CPD Courses

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See the latest Financial Advisory CPD courses from the Finance industry

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Financial Advisory
Featured

Sage Business Cloud Accounting E-learning Programm...

Sage UK

This online course will enable you to gain certification on Sage Business Cloud Accounting. It will...
Online Course
Financial Advisory

Information Systems

Open eLMS

This e-learning gives the learner an overview on Information Systems. The course covers the Data Pro...
Online Course
Financial Advisory

Covid 19 – Business Cloud Accounting – Processing...

Sage

Sage will you help you and your business through these tough times. You will learn how to onboard an...
Online Course
Financial Advisory

Project Management Framework

GoSkills Ltd

Whether it's your first project or your fiftieth; adhering to a project management framework builds...
Online Course
Financial Advisory

Change Management: Dealing with change

Hot Learning trading as Kallidus

Change is a reality of modern business life and so becoming more comfortable with it can really stan...
Online Course
Financial Advisory

Organisational Structures

Open eLMS

This e-learning resource outlines the various Organisational Structures in business. This course cov...
Online Course
Financial Advisory

Covid 19 – Sage Business Cloud Payroll – Continui...

Sage

Sage will you help you and your business through these tough times. You will learn how to keep busin...
Online Course
Financial Advisory

Project Performance and Delivery

GoSkills Ltd

Performing work that delivers the right results is the primary goal of any project. In this Project...
Online Course
Financial Advisory

Microsoft Access for Beginners

GoSkills Ltd

Microsoft Access is an essential tool for managing a high volume of important information. In this M...
Online Course
Financial Advisory

Implementing the GDPR

Open eLMS

This learning covers the 12 steps as outlined by the Information Commissioner's Office to get ready...
Online Course
Financial Advisory

How to set up Partner Edition and Auto Entry

Sage

Learn how easy it is to set up an account and start making the most of both platforms.
Online Course
Financial Advisory

Project Planning

GoSkills Ltd

Establishing a strong project planning process is essential to delivering a successful project. In t...
Online Course
Financial Advisory

ISO 9001 Quality Management Systems

Open eLMS

This e-learning answers what is ISO 9001 and the benefits. The learning also gives practical advice...
Online Course
Financial Advisory

Migrate your clients from Sage 50cloud to Sage Bu...

Sage

Learn how to migrate from Sage 50cloud Accounts to Sage Accounting in a few easy steps.
Online Course
Financial Advisory

Project Teams and Stakeholders

GoSkills Ltd

Managing project teams and stakeholder expectations requires a transparent process; so nothing is le...
Online Course
Financial Advisory

ISO 14001 Environmental Management Systems

Open eLMS

This e-learning explains the ISO 14001 standard and gives practical advice on how to achieve certifi...
Online Course
Financial Advisory

Switch from Sage 50cloud Accounts to Sage Busines...

Sage

Moving to a new system takes some time getting used to. To help you; this training explains where to...
Online Course
Financial Advisory

Masterclass 1: Plan & Prepare Module 1 - Create yo...

Sage

Create a clear; confident; and profitable plan for MTD and your digital future. Segment your clients...
Online Course
Financial Advisory

ISO50001 Energy Management Systems

Open eLMS

This e-learning answers what is ISO50001 and how does its implementation benefit the organisation. T...
Online Course
Financial Advisory

Your guide to the migration Pre-work

Sage

Gain an insight into the migration services we have to offer and what you need to do to get started.
Online Course
Financial Advisory

Masterclass 1: Plan & Prepare Module 2 - Build you...

Sage

With the help and support from Sage Practice Experts; build your plan to realise the opportunities y...
Online Course
Financial Advisory

Acquisition International June Edition

AI Global Media Ltd

This issue will broaden knowledge around different sectors and specialist areas within the corporate...
Online Course
Financial Advisory

ISO 27001 Information Security Management Systems

Open eLMS

This e-learning answers what is ISO 27001 and how does it affect products and services provided by a...
Online Course
Financial Advisory

Masterclass 1: Plan & Prepare Module 3 - Your firs...

