Finance

CPD in the Finance Institution sector

Browse CPD Finance Institution Training Providers

Tipalti

Payables automation solution
Tipalti

The Caribbean Confederation of Credit Unions

Driving Caribbean Co-operatives towards improved Economic Competitiveness and Social Well-Being
The Caribbean Confederation of Credit Unions

UK Finance

The collective voice for the banking and finance industry
UK Finance

WeESG Group

Sustainable finance training and advisory
WeESG Group

Spring Capital Partners

Independent investment distribution company
Spring Capital Partners

CFO Mastermind

Peer-to-peer network of the UK’s leading CFOs and finance professionals
CFO Mastermind

8AM Global

Independent, UK-based Discretionary Investment Management and Funds.
8AM Global

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

The Money Coaching Institute

The Money Coaching Institute provides money coaching, business coaching, training and workshops...
The Money Coaching Institute

ReTRRAC UK

Regularity Transformation and Risk Review is a Training and Consulting on Global Compliance and...
ReTRRAC UK

Veran Performance

Outcomes, Strategy, Execution
Veran Performance

Nuveen

Investing to make an enduring impact on our world.
Nuveen

Equilibrium Futures

Creating a new balance between financial capital and natural capital within our economic system.
Equilibrium Futures

Botswana Institute of Banking and Finance

Representing banks, qualified bankers and those working towards their professional qualification...
Botswana Institute of Banking and Finance

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 Masterclass. This course defines Intellectual Property (IP) Patents, Trad...
Training Course
Finance Institution

Building the optimal foreign exchange strategy

Birchstone Markets

This is an advanced CPD course for business and finance leaders (professional clients). You will gai...
Training Course
Finance Institution

Customer Service

KIB

A customer service workshop designed to enhance communication skills; problem-solving abilities; and...
Training Course
Finance Institution

Packaging your case for a successful journey

HSBC UK

An example case detailing how incorrect packaging of an application can lead to unnecessary delays i...
Webinar
Finance Institution

The non-profit's guide: How to manage fraud risk i...

FISCAL Technologies

Worldwide; non-profits face a median loss of $76;000 from fraud; which can have severe impacts. Join...
Webinar
Finance Institution

8AM Insights – Behavioural Alpha

8AM Global

Join us for a deep dive into the world of active fund management. This webinar will explore how a fo...
Webinar
Finance Institution

Introduction to Kidnap Crisis Management

Willis Towers Watson

Kidnapping; detention and extortion are common risks for organisations operating internationally. Th...
Seminar
Finance Institution

AI risks and opportunities for operations; workpla...

Willis Towers Watson

This expert-led WTW Training Academy webinar introduces methods for breaking down operational and st...
Webinar
Finance Institution

WTW Training Academy – Uncovering emerging risks f...

Willis Towers Watson

This webinar explores key emerging risks and global trends and how they are interconnected. We’ll al...
Webinar
Finance Institution

International Lending – Combined

HSBC UK

An overview of HSBC UK’s Intermediary International lending proposition; covering policies for both...
Webinar
Finance Institution

Mastering Project Management for AP/P2P Teams

FISCAL Technologies

Tailored for AP/P2P Teams; this interactive live workshop will equip delegates with the essentials o...
Workshop
Finance Institution

Supplier Management for Finance Departments in 202...

FISCAL Technologies

In today's dynamic business environment: managing supplier contracts effectively is crucial for fina...
Webinar
Finance Institution

Corporate Anti Fraud half day Masterclass

FISCAL Technologies

This interactive live workshop which covers risk; detection; and deterrence. It will cover procureme...
Workshop
Finance Institution

Management of Intelligence Analysts and Researcher...

RISC - Research & Intelligence Support Centre

This course is designed for Managers or Supervisors of Intelligence Analysts & Researchers and is de...
Training Course
Finance Institution

Connecting with Clients

Premium Credit

This module provides insights into the ways different communication styles can identified and adopte...
Training Course
Finance Institution

Procurement Fraud – Mastering Advanced Prevention...

FISCAL Technologies

This interactive live workshop will equip delegates with a thorough understanding of procurement fra...
Workshop
Finance Institution

Bespoke Paradigm

HSBC UK

An overview of the HSBC UK intermediary’s proposition; created as a bespoke presentation for brokers...
Seminar
Finance Institution

WTW Training Academy – Net zero: How to pivot from...

Willis Towers Watson

For a smarter way to navigate risk; WTW’s Training Academy offers specialised understanding through...
Webinar
Finance Institution

Top 5 P2P risks you need to know in 2024 and how t...

FISCAL Technologies

We discuss the critical risks facing P2P today. Give practical solutions info on how technology miti...
Webinar
Finance Institution

WTW Training Academy – Navigating ESG in the board...

Willis Towers Watson

This session examines evolving environmental; social and governance (ESG)-related laws and regulatio...
Webinar

CPD Finance Institution Online & eLearning

Finance Institution

Online Career Accelerator: Digital Marketing Strat...

The London School of Economics and Political Science - Executive Education

This course addresses the need for digital marketing leaders by helping you develop integrated; up-t...
Online Course
Finance Institution

Biodiversity

Candriam - A New York Life Investments Company

While biodiversity has been shown to be essential for the functioning of the planet’s ecosystems; it...
Online Course
Finance Institution

Introduction to Capital Markets

FMDQ Securities Exchange

The Introduction to Capital Markets course provides a comprehensive understanding of the key concept...
Online Course
Finance Institution

Introduction to Financial Statements & Ratio Analy...

