Qatat Finance and Business Academic

QFBA

The Chartered Institute for Securities & Investment is the leading professional body for securities, investment, wealth and financial planning professionals. Dedicated to professionalism since it emerged from the London Stock exchange in 1992, its purpose is to champion lifelong learning and integrity, raising individual standards of knowledge, skills and behavior globally to enhance public trust and confidence in financial services.

Qatar Finance Business Academy is pleased to offer 6 different programs delivered in partnership with CISI

Fundamentals of Financial Services

Course Overview

This qualification is an important first step in developing the essential basic knowledge required for working in the field of financial services. It is desgined to provide a broad overview of the industry and could be your steppingstone to a career in the field of financial services.

The material includes information about the types of banking and commonly used financial products, such as shares, bonds, and insurance. Participants of this course will benefit from gaining comprehensive knowledge of financial terminology and capabilities in performing essential financial calculations.

Requirements

Submission of all personal details for course enrolment.

Target Audience

The qualification’s broad introduction to financial services makes it suitable for a wide audience from employees new to the industry to fresh graduates considering a career in finance.

It is an ideal alternative for staff already working within financial services who wish to further their industry knowledge, but who are not directly involved in making investment decisions. It offers a comprehensive understanding of financial services.

In addition, firms can easily include the qualification into staff induction programmes.

International Certificate in Wealth & Investment Management

Course Overview

The International Certificate in Wealth & Investment Management covers the essentials of financial planning, private client asset management, fund management, advisory functions, and investment analysis from a global perspective. The qualification will ensure that you understand the range of assets and investment products that are available in the market and find appropriate solutions to meet the investment, retirement and protection planning needs for your clients. It is an entry level qualification for international candidates working in private banking and wealth management roles.

Requirements

CISI International Introduction to Securities and Investment (IISI).

Target Audience

The International Certificate in Wealth & Investment Management is suitable for a wide audience – from new entrants to financial services to professionals already working in the sector who may be interested in diversifying into wealth management. It is an ideal alternative for staff working in wealth management roles who need to demonstrate competence through the achievement of a benchmark qualification and who want to develop an understanding of how to deliver wealth management advice.

Related Job Titles

  1. Investment Analyst
  2. Wealth Fund Manager
  3. Private Banker

International Introduction to Securities & Investment

Course Overview

This qualification provides a comprehensive introduction to the financial services industry with a specific focus on investments from a global perspective. It is the first step in the CISI’s qualification pathway, and it is taken by many practitioners as it is the foundation exam for higher level CISI qualifications.

The qualification covers key financial principles and products including assets and markets, equities, bonds, derivatives, investment funds, retirement planning, loans, mortgages, and life assurance.

This qualification offers a first introduction to financial services regulation focusing on financial crime, insider trading and market abuse, and provides candidates with an understanding of ethical behavior and acting with integrity.

Requirements

Submission of all personal details for course enrolment.

Target Audience

The qualification’s is intended for new entrants and staff who are beginning their career in the financial services industry. The broad topics covered make the qualification suitable for all staff, not just those responsible for making investment decisions, including administration, finance and accounting, IT, customer service, sales and marketing and HR and training.In addition, firms can easily include the qualification into staff induction programmes.

Related Job Titles

  1. Wealth Management
  2. Capital Markets
  3. Operations
  4. Compliance and risk

Islamic Finance Qualification

Course Overview

The Islamic Finance Qualification (IFQ) expands upon knowledge gained from Fundamentals of Islamic Banking and Finance. It is a global qualification that covers Islamic finance from both a technical and a Shariah perspective, providing the first international benchmark in the area of Islamic finance.

It provides an understanding of the influence of Shariah in a business context and prepares candidates to hold key positions in the Islamic finance and takaful (Islamic insurance) industries.

Requirements

Submission of all personal details for course enrolment.

Target Audience

The qualification is appropriate for existing and new employees and those seeking a career in Islamic finance.

QFMA Rules & Regulations

Course Overview

The course provides guidance about the licensing conditions and procedures along with codes of conducts addressing financial services in the State of Qatar.

Requirements

Submission of all personal details for course enrolment.

Target Audience

All professionals working in securities’ industry i.e. brokers, advisors, compliances officers, investment managers, custodians, underwriters, and bankers.

Risk in Financial Services

Course Overview

The Risk in Financial Services qualification is a comprehensive global introduction to the major risk areas in financial services. It provides a sound grounding in the principles of the risk management framework and corporate governance and risk oversight. It covers specific techniques used in identifying, reducing, and managing operational risk, credit risk, market risk, investment risk, liquidity risk and model risk.

Requirements

Submission of all personal details for course enrolment.

Target Audience

The Risk in Financial Services qualification is aimed at risk teams, compliance teams, branch management, corporate lawyers, finance officers, senior managers of all disciplines and existing and aspiring non-executive directors.