Finance

CPD in the Finance Institution sector

Browse CPD Finance Institution Training Providers

Black and Brahman

Teaching you to trade Safely, Reliably and Profitably
Black and Brahman

API Compliance

Finance Compliance Consultancy
API Compliance

Financial Edge Training

Experience world-class learning online, from financial modeling to valuation.
Financial Edge Training

Paymentshield

Financial Services and Insurance
Paymentshield

DealStreetAsia Pte Ltd

Asia-focused financial news and intelligence platform
DealStreetAsia Pte Ltd

Bluestone Mortgages

Non-bank lender specialising in complex credit, specialist lending, self-employed, credit-impair...
Bluestone Mortgages

Unisure

Global health and life insurance solutions provider for organisations and individuals worldwide
Unisure

Birchstone Markets

Financial Services and Treasury Management for SMEs
Birchstone Markets

Climate Bonds Initiative

An investor-focused not-for-profit, promoting large-scale investment in the low-carbon economy
Climate Bonds Initiative

Stellar Asset Management

Empowering Financial Advisers in the Inheritance Economy
Stellar Asset Management

BW Legal Services

Award-winning debt recovery law firm, focussed on delivering market-leading recovery rates to cl...
BW Legal Services

Lockton

The world’s largest privately held insurance broker
Lockton

HSBC UK

HSBC Bank is a British multinational banking and financial services organisation
HSBC UK

Tabula Investment Management

Tabula is an ETF provider focused on fixed income for European institutional investors
Tabula Investment Management

Dedicated Capital Allowances

Saving businesses money through expert Capital Allowances claims and assessments
Dedicated Capital Allowances

Risk Reward

Global Risk, compliance and audit training and consultancy firm for the financial services indus...
Risk Reward

International Trade and Fortaiting Association (IT...

Worldwide trade association for commercial companies, financial institutions and intermediaries
International Trade and Fortaiting Association (ITFA)

CPD Finance Institution Courses and Workshops

Finance Institution
Featured

Trading on London Stock Exchange

London Stock Exchange

Trading on London Stock Exchange is designed to give delegates a step-by step understanding of how t...
Seminar
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

How to create 2021’s must have tech stack

Sift Limited

In this episode we’ll be exploring the must have and essential apps for accounting firms to offer th...
Webinar
Finance Institution

Social media: the magic ingredient for your firm?

Sift Limited

With more than two billion users worldwide; the chances are that your ideal customers are already on...
Webinar
Finance Institution

VAT complications and rate changes

Sift Limited

One of the most common issues on Any Answers is VAT. In this session Jason Croke and Neil Warren ans...
Webinar
Finance Institution

Introduction to Net Zero Banking & the Circular Ec...

ADGM Academy Limited

This workshop introduces the concept of circular economy: as well as practical examples from a range...
Webinar
Finance Institution

Fluidly Product Training

Fluidly

The aims of this workshop are as follows: To give Accountants a greater understanding of Fluidly a...
Training Course
Finance Institution

Green Bond Training (GBT)

Climate Bonds Initiative

The Climate Bonds Initiative offers a comprehensive and practical 7.5-hour course on green bonds; pr...
Training Course
Finance Institution

Fraud Prevention

HSBC UK

The aim of this presentation is to help raise awareness around Mortgage Fraud with our intermediary...
Webinar
Finance Institution

Cybercrime

HSBC UK

Discover why cybercriminals are interested in you! Follow this entertaining journey of what a cyber-...
Webinar
Finance Institution

Accounting Post-MTD: Innovation Through Technology

Sift Limited

This session will look beyond the compliance horizons of MTD to imagine what accounting life will lo...
Webinar
Finance Institution

How To Be An Accounting Hero (And Survive)

Sift Limited

In 2020; we launched a new Accounting Excellence category - the Hero Awards. With one award each for...
Webinar
Finance Institution

COVID support – the final furlong

Sift Limited

This session will look at the final details of COVID support as the schemes wind down. Rebecca will...
Webinar
Finance Institution

Basis period changes - how will it work?

Sift Limited

In this session; Rebecca will outline the proposed changes to basis periods and the transitional arr...
Webinar
Finance Institution

Getting buy-in from your clients

Sift Limited

Ever been worried about raising your prices? Or changing the way you do things for clients? We’ve al...
Webinar
Finance Institution

What tech do you really need?

