CONTINUING PROFESSIONAL DEVELOPMENT


Access all these CPD resources on our new app. Find out more at cisi.org/app


Or access them on your desktop at cisi.org/MyCISI


Or view some of them at cisi.org/youtube


Learn THE PRACTICE OF FINANCIAL PLANNING CISI member survey 2022


GLOBAL WEALTH SUMMIT: MIDDLE EAST


of survey respondents’ 50%


preferred study method is an online short course (6+ hours with test and certificate)


WE HAVE AN EXTENSIVE LIBRARY OF CONTENT ON CISI TV AND YOUTUBE, AND OVER 200 ELEARNING MODULES IN MYCISI. HERE’S A SMALL SELECTION


Unit 1 • Methodology • Establishing client relationships • Financial management • Financial plan analysis • Dynamic financial planning


Unit 2


• Taxable nature of assets and liabilities • Tax structure of client accounts • Tax planning strategies and recommendations • Client portfolios • Potential vehicles for use in client portfolios • Assessing the suitability of proposed vehicles • Composition of investment policy statements and periodic reports


CPD: 18 HOURS PASS MARK 60% FOR BOTH UNITS


15.45 hours’ recommended study time in total Unit 1 test: 90 mins Unit 2 test: 45 mins


cisi.org/fp-pa £300


Our Global Wealth Summit series, for wealth management, capital markets, risk, corporate finance, and operations professionals, continues for a second year in November. The summit covers Africa, London (UK), and China, and this year will also include the Middle East.


The keynote speaker for the Middle East is Farah Foustok, chief executive officer of Lazard Gulf.


The summits take place over two days from Thursday 17 November 2022.


Free to attend for all professionals. CPD: 120 MINUTES #WEALTH MANAGEMENT cisi.org/gws


LOG IN TO MYCISI FOR A WEALTH OF OPPORTUNITIES TO DEVELOP YOUR EXPERTISE THRO 56 THE REVIEW SEPTEMBER 2022 THE REVIEW AUGUST


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