Financial Planning Division of CPM Associates has a unified system of education of new co-workers. The aim of the education is to ensure a high level of professional competence and knowledge of our people. Education is conducted at several levels.
Basics - Professional qualification
- Basic fundamentals of financial market functioning
- Macroeconomics
- Financial companies and background of their operation
- Financial literacy
- Individual financial education (OFV) - Insurance and reinsurance, capital deposits, receiving deposits, giving loans, Supplementary retirement insurance
- Act on financial intermediation and financial advisory
- Act on consumer protection in financial market
- Act on prevention of legalizing income from criminal activities and terrorist financing activities
Basic training is completed by taking a test in the Central bank of Slovakia (NBS) and obtaining necessary licenses for working in the area.
Basics - Soft Skills
- The system of work with clients - business skills
- Expert financial planning
- Protection of property
- Income and family protection
- Government grants and subsidies
- Housing planning
- Securing retirement
- Asset management
- Investment planning
- Cash flow management
- Financial optimization
- Tax optimization
Basic training is accomplished by a certification exam carried by CPM Associates
Advanced Education
- Management skills
- Time management
- Investing
- Trading
- Fundamental analysis
- Technical analysis
- Investment decisions
- Risk management
- Asset management
- Portfolio management
