For the twelfth consecutive year BAAMAC and BALII organize courses for brokers and investment consultants

The Bulgarian Association of Licensed Investment Firms (BALIF) together with the Bulgarian Association of Asset Management Companies (BAAMC) organize a Saturdays-Sundays training courses for candidates wishing to take exams before the Financial Supervision Commission (FSC) for the legal capacity of brokers and investment advisers.

The training will be held partially remotely and partially in person in the office of Karol AD, Sofia, 1 Zlatovrah Str., starting on Saturday, July 31, 2021, and ending on September 12, 2021. A mock exam is also optional, outside the format of the course, at an additional cost, to be held on September 18, 2021 and additional classes (exercises), as well as consultations can be conducted.

Course 2021 for brokers and investment consultants of BALIF and BAAMC will be held provided that 16 or more students are recruited.

One of the main goals is for future brokers and investment advisers is to be not only theoretically but also practically prepared for all aspects of their work, so that with their competence and skills to adequately meet market requirements, as well as with their professionalism to support the difficult task. of restoring investor confidence in the capital market.

There is already a tradition for the students of BALIP and BAUD to perform very well at the exams before the FSC, as the success rate varies from 80 to 100% in the different specialties.

Candidates who have successfully passed the broker exam before the examination commission appointed by the FSC will be able to enroll in practical training for working with Xetra ©, RTS and the trading rules, organized by the Bulgarian Stock Exchange AD.

The registration will be done against a signed contract and a fee paid by bank transfer, as detailed information about the bank accounts can be found on the websites of the two associations: http://balip.com and http://baud.bg.

The training will be conducted by the following lecturers:

  • Prof. Dr. Stefan Petranov – Faculty of Economics, Sofia University “St. Kliment Ohridski ”(Sofia University)
  • Ivan Dimitrov, CFA – Portfolio Manager, “KBC ASSET MANAGEMENT” HB – BRANCH;
  • Petar Radkov – Head of Risk Assessment and Analysis Department of the Bank Deposit Guarantee Fund (FGVB);
  • Georgi Malinov – Procurator of Elana Fund Management AD, member of the Management Board of BAAMC and Chairman of the Legal Committee of BAAMC.

Prices and registrations

The prices of the training amount to BGN 750 for the courses for investment consultants (80 teaching hours) and BGN 620 for the courses for brokers (60 teaching hours).

The training will start on July 31, 2021 and end on September 12, 2021. It is also planned to conduct, if desired, outside the format of the course, with additional payment, a mock exam on September 18, 2021 and additional classes (exercises), as well as consultations can be held.

Course 2021 for brokers and investment consultants of BALIF and BAAMC will be held provided that 16 or more students are recruited.

The members of BALIF and BAAMC will be able to use discounts from the above fees for certain candidates, and in these cases the price of the courses for investment consultants will be BGN 630, and for brokers – BGN 490.

There is also a discount for former students of BALIF and BAAMC from previous courses of the two associations, and 30% of the respective fees will be paid. If a participant wishes to attend both courses, he or she will have to pay the fee for the course for investment advisers plus 30% of the fee for the course for brokers.

 

The registration will be done against a fee paid by bank transfer to the following accounts:

For the broker course the payment of the fee will be transferred only to the BALIF account:

BIC: UNCRBGSF

IBAN: BG23UNCR76301009502300

BANK: UNICREDIT BULBANK AD

For the course for investment consultants the payment will be made either to the account of BALIF or to the account of BAAMC, as the applicant must check in advance to which account he or she should make the payment, by contacting for more information on 0895799585 or 0877502018, or send an email to:

jichev@balip.com

jichev@baud.bg

 

a) BALIF account

BIC: UNCRBGSF

IBAN: BG23UNCR76301009502300

BANK: UNICREDIT BULBANK AD

 

b) BAAMC account

IBAN: BG89UBBS80021053804910

BIC: UBBSBGSF

BANK: UNITED BULGARIAN BANK AD

 

Fees are paid only by bank transfer. In case the minimum number of students is not recruited, the fees of the candidates who have paid for the course will be refunded to their bank accounts within 5 working days, starting from August 2, 2021.