Civista Bank’s Post

I recently completed Tru Treasury's Cash Management Professional Certification Course and Final Exam. Online learning is tough for me as I like the human to human connection, however this program was interactive, intuitive, and informational without being repetitive. It was also super easy to navigate the platform it is hosted on. If you want to expand your knowledge base and speak confidently to cash management in business, give this a look.

Successfully completed the certification course on SME Deposit Products.

I am excited to share my CSC creditential from Canadian Securities institution (CSI®) which is the foundational financial services credentials provider required to perform transactions in securities, mutual funds and hedge funds in many financial services positions. By this course I would have more confidence and knowledge to fulfill CIRO and provincial regulatory requirements for baseline securities licensing as well as mutual funds sales, alternative products, and other investment funds. For me , surely this is the first step towards attaining my investment analysis representative or registered representative license.

Want to dive deeper into the Collateral Implications of Treasury Clearing? Join ISITC on June 21st for a comprehensive webinar on the impact of Mandated Treasury Clearing. We will focus on the effects on buy-side participants, their custodians, fund administrators, and middle office providers. Stay tuned as speakers will be announced soon! This webinar is FREE for ISITC Members! Don't miss out on this opportunity to enhance your understanding and stay ahead in the industry. For more information: https://lnkd.in/d4GyC-aD #ISITC #FinanceWebinar #TreasuryClearing #ProfessionalDevelopment

🌟 Attention ambitious CFOs and Group Treasurers! 🌟 With over 15 years of expertise and exposure to 100+ successful and insightful transformation projects in Treasury and Capital Markets, I have been privileged to work with many platforms, but the FIS Treasury and Risk Manager truly stands out. Its capabilities continue to amaze me, offering unparalleled visibility and control over cash and liquidity management, risk management, hedge accounting, and much more. 📽️ Check out this video to see how FIS solution can truly transform your financial operations: https://lnkd.in/esSU343w? If you’re interested in learning more or have any questions, feel free to reach out to me directly. Let’s explore how we can drive your financial strategy forward together! #TreasuryManagement #RiskManagement #FinanceInnovation #CFO #GroupTreasurer #FIS

Paper trails - My dad's secret weapon ! Applying for IPOs has become super easy, comfortable and if you are lucky and mindful - very rewarding. I apply from the comfort of my desk, and it's super convenient. But my dad? He still prefers the traditional way—driving to the bank, filling out the ASBA form, and submitting it in person. When I suggest he apply online, he simply smiles and says, "It’s only a 10-minute drive, and I enjoy meeting the same bank staff I’ve been banking with for over 40 years." Fair enough. It keeps him busy, and he values those in-person connections. But here's the twist—he seems to be luckier in IPO allotments than I am! Is it just Karma? Or is that little bit of extra effort getting rewarded? I can’t figure this out and equally baffled as puzzled on this one -but maybe there’s something to be said about sticking to what works for you, even in a tech-driven world :-) Anyone else noticed something similar with old-school methods paying off? #IPOs #OnlineBanking #TraditionalBanking #Karma #InvestingJourney

In our latest Treasury ConversatION episode with Adam Volpe from ION Treasury, we dive into why setting clear goals is a must for a successful Treasury Management System (TMS) implementation. Discover how defining your objectives can streamline your project and maximize value for your team. Don't miss out on these essential insights! https://lnkd.in/geA4FdVH #TreasuryTransformation #FinTech

WSO Academy has helped thousands break into Investment Banking. Interested? 📩 Shoot us a DM with your email, and we'll add you to the WSO Academy waitlist 🔴 Offer guaranteed or your money back! 🔴 #investmentbanking #wallstreet #financecareers

done the securities operations course with TISS

How to check if Your Mutual fund really exists. How to check? -- AMCs send regular mails when transaction happens. Keep a tab. -- Check in CAMS/ Kfintech about transactions. -- In your mail you received monthly eCAS statements. Check that. You get all your info ( stock, mutual funds, insurance) in one place. I have often seen many times that nominees are not getting updated in demat/ mutual funds. Check about updation from eCAS statement. --- share for the maximum benefit of investors.