CONTINUING PROFESSIONAL DEVELOPMENT FOR CPAS

INQUIRER CORE COURSES

OTHER COURSES

  • Essentials of Social Media Management: Amplify your Brand and Engage your Customers
  • Leading Effective Meetings: Optimizing your Time and Resources
  • Developing an Attitude of Professionalism: Values and Attitudes for Success
  • Effective Workload Management: Everyday Techniques to Get Things Done
  • Multi-Generation Workforce Management: Bridging Work Styles across a Diverse Workforce
  • Project Management Skills for Everyday Tasks: Adopting the Mindset from Planning to Execution
  • Handling Customer Complaints: Communicate and Connect with your Customers
  • Customer Service Recovery: Win Back Customers and Keep Them for Good!
  • Effective Video Production: How to Produce Interesting, Compelling, and Viral Videos
  • Critical Thinking and Decision Making in the Workplace: Analyze and Implement Effective Solutions
  • The R.O.I. on a Customer Service Mindset: Reaping the Benefits of a Customer Service Culture
  • Professional Image and Presence: Civility and Etiquette in the Modern Business Setting
  • Managing People Development: A Toolbox Session on Initiating and Managing Programs for Employees Satisfaction and Productivity
  • Supervisory Essentials: From Task to People Management
  • Interactive & Engaging Presentation Skills: Applicable Tools & Techniques for your presentation
  • Sales Proficiency Training (SPRING): Methods and Techniques in Sales & Negotiation
  • Digital Marketing Toolbox: Using the Paid, Owned, and Earned Model
  • PHONETOGRAPHY: Explore, Create, & Inspire using your Smartphone
  • Supervisory Essentials Training: Leader as an Effective Communicator
  • MS Excel Made Simple: Beginners Guide to Basic Excel
  • CODING FOR KIDS (PART 1): Enhancing Creativity & Critical Thinking
  • MS EXCEL ADVANCED: Optimize its Functions to Ease and Simplify Data-Driven Tasks
  • CREATE A STRESS - FREE SPACE: Managing Stress for a Happier and Healthier you
  • Building and Condo Management: Property & Facility Management, Leasing and Preventive Maintenance
  • Marketing 101: How Marketing is at the core of every growth strategy
  • Practical Enterprise Architecture
  • DIGITAL MARKETING MANAGEMENT: Native Advertising: Aligning Creative Thought Process and Storytelling with your Business Strategies
  • Business Etiquette 101: Professional Guide to Projecting the Best Image of your Company
  • Basic Quality Toolkit: Apply the 8 tools used to improve Productivity, Efficiency and Effectiveness
  • Creating and Enhancing Relationships with Customers: How to Achieve Customer Engagement and Loyalty
  • Exploring MS Powerpoint and Beyond: Interactive and Engaging Presentation Tools
  • Fundamentals of Coaching: Developing a Coaching Culture in your Organization
  • Effective Selling: Elevating your Sales Game with Tools and Techniques to Close a Sale
  • Strategies in Digital Writing: How to Write Lean, Fast, and Viral
  • Comprehensive Maintenance and Facilities Management
  • Effective CSR Programs: Planning and Executing Relevant Programs with Social Impact
  • Basic Macros and Visual Basic Application: Simplify and Execute Spreadsheet Tasks in just One Click
  • Property Management of Subdivision Projects
  • Fundamentals of Developing People: Ensure your Employees' Growth and Productivity
  • Process Management: Documentation, Mapping, and Analysis - Improving Business Processes for Effective Execution and Output
  • Effective Negotiation Skills: Applying the Different Styles of Negotiation for Everyday Application at Work
  • Productivity Plus: Purpose + Passion = High Performance
  • Lean Thinking and Management: Eliminating Waste and Adding Value
  • Conflict Management: A Win-Win Approach
  • DIGITAL TRANSFORMATION: Maximizing technology to enhance Customer Experience, improve Operational Efficiency, and expand Business Models
  • Finance for Decision Making: A Course for Non-accountants to Understand the Accounting Cycle and Financial Reports
  • Tourism Marketing: Creating a Marketing Plan for your Tourism and Hospitality Business
  • Mindfulness in the Workplace: Improving your focus, creativity, and decision making
  • Full Stack Web Development: Acquire In-Demand Skills to Create an E-Commerce Website
  • Events Management: Techniques and Strategies on Planning and Launching Events
  • Crucial Conversations: How to deal with Power, Position and Authority
  • Handling Customer Complaints
  • Review Class for CISI Exam: International Introduction to Securities and Investment
  • Review Class for CISI Exam: International Introduction to Securities and Investment
  • Social Media Analytics: Drive results to your business through a data-driven approach
  • Getting Things Done: The Power of Execution
  • Leadership Excellence in Challenging Times: Future-proofing your Organization
  • Building and Condo Management: Property & Facility Management, Leasing and Preventive Maintenance (CEBU)
  • Strategic Key Account Management: Planning and Implementing Dynamic Account Strategies
  • Innovation Through Design Thinking: Techniques and Processes to Create User-focused Solutions in the Workplace
  • Simplified Tax Compliance for SMEs: Applying Best Practices and Approaches
  • Coding for Beginners: Explore a New Career in Programming
  • Present! - A Mindfulness Workshop for kids to improve focus and creativity
  • Chill Out: A Mindfulness Workshop for Teens to pay attention to current state of emotions
  • Effective Visual Communication: Create Compelling Content
  • Handling Conflicts in the Workplace: Building Trust and Sensitivity
  • Project Management Toolbox: Adopting the Mindset from Planning to Execution (CEBU)
  • Speaking with Confidence: Overcoming Anxiety in Public Speaking
  • Graphic Design Basics: Creating Artwork for Multiple Channels
  • Project Management Toolbox: Adopting the Mindset from Planning to Execution
  • Selling to Managing: Making the Leap from Individual Performer to Sales Leader
  • Create an Impactful Online Brand Image: Ensure a Connection with your Target Audience
  • Practical Labor Relations: Useful Advice and Tips on Employee Discipline
  • Highest and Best Use of Properties: Determining the Best Use and Highest Value for Maximum Profit
  • Critical Thinking and Decision Making in the Workplace: Analyze and Implement Effective Solutions (CEBU)
  • Practical Labor Relations: Useful Advice and Tips on Employee Discipline
  • Effective CSR Programs: Planning and Executing Relevant Programs with Social Impact (CEBU)
  • MACE: Developing Content & Building Connections with Media - Ensure your Brand Image Internally and Externally
  • Basic Selling: From Tactical to Strategic Selling
  • Essentials of Business Communication: Written and Oral Communication for Everyday Use
  • eLearning Instructional Design & Development Certification Workshop
  • Design Thinking for Innovation: Techniques and Processes to Create User-focused Solutions in the Workplace
  • Leading Digital and Culture Transformation: Unifying Technology and Culture for Impactful Change
  • Speaking with Confidence: Overcoming Anxiety in Public Speaking (CEBU)
  • Emotional Intelligence in Leadership: Knowing Yourself and Leading Your Team Effectively
  • Copywriting Essentials: Create Clever and Compelling Copy
  • Effective Business Writing (CEBU)
  • MACE: The Essentials of Social Media Management - Amplify Your Brand and Engage Your Customer
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    ₱ 11,800.00