Sage

The countdown to MTD has started. How many working days do you have to go to for your practice and c...
Online Course
Financial Advisory

Wealth & Finance INTL June Edition

AI Global Media Ltd

Features in this edition include Hedge Fund Manager of the Month; Fund Manager Elite 2016; the Risin...
Online Course
Financial Advisory

Ruby on Rails for Web Development

GoSkills Ltd

Learn how to create professional looking websites step by step with Ruby on Rails! Ruby on Rails is...
Online Course
Financial Advisory

GDPR Customer Service

Open eLMS

An overview of the new regulations with practical advice on what steps to take in a customer service...
Online Course
Financial Advisory

Online Bureau – Cloud Integration for Clients and...

Sage

This course will help you to learn on how to upload and review documents and invite users to view th...
Online Course
Financial Advisory

Masterclass 1: Plan & Prepare Module 4 - From Plan...

Sage

Execute your plan and track your success. Be masters of MTD. Effortlessly manage practice and client...
Online Course
Financial Advisory

Financial Modelling Techniques

GoSkills Ltd

Financial modelling in Excel is extremely useful to forecast and make key business decisions for you...
Online Course
Financial Advisory

Universal Credit How Do I Claim?

Open eLMS

This course is about Universal Credit. The course includes information on How to make a claim and ho...
Online Course
Financial Advisory

Online Documents - Sharing Reports and Documents w...

Sage

The aim of this course is to help you deliver an efficient; accurate and reliable end to end payroll...
Online Course
Financial Advisory

Masterclass 2: Practice Readiness Module 1 - The D...

Sage

Is my firm truly digitalised? Even with all of the tech available; itÂ’s as hard as itÂ’s ever been fo...
Online Course
Financial Advisory

Financial Modelling Basics

GoSkills Ltd

Financial modelling in Excel is extremely useful to forecast and make key decisions about your compa...
Online Course
Financial Advisory

What is Universal Credit

Open eLMS

This course is about Universal Credit. The course also includes information on who can claim Univers...
Online Course
Financial Advisory

Online Payslips – Payslips & P60s on demand

Sage

This course is aimed for you to learn how to set up your payslips; giving access to the employee and...
Online Course
Financial Advisory

Masterclass 2: Practice Readiness Module 2 - Optim...

Sage

Technology has the potential to answer many of the toughest challenges practices face; but it takes...
Online Course
Financial Advisory

Universal Credit Working

Open eLMS

This course is about Universal Credit. This module Concerns what happens if you are working.
Online Course
Financial Advisory

Online Timesheets - Cloud Integration for retrievi...

Sage

This course is designed to help you to use the Online Timesheets in Sage 50cloud Payroll. Learn how...
Online Course
Financial Advisory

Masterclass 2: Practice Readiness Module 3 - Solut...

Sage

Technology has the potential to answer many of the toughest challenges practices face; but it takes...
Online Course
Financial Advisory

The Fundamentals of Insurance-Linked Securities (I...

Phoenix CRetro

Our Insurance-Linked Securities (ILS) post-graduate program will equip you with the knowledge and th...
Online Course
Financial Advisory

Money Management and Responsibilities

Open eLMS

This course is about Universal Credit. This e-learning informs learners on how best to handle their...
Online Course
Financial Advisory

Masterclass 2: Practice Readiness Module 4 - Effec...

Sage

Price consistently and end scope creep. Confidently charge what you are worth and be highly valued b...
Online Course
Financial Advisory

Acquisition International July Edition

AI Global Media Ltd

This issue will help you broaden knowledge around different sectors and specialist areas within the...
Online Course
Financial Advisory

Universal Credit Self Employment

Open eLMS

This course is about Universal Credit. This e-learning goes through the unique aspects of Universal...
Online Course
Financial Advisory

Masterclass 3: Client Readiness Module 1 - The Cli...

Sage

Taking control of MTD together. What clients want vs what clients need. Make every interaction count...
Online Course
Financial Advisory

Cyber Risk

Deloitte - FinLearn

Explore the fundamentals of Cyber Risk and understand Internal Audit’s focus areas in respect of Cyb...
Online Course
Financial Advisory

IP Equip

Intellectual Property Office

This free on-line interactive tool helps businesses and their advisors to identify assets which may...
Online Course