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Finance Sector Courses

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Finance Sub-Sectors

Finance CPD Courses and Workshops Available

  • PAM Insight

    Social Media Forum

    PAM Insight

    Following on from the last 2 years' successful Social Media Forums; PAM Insight is joining with Hearsay Social to explore the continuing impact of social media on the private client... Read more

  • PAM Insight

    The Digital Media Forum

    PAM Insight

    This seminar explores the continuing impact of digital media on the private client wealth management industry. The findings of the recent PAM Insight survey on the use of digital media... Read more

  • Premex Services Ltd

    Core Elements

    Premex Services Ltd

    This is a quarterly seminar intended for new experts to medico-legal work and is designed to inform participants how to ensure quality; fit for purpose reports that assist the Court in... Read more

  • Russell Investments

    Business Planning

    Russell Investments

    This module is designed to help advisers be more concrete on their business plans and to change the way they run their businesses.

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  • Russell Investments

    Company Vision & Purpose

    Russell Investments

    This module is designed to make delegates think deeply about what they want their business to be and what principles guide them.

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  • Russell Investments

    Strategic Persuasion

    Russell Investments

    An in-depth look at the science and art of persuasion and how best to employ these practices in your day to day business.

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  • Russell Investments

    Demonstrating Value

    Russell Investments

    This module outlines effective ways in which to communicate with your clients so that they can better understand the value of the service you provide.

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  • Russell Investments

    Building a Marketing Plan

    Russell Investments

    This is a module designed to help advisers get clarity on the best ways to market their services to existing and potential customers

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  • Russell Investments

    Target markets & client referrals

    Russell Investments

    This module is designed to get advisers to look deeply at their business and discover where they are getting their best clients; look at methods of acquiring more of those type of... Read more

  • Russell Investments

    Focused client reviews

    Russell Investments

    This seminar will help advisers look at the processes that they currently have in place for holding review meetings with clients and optimise it into a scalable model that delivers... Read more

  • Russell Investments

    Review your service proposition

    Russell Investments

    This seminar is a Russell Academy module designed to help adviser review the service that they currently offer their clients and fine tune it to deliver greater value that their clients... Read more

  • Sage

    Sage 50 Payroll: Understand Auto Enrolment and Payroll Year End

    Sage

    Sage 50 Payroll: Understand Auto Enrolment and Payroll Year End The purpose of this seminar is to offer education to accountants and their clients around the latest legislation changes... Read more

More information about Finance

A wide range of professionals across the finance sector are required to complete Continuing Professional Development. CPD is a mandatory obligation to many professional bodies and associations, which includes accountants, tax and financial advisers, investments specialists and insurance professionals.

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