Welcome
to the
School of Economics and Finance
Speakers
• Sujoy Mukerji, Head of School
• Shamaila Shah, Educational Development - Chartered Institute for
Securities & Investment (CISI).
• Kate Lander, MD of client solutions - Fitch Learning, Chartered
Financial Analyst UK (CFA) providers.
• Allan Keogh, Relationship Manager - Chartered Banker Institute
• David Norman, Visiting Professor, Financial Trading Programme &
QUMMIF
• Raj Sidhu, Careers Consultant & Lipsheon Jhand, Careers
Consultant
• Tea, Coffee, Snacks and talks with Programme Directors
Welcome to our School!
Congratulations for securing a place at one of
UK’s leading institutions for excellence in:
– Teaching
– Research
– Public engagement
An exciting place to study
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10th in the UK for research power in the latest Research Excellence
Framework (REF 2014)
94% and 96% students satisfaction in, respectively, economics and finance
study (National Student Survey 2015)
3rd in London and 17th in the UK in the Complete University Guide 2016
3rd in London and 17th in the UK in the Sunday Times University Guide
2016
3rd in London and top 20 in the UK in theGuardian University Guide 2016
6th in the UK in the Times Good University Guide 2014
96% of our graduates are in work or further study within 6 months of
graduation (Destination of Leavers from Higher Education Survey, 2013)
MSc Investment and Finance was ranked in the Financial Times Global top
40 (Financial Times: Masters in Finance Pre-experience 2015)
A vibrant community
• QMUL is located in a creative and culturally diverse
area in east London, close to London’s financial districts
• The School hosts 40 faculty and about 1,200 students –
undergraduate and postgraduate – from all over the
world
• International diversity of both faculty and students, with
nearly 70 nationalities represented,
is a key ingredient of our success
Links with industry and policy
Our faculty are recognised experts in their fields, and their
research has impact beyond academia at national and
international levels.
Partnerships with
• Policy makers – Bank of England, Treasury, other
Government Depts.
• International organizations – World Bank, EBRD, IDB.
• Private sector – Goldman Sachs, Frontiers, etc.
Postgraduate study
A unique range of postgraduate programs:
MSc Accounting and Finance
MSc Finance and Econometrics
MSc Banking
MSc Investment and Finance
MSc Banking and Finance
LLM Law and Economics
MSc Behavioural Finance
MSc Law and Finance
MSc Business Finance
MSc Mathematical Finance
MSc Economics
MSc Wealth Management
MSc Finance
PhD Economics / PhD Finance
Our programs have professional accreditations and exemptions with the Chartered
Financial Analyst (CFA) UK, the Chartered Institute for Securities and Investment
(CISI) and the Chartered Banker Institute (CBI)
Facilities
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Applied analysis software
Subscription to Datastream
Wharton Research Data Services
(WRDS) which includes Bankscope
and CRSP
Data Analysis simulation software
Bloomberg subscription
Macrobond - data charting and
analytical application
2 school computer labs
70 pcs and designated printers
Postgraduate micro lab (specialised
econometric software)
Additional training
Ungraded modules provide further
technical skills and give students a
head start in working in Finance
• Improve employability prospects
• Stand out from other graduates
Modules:
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Amplify Trading
C++ for Finance
Finance Trading Programme
Foundation course in Technical
Portfolio Construction Theory
VBA for Finance
Interview Workshops by City CV
Careers
Wide offer of MSc programs caters for a large number of
career opportunities in
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Finance, banking, management, accounting, marketing, journalism.
Financial regulation and institutions
Central banks
International organizations
Doctoral studies
 Virtually all of graduates find employment within
one year of graduation
 76% are employed within 6 months
Data: 2013-14
Recent placement
IMF
World Bank
European Central Bank
Bank of England
European Commission
ING Wholesale
Barclays
HSBC
Ernst & Young
NYSE-Euronext
JS Bank
South Chine Securities (UK)
Data: 2013-14
Student Life & Support
• Get involved outside the classroom!