S&P Global Market Intelligence

A foundational module seamlessly interwoven with the Credit Learning Pathway; this course represents...
Online Course
Finance Institution

Money; new means of payments and central banks

Institute of International Monetary Research

This course assesses recent developments in new and proposed methods of payment from a monetarist pe...
Online Course
Finance Institution

FINWELL PAWA PLAN

FinWELL Training Ltd

Measure financial fitness across your workforce including both desk and non-desk based teams to esta...
Online Course
Finance Institution

LSE Certificate of Professional Advancement in Man...

The London School of Economics and Political Science - Executive Education

The Certificate of Professional Advancement in Management and Negotiation from the London School of...
Online Course
Finance Institution

MFS's Student Accommodation Training Certification

Market Financial Solutions

MFS's Student Accommodation Property Training Certification is an indispensable resource for brokers...
Online Course
Finance Institution

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
Finance Institution

MFS' Holiday Lets Property Training Certification

Market Financial Solutions

MFS' Holiday Lets Property Training Certification is a comprehensive program specifically crafted fo...
Online Course
Finance Institution

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
Finance Institution

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
Finance Institution

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
Finance Institution

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
Finance Institution

AML All In One Guide

Finance Basics

This is an anti-money laundering course specifically designed for the bookkeeping and accounting sec...
Online Course
Finance Institution

Isle of Man Payroll

The Chartered Institute of Payroll Professionals - CIPP

This interactive e-learning training course is designed specifically to show the delegate how to pro...
Online Course
Finance Institution

Guernsey Payroll

The Chartered Institute of Payroll Professionals - CIPP

This interactive e-learning training course is designed specifically to show the delegate how to pro...
Online Course
Finance Institution

Jersey Payroll

The Chartered Institute of Payroll Professionals - CIPP

This interactive e-learning training course is designed specifically to show the delegate how to pro...
Online Course
Finance Institution

Generative AI 360 in Finance

CFTE (Centre for Finance, Technology and Entrepreneurship)

The "Generative AI 360 for Finance" online course by CFTE educates professionals about the applicati...
Online Course
Finance Institution

Post Graduate Certificate – Social Entrepreneurshi...

Jamaica Stock Exchange

The JSE e-Campus Certificate Course; Social Entrepreneurship for Sustainable Development is designed...
Online Course

CPD Finance Events

Finance

WisdomTree Thought Leadership Conference

Wisdom Tree UK - formerly ETF Securities

The WisdomTree's WisdomTree Thought Leadership Conference; on 30 January 2025 is taking place at the...
Milan,
30 Jan 2025
Finance

Climate risk; sustainability and net zero: fundame...

Manage climate-related risks; explore the benefits of adopting sustainable practices and implement n...
04 Feb 2025
Finance

Behavioural modelling: NMDs and IRRBB

Apply behavioural models in ALM; with an emphasis on NMDs and IRRBB.
11 Feb 2025
Finance

Credit risk model management

Discover the latest best practices for credit risk model management; from the newest regulations to...
11 Feb 2025
Finance

Operational risk management: fundamental principle...

Gain practical tools for managing op risk and boosting resilience.
18 Feb 2025
Finance

Trading risk management for market risk

Implement risk management strategies to mitigate trading risks; including stop-loss orders; hedging...
18 Feb 2025
Finance

WisdomTree Investment Showcase

Wisdom Tree UK - formerly ETF Securities

We are thrilled to invite you to the WisdomTree Investment Showcase; a dynamic half-day event featur...
London,
27 Feb 2025
Finance

World Evidence Pricing Access Congress Europe 2025

Terrapinn Holdings

World Evidence; Pricing and Access Congress is Europe’s largest congress in market access; pricing a...
Amsterdam,
05 Mar 2025
Finance

EMEA Trading Conference 2025

FIX Trading Community

Europe’s largest one-day electronic trading conference is returning for its 17th year in 2025 to Con...
London,
06 Mar 2025
Finance

World Evidence Pricing Access Congress Europe 2025

Terrapinn Holdings

World Evidence; Pricing and Access Congress is Europe’s largest congress in market access; pricing a...
Amsterdam,
06 Mar 2025
Finance

Funds transfer pricing: strategic balance sheet ma...

Learn how to use FTP to optimise profitability and drive strategic balance sheet management.
11 Mar 2025
Finance

The Counter Fraud Conference 2025

Partnership Media Group Ltd

The Counter Fraud Conference is the UK’s leading public sector counter fraud event. The conference i...
London,
12 Mar 2025
Finance

Cyber and IT risk management

Learn how to build a robust cyber risk programme and enhance operational resilience.
18 Mar 2025
Finance

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
25 Mar 2025
Finance

The 25th Edition CFO Leadership Summit

Exito Media Concepts

The 25th CFO Leadership Summit will explore cutting-edge technology trends and financial sector refo...
23 Apr 2025
Finance

Risk Live Europe

Risk Live Europe unites senior professionals responsible for risk management and traded risk from ac...
London,
17 Jun 2025
Finance

World Drug Safety Congress Europe 2025

Terrapinn Holdings

The World Drug Safety Congress Europe will bring together 1500 key through leaders to explore key ch...
Amsterdam,
08 Oct 2025

CPD Finance Articles

Get industry-related content straight to your inbox

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