Our Workshops
Introduction to Investments Workshop
Date: TBA Time: 9.00am to 12.00pm
Venue: Cayman Islands Chamber of Commerce, Governor's Square, West Bay Road
Members: KYD $75.00 (USD $91.46) Non-Members: KYD $90.00 (USD $109.76)
Overview
This half-day workshop is intended to impart introductory knowledge of investments. Attendees will primarily learn the various assets available and how a portfolio is built.
The course will cover:
History
Types of Asset Classes
Short Term Fixed Income
Long Term Fixed Income
Equities
Alternatives
Types of Securities
Services Offered in the Cayman Islands
The Regulator
The Cayman Islands Monetary Authority
Theory
Building a Portfolio
Know Your Client
Investment Policy Statement (Objectives & Constraints)
Determination of Asset Mix
Selection of the Investment Manager
Selection of the Securities
Monitoring and Rebalancing
Anti-Money Laundering Workshops
Intermediate AML/CFT Workshop
Date: TBA
Time: 9:00am – 12:00pm
Venue: Cayman Islands Chamber of Commerce, Governor's Square, West Bay Road
Members: KYD $75.00 (USD $91.46) Non-Members: KYD $90.00 (USD $109.76)
Overview
This training is ideal for new employees and employees needing a refresher. It is primarily intended to assist financial institutions in complying with the training requirements as specified in Sections 6.11 and 6.18 of the C.I. Monetary Authority Guidance Notes.
Learn more about our upcoming courses, board of directors, membership and committees.