• Careers Events and a dedicated Careers Consultant
• Over 150 clubs and societies
• Economics, Trading and Investment Societies
• Leadership and volunteer opportunities
• Academic tutors and course representatives
Thank You
&
Welcome Again
Introduction to the CISI
Common Room to Career
Shamaila Shah & Christopher Morris
25 September 2015
cisi.org
What are Employers
looking for?
Work under pressure
Commercial Awareness
Problem Solving
Communication Skills Teamwork
Negotiation Skills
Organisation
Confidence
A professional qualification
Leadership strengths
What does a professional
qualification say about you?
Professional
Committed
Prepared
Commercially aware
If you want to work at the top level of the profession
of your choice, you will usually need a professional
qualification. These are generally awarded by
professional bodies and follow on from having
completed a degree or equivalent qualification.
Knowledgeable
Easier to employ
Who are the CISI?
• The professional body for those who work in the
securities and investment industry
• Evolved from the London Stock Exchange
• 40,000 members in 110 countries
• Last year, set almost 37,000 examinations in 74
countries, covering a range of vocational
qualifications
CISI Worldwide
Regulator and/or professional links in 27 countries
Bahamas
Malta
Bahrain
Netherlands
Cyprus
Oman
Germany
Palestine
Gibraltar
Qatar
Greece
Singapore
Guernsey
South Africa
Hong Kong
Sri Lanka
Isle of Man
Sweden
India
Tunisia
Japan
UAE
Jersey
UK
Lebanon
USA
Malaysia
cisi.org
Why a CISI exam?
• Developed by practitioners for practitioners to
equip you with the practical knowledge you will
need to do your job
• Recognised study pathways ensuring the
specialist understanding you gain can be
immediately transferred to business activities
helping to progress your career
• Major banks and financial organisations
worldwide use our qualifications to benchmark
the knowledge of their staff
CISI Chartered Wealth
Manager with QMUL
• Highly regarded qualification developed in consultation with leading
stockbrokers, investment banks and industry trade bodies
• Recognised by financial services recruiters as the best professional
qualification for roles in wealth management
• Specialist, client-focused practical qualification offering in-depth
knowledge of investment issues
• Meets RDR exam standards
CISI Chartered Wealth
Manager with QMUL
Opportunity to sit
Applied Wealth Management
• MSc Law & Finance
• MSc Investment & Finance
• MSc Banking & Finance
+
Portfolio Construction Theory
Pass both modules
• MSc Banking
• MSc Business Finance
• MSc Wealth Management
Apply for exemption
Financial Markets
Awarded full CISI CWM
Your study support
• Before you start the CISI syllabus has been ‘mapped’
to the university syllabus to ensure:
• maximum synergy
• maximum appropriateness for your area of study
• Online ‘Refreshers’ for revision
• Online past papers
• University run additional support
• University supported by a CISI Accredited Training
Provider
Student Membership
Just some of the benefits…
• CISI TV: a selection of our most popular events recorded so
that you can watch them at any time
• Professional Refresher: boost your revision on a variety of
topics designed to support your exam
• Free attendance at four CPD events including the new
‘Ready for Work’ event being introduced in 2016
• 20% discount on any one CISI training course each year
• Online Securities & Investment Review: latest industry news on
your PC, mobile phone or tablet
• CISI Centres of Excellence – Exemption opportunities
cisi.org
Educational Trust Awards
Rewarding future stars of the industry – could it be you?
