CPD - The CPD Certification Service

Insurance & Risk CPD Courses and Workshops Available

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  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

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  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

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  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

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  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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  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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  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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  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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  FE Analytics Training Roadshow

  FE fundinfo

  The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings... Read more

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  FE Analytics On-Site Training – Full Day

  FE fundinfo

  The full-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a broad overview of FE Analytics features to be used in a variety of settings... Read more

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  FE Analytics On-Site Training – Half Day

  FE fundinfo

  The half-day on-site Analytics training programme; delivered by an expert Training Consultant; provides a concise but detailed overview of key Analytics programme features. We give a... Read more

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  The Work and Mental Health Workshop

  Unum Ltd

  The Work and Mental Health workshop focuses on both the fast-growing awareness and the importance of good mental health and wellbeing in the workplace. Helping staff prevent mental... Read more

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  Introduction to AlphaDex® – Building A Better Portfolio

  First Trust Global Portfolios

  AlphaDEX is a rules-based index methodology based on the premise of selecting securities with value and momentum factors. At its core it seeks to select and weight stocks from... Read more

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