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

Congratulations for securing a place at one of

UK’s leading institutions for excellence in:

– Teaching

– Research

– Public engagement 

Welcome to our School!

• 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)

An exciting place to study

• 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

 

A vibrant community

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.

Links with industry and policy

A unique range of postgraduate programs: 

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)

Postgraduate study

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

• 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)

Facilities

Modules:

• Amplify Trading• C++ for Finance• Finance Trading Programme• Foundation course in Technical• Portfolio Construction Theory• VBA for Finance• Interview Workshops by City CV

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

CareersWide offer of MSc programs caters for a large number of career opportunities in• 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 monthsData: 2013-14

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

Recent placement

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

cisi.org

Introduction to the CISICommon Room to Career

Shamaila Shah & Christopher Morris25 September 2015

What are Employers looking for?

A professional qualification

Commercial Awareness

Communication SkillsTeamwork Negotiation Skills

Problem Solving

Leadership strengthsOrganisation

Work under pressure

Confidence

What does a professional qualification say about you?

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.

Committed

Prepared

Commercially awareProfessional

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 WorldwideRegulator and/or professional links in 27 countries

Bahamas

Bahrain

Cyprus

Germany

Gibraltar

Greece

Guernsey

Hong Kong

Isle of Man

India

Japan

Jersey

Lebanon

Malaysia

Malta

Netherlands

Oman

Palestine

Qatar

Singapore

South Africa

Sri Lanka

Sweden

Tunisia

UAE

UK

USA

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

• 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

CISI Chartered Wealth

Manager

Financial Markets

Applied Wealth

Management

Portfolio Construction

Theory

CISI Chartered Wealth Manager with QMUL

• MSc Law & Finance

• MSc Investment & Finance

• MSc Banking & Finance

• MSc Banking

• MSc Business Finance

• MSc Wealth Management

Pass both modules

Opportunity to sitApplied Wealth Management

+Portfolio Construction Theory

Apply for exemptionFinancial 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

• 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

Student MembershipJust some of the benefits…

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

8

@cisi

cisi.org/linkedin

cisi.org/educationdevelopment

cisi.org

CFA® Level I training with Fitch Learning

• Kate Lander, CFA, Managing Director, Fitch Learning

• Contact: cfasupport@fitchlearning.com

www.fitchlearning.com

Agenda

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

www.fitchlearning.com

Introduction

• 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:

www.fitchlearning.com

Visit cfainstitute.org

CFA overview

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

www.fitchlearning.com

Who takes the CFA® exams?

Students 24%Research analysts 11%Accountants/auditors 8%Consultants 7%Corporate financial analysts 6%Relationship managers 4%

www.fitchlearning.com

QMUL and Fitch Learning

• 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 2016Time: 9:00 – 17:00 Venue: Mile End campusContact: Sarah RileyEmail: s.riley@qmul.ac.ukCost: £1,100

www.fitchlearning.com

CFA® Level I classroom timetable

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.

www.fitchlearning.com

Online study portal

Unlimited access to online tools:

• 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

www.fitchlearning.com

Mobile app

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

www.fitchlearning.com

Ongoing support

• Global Instructor Helpdesk

• Email-a-day

• ‘Keep on track’ emails

• Phone-a-tutor

• Proactive mentoring

•Contact the team, anytime: cfasupport@fitchlearning.com

www.fitchlearning.com

Signing up

* Except for those enrolled on the CFA Stream of MSc Finance

Dates: Monday 13 – Friday 17 June 2016Time: 9:00 – 17:00 Venue: Mile End campusContact: Sarah RileyEmail: s.riley@qmul.ac.ukCost: £1,100*

Contact: cfasupport@fitchlearning.com

London4 Chiswell StreetLondonEC1Y 4UP

www.fitchlearning.com

The Chartered Banker Institute

The link between the Chartered Banker Institute and Queen Mary, University of London:

Accreditation of MSc programmes in both the School of Economics & Finance and the Centre for Commercial Law Studies

Provides benefits to students: professional status and pathway to becoming a Chartered Banker

Chartered Banker Institute: working with QMUL

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 (1)

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:

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

About the Chartered Banker Institute (2)

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.

Professional Qualifications

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:

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

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:

Three credits to Chartered Banker Diploma

Associate Chartered Banker status

Pathway to full Chartered Banker status

Queen Mary University of London and the Chartered Banker Institute

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

Why Chartered Banker?

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:

Chartered Banker Magazine Continuing Professional Development Events Online Professional Network Research and Insight Volunteering Opportunities

Through partnerships with institutes overseas, we supportmembers wherever they are in the world.,

Professional Membership

Thank you

Finance Trading Programme (FTP)2015/16

FTP Brings the Trading Room into the Classroom

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

You experience the live markets!

The FTP Programme 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

• X-Trader• Ninja Trader• Bloomberg• CQG

Learn the Business of Trading

FTP provides:

Detailed practical financial markets education

Proprietary Trading Strategy Development Risk Management Money Management Technical Analysis Cross-Asset Arbitrage Trading Algorithms

• Trading Algorithm design• Trading research programme• Industry speakers

Learn to use Bloomberg Bloomberg has 30,000+

functions The finance industry has

320,000 users Be one of them!

Learn to use X-Trader 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

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.

• QUMMIF adopts long-only investment strategies

• It allocates funds into a range of asset classes and seeks to capitalise on medium term capital gains.

• • 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

Objective

• 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.

•  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.

Join QUMMIF

QUMMIF Structure

Timetable1 September 25th-

October 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

• 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.

Participation

•  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 1

• 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 2

• 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 3

• 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.

Action Point 4

• 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

Benefits

QUMMIF Pitch Presentation Evening• Week ending• November 9th

Bluebird Restaurant Dinner and Award Ceremony

QUMMIF Dinner and Awards

How can SEF Careers help you? 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 £10,000www.careers.qmul.ac.uk/students/enterprise

Newsletter on QM+

City CV

Events…

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/publications/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

CommunicationUniversity 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• MSc Banking / MSc Wealth Management – Dr. Yioryos Makedonis

• Tea / Coffee served in Great Hall Foyer• Talk with Programme Director in Peoples Palace: PP1

• MSc Banking & Finance / MSc Investment & Finance – Dr. Alfonsina Iona

• Tea / Coffee served in Bancroft: 1.13• Talk with Programme Director in Bancroft: Mason LT

• MSc Business Finance – Dr. Luigi Ventimiglia • Tea / Coffee served in Great Hall Foyer• Talk with Programme Director in Peoples Palace: PP2

• MSc Finance – Prof. Francis Breedon • Tea / Coffee served in ArtsOne Foyer• Talk with Programme Director in ArtsOne: Arts One LT