• Jonas Rebmann Postgraduate Aston University
• Hao Zhang Postgraduate CASS Business School
• Zeeshan Shahid Postgraduate Coventry University
• Andrew Brindley Undergraduate Coventry University
• Lauren Affleck Postgraduate Glasgow Caledonian University
• Tao Ding Postgraduate ICMA, University of Reading
• Hanchang Wang Postgraduate Imperial College London
• Lidia Mazzanti Postgraduate Queen Mary University London
• Ighome Ojameruaye Postgraduate University of Birmingham
• Alex Stevenson Undergraduate University of Birmingham
• Olivier Baas Postgraduate University of Edinburgh
• Yen Kim Phu Postgraduate University of Exeter
•
Nora Kunz Postgraduate University of Portsmouth
• Deepak Lalwani Idnani Postgraduate University of the West of England
• Shrey Dinesh Jain Postgraduate Westminster Business School
CISI Educational Trust Awards 2015
Winners shared total of £18,000 award money
@cisi
cisi.org/linkedin
8 cisi.org/educationdevelopment
cisi.org
www.fitchlearning.com
CFA® Level I training with Fitch Learning
•
Kate Lander, CFA, Managing Director, Fitch Learning
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Contact: cfasupport@fitchlearning.com
Agenda
www.fitchlearning.com
Introduction
CFA® overview
Who takes the CFA® Program exams?
QMUL and Fitch Learning
The exam syllabus and format
CFA® Level I classroom timetable
Online study portal
Mobile app
Ongoing support
Signing up
Introduction
www.fitchlearning.com
• Fitch Learning
• Part of the Fitch Group
• Training centres in London, New York, Singapore and Dubai
• Work with top buy-side and sell-side institutions, including:
CFA overview
www.fitchlearning.com
What is the CFA charter?
• A professional designation awarded by CFA Institute
• Measures the competency and integrity of financial analysts
What are the benefits of obtaining the CFA charter?
• Global recognition – ‘a second passport’
• Workforce advantage and increase in knowledge
How is the CFA Program structured?
• Three Levels, each culminating in a six-hour exam
• Level I is held in June and December each year
• Levels II and III are held annually in June
How much study is required?
• CFA Institute recommend 300 hours of study per Level
Visit cfainstitute.org
Who takes the CFA® exams?
www.fitchlearning.com
Students
Research analysts
Accountants/auditors
Consultants
Corporate financial analysts
Relationship managers
24%
11%
8%
7%
6%
4%
QMUL and Fitch Learning
www.fitchlearning.com
• We have partnered to provide an intensive five-day Level I prep
course.
• On campus
• Expert instructor
• Kickstart your preparation for the December 2016 or June 2017
exam with the classroom course
• Continue your structured studies using our online learning portal and
mobile app Dates:
Monday 13 – Friday 17 June 2016
Time:
Venue:
Contact:
Email:
Cost:
9:00 – 17:00
Mile End campus
Sarah Riley
s.riley@qmul.ac.uk
£1,100
CFA® Level I classroom timetable
www.fitchlearning.com
Day
Topics
Day 1
Ethics overview, quantitative methods, financial reporting
and analysis
Day 2
Financial reporting and analysis
Day 3
Fixed income, equity
Day 4
Equity, alternative investments, corporate finance,
derivatives
Day 5
Portfolio management and economics
TBC
Mock exam
Timetable is subject to change. Final dates will be confirmed by the University.
Online study portal
www.fitchlearning.com
Unlimited access to online tools:
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Global Instructor Helpdesk
Instructor recordings
Live lecture webcasts from London
Slide packs with instructor annotations
Question bank with customisable tests
Hurdle tests to gauge progress
Performance diagnostics
Stay on track for the December exam
Mobile app
www.fitchlearning.com
Unlimited use of our mobile app:
• Access slide packs, recordings and complete question bank
• Study on or offline
• Sync progress when you next connect to wifi
• iOS and Android compatible
Ongoing support
www.fitchlearning.com
• Global Instructor Helpdesk
• Email-a-day
• ‘Keep on track’ emails
• Phone-a-tutor
• Proactive mentoring
•Contact the team, anytime: cfasupport@fitchlearning.com
Signing up
Dates:
Time:
Venue:
Contact:
Email:
Cost:
Monday 13 – Friday 17 June 2016
9:00 – 17:00
Mile End campus
Sarah Riley
s.riley@qmul.ac.uk
£1,100*
* Except for those enrolled on the CFA Stream of MSc Finance
Contact: cfasupport@fitchlearning.com
www.fitchlearning.com
London
4 Chiswell Street
London
EC1Y 4UP
The Chartered Banker Institute
Chartered Banker Institute: working with QMUL
The link between the Chartered Banker Institute and Queen Mary, University of
London:
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Accreditation of MSc programmes in both the School of
Economics & Finance and the Centre for Commercial Law
Studies
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Provides benefits to students: professional status and
pathway to becoming a Chartered Banker
About the Chartered Banker Institute (1)
The Chartered Banker Institute is a professional body and the
oldest institute of bankers in the world, founded in 1875. The
Institute is an independent body, established by Royal Charter.
