Finance

CPD in the Finance Institution sector

Browse CPD Finance Institution Training Providers

The Money Coaching Institute

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

Movimo

Movimo helps organisations improve their Direct Debit and Bacs Direct Credit processes to ensure...
Movimo

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

Seccl

The embedded investment platform
Seccl

Nuveen Administration

Investing to make an enduring impact on our world.
Nuveen Administration

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

Itriom

The Global Impact Platform helping leading families shape a better world
Itriom

Global Association of Independent Advisors (GAIA)

GAIA is an exclusive network of investment advisory firms who are committed to putting clients'...
Global Association of Independent Advisors (GAIA)

Market Financial Solutions

We offer bespoke specialist finance tailored to the specific needs of our diverse client base.
Market Financial Solutions

Fundhouse

Fundhouse provides independent fund research and consulting
Fundhouse

Lumin Wealth

Chartered Financial Planners, Discretionary Fund Managers
Lumin Wealth

Arkadiko Partners

Building a purpose-led financial system for a sustainable world
Arkadiko Partners

Great Point Investments

Media infrastructure, fund management, production finance, venture capital
Great Point Investments

AccountsIQ

We provide cloud accounting software for SMEs, accountants, franchises and company groups
AccountsIQ

Institute of Accountants and Bookkeepers

For Financial Professionals, run by successful Financial Professionals
Institute of Accountants and Bookkeepers

Heritage Wealth Advisory

We offer independent financial advice, investment management and estate planning services
Heritage Wealth Advisory

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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

Stakeholder Management

Burgan Bank

Stakeholder Management is holistic program that trains you on how to deal with conflicting prioritie...
Training Course
Finance Institution

WTW Training Academy – Business continuity: Encour...

Willis Towers Watson

Business continuity is a vital component of an organisation’s resilience framework; setting out how...
Webinar
Finance Institution

VAT & Disbursements

The Institute of Legal Finance & Management - ILFM

This online training addresses the challenges law firms face with applying the correct VAT treatment...
Training Course
Finance Institution

All about Foreign nationals

HSBC UK

An overview of HSBC UK’s Foreign national and Overseas customer policy; and the USP’s of our proposi...
Webinar
Finance Institution

Gender equality & capital markets

United Nations Sustainable Stock Exchanges Initiative

Gender equality is a complex topic; which can discourage people of any gender from addressing it in...
Webinar
Finance Institution

WTW Training Academy – Risk registers and how to c...

Willis Towers Watson

This webinar examines how to develop a corporate risk register and what is required to make it effec...
Webinar
Finance Institution

Mastering the Markets: Unveiling the Secrets of Pr...

Sach Capital Limited T/A Traders MBA

In this webinar; participants will learn the differences between Retail Traders and Professional Tra...
Webinar
Finance Institution

CHRM – Certified Human Resource Manager

Hayford Integrated Training Institute

This course enables professionals to master the core HR skills with a deep understanding of HR funct...
Training Course
Finance Institution

Technology Sector

Financial Edge Training

The Technology Sector provides a detailed description of the nature of companies operating in the te...
Training Course
Finance Institution

DCF Fundamentals

Financial Edge Training

Understand how to perform a discounted cash flow analysis.
Training Course
Finance Institution

Derivative Essentials

Financial Edge Training

An introduction to derivatives.
Training Course
Finance Institution

Capital Markets and Investment Management – Where...

Phoenix CRetro

The objective of this course is to provide a solid understanding of how the financial system works a...
Training Course
Finance Institution

All about Interest Only

HSBC UK

An overview of HSBC UK’s Interest Only proposition. Covering LTV limits; repayment plans; affordabil...
Webinar
Finance Institution

All about High Value Mortgage Service

HSBC UK

An overview of HSBC UK’s High Value Mortgage Service. Covering LTV limits; Interest Only lending and...
Webinar
Finance Institution

The opportunities, challenges, and practices of su...

Arkadiko Partners

The course is intended to enable its participants to understand and contribute to sustainable invest...
Training Course
Finance Institution

WTW Training Academy Cyber insurance: Protecting Y...

Willis Towers Watson

Ransomware attacks can lead to significant operational disruption; financial losses and reputational...
Webinar
Finance Institution

Advanced course on Global Reporting Initiative (GR...

