Finance

CPD in the Finance Institution sector

Browse CPD Finance Institution Training Providers

UKSIF

Driving forward our vision for sustainable finance
UKSIF

Legal and General

Legal and General are one of the UK’s leading financial services groups
Legal and General

Oxford Risk

Our innovative technology empowers a lifetime of financial decisions
Oxford Risk

CCI Credit Management

CCICM is one of the world's leading debt recovery agencies & owner of International Credit Excha...
CCI Credit Management

United Nations Sustainable Stock Exchanges Initiat...

A world where capital market signals align with public policy goals on sustainable development
United Nations Sustainable Stock Exchanges Initiative

RSM

Leading provider of audit, tax & consulting services
RSM

FMDQ Securities Exchange

Africa’s first vertically integrated financial market infrastructure (FMI) group
FMDQ Securities Exchange

XReg Consulting

Concentrated cluster of former policymakers and financial regulators specialising in virtual ass...
XReg Consulting

G7FX

Forex Trading Courses
G7FX

GENCFO

Finance events and content provider
GENCFO

GillenMarkets

Wealth management services and investment training courses
GillenMarkets

Digilog UK

Information Technology & Services
Digilog UK

Sohar International

International trade financing company
Sohar International

Stay in the loop with what's happening in the CPD Finance Institution sector

CPD Finance Institution Courses and Workshops

Finance Institution
Featured

Intellectual Property Master Class

Intellectual Property Office

The intellectual property master class. This course defines intellectual property (ip) e.g. patents,...
Training Course
Finance Institution

Commercial Training

Fluidly

This training will focus on enhancing Accountants skills and knowledge around making sure they are a...
Training Course
Finance Institution

Transitioning to electric vehicles: Emerging risks...

Willis Towers Watson

The implementation and integration of electric vehicles into a business fleet is presenting a series...
Webinar
Finance Institution

Looking to grow your firm through client service?

Sift Limited

Client service is one of the key pillars of Accounting Excellence. Firms have seen how improving the...
Webinar
Finance Institution

How can apps help your firms’ pricing and billing?

Sift Limited

Anytime two or more accountants gather together; the conversation often ends up exploring issues aro...
Webinar
Finance Institution

Is the introduction of MTD an opportunity for book...

Sift Limited

Join the Bookkeeping Show where our panel will discuss the potential impact of MTD for ITSA on your...
Webinar
Finance Institution

Tax Talk: Live!

Sift Limited

This season there are no fixed topics; our host Rebecca Benneyworth will update you on the most pres...
Webinar
Finance Institution

AML; suspicious activity reports and more

Sift Limited

In this episode of Any Answers Live we will be joined by an expert panel to take your questions on A...
Webinar
Finance Institution

Expense and benefit season: Your questions answere...

Sift Limited

The annual P11D season usually presents some challenges and snags on the Any Answers forum; but this...
Webinar
Finance Institution

An introduction to business interruption

Willis Towers Watson

Business interruption insurance is arguably the most important business insurance cover but one of t...
Webinar
Finance Institution

Helping others to help yourself

Sift Limited

In this session we’ll be speaking to the three winners of the Rising star; Outstanding contribution;...
Webinar
Finance Institution

PPC: investing in laser-focused tactics to turn in...

Sift Limited

Ambitious accountants that are serious about growth will probably consider investing in PPC at some...
Webinar
Finance Institution

Crypto client confidential

Sift Limited

Regardless of how you see the world of cryptocurrency; with its rising popularity it’s tough for eve...
Webinar
Finance Institution

Landlord clients: To digitise or not to digitise

Sift Limited

The UK landlord population now tops 2.65m; rising 49% from 1.8m over the past five years; and unoffi...
Webinar
Finance Institution

Cybersecurity for accounting firms

Sift Limited

Hardly a week goes by without news of a high-profile cybersecurity breach. These attacks come at a g...
Webinar
Finance Institution

How to manage clients; easy and not so easy…

Sift Limited

You’ve won the clients - but with the thrill of new business gone; you now need to manage them. Thei...
Webinar
Finance Institution

Interviewing and Fraud Investigations Techniques

Digilog UK

Incorporating Cognitive Interviewing and Conversation Management; alongside an Interview Framework;...
Training Course
Finance Institution

On-boarding: The first step towards a more efficie...

