Finance

CPD in the Banking & Investments sector

Browse CPD Banking & Investments Training Providers

Insignis Cash

Cash Savings and Deposit Management for Wealth Managers, Individuals, Charities and Businesses.
Insignis Cash

The Trade Academy

Learning platform for aspiring and professional traders.
The Trade Academy

Spring Capital Partners

Independent investment distribution company
Spring Capital Partners

Ark Group International

Strengthening business impact through fundraising.
Ark Group International

AwakenAngels

The first and only all island of Ireland women-led investment community built with women in mind...
AwakenAngels

Barclays

Specialist banking and investment services in the Channel Islands, Isle of Man and London.
Barclays

ABM Global Compliance

Financial Services Compliance and Regulatory Advisor
ABM Global Compliance

FinWELL Training Ltd

Award winning financial education and wellbeing training for employers of all sizes and sectors
FinWELL Training Ltd

Seccl

The embedded investment platform
Seccl

PEI Group

Business Intelligence Platforms
PEI Group

PRI Academy

Online investment training.
PRI Academy

The Financial Wellbeing Lab

Improving the financial wellbeing of individuals and the communities they live in
The Financial Wellbeing Lab

Stay in the loop with what's happening in the CPD Banking & Investments sector

CPD Banking & Investments Courses and Workshops

Banking & Investments

Angel Investing Training Programme

AwakenAngels

This comprehensive training program equips new angel investors with essential knowledge to navigate...
Training Course
Banking & Investments

Introduction to Real Estate in Excel

Bayfield Training Ltd

This one-day course has been developed to teach essential real estate financial modelling theory; fu...
Training Course
Banking & Investments

WTW Training Academy – People in crisis

Willis Towers Watson

This session will review the impacts of emergency situations and incidents on the health of employee...
Training Course
Banking & Investments

Understanding Key Principles of Real Estate Financ...

Bayfield Training Ltd

On this course; we will use case studies to enhance the delegates understanding of Real Estate finan...
Training Course
Banking & Investments

How to build and Execute an Effective Strategy

The British Private Equity & Venture Capital Association (BVCA)

Many founders; entrepreneurs or C-suite directors build a strategy by intuition and instinct. This a...
Training Course
Banking & Investments

How to plan an optimal exit

The British Private Equity & Venture Capital Association (BVCA)

Managing an investment to exit is the final piece of the jigsaw in any investment lifecycle. This is...
Training Course
Banking & Investments

WTW Training Academy – Risk maturity and how to cr...

Willis Towers Watson

In this webinar; we’ll discuss indicators of risk maturity across distinct areas of ERM – starting w...
Webinar
Banking & Investments

Reasons to use HSBC UK (new)

HSBC UK

An updated version of an overview of the HSBC UK intermediary’s proposition. Includes details of our...
Webinar
Banking & Investments

What financial personality dimensions should finan...

Oxford Risk

Investors lose an average of 300 bps of potential returns each year due to their need for emotional...
Webinar
Banking & Investments

WTW Training Academy – Enterprise risk management:...

Willis Towers Watson

How can effective enterprise risk management (ERM) programmes support the growth and resilience of y...
Webinar
Banking & Investments

An Introduction to Understanding Mental Health and...

Ciconia Recovery Healthcare Investments

Mental health includes emotional; psychological; and social well-being. It affects how people think;...
Training Course
Banking & Investments

Intelligence Officers Course (IO’s Course)

RISC - Research & Intelligence Support Centre

Designed for Intelligence Officers who work with Intelligence Units; Intelligence Analysts and Intel...
Training Course
Banking & Investments

Level 5 Advanced Diploma in Financial Trading

Samuel and Co Trading

Our Ofqual-regulated Level 5 Advanced Diploma in Financial Trading is a great place to either kick s...
Training Course
Banking & Investments

EMIR Refit Course

LSEG (London Stock Exchange Group)

The EMIR Refit course is designed to familiarise compliance and operations staff working in EMIR rep...
Training Course
Banking & Investments

MiFIR Transaction Reporting Advanced course

LSEG (London Stock Exchange Group)

The MiFIR Transaction Reporting Advanced course expands on knowledge learnt in the Foundation course...
Training Course
Banking & Investments

Market Abuse Fundamentals Course

LSEG (London Stock Exchange Group)

The Market Abuse Fundamentals Course provides training on all elements essential in meeting the requ...
Training Course
Banking & Investments

Roadmap to a Credible and Ambitious Transition Tra...