United Nations Sustainable Stock Exchanges Initiative

To provide markets with high-quality training on disclosure standards: this training webinar was dev...
Webinar
Finance Institution

All about Packaging and process

HSBC UK

An overview of how to accurately package an application submission to HSBC UK. Covering different ty...
Webinar
Finance Institution

WTW Training Academy Inflation and Insurance: Mana...

Willis Towers Watson

This webinar is designed to explore measures companies can take to protect the business against the...
Webinar

CPD Finance Institution Online & eLearning

Finance Institution

Trading Comps Analysis

Financial Edge Training

Understand how to analyze different multiples and explore their benefits and disadvantages.
Online Course
Finance Institution

Capital Markets Fundamentals for Research

Financial Edge Training

Learn about the different products traded in capital markets and the role of an investment bank in h...
Online Course
Finance Institution

Trading Comparables for Research

Financial Edge Training

Understand how to value a company using comparable company multiples for a role in equity research.
Online Course
Finance Institution

M&A and LBO Fundamentals

Financial Edge Training

An introduction to M&A and LBO.
Online Course
Finance Institution

Transaction Comps Model

Financial Edge Training

Understand how to Model for Transaction Comps.
Online Course
Finance Institution

M&A Banking Expert Interview

Financial Edge Training

Meet Shibani Lal; an M&A Banker; and discover what makes a good M&A banker. Learn what the key skill...
Online Course
Finance Institution

Structuring an Acquisition

Financial Edge Training

In structuring an acquisition we will review how and why legal structures are set up in order for a...
Online Course
Finance Institution

Football Field Model

Financial Edge Training

Build a football field model.
Online Course
Finance Institution

Private Equity Recruitment Expert Interview

Financial Edge Training

A Private Equity Recruiter provides valuable insights on how to get started in your career in Privat...
Online Course
Finance Institution

Trading Comps Model

Financial Edge Training

Understand how to build a trading comps model.
Online Course
Finance Institution

Market Risk Fundamentals

Financial Edge Training

Learn what market risk is within the banking sector and how market risk can be quantified and measur...
Online Course
Finance Institution

Credit Risk Fundamentals

Financial Edge Training

Learn how credit risk can be quantified within a bank’s risk management division; across various dif...
Online Course
Finance Institution

Operational Risk Fundamentals

Financial Edge Training

Understand the concept of operational risk; as well as the impact it poses to a financial institutio...
Online Course
Finance Institution

Introduction to Sales and Trading

Financial Edge Training

Understand what activities are undertaken within the Sales and Trading desk of an investment bank. E...
Online Course
Finance Institution

Risk Fundamentals

Financial Edge Training

An introduction to the main types of risks faced by banks; the impact these risks can have on banks;...
Online Course
Finance Institution

Risk and Regulations Fundamentals

Financial Edge Training

An introduction to the link between the risks that banks face and how banks are regulated. Understan...
Online Course
Finance Institution

Business Support Functions in Banking

Financial Edge Training

An overview of the various business support functions typically found within an investment bank’s mi...
Online Course
Finance Institution

FactSet – Finding and Extracting Data

Financial Edge Training

How to find and extract key data using Factset.
Online Course
Finance Institution

Understanding Sustainable Finance

Equilibrium Futures

The Equilibrium Futures “Understanding Sustainable Finance” training course provides a comprehensive...
Online Course
Finance Institution

Project Management Foundation Course (PMFC)

Phoenix CRetro

Project Management Foundation Course presents a set knowledge and skills aimed on a successful proje...
Online Course

CPD Finance Events

Finance
This Week

AML & FinCrime Tech Forum 2023

FinTech Global

In-person event for compliance and risk professionals to discover the latest strategies in fraud and...
London ,
05 Dec 2023
Finance
This Week

Financial Crime Fraud - Deep Dive

1LoD

As fraudsters become increasingly sophisticated; how can banks adapt their detection and mitigation...
05 Dec 2023
Finance
This Week

Managing intraday liquidity risk for the buy-side

Unlock insights into intraday liquidity risks and operational strategies tailored for the buy-side s...
05 Dec 2023
Finance
This Week

Blockchain and Bitcoin: A Mathematical Introductio...

Fitch Learning

Dive into the dynamic world of blockchain technology and bitcoin in this presentation; "Blockchain a...
05 Dec 2023
Finance

Counter Fraud Conference 2024

Partnership Media Group Ltd

This public sector counter fraud event; brings together Central Government; Local Authorities and NH...
London,
22 Feb 2024

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