Author: Karim Mansour

CISI Training Review: Understanding Key Financial Terms and Statements

CISI Training Review: Understanding Key Financial Terms and Statements Relevant to the following CISI qualifications: ICWIM, ICAWM, Securities DEFINITION Publicly traded companies are under an obligation to deliver regular trading updates to the market, ensuring that at all times they present a reasonable reflection of their actual trading performance. However, the terms commonly used in…

CISI Training IFQ: An Overview of Shariah-Compliant Funds

CISI Training IFQ: An Overview of Shariah-Compliant Funds Relevant to the following CISI qualifications: Islamic Finance Qualification DEFINITION Shariah-compliant funds are investment vehicles which are fully compliant with the principles of Islam. The funds are prohibited from making investments in industries categorized as morally deficient, such as those related to gambling or alcohol. Because Islam…

3 mistakes students make when studying for CISI Exams

3 mistakes students make when studying for CISI Exams Throughout the years we’ve been teaching CISI, we’ve seen students make all sorts of mistakes. Three of these mistakes stand out because they can be the main reason students fail. So, what are these mistakes and how can you avoid them? Mistake #1: Not Giving It…

The CISI expands its presence in Jordan

The CISI expands its presence in Jordan through a partnership with Integrated Development Academy Following the recent announcement of its collaboration with the Jordan Securities Commission (JSC), the Chartered Institute for Securities & Investment (CISI) is proud to welcome the Integrated Development Academy (IDA), a specialised training provider in Amman, Jordan as one of its…

CISI and EIMF launch Chartered Wealth Manager qualification

Cyprus based finance professionals are being offered the chance to study for what is considered in the market to be the leading global qualification for private client wealth managers. The CISI Chartered Wealth Manager qualification, a post-graduate level specialist qualification, is being launched in Cyprus in partnership with EIMF, with the first five-day training course starting 21…

CISI Exam Prep: Managing the Time Value of Money

Relevant to the following CISI qualifications: ICWIM, ICAWM, Securities, Risk in Financial Services DEFINITION The time value of money is based on the premise that most people would choose to receive, say, $10,000 now, rather than the same sum in five years’ time. Why? Firstly, because any rational person knows that the $10,000 will almost…

شراكة بين معهد تشارترد للأوراق المالية والاستثمار وهيئة الأوراق المالية في الأردن (CISI)

وقع معهد تشارترد للأوراق المالية والاستثمار (CISI) الهيئة المهنية الرائدة في قطاع الأوراق المالية والاستثمارات وادارة الثروات والتخطيط المالي، مؤخرا، مذكرة تفاهم مع هيئة الأوراق المالية في الأردن، الجهة المسؤولة عن تطوير وتنظيم ومراقبة أنشطة أسواق رأس المال في المملكة الأردنية. وتعتبر مذكرة التفاهم هذه جزءا رئيسيا من مبادرة هيئة الأوراق المالية لاعتماد أفضل الممارسات…

Partnership between the CISI and Jordan Securities Commission

The Chartered Institute for Securities & Investment (CISI), the leading professional body for securities, investments, wealth and financial planning professionals, has recently signed a Memorandum of Understanding (MoU) with the Jordan Securities Commission (JSC), the entity responsible for developing, regulating and monitoring Jordan’s capital market activities. The MoU is integral in establishing an effective framework…

CISI Exam Prep: Identifying and Managing Exposure to Interest and Exchange Rate Risks

CISI Exam Prep: Identifying and Managing Exposure to Interest and Exchange Rate Risks Relevant to the following CISI qualifications: Risk in Financial Services, Derivatives DEFINITION The successful management of a portfolio includes maximizing returns from shifts in exchange and interest rates, which in turn requires an appreciation of the associated exposures. Not knowing the exposure…

New CISI South East branch President

An Investment Manager at financial services firm Raymond James has been appointed President of the Chartered Institute for Securities & Investment (CISI) South East branch. US born Leighton T. Bascom Chartered FCSI will take over the voluntary position from outgoing branch President Katie Presland, Chartered FCSI. Leighton is Investment Manager and Branch Principal, managing individual…