Finance

CPD in the Financial Advisory sector

Browse CPD Financial Advisory Training Providers

Black and Brahman

Teaching you to trade Safely, Reliably and Profitably

API Compliance

Finance Compliance Consultancy

Paymentshield

Financial Services and Insurance

DealStreetAsia Pte Ltd

Asia-focused financial news and intelligence platform

Reza Hooda (Transform Your Profits)

Mentor and coach to accounting firm owners wanting to build more successful practices

Bonhill

Trusted information for finance and business professionals

Bluestone Mortgages

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

sharedserviceslink

Resources and best practice for finance and shared services professionals

Birchstone Markets

Financial Services and Treasury Management for SMEs

Stellar Asset Management

Empowering Financial Advisers in the Inheritance Economy

Parobus T/A Mortgage Broker Tools

The Research Platform for Mortgage Advisers

BW Legal Services

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

Lockton

The world’s largest privately held insurance broker

HSBC UK

HSBC Bank is a British multinational banking and financial services organisation

Maanch

An impact-platform for philanthropy, investors and corporates - we deliver more impact per inves...

Millennium Consulting

A specialist Management Consultancy focusing upon Finance & Technology transformation

Sannam S4

International market entry & business solutions

CPD Financial Advisory Courses and Workshops

Financial Advisory
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
Financial Advisory
Featured

Intellectual Property Master Class

Intellectual Property Office

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

Sage Making Tax Digital Webinar

Sage

Sage run a fortnightly webinar for accountants and bookkeepers on Making Tax Digital for income tax...
Webinar
Financial Advisory

Fraud Prevention

HSBC UK

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

Cybercrime

HSBC UK

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

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

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
Financial Advisory

Masterclass: Sector Analysis and Viability

Fitch Learning

This masterclass is four hours in length and worth 4 CPD points. It provides an overview of the met...
Training Course
Financial Advisory

Masterclass: Bank Resolution – TLAC, MREL and the...

Fitch Learning

This masterclass is four hours in length and worth 4 CPD points. It provides insight into how vario...
Training Course
Financial Advisory

Masterclass: Assessing Bank Asset Quality Under IF...

Fitch Learning

This masterclass is four hours in length and worth 4 CPD points. It provides insight into how to us...
Training Course
Financial Advisory

IFRS 17 Insurance Contracts

Fitch Learning

This two day course is worth 16 CPD points and will focus on accounting for insurance contracts as...
Training Course
Financial Advisory

Pitching in a Virtual World

Fitch Learning

This one day course is worth 8 CPD points and provides participants with an opportunity to explore...
Training Course

CPD Financial Advisory Online & eLearning

Financial Advisory
Featured

Sage Business Cloud Accounting E-learning Programm...

Sage UK

This online course will enable you to gain certification on Sage Business Cloud Accounting. It will...
Online Course
Financial Advisory

Cash Collections Success at Veolia

sharedserviceslink

Many of today’s F&A organizations are struggling with the challenge of reconciling accounts and appl...
Online Course
Financial Advisory

PowerPoint 365

GoSkills Ltd

Want to create effective PowerPoint presentations but don't know where to start? This online course...
Online Course
Financial Advisory

Introduction to Derivatives

CIFA Education Management

This course can be studied as a ‘stand-alone’ introduction to derivatives or as the third unit of th...
Online Course
Financial Advisory

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
Financial Advisory

Private Capital Fundamentals - Fundraising

African Private Equity and Venture Capital Association (AVCA)

One of the most important steps when planning to invest and manage private equity and venture capita...
Online Course
Financial Advisory

Private Capital Fundamentals – Human Capital Devel...

African Private Equity and Venture Capital Association (AVCA)

The module will help investors to better understand how to better invest in companies by considering...
Online Course
Financial Advisory

1000minds Decision-Making

GoSkills Ltd

Making the wrong decisions can have devastating consequences: financial losses; environmental damage...
Online Course
Financial Advisory

Real Estate Financial Modelling Certificate

Bayfield Training Ltd

Get upskilled and recognised by the greatest Real Estate Educational Institutions in the world with...
Online Course
Financial Advisory

Mindfulness

Engage in Learning

Practising mindfulness can help you stay composed and give you the best chance of overcoming challen...
Online Course
Financial Advisory

Excel for Marketers

GoSkills Ltd

Learn how to use Excel to gain data-driven insights with the GoSkills Excel for Marketers course. Th...
Online Course
Financial Advisory

NHS Pensions Employer Hub website overview – cours...

NHSBSA - NHS Pensions

Interactive self study course to aid in understanding how to navigate the NHS Pensions website Emplo...
Online Course
Financial Advisory

Commercial Conversion

Touchstone Education

This course offers advice on how to obtain life changing income from your very first project; withou...
Online Course
Financial Advisory

Introduction to Tableau

GoSkills Ltd

In this Introduction to Tableau course; you can become a pro at data visualization. You will learn h...
Online Course
Financial Advisory

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
Financial Advisory

Certificate In Operational Credit Excellence

Callisto Grand

This course provides an innovative; multi-sensory self-study combined with a unique series of mentor...
Online Course
Financial Advisory

Online Timesheets - Cloud Integration for retrievi...

Sage

This course is designed to help you to use the Online Timesheets in Sage 50cloud Payroll. Learn how...
Online Course
Financial Advisory

Online Payslips – Payslips & P60s on demand

Sage

This course is aimed for you to learn how to set up your payslips; giving access to the employee and...
Online Course
Financial Advisory

Online Bureau – Cloud Integration for Clients and...

Sage

This course will help you to learn on how to upload and review documents and invite users to view th...
Online Course
Financial Advisory

Online Documents - Sharing Reports and Documents w...

Sage

The aim of this course is to help you deliver an efficient; accurate and reliable end to end payroll...
Online Course

CPD Finance Events

Finance
This Week

Payment Acceptance Foundation

WPM Education

The purpose is to understand what Payment Acceptance is and how this applies to delegates own organi...
19 Oct 2021
Finance
This Week

Portfolio Analysis (Attribution, Tracking Error, V...

Bloomberg Professional Services

This advanced Portfolio Analysis session will help you understand the Bloomberg PORT Desktop solutio...
21 Oct 2021
Finance
This Week

Payment Acceptance Foundation

WPM Education

The purpose is to understand what Payment Acceptance is and how this applies to delegates own organi...
21 Oct 2021
Finance
This Week

Unit4 Financials Global Conference 2021

Millennium Consulting

The Millennium Consulting Unit4 Financials Global Conference 2021 is open to all Unit4 Financials us...
London,
22 Oct 2021
Finance

CBDCs and Stablecoins: Strategic Management and Re...

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

Understand the mindset of your investors to...

Panthera Solutions Sarl

At the end of the day; your success in the business is defined by your clients. Whate...
27 Oct 2021
Finance

Equity Factor Investing: The comprehensive workflo...

Bloomberg Professional Services

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

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

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

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

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

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

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

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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