The Institute in numbers:
 138 years experience of raising professional standards
 More than 50,000 individuals are members or students of, or
hold a qualification or accredited award from the Institute
 Members and students in 35 countries
 Working with more than 100 banks worldwide
 350,000 UK bankers covered by the Chartered Banker Code
 73,000 individuals have achieved the Foundation Standard
for Professional Bankers since its launch in 2012
 1 body able to award the flagship Chartered Banker
qualification
About the Chartered Banker Institute (2)
The Chartered Banker Institute is a modern professional body playing a significant
role in building confidence and trust in the competence of bankers in the UK, and
internationally. The Institute:
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Sets professional standards for UK bankers, through the Chartered Banker
Professional Standards Board (CB:PSB)
Awards a wide range of professional banking qualifications, in the UK and
overseas
Accredits UK and international organisations’ qualification, training and
development programmes against the Institute’s standards
Provides bespoke initial and continuing professional development for bankers
Supports bankers’ commitment to professionalism through membership of the
Institute
Provides financial education to schoolchildren and others
Professional Qualifications
The Chartered Banker Institute offers a wide
range of professional qualifications for bankers:
 From Level 2 Apprenticeships through to
MBA
 Broader range than any other provider in this
sector
 Strong focus on professionalism and ethics in
all qualifications
 Accreditation and approved prior learning
form part of qualification pathways
We work with both UK national qualification
frameworks (QCF & SCQF) and with the
European Qualification Framework.
Chartered Banker Diploma
The Chartered Banker Diploma is a world class qualification that
stands as a benchmark of excellence and professionalism
expected by clients and employers in Banking. You will require to
study:
 Professionalism Ethics and Regulation
And one from the following:
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Credit and Lending
Contemporary Issues in Banking
Risk Management in Banking
Banking for High Net Worth Individuals
Applied Business and Corporate Banking
Assessed by a combination of coursework and exams
Queen Mary University of London and the
Chartered Banker Institute
The Institute has recognised the excellence of the QMU MSc
programmes with a banking slant.
Accordingly, depending on your module choices, MSc graduation
potentially provides:
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Three credits to Chartered Banker Diploma
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Associate Chartered Banker status
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Pathway to full Chartered Banker status
Why Chartered Banker?
 88% of customers say all bankers should
pass professional banking exams
 84% of customers would rather be a
customer where all staff had passed
banking exams
 ‘Chartered Banker’ is the most trusted
qualification for financial advice
 ‘Chartered’ ranks first as the symbol of
confidence in professionalism
 ‘Chartered’ means that most people
expect higher levels of service
Professional Membership
Student membership is included should you elect to seek to follow a Chartered
Banker recognised route.
The Institute supports the continued professionalism of our members throughout
their careers, offering a range of services including:
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Chartered Banker Magazine
Continuing Professional Development
Events
Online Professional Network
Research and Insight
Volunteering Opportunities
Through partnerships with institutes overseas, we support
,
members wherever
they are in the world.
