Events preview
We offer many opportunities to help you meet your requirements for continuing professional development (CPD). Below are just some of the highlights of the Institute’s CPD events programme, but for comprehensive details and to book, please visit
cisi.org and click on the ‘Networking & events’ section. Please note that dates listed below are subject to change.
LIVE WEBINARS
WED 5 OCT CHANGE: A financial planning festival for the future.
WED 12 OCT 3rd annual ETFGI global ETFs insights summit – Asia Pacific
THU 13 OCT Guernsey investment briefing 2022: Rise of the ‘armchair investor’
TUE 18 OCT CISI Netherlands: Accessing UK markets after Brexit
WED 2 NOV Menopause: everything everyone needs to know
THU 17 TO Global Wealth Summit FRI 18 NOV
TUE 29 NOV Enabling neurodiversity in the workplace: the importance of removing barriers
IN-PERSON EVENTS THU 20 OCT Manchester & District branch annual dinner FRI 4 NOV Jersey branch annual dinner
THU 10 NOV East Anglia branch annual dinner West Country branch annual dinner
THU 17 NOV East Midlands & Lincoln branch annual dinner Cotswolds branch annual dinner
• If you have an idea for an event or would like to contribute at one of our events, please email
cpdevents@cisi.org.
• For details of conferences and social events available to members, please visit
cisi.org/events.
QUICK QUIZ
The Review’s quick quiz features questions from CISI Professional Refresher, an online learning tool. The answers are on page 53.
How might ESG investing best be defined? A An investment approach that focuses on maximising monetary return
B Investing in companies with sustainable business practices capable of being continued indefinitely
C A strategy for addressing climate change by refusing to own stock in companies that extract fossil fuels
D An investment approach that accepts financial losses, as ethical concerns are more important
Which is the most common type of cyber attack? A Denial of service B Ransomware C Phishing D Business email compromise
Which of the following statements is true? A Cryptocurrency exchanges each offer a range of different cryptocurrencies to trade
B The same cryptocurrency is traded at the same price at different exchanges
C Cryptocurrency exchanges often have to partner with the securities regulator to make deposits and withdrawals easier for users
D All cryptocurrency exchanges around the world have the same level of money- laundering risks
If you or your firm would like to find out more, visit
cisi.org/refresher or contact the CISI on +44 20 7645 0777.
CISI Disciplinary Panels – volunteers wanted
The Chartered Institute for Securities & Investment is inviting applications from professionals interested in joining the CISI Disciplinary Panels. The panels hear cases of CISI members who may be in breach of the CISI Membership Regulations or Code of Conduct.
10
Successful applicants should have a good knowledge of financial services, specialising in wealth management, financial planning, or compliance and be familiar with the CISI Code of Conduct and Membership Regulations.
This is a voluntary position and attendance will be virtual and is unlikely to be required more than twice a year. Training will be given.
To apply, please send your CV to
standards@cisi.org.
THE REVIEW SEPTEMBER 2022
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