Chartered Institute of Securities and Investment's winter London events

Continuing professional development (CPD) is a key aspect of the CISI (Chartered Institute for Securities & Investment) ’s strategy to enable its members to develop and maintain their industry knowledge and skills. To achieve this, the Chartered Institute of Securities and Investment provides an extensive programme of free CPD seminars to the members of the Chartered Institute of Securities and Investment, attracting delegates from all levels.

Here are the upcoming lunchtime and early evening winter events from Chartered Institute of Securities and Investment, based in London, covering:

Capital Markets
Integrity and Ethics
Financial Planning
Operations and IT
Risk and Compliance
Wealth and Retail

Their Key features are:

Gain valuable skills and knowledge and develop your career
Topical events that help you reach your CPD target
Free to attend
Attending educational CISI events qualifies you for CPD hours
Face-to-face learning
Auto-recorded CPD hours
Network with CISI members and build relationships

31 Jan 2017, Senior Managers’ Regime: Could there be trouble ahead? The big 2017 challenge is: how sustainable is your approach to the senior managers’ regime? Andrew Bailey, now Chief Executive of the FCA, said when he was in the same role at the PRA: ‘Senior managers will be held individually accountable for failure to meet our requirements.‘ Are you and your systems ready to meet this tough test? The Speaker is: Clive Godwin, Founder, Solvassure and the learning objective is to understand how systems need to be changed to cope with the provisions of the Senior Managers Regime as it rolls out in 2017 to the whole financial services industry.
07 Feb 2017, Higher yields, rising equities, more political risk. Which trend will blink first in 2017? 2016 delivered several surprises, one of the largest of which was that in spite of these surprises the reaction of many risky asset prices has been positive. Using insights gleaned from online data along with the analysis of sentiment, Michael Metcalfe, Head of Marco Strategy, State Street Global Markets, introduced by Claire Perryman Chartered MCSI, Head of SPDR ETFs UK, State Street Global Advisors, will discuss why the outlook for asset markets in 2017 will be different. The learning objective by attending this event will be to gain an understanding of how some of the riskier asset markets might perform in 2017.
08 Feb 2017, Building defensive investment portfolio with robust assets. Whilst preserving capital is not a new topic for portfolio managers, the Chartered Institute of Securities and Investment has seen an increased interest for defensive instruments across assets classes. Through this presentation, Verity Worsfold, db X-trackers Quantitative Research Team, Deutsche Asset Management, will analyse the Defensive and Diversification merits demonstrated by each asset class and see how one can build robust defensive portfolios to navigate through fast changing markets. The learning objective is to gain a greater awareness of how to build “robustness” into portfolios.
09 Feb 2017, Compeer – Compliance 2017: Optimising compliance in uncertain times. The challenges facing the compliance function continue to multiply, ranging from increasing cost, Brexit and Suitability to MiFID II. The Chartered Institute of Securities and Investment has seen a number of firms exit wealth management, citing the cost of regulation as a reason. The conference will focus on the major issues facing the compliance function and how firms may optimise compliance to meet these challenges. The speakers will explore how the best in class firms tackle these problems and what we can learn from them. By attending this event, you aim to gain a better insight into the challenges facing compliance officers and departments.
01 Mar 2017, Outlook for the Euro area. 2017 looks set to be a year to be endured rather than enjoyed, at least for the first half when the heavy political calendar and related uncertainty is likely to dampen European growth. Markets would like to see less monetary, more fiscal and more structural policy. During this presentation, Marco Stringa, Director of Deutsche Bank’s European Economic Research team, will assess the potential impact of political tremors on the Europe’s economic growth prospects. The learning objective of this event is to get a grasp on what might happen to European markets in 2017.
08 Mar 2017, Passive solutions for sustainable investing. Isabelle Rucart, CFA, PRM is leading Impact investing for iShares EMEA. Her role consists of driving the strategic development of this business, working on new product design with the iShares Product Innovation team and engaging with clients as a sales specialist. Isabelle will share BlackRock’s insight on the sustainable investing market and will discuss how to increase portfolios’ sustainability with passive instruments, whether you consider ESG scores or carbon footprints. By attending this event, you will be able to understand the importance of sustainable investing and how passive products can play a role in serving clients’ requirements.