Thank you
Finance Trading Programme
(FTP)
2015/16
FTP Brings the Trading Room into
the Classroom
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Real-time data
Trading real-time markets
Using Professional trading
technology
Experiencing the markets
as they move
Practical skills that
translate directly to the
workplace
The FTP Programme
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Three-semester accredited
programme
There are twelve taught Modules
which include practical trading lab
sessions.
The objective is to build your
trading knowledge from a beginner
level to an advanced level
The syllabus has been designed by
professional traders to lead you
through a structured programme
End of Module tests to gain
accreditation
Learn the Business of Trading
FTP provides:
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Detailed practical
financial markets
education
Proprietary Trading
Strategy Development
Risk Management
Money Management
Technical Analysis
Cross-Asset Arbitrage
Trading Algorithms
Learn to use Bloomberg
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Bloomberg has 30,000+
functions
The finance industry has
320,000 users
Be one of them!
Learn to use X-Trader
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X-Trader is a primary
industry derivatives
trading system
The industry has
80,000+ users in 40
countries
Be one of them!
Syllabus – Details on QM+
Registering and more information
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david.norman@qmul.ac.uk
QUMMIF
(Queen Mary MSc Investment Fund)
2015/16
• QUMMIF (Queen Mary, University of London –
MSc Investment Fund) is a student-managed
investment fund which currently has
responsibility over £40,000 of investments.
• It is one of the only investment clubs of its kind
in London, established for postgraduate
students interested in obtaining relevant,
practical work experience in trading and portfolio
analysis.
Objective
• QUMMIF adopts long-only investment strategies
• It allocates funds into a range of asset classes and seeks to
capitalise on medium term capital gains.
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• It provides members with the tools and methods to be able to
analyse asset classes, business sectors and business cycles
and to make investment decisions using real money
• This, in turn, provides the opportunity to experience the
financial markets and to apply academic knowledge and
practical skills in the real world
Join QUMMIF
• Membership is open to all postgraduate students of the School of
Economics & Finance.
• QUMMIF provides an excellent opportunity to acquire financial
skills, relevant work experience and knowledge of the financial
markets
• This enhances your CV, increase your employability and assists in
achieving career goals in the financial markets.
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You can also explore your career options and see whether you
prefer to be an analyst, trader, investment banker or to join
compliance and corporate law.
QUMMIF Structure
Timetable
1 September 25thOctober 5th
Register with QUMMIF using QM+ dedicated site
2
October 5th- October 15th
QUMMIF screening and selection of Groups of 3
3
October 15th – November 1st
Join FTP and undertake Modules 1 and 2
4
October 15th – November 1st
Prepare Pitch presentations
5
Event during week of
November 2nd (TBA)
Pitch Presentation to panel of Judges
6
10th November - 15th
November
Panel Judges make their recommended choices
7
16th November -20th
November
Investments made
8
End of Second Semester
Investments closed
Participation
• There are several selection stages for you to undertake.
• Because of the nature of the investment decisions that need
to be made when you undertake real-money investments in
QUMMIF, those of you who:
– demonstrate good knowledge of investment theory
– develop effective equity analysis skills and use of
Bloomberg by attending the FTP
– and who pass the QM+ knowledge test with high marks
are more likely to be offered an opportunity to join one of the
Groups.
Action Point 1
• Registering Interest (September-October
2015)
– The first action is to register an interest in being
involved along with the submission of a paragraph
description as to why you are interested in joining
along with your resume.
– Complete the short knowledge tests on QM+
Action Point 2
• Join Groups of 3
– Once selected to participate, you will be allocated to, or
may choose to work in, groups of three to establish an
investment entry.
• Each member of the group will have a role to play:
Teams of three share the roles of Analysts, Risk
assessors and Technical Analysts
• Each Group has one coordinator
• There is no limit to the number of Groups who can enter
a strategy investment for consideration.
