Education System

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

Advanced training is conducted by the Education Division of CPM Associates and ends with a test of theoretical knowledge and practical skills acquired.