private client investment advice and management … private client...private client investment...
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Private Client Investment Adviceand Management DiplomaRisk Reward Ltd, recognised as a CISI Accredited Training Provider, has developed training for the Accredited Private Client Investment Advice and Management qualification and offers the most comprehensive and intensive course open to the public, banks, institutions and government agencies worldwide.
This 4-day programme is delivered by major institution risk management professionals (risk managers, bankers, brokers, dealers and internal auditors) and will cover:
Financial Advice within a regulated environmentInvestment TaxationFinancial MarketsTrusts and TrusteesFinancial Instruments and ProductsPrincipals of Financial AdvicePortfolio Performance and review
Who should attend?The qualification is appropriate for Fund Managers, Institutional Asset Managers, Investment Managers, Private Client Asset Managers, Private Client Discretionary and Specialised Portfolio Managers, Portfolio Management Administration andStockbroker
This comprehensive course includes:
• Content rich PowerPoint slides ring-bound for later desk reference• Up-to-date and relevant case studies and supplemental handouts• Workbook for delegate’s personal use• Question bank
Regulatory approvalThe CISI is the UK’s largest andmost widely respectedprofessional body for theSecurities and Investmentindustry. CISI Certificates areincluded in the UK’s FinancialServices Skills Council’s list ofAppropriate Examinations andare recognised for all majoractivities.
The CISI is recognised as anAwarding Body by the UK Officeof the Qualifications andExaminations Regulator. Manyof the CISI’s qualifications aremandated by different regulatorsaround the world, so bothindividuals and firms can beconfident that the CISI’sprocesses, policies and systemsmeet rigorous quality assurancestandards.
“Excellent course – thetrainer managed to pulltogether in one week anexceptionally difficulttopic.”Stephen Kennedy – MedicoverForsakrings
LondonJune 10 - 13, 2014November 18 - 21, 2014
For an in-house training option, alternative dates and locations are available.We are happy to add extra content to the programme to meet additional requirements from your company. Please contact us for further information. We suggest a call with one of our experienced trainers to understand your specific requirements so that we can combine this with the CISI course as required.
The price per delegate for the 4-dayprogramme is £1545 (+ UK VAT where applicable)Please remember to budget £470 for the Link Pack (Textbooks for Delegates personal use, 1 year Student Membership to CISI and Exam Fees).
The next training courses are scheduled for: Save
up to with in-house training.
Please contact us
for details.
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Risk Reward Limited 60 Moorgate, 1st Floor, London, EC2R 6EL United KingdomTel: +44 (0)20 7638 5558 Fax: +44 (0)20 7638 5571 [email protected]
www.ris krewardlimited.c om
Please mark a cross in a box and comlplete the form with BLOCK LETTERS.X
Course Fee:GBP £1545.00 (+ UK VAT where applicable)
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P ayment DetailsYour R eference / Purchase Order: ...................................................................
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B AC S* We reserve the right to turn away delegates who have not settled payment (or sent proof of
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I have read and agree to the terms & conditions
Delegate 2
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London June 10 - 13London November 18 - 21
www.ris krewardlimited.c om
Risk Reward Limited 60 Moorgate, 1st Floor, London, EC2R 6EL United KingdomTel: +44 (0)20 7638 5558 Fax: +44 (0)20 7638 5571 [email protected]
GBP £470.00 Link Pack (Textbooks for Delegates personal use, 1 year Student Membership to CISI and Exam Fees)
Date of Birth .............................................................
Delegate 1
Title . . . . . . . . . . . . . . . . First Name .......................................................
Last Name ...............................................................................
Title/Position ............................................................................
E-mail address .............................................................
Date of Birth .............................................................
Data Privacy & Update of Contact Details Risk Reward Limited is fully compliant with the Data ProtectionAct.The information you provide will be safeguarded by Risk Reward Ltd.We do not rent, sell or exchange your details to anyone without your consent.Your details are never given to third parties. If you wish to update your details, please email: [email protected] with your OLD and NEW details. Please allow 10 days to see the changes take effect. Thank you.
Terms and Conditions All cancellations must be received in writing 20 working days prior to the start of the course with acknowledgement from Risk Reward.Course fees must therefore be paid in full if a cancellation occurs within 20 working days of the start of the course.We are always happy to welcome a replacement onto the course. Kindly send us written notification of your replacement by email, fax or telephone.Written cancellations received 20 working days or more before the start date of the course receive a full refund less a charge of £150. For any written cancellation requests that reach us less than 20 working days before the event, no refunds will be given. Risk Reward reserves the right to the final decision if any dispute arises.
Copyright © 2002-2014 All rights reserved. Risk Reward Limited reserves the right to amend the course fees, terms, course agenda, speaker or venue should the need arise.All public courses are subject to demand.
Registration Form - 2014Private Client Investment Adviceand Management Diploma