Discounts

JCOC Members cost: £535.50 JCOC Members are offered a special discount of 10% on all JIBS Short Courses and Certificated Awareness Programmes as well as Club (N)ED, CPD Plus Seminar Series, Anti-Money Laundering CPD Series, Investment Business CPD Series and the Annual Compliance & Economic Crime Symposium.

Discounts cannot be used in conjunction with other discounts or offers.

Overview

This course is designed to deliver an understanding and awareness of investment business. Split into seminars, delegates can attend all or part of the programme.

2013 Programmes

The Investment Business Certified Awareness Programme consists of 9 seminars run throughout the year starting on 6th March 2013. This can be booked as a complete programme at a cost of £595, or as individual short courses at a cost of £75 each. This course can be organised in-house if numbers allow.

Contact Gemma Renfrey on 816338 or email gemmarenfrey@jerseyibs.com to register your interest.

Programme content

Seminar 1: Bonds and How They Work
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Date: 6 March 2013

• What is a bond and how do they work?
• Types of bond and their risk profile
• How to value bonds
• Investment planning with bonds

Seminar 2: How to Carry Out a Portfolio Review
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Date: 10 April 2013

• How to establish investment returns
• Risks to consider when reviewing a portfolio
• Recommending a different course of action
• Working out share performance
• Returns on investments

Seminar 3: Investment Risk for Trustees
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Date: 15 May 2013

• Different types of risk
• Implications for trustees
• How to reduce risk

Seminar 4: The Role of a Custodian
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Date: 3 July 2013

• What are the roles and risks of a custodian?
• How to due diligence
• How the safekeeping role operates in practice
• Day-to-day operations

Seminar 5: Investment Sales Tips
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Date: 17 July 2013

• How to increase revenue opportunities
• Fact-finding a client
• Client disturbance techniques
• Closing the sale

Seminar 6: Basic Financial Maths
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Date: 7 August 2013

• Calculating ratios and working out percentages
• Simple equations
• Maths in the workplace

Seminar 7: Financial Markets
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Date: 11 September 2013

• The main markets – equity and debt
• Different types of products
• Financial instruments

Seminar 8: Fundamentals of Offshore Funds
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Date: 23 October 2013

• Main types of offshore funds
• Their place in wealth management
• Why are they beneficial?

Seminar 9: Understanding Investment Risk With Clients
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Date: 13 November 2013

• Use of risk tolerance questionnaires to establish risk profile
• Does your client understand risk?
• Explaining investment risk to clients