CISI News & Articles

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…

CISI Exam Prep: Hedging Liquidity Risk

CISI Exam Prep: Hedging Liquidity Risk – Case Studies and Strategies Relevant to the following CISI qualifications: Risk in Financial Services DEFINITION The concept of “liquidity risk” tends to be very loosely defined. It is used most commonly with reference to the banking and finance industry, but it is an important issue for all companies.…

College of Insurance to launch CISI Award in Kenya

The College of Insurance (COI), based in Nairobi and the Chartered Institute for Securities & Investment (CISI), have entered into a partnership arrangement that will see the COI offer training towards the Award in Bancassurance, in addition to other CISI qualifications. The Award in Bancassurance (AWB) provides solid grounding in the core financial, life assurance…

CISI and ACCA join forces to boost global market

A recently agreed MoU between the Chartered Institute for Securities & Investment (CISI) and ACCA (the Association of Chartered Certified Accountants) aims to meet the global market demand for Islamic Finance education. The global professional bodies, with a combined total of 756,000 members and students, have agreed to work together specifically on the promotion and…