills, knowledge and service levels within the financial services industry. World class training with a local focus We have been providing training for firms in the financial services industry since 1988 and, with offices in Europe, MENA and Asia, we combine international expertise with unparalleled local insight. Our instructors Our instructors combine significant industry/practitioner experience with a strong training background and because most are also consultants, they are always up to date with the latest industry trends and best practice. Our pedigree We work with many of the world s leading financial institutions spanning the full range of financial services activities including investment banking, corporate banking, retail banking, private banking, wealth management, brokerage, asset management and insurance. The CCL Academy are proud to be one of only three Chartered Institute for Securities and Investment (CISI) accredited training providers that have been awarded Premier Provider status.
CISI Clients
About Chartered Institute of Securities & Investment (CISI) The Chartered Institute for Securities & Investment (CISI) is the leading professional body for securities, investment, wealth and financial planning professionals. Formed in 1992 by London Stock Exchange practitioners, we have a global community of circa 40,000 members in 116 countries and last year more than 40,000 CISI exams were sat in 80 countries, 15,000 taken outside the UK. The CISI offer a series qualifications for the financial services community. These qualifications can act as stand-alone awards, or be taken in conjunction with other CISI qualifications to form a Certificate or Diploma.
CISI - International Introduction to Securities & Investment Qualification The International Introduction to Investment qualification offers a broad introduction to the financial services industry, with a specific focus on investments from a global perspective. It is the foundation exam for many higher level CISI qualifications. The qualification focuses on international markets and covers key financial principles and products in depth including assets and markets, equities, bonds, derivatives and investment funds. It explores the broader economic environment in which the financial services industry operates and looks at how economic activity is determined and managed in different economic and political systems. The qualification offers an introduction to financial services regulation and ensures candidates are provided with an understanding of ethical behaviour and acting with integrity. Who is this for? It is suitable for new entrants to the industry and staff who are beginning their career in financial services. The broad topics covered make the qualification suitable for all staff, not just those responsible for making investment decisions, including administration, finance and accounting, IT, customer services, sales and marketing and HR and training.
Scope of Work This training details CCL Academy s approach to provide an enhanced exam study and training programme to successfully prepare candidates, for the CISI - International Introduction to Securities & Investment exam, by ensuring participants have a thorough understanding of the key concepts covered by the qualifications. Programme Objectives This training programme will teach participants all the key information within the syllabus and prepare them for the examinations through a series of practice questions, tests and mock exams. The objective of this preparatory programme is too: To ensure participants have a thorough understanding of the key concepts covered by the qualifications To effectively prepare participants for the exam. Each training day will commence with a kick-off test, testing the candidates on what they have studied to date and then ends with a progress test, testing them on what they have learned that day. This will provide the necessary feedback and monitoring required to track the participants performance. The 4th training day will be dedicated to revision and consolidation of knowledge of all the chapters together with a practice examination that simulates the real examination. (Please note the study support programme requires the participants do a significate amount of self study).
Course Agenda Day 1 & Day 2 (13 th & 14 th February 2017) Element 1 - Introduction 1.1 The Financial Services Industry Element 2 - Economic Environment 2.1 Economic Environment Element 3 - Financial Assets and Markets 3.1 Cash Deposit 3.2 Money Market Instruments 3.3 Property 3.4 Foreign Exchange Market Element 4 - Equities 4.1 Equities Element 5 - Bonds 5.1 Government Bonds 5.2 Corporate Bonds Element 6 - Derivatives 6.1 Derivatives Uses 6.2 Futures 6.3 Options 6.4 Terminology 6.5 Derivatives/Commodity Exchanges 6.6 Swaps Day 3 & Day 4 (06 th & 07 th March 2017) Element 7 - Investment Funds 7.1 Introduction 7.2 Open-Ended Funds 7.3 Close-Ended Investment Companies 7.4 Real Estate Investment Trusts (REITs) 7.5 Exchange-Traded Funds 7.6 Hedge Funds 7.7 Private Equity Element 8 - Financial Services Regulation 8.1 Introduction 8.2 Financial Crime 8.3 Insider Dealing and Market Abuse Element 9 - Other Financial Products 9.1 Retirement Planning 9.2 Loans 9.3 Mortgages 9.4 Life Assurance 9.5 Protection Insurance Mock Exam Practice
Final Training Day and Mock Exam Final Revision Session Using both tutor experience and delegate feedback, the final day will be structured around key parts of the syllabus that are more challenging. The day will also incorporate question practice and review. Mock Exam Simulating the real examination, this exam will be 50 multiple choice questions to be answered in 1 hour. Results from the mock exam will be analysed and recommendations made to regarding readiness of all participants to take the final CISI Computer Based Test. Online Workbook Chapter & Mock Exam Support On completion of the classroom training, each candidate will be provided access to an online portal which will give them access to online multiple choice Workbook Chapter tests and a final Mock Exam, which will give them practice up until their scheduled exam date. Additional Support On-going Tutor Support When candidates are not in the classroom they will still have the support they need to continue their studies. For the duration of this programme all students will be supported by their tutor (Martin Mitchell) via email, telephone where necessary.
Your Tutor Biography Martin Mitchell Martin has been designing and delivering financial services training programmes for over 20 years, and is one of the world s most experienced trainers for the Chartered Institute for Securities & Investment (CISI) qualifications. He is expert at keeping his audience motivated and focused on the task, leading to exceptional success rates. Martin has run numerous courses across the GCC he regularly tutors candidates on the various CISI qualifications as well more practical financial services training programmes. Martin is a fellow of the CISI and a qualified accountant with the Institute of Chartered Accountants of England and Wales (ICAEW). Martin qualified as an accountant with a forerunner of the global accountancy firm Ernst and Young in London, where he was involved in auditing financial institutions that subsequently became parts of HSBC, UBS and Citigroup. After qualifying, Martin started training others, initially training aspiring accountants and then moving into training finance based programmes in the City of London. Martin rose to become Managing Director of a substantial City of London training entity, with a full-time faculty of 15. During his tenure, Martin also began training internationally particularly in the Middle East and Asia. During the internet boom, Martin became heavily involved in e-learning and developed a blended learning course for the CISI s Certificate in Securities whilst working as Global Head of Content at venture capital funded firm Wide Learning. Martin then spent two years at the CISI where he was an Associate Director and ran the publications division, the business development team and numerous train-the-trainer courses for the CISI qualifications. Martin continues to be very active at the CISI, he is senior editor for a number of the CISI s official workbooks and runs train-the-trainer courses to assist in the CISI s accreditation process for training organisations.
Programme Venue & Timings Union of Investment Companies (UIC) Kuwait Chamber of Commerce and Industry 3rd Floor Kuwait City 8.30 a.m. 3.00 p.m. Training Study Support Price CISI Exam Details (To order your workbook and book your exam, visit the CISI's online www.cisi.org) 1 Hour multiple choice computer based test (CBT) Questions: 50 Pass Mark: 70% CISI Work Book & Exam Fees Exam & Workbook 160.00 (62 KD) + 25.00 (10KD) CISI registration for new students UIC Members: KD 600 per delegate NON Members: KD 700 per delegate How to Register Please follow the link below http://unioninvest.org/upcomingactivities.aspx