Finance

CPD in the Finance Institution sector

Browse CPD Finance Institution Training Providers

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

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

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

Itriom

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

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

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
Finance Institution

Insurance-Linked Securities (ILS) Summer School

Phoenix CRetro

Our summer school initiative is designed to inspire a generation of change-makers; equipping them wi...
Training Course
Finance Institution

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
Finance Institution

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
Finance Institution

Intro to Derivatives

Financial Edge Training

An introduction to derivatives; forwards and futures; swaps; options; and risks in derivatives.
Training Course
Finance Institution

Intro to Equity Markets

Financial Edge Training

An overview of key equity products and their mechanics. It also introduces the concept of how multip...
Training Course
Finance Institution

Financial Market Places and Prices

Financial Edge Training

Two forms of directional risk investors can take and intuitively explains the bid-offer spread and i...
Training Course
Finance Institution

Market Participants Overview

Financial Edge Training

After completing this session participants will understand the classification of market participants...
Training Course
Finance Institution

Intro to Debt Markets

Financial Edge Training

What the main debt products are and how are they classified by market participants. Aspects issuers...
Training Course
Finance Institution

Understanding the Corporate Lifecycle and Financi...

Financial Edge Training

The valuation of financial instruments and investments is based on the discounting of future cash fl...
Training Course
Finance Institution

How to solve systemic problems in your AP Processe...

FISCAL Technologies

And with limited resources and more work; you want to do it efficiently. To do that; you’ll turn to...
Webinar

CPD Finance Institution Online & eLearning

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

Calculating VC Fund Returns      

Financial Edge Training

The various ways in which VC fund returns are typically calculated; the strengths and weaknesses of...
Online Course
Finance Institution

Fundamental Drivers of Return 

Financial Edge Training

The drivers of returns in Private markets. Private markets in simple terms refers to all assets that...
Online Course
Finance Institution

VC Valuation Methodologies     

Financial Edge Training

The valuation methods for start-ups; including at the pre seed and seed stages; series A and Series...
Online Course
Finance Institution

VC Exit Strategies    

Financial Edge Training

How a VC Fund can exit an investment; and the options available for their portfolio investments.
Online Course
Finance Institution

B2B SaaS Key Industry Metrics  

Financial Edge Training

Define and calculate the key industry metrics for both B2B/SaaS businesses and B2C/DTC start-ups; as...
Online Course
Finance Institution

B2B SaaS Operating Model         

Financial Edge Training

Develop a forecast model for a B2B SaaS Business; describe and calculate the revenue model at variou...
Online Course
Finance Institution

Very Early Stage           

Financial Edge Training

Understand early stage investing at the pre seed and seed stage; particularly looking at how investo...
Online Course
Finance Institution

Forms of Consideration

Financial Edge Training

The key investor terms at various stages of VC investment; the types of consideration for equity inv...
Online Course
Finance Institution

Capitalization Tables     

Financial Edge Training

The purpose of a cap table; defining the concept of dilution; and how a start-up company’s cap table...
Online Course
Finance Institution

Lifecycle of a VC Fund   

Financial Edge Training

An overview of a VC fund's structure; exploring the three stages of a VC fund's lifecycle including...
Online Course

CPD Finance Events

Finance
This Week

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
This Week

IFRS 17: the post-implementation phase

Transition smoothly from IFRS 17 project phase to BAU and increase operational efficiency.
24 Sep 2024
Finance
This Week

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
This Week

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
This Week

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
24 Sep 2024
Finance
This Week

IFRS 17: the post-implementation phase

Transition smoothly from IFRS 17 project phase to BAU and increase operational efficiency.
25 Sep 2024
Finance
This Week

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
This Week

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
25 Sep 2024
Finance
This Week

IFRS 17: the post-implementation phase

Transition smoothly from IFRS 17 project phase to BAU and increase operational efficiency.
26 Sep 2024
Finance
This Week

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
This Week

ESG integration into operational risk frameworks

Enhance organisational resilience by embedding ESG considerations into your operational risk framewo...
26 Sep 2024
Finance
This Week

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
This Week

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

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

EuroFinance International Treasury Management

The Economist

Join the world’s most influential treasurers at the 33rd EuroFinance for dynamic discussions on how...
Copenhagen,
01 Oct 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

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