Sift Limited

Nowadays there are seemingly endless tools and technologies to help you run your practice. But which...
Webinar
Finance Institution

Retraining and retooling your staff

Sift Limited

In a rapidly changing world; keeping up with the latest changes in legislation and technology can se...
Webinar
Finance Institution

Understanding automation: How? What? And Why?

Sift Limited

Automation is the buzzword of Accountancy at the moment; but what does it really mean? And how could...
Webinar
Finance Institution

Masterclass: Understanding Credit Ratings

Fitch Learning

This masterclass is four hours in length and worth 4 CPD points. It demystifies credit ratings and...
Training Course
Finance Institution

Masterclass: SME Corporate Credit Analysis

Fitch Learning

This masterclass is four hours in length and worth 4 CPD points. It provides participants with an o...
Training Course

CPD Finance Institution Online & eLearning

Finance Institution

Artificial Intelligence

ADGM Academy Limited

This course is for you if you want to understand disruptive digital businesses and transformation pr...
Online Course
Finance Institution

Settlement Prices and Pricing Windows – Oil Produc...

TwoTwoFive

This Live Online Course is the world’s only course that incorporates real-life oil products trading...
Online Course
Finance Institution

Payrolling benefits

The Chartered Institute of Payroll Professionals - CIPP

If you are thinking of making the move from P11Ds to payrolling benefits this course is for you. The...
Online Course
Finance Institution

How to complete a P11D form

The Chartered Institute of Payroll Professionals - CIPP

This e-learning course will take you through the process of completing a number of case study P11D f...
Online Course
Finance Institution

Post Graduate Certificate in Compliance and Inform...

Jamaica Stock Exchange

In this course you will develop a critical understanding of the laws relating to data protection in...
Online Course
Finance Institution

Post Graduate Certificate in Compliance and Inform...

Jamaica Stock Exchange

This course will significantly provide an opportunity for students to learn about the information go...
Online Course
Finance Institution

Post Graduate Certificate in Compliance and Inform...

Jamaica Stock Exchange

This course examines subsets of financial crime – money laundering; terrorist financing; fraud and b...
Online Course
Finance Institution

Post Graduate Certificate in Compliance and Inform...

Jamaica Stock Exchange

The aim of this module is to develop and extend understanding of the concepts of management of risk...
Online Course
Finance Institution

European Natural Gas Live Online Academy

TwoTwoFive

The Natural Gas Live Online Academy is the world’s only live online course that incorporates real-li...
Online Course
Finance Institution

Settlement Prices and Pricing Windows - Crude Oil

TwoTwoFive

This Live Online Course is the world’s only course that incorporates real-life crude oil trading sim...
Online Course
Finance Institution

Introduction to UK Regulation and Professional Int...

CIFA Education Management

This course provides an in depth understanding of the UK’s financial regulatory framework. This cert...
Online Course
Finance Institution

Payments in Digital Finance Specialization

CFTE (Centre for Finance, Technology and Entrepreneurship)

Payments have been evolving since the beginning of human civilisation - from the barter system; the...
Online Course
Finance Institution

Digital Skills in Finance: Upgrading Data Manageme...

TTC Institute

The TTC Institute’s Digital Skills in Finance CPD programme includes a selection of 4-hour professio...
Online Course
Finance Institution

Intrapreneurship in Financial Services

CFTE (Centre for Finance, Technology and Entrepreneurship)

Whether you're launching your own venture or driving change in a larger organisation; this course is...
Online Course
Finance Institution

Conversational AI

CFTE (Centre for Finance, Technology and Entrepreneurship)

This course provides a comprehensive overview of Conversational AI technologies in the Financial Ser...
Online Course
Finance Institution

Open Banking and Platforms in Finance Specializati...

CFTE (Centre for Finance, Technology and Entrepreneurship)

This is an online programme designed to unfold all key areas of Open Banking and the implications of...
Online Course
Finance Institution

Algorithmic Trading using Python (A learning track...

