James Coker Email

James Coker Education

• The Chartered Institute for Securities & Investment (The CISI)

  Chartered Wealth Manager Qualification (CISI Level 7)

  2018-2020
• The Chartered Institute for Securities & Investment (The CISI)

  Investment Advice Diploma (CISI Level 4)

  2018-2018
• University of Durham, St John's College

  Bachelor’s Degree (- Durham Finance Society Fund Analyst (2015/2016): responsible for research into the Chinese Equity sector, devising investment ideas for the £5, 000 fund – a role I continued into 2016/17. - Member of Finance Society .22 Rifle Shooting Squad, Fencing Team, and Italian Speaking Society. - Host and presenter of St John's College's fashion show to an audience of 230 people, raising money for a local charity.)

  2014-2017
• St Edward's School, Oxford

  (Winner of the Port Meadow Prize: the highest award given for achievement and endeavour at school. School Prefect: responsible for the fifth form year group. Academic Scholar: promoted from Exhibitioner for achievement. Member, and frequent chair of, the debating society. Organiser for a charity event that raised money for Teen Cancer Trust. Member of the Finance Committee: responsible for managing the annual fund and its allocation to development projects.)

  2009-2014
• CFA Level 1