CPD - The CPD Certification Service

Finance CPD Courses and Workshops Available

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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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  Gateway to Asset Management

  Asset-Wisdom Ltd

  The on-line course provides learners with the underpinning knowledge of the concepts and language of physical asset management and an understanding of the international standard for... 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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  Anti-Fraud Awareness

  Burgan Bank

  The Anti-Fraud Awareness is a 2 hours interactive workshop that includes several group exercises and pre and post assessment of participants knowledge; with a broad coverage of Fraud... Read more

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  Business Etiquette and Ethics in the Workplace

  Burgan Bank

  Business Etiquette and Ethics program is for personal and professional development to interact confidently and professionally in the workplace. This program is designed to enhance... Read more

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  Leader As Coach

  Engage in Learning

  Successful leaders are successful coaches. Coaching is an essential skill to develop and is its own reward! In this course; we help you find out how to: Incorporate coaching into... Read more

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  Coaching Skills

  Engage in Learning

  Do you know the difference between a learner-centred and a coach-centred approach? Do you know how to balance them during a coaching session? Learn when to ‘tell’ and when and how... Read more

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  Using the Grow Model to Coach 1

  Engage in Learning

  This eLearning course will show you how to set effective and ‘SMART’ goals when setting out to coach individual staff members. Learn how to establish a sound coaching relationship... Read more

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