branch manager qualification program

The branch manager qualification program in brokerage firms is one of the most important training programs aimed at enhancing employ efficiency and developing their skills in accordance with the standards of the Financial Regulatory Authority. The program focuses on enhancing the capabilities of managers and equipping them with the necessary tools and knowledge to ensure the application of best professional practices and achieve the highest levels of scientific and practical performance. This program comes in response to the licensing requirements for branch managers in brokerage firms, as it has been carefully designed to support the development of administrative and technical skills for employs in this vital sector. The program aims to build a strong foundation of professional competencies capable of leading branches with high efficiency and ensuring compliance with legal regulations, thereby enhancing quality.

The main objectives of the branch manager qualification

The program focuses on providing branch managers working in brokerage firms with a wide range of essential knowledge and skills required for their job tasks. And among the most important of these objectives:

• Rules to combat price manipulation and prevent insider trading.
• Disclosure rules in the Egyptian stock exchange and adherence to financial transparency.
• Foundations of anti-money laundering and counter-terrorism financing within brokerage firms.
• Order management systems and trading mechanisms in the Egyptian stock exchange.
• Rules for acquisition offers and their regulatory procedures.
• Requirements for financial solvency and regulatory standards for brokerage firms.
• Responsibilities and tasks of account managers and operations executors toward clients.
• A quick overview of the Egyptian stock market indices and their market performance.
• The basic principles of financial analysis and technical analysis of markets.

Target groups of this training program

Branch managers working in securities brokerage firms. This training is essential for anyone seeking to enhance their knowledge and acquire advanced skills that qualify them for success in the financial market’s environment.

The main topics covered by the branch manager qualification program

• An introduction to the responsibilities and tasks of account managers and operations executors, and the obligations of brokerage firms toward their clients.
• Trading mechanisms and order management systems on the Egyptian Stock Exchange.
• Specialized activities and margin trading.
• Rules of solvency and financial standards.
• Rules prohibiting price manipulation and insider trading.
• Purchase offers with the intent to acquire.
• Disclosure rules on the Egyptian Stock Exchange.
• Combating money laundering and terrorist financing.
• Egyptian stock market indices.
• Technical analysis
• Financial analysis.
• Total number of training hours

The training duration

24 training hours – actual attendance over 4 days.