Sift Limited

For many Accounting Excellence practitioners; effective client service starts with a good onboarding...
Webinar
Finance Institution

Companies House reform - what the key changes mean...

Sift Limited

The new Companies House reforms are intended to combat economic crime. In this episode of Any Answer...
Webinar
Finance Institution

Claims fraud and defensibility: fighting the fraud...

Willis Towers Watson

Claims fraud arises when a claimant makes up or exaggerates a claim to recover damages. Fraudulent c...
Webinar

CPD Finance Institution Online & eLearning

Finance Institution

Index Investing

Financial Edge Training

The various different ways in which indexes can be constructed; how indexes can be used; the role of...
Online Course
Finance Institution

Fixed Income Portfolio Management

Financial Edge Training

Fixed Income Portfolio Management provides and overview of a wide variety of different portfolio man...
Online Course
Finance Institution

Active vs Passive Investing

Financial Edge Training

Active vs Passive Management investigates the differences between active and passive investment mana...
Online Course
Finance Institution

ESG Integrated Portfolio Construction

Financial Edge Training

ESG Integrated Portfolio Construction provides an overview of ESG portfolio metrics that allow asset...
Online Course
Finance Institution

Goals Based Investing

Financial Edge Training

Goals based investing is an investment approach that focuses on ensuring investors have sufficient f...
Online Course
Finance Institution

ESG in Credit Analysis

Financial Edge Training

ESG in Credit Analysis explores the key ESG issues relating to credit analysis; and how ESG factors...
Online Course
Finance Institution

Intro to Blockchain and Cryptocurrencies

Financial Edge Training

With Intro to Blockchain and Cryptocurrencies understand why the emergence of the interest and appli...
Online Course
Finance Institution

Advanced Valuation Techniques

Financial Edge Training

Advanced Valuation Techniques covers the more advanced techniques used in relative and fundamental v...
Online Course
Finance Institution

Stewardship and Engagement

Financial Edge Training

With Stewardship and Engagement understand the concept of stewardship and engagement in relation to...
Online Course
Finance Institution

LBO Modeling Complexities

Financial Edge Training

With LBO Modeling Complexities explore capital structure variations; sale leaseback analysis includi...
Online Course
Finance Institution

ESG in Carbon Markets and Carbon Pricing

Financial Edge Training

This playlist helps users to understand what carbon pricing is; how the market works and why it matt...
Online Course
Finance Institution

Intro to Asset Management

Financial Edge Training

The different ways in which asset management companies operate; the impact that differing objectives...
Online Course
Finance Institution

Distressed Debt Restructuring

Financial Edge Training

Distressed Debt uses a real-world case company to discuss the options for dealing with a company on...
Online Course
Finance Institution

SPAC’s

Financial Edge Training

The SPACs playlist helps explain what SPACs are; how they compare to IPOs; how their funding works;...
Online Course
Finance Institution

Natural Resources – Analysis and Modeling

Financial Edge Training

Natural Resources – Analysis and Modeling will teach users how to analyze and model upstream oil and...
Online Course
Finance Institution

Investment Recommendations

Financial Edge Training

The Investment Recommendations playlist explores how analysts develop an established investment thes...
Online Course
Finance Institution

Synergy Analysis

Financial Edge Training

The synergy analysis playlist helps explain what synergies are; how to calculate annual synergy figu...
Online Course
Finance Institution

Carried Interest and Promotion Modeling

Financial Edge Training

Carried Interest and Promote Modeling addresses the profit-sharing arrangement for a fund sponsor wi...
Online Course
Finance Institution

ESG Certificate

Financial Edge Training

The ESG Certificate gives users a comprehensive introduction to ESG; exploring the basics of carbon...
Online Course
Finance Institution

Portfolio Manager

Financial Edge Training

The Portfolio Manager is designed to develop the theoretical and practical knowledge surrounding the...
Online Course

CPD Finance Events

Finance

Reinforcement Learning Interpretability: Applicati...