    Review Class for CISI Exam: International Introduction to Securities and Investment

    Why join the workshop?

    This is an integrated three-fold study preparation, course review, and exam techniques program towards a global and professionally-recognized CISI certification.

     

    CISI is the largest and most widely respected body for securities, investment, wealth, and financial planning professionals in the United Kingdom (UK) and in a growing number of financial centres globally.  

     

    CISI was formed by London Stock Exchange practitioners in 1992 and have successfully expanded to a global community of circa 45,000 members in 104 countries, including the Philippines.   

     

    CISI are for those who work in, or aspire to work in, the investment sector, and passionately seek to enhancing knowledge, skills, and integrity.  

     

    Participants will be able to prepare and increase their chances of passing the exam on Introduction to Secuities and Investment (International) through strategic approach to exam study and review both on a theoretical and practical level.

    Objectives:

    • Understand the objectives and various study pathways of the CISI qualifications and membership;

    • Identify the topics covering the Certificate for Introduction to Securities & Investment (International) examination;

    • Understand and explain the following areas of study under the Certificate for Introduction to Securities & Investment (International) examination, specifically:

      • Overview of the financial services industry, economic environment, and financial assets and markets;

      • Fundamentals of equity, bond, derivative assets, and investment funds;

      • Regulation and ethics in the professional asset and investment management industry; and

      • Basic features of other financial products, i.e., pensions, loans, mortgages, and life assurance (insurance).

     

    • Apply study techniques/strategies and create a personal review plan to complete and pass the Certificate for Introduction to Securities & Investment (International) examination; and

    Who Should Attend:

    • Fresh graduates and professionals in the fields of finance/financial services, capital markets, and investment/asset management seeking CISI qualification and membership. This includes, but not limited to, wealth and retail management, financial planning, compliance and risk, operations, financial markets/corporate finance, and Islamic finance

    • Current CISI students who are about take or retake the Certificate for Introduction to Securities & Investment (International) examination

    Outline:

    This session will cover the following topics:

    1. Overview of CISI

    2. Certificate for Introduction to Securities & Investment (International)

    • The financial services industry

    • The economic environment

    • Financial assets and markets

    • Equities/stocks

    • Bonds

    • Derivatives

    • Investment funds

    • Regulation and ethics

    • Other financial products

    1. Preparation for the exam

    • Focus topics

    • Exam understanding and techniques

    • Practical guide

    1. Mock exam

    2. Next Step(s) to CISI qualification

     

    *Program fee is PHP 11,800 + VAT

    Course Schedule:

    Jun 22 - 22, 2016

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