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Financial Advisory Courses

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Financial Advisory CPD Courses and Workshops Available

  • ACI UK- The Financial Markets Association

    ACI Operations Certificate

    ACI UK- The Financial Markets Association

    This foundation programme is for treasury operations staff and provides a front to end treasury view.

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  • ACI UK- The Financial Markets Association

    ACI Dealing Certificate

    ACI UK- The Financial Markets Association

    This foundation programme is for new entrants to the dealing room and non-front office personnel seeking a working knowledge of the structure and operation of the major foreign exchange... Read more

  • ACI UK- The Financial Markets Association

    ACI Model Code Certificate

    ACI UK- The Financial Markets Association

    This foundation programme is for any participant in the foreign exchange and money markets to understand best practices and conventions for global financial markets.

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  • BNY Mellon

    Decumulation Dreaming

    BNY Mellon

    A 40 minute seminar delivered to financial advisers covering investing in a world of changing demographics and pension reforms.

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  • BNY Mellon

    Deep Dive On Investing In Emerging Market Healthcare

    BNY Mellon

    This is a comprehensive educational document outlining the key differences between developed market and emerging market healthcare, the benefits and risk associated with investing in... Read more

  • Cofunds Ltd

    Preparing For Sunset

    Cofunds Ltd

    This is a training session with Henry Roth from Investors Planning Associates. It is designed to assist them with putting in the best plan of action that works with their service... Read more

  • EML Learning Ltd

    Econometrics For Decision Support In Policymaking

    EML Learning Ltd

    This 2 day course considers a range of micro econometric evaluation techniques that are used to gauge policy impacts. Detailed consideration is given to approaches such as... Read more

  • Engage in Learning

    Health & Safety: Control Of Substances Hazardous To Health

    Engage in Learning

    This online training course covers the coshh regulations and responsibilities, types of hazardous substances and control measures, symbols, and enables the learner to relate the ideas... Read more

  • Engage in Learning

    Health & Safety: Display Screen Equipment

    Engage in Learning

    This online training course covers the use of in-office and personal dse.

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  • Engage in Learning

    Health & Safety: Driving At Work

    Engage in Learning

    This online training course covers safe driving and driving economically.

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  • Engage in Learning

    Health & Safety: Personal Protective Equipment

    Engage in Learning

    This online training course covers the ppe regulations and responsibilities, routes of contamination, symbols, and results in a personalised ppe use checklist.

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  • Engage in Learning

    Health & Safety: Stress At Work

    Engage in Learning

    This online training course covers recognising stress symptoms, analysing the root causes of stress, developing a stress reduction strategy, and ways to relieve stress.

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