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Banking & Investments Courses

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Banking & Investments CPD Courses and Workshops Available

  • LBMA

    Conflict and high-risk gold: Strategies for managing new risks

    LBMA

    Reports from the UN; NGOs; and the media continue to highlight that parts of the gold trade fund armed groups and conflicts; from the DR Congo to Venezuela. While government... Read more

  • IW Capital Ltd

    Enterprise Investment Scheme & IW Capital EIS Portfolio Service

    IW Capital Ltd

    A comprehensive overview of the Enterprise Investment Scheme and the IW Capital Limited EIS Portfolio Service

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  • Willis Towers Watson

    Willis Towers Watson Client Academy: Autonomous Vehicles

    Willis Towers Watson

    Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more

  • Willis Towers Watson

    Willis Towers Watson Client Academy: Business Interruption

    Willis Towers Watson

    Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more

  • Willis Towers Watson

    Willis Towers Watson Client Academy: Commercial Contracts

    Willis Towers Watson

    Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more

  • Willis Towers Watson

    Willis Towers Watson Client Academy: Enterprise Risk Management

    Willis Towers Watson

    Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more

  • Willis Towers Watson

    ABC & IQ of Technology

    Willis Towers Watson

    Managing the many forms of risk is essential to the DNA of any organisation. Without appropriate protection; companies cannot grow. The Client Academy provides knowledge through a... Read more

  • FE fundinfo

    Module 1 - Analytics Essentials

    FE fundinfo

    Lay the foundations for full and effective use of Analytics with an introduction to each of the main tool types; key settings to be aware of; efficient processes; shortcuts; and account... Read more

  • FE fundinfo

    Module 2 - Fund Research

    FE fundinfo

    Cover a range of tools that can be deployed to scan the entire market to find instruments that match your criteria; and those of your clients; with ease and precision.

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  • FE fundinfo

    Module 3 - Fund Analysis

    FE fundinfo

    Explore tools to gain a thorough understanding at the fund level of past performance; risk profiles; composition; manager track record; and interrelationships.

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  • FE fundinfo

    Module 4 - Portfolio Design & Construction

    FE fundinfo

    How to design; build; and analyse portfolios tailored to specific clients and risk profiles.

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  • FE fundinfo

    Module 5 - Portfolio Reporting; Client Review; and Winning New Business

    FE fundinfo

    From the all-important first meeting; through reporting; to review; this session identifies tools to produce effortless; professional reports and effective sales set-pieces.

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