Fitch Learning

Reinforcement Learning (RL) agents proved to be a force to be reckoned with in many complex games li...
18 Aug 2022
Finance

SuperReturn Energy

Informa Connect

The leading specialised energy private capital event focused on energy investments in the US. Senior...
New York,
12 Sep 2022
Finance

Finovate Fall

Informa Connect

FinovateFall is a technology showcase for innovations in banking and financial technology. The uniqu...
New York,
12 Sep 2022
Finance

SuperReturn Private Credit US

Informa Connect

Connecting leading investors in US private credit; to expand their knowledge; generate targeted busi...
New York,
12 Sep 2022
Finance

SuperReturn North America

Informa Connect

The leading private capital conference in North America. Connecting senior players in private equity...
New York,
13 Sep 2022
Finance

ETFGI Global ETFs Insights Summit Europe & MEA

ETFGI

Utilizing its global data; analysis; and over 20 years of experience covering trends in active; inde...
London,
14 Sep 2022
Finance

SuperReturn Global Infrastructure

Informa Connect

The leading private investment event focused on global infrastructure. Senior infrastructure investo...
London,
27 Sep 2022
Finance

FINANCE FOR NON-FINANCIAL NON-EXECUTIVES

SHAPE Knowledge Services

This course is designed for individuals currently serving or wishing to serve as non-executive direc...
28 Sep 2022
Finance

FX Options - wrong from the start

Fitch Learning

FX options are a huge and liquid market; widely traded for investment and hedging purposes. Yet hist...
04 Oct 2022
Finance

ETFGI Global ETFs Insights Summit Asia Pacific

ETFGI

Utilizing its global data; analysis; and over 20 years of experience covering trends in active; inde...
12 Oct 2022
Finance

SuperReturn CFO/COO Summit

Informa Connect

The leading private equity event for the CFO/COO. Senior private equity finance; operations; complia...
Amsterdam,
17 Oct 2022
Finance

Inside ETF Canada

Informa Connect

An ETF-centric advisors and influencers event. Join institutional investors; independent broker-deal...
Canada,
17 Oct 2022
Finance

GAIM Ops West

Informa Connect

The West-costs version of the hedge fund operations event - GAIM Ops Cayman. It was designed to ser...
California,
17 Oct 2022
Finance

FINANCE FOR NON-FINANCIAL NON-EXECUTIVES

SHAPE Knowledge Services

This course is designed for individuals currently serving or wishing to serve as non-executive direc...
26 Oct 2022
Finance

FinTech Focus: Digital Transformation Summit

Progressive Media International

Now in its 5th year; we are excited to reveal a new branding for our annual renowned Fintech Focus c...
01 Nov 2022
Finance

SuperReturn Middle East

Informa Connect

The #1 place to meet private equity investors in the Middle East. The event provides a platform for...
Dubai,
01 Nov 2022
Finance

SuperInvestor

Informa Connect

The world’s largest private equity event focused on LP/GP relations; which brings together the very...
Amsterdam,
15 Nov 2022
Finance

SuperReturn Africa

Informa Connect

Africa's leading private equity and venture capital event showcasing Africa's investment potential....
Cape Town,
30 Nov 2022
Finance

Global Re/insurance: Shaping the Future of Risk co...

New Statesman Media Group

An exclusive one-day event bringing together leading re/insurers and policymakers tasked with naviga...
London,
30 Nov 2022
Finance

SuperReturn Japan

Informa Connect

Putting Japanese private capital centre stage; SuperReturn Japan brings together senior internationa...
Tokyo,
30 Nov 2022

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