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Understand the services of Investment Advice and Portfolio Management in 2024

A self-study course that dives deep into the provision of Investment Advice and Portfolio Management services by Cyprus Investment Firms (CIF). The course examines the different types of services, the roles of the responsible persons, and provides valuable insights into the areas of suitability assessment, investment policy, and portfolio management agreements.

CPD courses

Understand AML Requirements in 2024: Fiat, Digital Assets & Crypto Assets

A self-study course that provides knowledge to the specifics of Digital and Crypto Assets and how they compare to Fiat Currencies through the perspective of the Anti-Money Laundering (AML) framework. Suited and recommended for the required annual Continuous Professional Development (CPD).

CPD courses

An AML Guide in 2024: Assessing risks, KYC, CDD, Duties & Responsibilities

A self-study course that provides knowledge on the AML duties, responsibilities, risks, and concepts such as KYC and CDD. Suited and recommended for the required annual Continuous Professional Development (CPD).

Professional development

Mastering Soft Skills for Early Career Success

Learn valuable insights and techniques to help you build a solid professional foundation, regardless of your career path. It is ideal for current students, university graduates and early-career professionals looking to advance their skills and take control of their career trajectory.

THE INSTITUTE HAS A BLOG

Join Upskill Now

Understand the services of Investment Advice and Portfolio Management in 2024

Understand AML Requirements in 2024: Fiat, Digital Assets & Crypto Assets

An AML Guide in 2024: Assessing risks, KYC, CDD, Duties & Responsibilities

Mastering Soft Skills for Early Career Success

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THE INSTITUTE HAS A BLOG

Join Upskill Now

Understand the services of Investment Advice and Portfolio Management in 2024

Understand AML Requirements in 2024: Fiat, Digital Assets & Crypto Assets

An AML Guide in 2024: Assessing risks, KYC, CDD, Duties & Responsibilities

Mastering Soft Skills for Early Career Success

navigate

teach

legal

about

connect with us

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