QuantInsti Quantitative Learning

Highly recommended programme for anyone who wishes to enter into the field of Algorithmic Trading. D...
Online Course
Finance Institution

Paying Statutory Maternity Pay (SMP)

The Chartered Institute of Payroll Professionals - CIPP

This course helps you begin your payroll journey with a overview of how to pay Statutory Maternity P...
Online Course
Finance Institution

Paying Statutory Sick Pay (SSP)

The Chartered Institute of Payroll Professionals - CIPP

On this course you will begin your payroll learning journey and discover; key terms and phrases as w...
Online Course
Finance Institution

Calculating Income Tax

The Chartered Institute of Payroll Professionals - CIPP

This course helps you begin your payroll journey with a overview of how to calculate Income Tax for...
Online Course

CPD Finance Events

Finance
This Week

ABAP Developers Workshop

UK & Ireland SAP User Group

This workshop is intended for ABAP developers who want to take their skills and assets towards SAP S...
28 Oct 2021
Finance
This Week

Equity Factor Investing: The comprehensive workflo...

Bloomberg Professional Services

The full workflow for factor investing will be covered
28 Oct 2021
Finance
This Week

18th annual General Counsel Summit

The Economist

The 18th edition will focus on how general counsel can improve business value beyond just managing r...
London,
02 Nov 2021
Finance
This Week

etfLIVE Spotlight: Emerging Markets

Global Fund Media

The etfLIVE SPOTLIGHT series is designed to keep you up to date on the key themes and trends in the...
03 Nov 2021
Finance

Bloomberg multi-factor models for advanced Portfol...

Bloomberg Professional Services

Deep dive in our Multi-factor models in PORT for the equity asset class. Models will be presented in...
04 Nov 2021
Finance

Strategic Planning and Project Management:

The Cambridge Training Series historically has taken place in Cambridge; UK over a 2-week period. In...
08 Nov 2021
Finance

Monetary Operations: Tools and Techniques for Poli...

The Cambridge Training Series historically has taken place in Cambridge; UK over a 2-week period. In...
08 Nov 2021
Finance

Multi-curve and Collateral Framework

Fitch Learning

Since the 2007 financial crisis; the interest rate markets have changed dramatically with the genera...
09 Nov 2021
Finance

Why do Stock Prices Move Jump so Often?

Fitch Learning

Inspired by the family of Hawkes models; originally devised for earthquakes dynamics; we describe th...
09 Nov 2021
Finance

Equity Workflows in Python

Bloomberg Professional Services

This session will provide an overview of Equity workflows available to you on our Python-based platf...
11 Nov 2021
Finance

Portfolio analytics for investment committees

Panthera Solutions Sarl

Advanced portfolio analytics are essential for informed investment decision making and de...
11 Nov 2021
Finance

Human Resources: Facilitating Change and Performan...

The Cambridge Training Series historically has taken place in Cambridge; UK over a 2-week period. In...
15 Nov 2021
Finance

Successfully Scaling a Finance Department with the...

FloQast

During a period of rapid business growth; finance teams are often bogged down with manual tasks and...
16 Nov 2021
Finance

TMA UK Annual Conference 2021 – Leading the way

Turnaround Management Association

A whole day event with various speakers with power point presentation slides.
18 Nov 2021
Finance

ESG Equity Investing

Bloomberg Professional Services

This session will provide you with an overview of Bloomberg's ESG tools  
18 Nov 2021
Finance

FMI and Fintech: Oversight and Innovation in Payme...

The Cambridge Training Series historically has taken place in Cambridge; UK over a 2-week period. In...
22 Nov 2021
Finance

Tax; Legal and Regulatory Conference (TLR)

The British Private Equity & Venture Capital Association (BVCA)

The only private equity and venture capital event completely devised and delivered by industry pract...
23 Nov 2021
Finance

The Future of Climate Finance

New Statesman Media Group

This is an exclusive two-day virtual event series which addresses the escalating mobilisation of fin...
23 Nov 2021
Finance

Improving impact investing with causality ana...

Panthera Solutions Sarl

In 2021; sustainable investing is a hotter than ever topic and it’s clear that finance...
24 Nov 2021
Finance

Risk budgeting in active management

Panthera Solutions Sarl

Success is not random – only with optimized risk budgeting can investors achieve reliab...
09 Dec 2021

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