• All entries must abide by the conditions of the selection
process and will be eliminated if they fall outside of
those conditions
Action Point 3
• QUMMIF Investment Report Pitch Presentation and
Election (November 2015)
– Submit a detailed synopsis of an intended strategy, a choice of
instrument, a risk assessment and a projected profit expectation
which will be assessed by a panel/judge.
– At the beginning of November an event will be organised during
which student presentations will be made to a panel of judges.
– The selected strategies, and those that best suit the investment
outlook and satisfy the expectations of the panel, will be able to
proceed to deployment.
Action Point 4
• Panel Decisions
– The panel/judges will make decisions regarding the selected investments
by the end of the week of November 15th 2015.
– Each group will be provided with feedback regarding the choices that are
made for moving forward to the investment stage.
• Execution of Strategies (November/December 2015)
– At the final decision taken by the panel, strategy selections will be made.
– After the selection process those successful student groups will be invited
to deploy their strategy which will be executed by a QM designated
manager.
– Every investment must be deployed by the end of the first semester
December 18th 2015.
– Once the investments are deployed, they must be observed/risk managed
by the group.
– Each Group will be required to send a biweekly update each week to the
experienced Alumni who is responsible for their group.
Benefits
• Learn how to prepare, research and present financial
investments opportunities.
• Invest real money into the markets based on your research
• Learn to use Bloomberg and its many analysis and portfolio
functions
• Learn Trading Strategies via the FTP
• Turn academic theory into practical application
• Work in teams and make good friends
• Cash Prizes for Best QUMMIF Investment Reports
• QUMMIF Corporate events during the year
QUMMIF
Pitch Presentation Evening
• Week ending
• November 9th
QUMMIF
Dinner and Awards
Bluebird Restaurant Dinner and Award Ceremony
 1-1s
– Practice Interviews
– Applications help
http://www.careers.qmul.ac.uk/book/
 Try out a business idea with
funds on us! £500, £5,000 or
£10,000
www.careers.qmul.ac.uk/students/enterprise
 Newsletter on QM+
 City CV
 Events…
How can SEF Careers
help you?
City CV
City CV
CV guidance
Interview Skills
International Students
• Visit the Advice and Counselling Service for
advice on visa rules:
– http://www.welfare.qmul.ac.uk/
• Some employers do consider international
students – visit the Register of Licensed
Sponsors:
– https://www.gov.uk/government/publicatio
ns/register-of-licensed-sponsors-workers
Careers Taster Scheme
• Insight experience
programme open to all UG
and PG students
• Up to five half days with
various employers between
January – February 2016
• 60 spaces available
• Applications opening soon…
Employer and Alumni Events
Throughout the year…
How We’ll Keep in Touch
Careers News email weekly
(including work experience opportunities)
www.facebook.com/careersforeconomics
QMPlus Postgraduate Shared Area/Careers
www.careers.qmul.ac.uk/events
Communication
University Email: this is the preferred way for us to
communicate with you. Please check your
University email account daily.
QMplus: Module organisers and teaching
assistants may contact you by posting
information in designated module areas on
QMplus.
Social Media
/qmuleconomis (Page)
QMUL PG School of Economics & Finance 2015-16 (Group)
@qmuleconomics
School of Economics and Finance Alumni
Talks with Programme Directors
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MSc Banking / MSc Wealth Management – Dr. Yioryos Makedonis
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MSc Banking & Finance / MSc Investment & Finance – Dr. Alfonsina Iona
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Tea / Coffee served in Bancroft: 1.13
Talk with Programme Director in Bancroft: Mason LT
MSc Business Finance – Dr. Luigi Ventimiglia
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Tea / Coffee served in Great Hall Foyer
Talk with Programme Director in Peoples Palace: PP1
Tea / Coffee served in Great Hall Foyer
Talk with Programme Director in Peoples Palace: PP2
MSc Finance – Prof. Francis Breedon
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Tea / Coffee served in ArtsOne Foyer
Talk with Programme Director in ArtsOne: Arts One LT