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Investment Management doc

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Investment Management doc

  1. 1. Requesting Organisation: Samoa Institute of Accountants Course Title: Investment Management Design: Two day course run twice Dates: 7 – 11 December 2009 REQUEST FOR TRAINING FORM 1. Name of Ministry / SOE or Corporation/ Private Company/ NGO: Samoa Institute of Accountants 2. Title of training requested: Investment Management 3. Background to the request: One of the goals is to increase investment to create opportunities in the various sectors. This training will strengthen and enhance the knowledge and skills of CEOs and managers in assessing potential investment opportunities that would contribute to the success of developments in Samoa. Members will have better understanding to effective investment management. This training was identified from TNA forms and the Education committee in its role to identify continuous education trainings to enhance professional development of members. 4 Objectives/outcomes of the training By the end of the training, participants will be able to: Objective 1: Understand and apply concepts of investment management Objective 2: Understand the general process of investment management Objective 3: How to sell an investment opportunity to the Board or management Objective 4:Understand and apply the latest methodologies and developments in investment management
  2. 2. Requesting Organisation: Samoa Institute of Accountants Course Title: Investment Management Design: Two day course run twice Dates: 7 - 11 December 2009 5 Content of the training Prioritise and list the topics you would like to see covered in the training 1. Introduction to investment management • It’s definition and purpose • Brief background on investment management and how it was developed • Importance of investment management to development and sustainability of the business • Who is responsible 2. Process of investment management • Establishing the context • Identifying investment opportunities • Analysing investment opportunities • Evaluation • Reporting 3. Investment management, the Board and Management • How do you sell the idea to ensure it happens? 4. Development of investment management • Discuss development of investment management • Discuss issues that impact on investment management • Discuss investment management in Samoa • Other developments relevant to investment management 6 Outcomes How does your organisation plan to implement this training. Workshops 7. Duration of the training 8 Preferred dates for the training There is no guarantee that trainers will be available on dates as requested by you. Please be careful when nominating dates as it will be difficult to make changes and your training may be replaced with an activity on our reserve list. Please select dates between July 2008 and June 2009 (Check that these are not public holidays) Dates: 9. Venue for the training
  3. 3. Requesting Organisation: Samoa Institute of Accountants Course Title: Investment Management Design: Two day course run twice Dates: 7 - 11 December 2009 Your organisation is responsible for providing a venue. Name of the Training Venue: Customs Training Room 10. Participants attending the training The In-Country Training project targets include equal male and female representation and those who work and live in Upolo and Savai’i. Please indicate the number of people you expect to attend. Participant numbers should be between 10 and 20. 2 groups of 20 people Gender % Female N= 50 % Male N= 50 Location where employed Savaii N= Upolu N= 100 Job Level New N= 2 years in N= Middle N= Senior N= recruit same job level 100 Education Level Secondary N= Tertiary N= Tertiary Dip N= Degree N= Cert 100 Total Number: 40 people 11. Local resource persons Are there persons within your organisation or known to you who could deliver some parts of the training? If so, please list the session titles and the names and designations and contact telephone number and email address of the local resource persons: Name Phone: Fax: email: None
  4. 4. Requesting Organisation: Samoa Institute of Accountants Course Title: Investment Management Design: Two day course run twice Dates: 7 - 11 December 2009 12. Trainers How many trainers do you think you will require? List the areas of expertise you seek. One trainer Note details of any organisations or individuals with the expertise you seek including names and phone numbers of people with whom you have had contact. There is no guarantee that these persons will conduct the training, but they could be contacted to tender for the work. Name Phone: Fax: email: 13. We want to ensure that there is a Co-Trainer from your organisation to work alongside the overseas Trainer. Please provide details of your nominated co-trainer. You must complete the following: Name of Co- Trainer: Phone: Fax: email: Maryann Lameko 20926 maryann@csl.ws The role is: work with the overseas trainer by email and fax to prepare the training plan: check within your organisation that the training objectives are still accurate; meet with the trainer on the Friday before the training & make sure the training materials meet the needs of Samoa; agree which parts of the training each person will deliver; be present all day every day of the training, translate where needed; explain customs and culture to the trainer and teach up to 50% of the training. 14. Details of the Co-ordinator from your organisation who will assist with making arrangements for the training. You must complete the following: Name of Training Co-ordinator Phone: Fax: email: Susana Laulu 20431 susanal@bocsamoa.com The role is booking the venue, advertising the training, shortlisting participants against the selection criteria, informing successful applicants of place, time and day. Making sure the resources requested are available and in working order. Arranging opening and closing ceremonies, including the Certificates. Arranging for incidental photocopying, morning and afternoon tea. 15 It is agreed by the Signatory to this Request for Training that s/he, as representative of the Requesting Organisation, will ensure that the persons nominated as Co-trainer and Co-ordinator are informed of the requirements of these roles and are allocated sufficient uninterrupted time to do it. 16 It is agreed by the Signatory to this Request for Training that as a condition of this Request for Training being funded, s/he, as representative of the Requesting Organisation, will supply when requested by the counterpart organisation, the participants named to take part in a tracer study of training effectiveness.
  5. 5. Requesting Organisation: Samoa Institute of Accountants Course Title: Investment Management Design: Two day course run twice Dates: 7 - 11 December 2009 17 Authorisation: This form must be authorised by the Permanent Secretary or Head of Department, and in the case of private sector organisations, by the Chief Executive Officer or President/Secretary of a NGO. Signature Title President Date Name Susana Laulu Organisation Samoa Institute of Accountants

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