Climate Bonds Initiative

The novel transition concept refers to the change countries and entities must make from today’s high...
Training Course
Banking & Investments

Interviewing skills with people who have addiction...

Ciconia Recovery Healthcare Investments

Eliciting the right information from those affected by addiction is crucial in understanding their b...
Training Course
Banking & Investments

FinWELL Champion Training

FinWELL Training Ltd

Upskilling senior leaders; managers; wellbeing leads and mental health first aiders to become financ...
Workshop
Banking & Investments

Mentoring Guidelines Workshop

Mansfield Building Society

This two-and-a-half-hour: workshop: is designed to introduce: colleagues to the importance of ‘getti...
Workshop

CPD Banking & Investments Online & eLearning

Banking & Investments

How to Pass a Real Estate Financial Modelling Test

Bayfield Training Ltd

We will instruct you in the art of precision; neatness; working efficiently; analytical thinking and...
Online Course
Banking & Investments

Excel Fundamentals

Bayfield Training Ltd

On this course; you will learn how to set up; navigate and effectively use Excel spreadsheets. The c...
Online Course
Banking & Investments

Fundamentals of Cash Flow Calculations

Bayfield Training Ltd

Financial Mathematics possesses a pivotal role in Real Estate Investment and Management therefore un...
Online Course
Banking & Investments

MFS's Student Accommodation Training Certification

Market Financial Solutions

MFS's Student Accommodation Property Training Certification is an indispensable resource for brokers...
Online Course
Banking & Investments

MFS' Warehouses Property Training Certification

Market Financial Solutions

MFS’ Warehouse Property Investment Certification is a vital tool for brokers; equipping them with cr...
Online Course
Banking & Investments

MFS' Holiday Lets Property Training Certification

Market Financial Solutions

MFS' Holiday Lets Property Training Certification is a comprehensive program specifically crafted fo...
Online Course
Banking & Investments

MFS's Commercial Property Training Certification

Market Financial Solutions

MFS's Commercial Property Training Certification is designed to be a valuable asset for brokers whos...
Online Course
Banking & Investments

Credit Learning Pathway

S&P Global Market Intelligence

In today's complex landscape; credit analysis stands as a cornerstone in mitigating evolving credit...
Online Course
Banking & Investments

Engagement

Candriam - A New York Life Investments Company

With sustainability a core topic for the investment community; the impact of Voting and Engagement i...
Online Course
Banking & Investments

MFS's HMO Property Training Certification

Market Financial Solutions

MFS's HMO Property Training Certification serves as an essential guide for brokers whose clients are...
Online Course
Banking & Investments

Small Self Administered Scheme (SSAS) Basics & Mai...

WealthBuilders

Our online education will provide you with both an education and a competency on SSAS pension as a U...
Online Course
Banking & Investments

The Individual Conduct Rules

My Compliance Consultant

The Individual Conduct Rule course provides an overview of the Senior Manager & Certificate Regime a...
Online Course
Banking & Investments

ESG in Alternatives

PRI Academy

ESG in Alternative Investments focuses on ESG applications in private markets. The course teaches in...
Online Course
Banking & Investments

Introduction to Blockchain Technology

Futures Lab

In this first course, Introduction to Blockchain technology, we discuss the limitations of the Inter...
Online Course
Banking & Investments

Applied Responsible Investment

PRI Academy

PRI Academy’s flagship course; Applied RI provides a comprehensive examination of responsible invest...
Online Course
Banking & Investments

Understanding ESG

PRI Academy

Understanding ESG is an introduction to responsible investment. The course provides insights into th...
Online Course
Banking & Investments

An Introduction to Consumer Duty for Senior Manage...

