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Finance Sector Courses

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Finance Sub-Sectors

Finance CPD Courses and Workshops Available

  • 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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  • FE fundinfo

    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

  • 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

  • FE fundinfo

    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

  • Burgan Bank

    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

  • Burgan Bank

    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

  • Engage in Learning

    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

  • Engage in Learning

    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

  • Engage in Learning

    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

  • Engage in Learning

    Using the Grow Model to Coach 2

    Engage in Learning

    See how to use the GROW model to maintain momentum through the coaching process. Understand how to overcome limiting beliefs and acknowledge success.

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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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