My Compliance Consultant

The Consumer Duty aims to increase the current level of consumer protection in the retail financial...
Online Course
Banking & Investments

An Introduction to Consumer Duty for Senior Manage...

My Compliance Consultant

The Consumer Duty aims to increase the current level of consumer protection in the retail financial...
Online Course
Banking & Investments

An Introduction to Consumer Duty for Sales and Com...

My Compliance Consultant

The Consumer Duty aims to increase the current level of consumer protection in the retail financial...
Online Course
Banking & Investments

An Introduction to Consumer Duty for Sales and Com...

My Compliance Consultant

The Consumer Duty aims to increase the current level of consumer protection in the retail financial...
Online Course

CPD Finance Events

Finance

Key risk indicators and proactive risk management...

This highly interactive training course will explore how to adopt a proactive approach to risk manag...
29 Jul 2024
Finance

Sustainability and climate-related financial discl...

In today’s dynamic landscape: adopting a proactive approach to climate and sustainability-related fi...
30 Jul 2024
Finance

Risk Australia (Melbourne)

Risk Australia's Buy-Side Risk conference stands as an essential gathering for investment profession...
Australia,
30 Jul 2024
Finance

AI-driven risk management in finance workshop | In...

Join this in-person learning event to gain valuable insights into the ways organisations are integra...
31 Jul 2024
Finance

Risk Australia (Sydney)

Risk Australia (Sydney) is designed to convene experts; professionals in finance; regulatory authori...
Australia,
01 Aug 2024
Finance

Liquidity risk management in volatile markets

Learn about liquidity risk management strategies being implemented in the financial industry at this...
09 Sep 2024
Finance

ESG integration into model risk management

Explore the essential elements of ESG modelling strategies at this interactive learning event. Parti...
09 Sep 2024
Finance

Stress-testing against climate risk

In this learning event participants will gain an in-depth understanding of climate risk stress-testi...
09 Sep 2024
Finance

ALM and balance sheet management: advanced level w...

In this interactive in-person learning event participants will enhance their ALM knowledge by studyi...
23 Sep 2024
Finance

ESG and climate risk management workshop | In-pers...

This interactive in-person course offers in-depth understanding on the key elements of ESG and clima...
24 Sep 2024
Finance

Asia Risk Congress

Infopro Digital - Risk Training

The purpose of the conference is to bring together financial services industry professionals to exch...
Singapore ,
24 Sep 2024
Finance

Asia Risk Congress

Infopro Digital - Risk Training

The purpose of the conference is to bring together financial services industry professionals to exch...
Singapore ,
25 Sep 2024
Finance

Asia Risk Congress

Infopro Digital - Risk Training

The purpose of the conference is to bring together financial services industry professionals to exch...
Singapore ,
26 Sep 2024
Finance

Risk management for Singaporean financial institut...

Enhance your knowledge of risk management in financial institutions by deep diving into the key elem...
27 Sep 2024
Finance

Risk model validation: implementation tools and te...

Participants will gain insight into the stages of risk model validation including the roles; expecta...
05 Nov 2024
Finance

Risk model validation: implementation tools and te...

Participants will gain insight into the stages of risk model validation including the roles; expecta...
06 Nov 2024
Finance

Risk model validation: implementation tools and te...

Participants will gain insight into the stages of risk model validation including the roles; expecta...
07 Nov 2024
Finance

FISD Level 2: data licensing

During this learning event; participants preparing to take the FISD Level 2 examination will be give...
25 Nov 2024
Finance

UK Cyber Week

Roar B2B

UK Cyber Week is on a mission to help level up cyber security knowledge for everyone – the cyber pro...
London ,
29 Nov 2024
Finance

UK Cyber Week

Roar B2B

UK Cyber Week is on a mission to help level up cyber security knowledge for everyone – the cyber pro...
London ,
30 Nov 2024

CPD Finance Articles

Get industry-related content straight to your inbox

By signing up to our site you are agreeing to our privacy policy