Finance
CPD in the Banking & Investments sector
Browse CPD Banking & Investments Training Providers
Tipalti
Payables automation solution
Mattioli Woods
Wealth Management
Gloriette Investments
Bringing students the power to raise themselves through education
MFS International (U.K.)
Invesment Management
Nextin Group
Transformation Insights for Banking and Financial Services Leaders
Foxon Media
Events, briefings, and intelligence reports for Asset & Wealth Management professionals.
Cadarn Capital
Independent distribution and investor relations
UK Finance
The collective voice for the banking and finance industry
CapLink Group
A Peer- To-Peer Private Capital Network
Gravitas Recruitment Group
Recruitment group supporting niche roles within technology, insurance, and banking
IFM Investors (UK)
Asset Management
Better Society Capital
Our mission is to grow the amount of money invested in tackling social issues and inequalities...
iM Global Partner
Worldwide network of dynamic investment boutiques
Carter Gem
Venture Capital
Client Fabric Tech
We are on a mission to fight financial crime and fuel commerce.
WeESG Group
Sustainable finance training and advisory
IC Summits
Global Events for Investment Management Professionals
EV
Financial Solutions
Evolution Markets FX
Helping traders achieve long-term consistent income
Commercial International Bank (Egypt)
Banking and Finance
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CPD Banking & Investments Courses and Workshops
Banking & Investments
Customer Service
KIB
A customer service workshop designed to enhance communication skills; problem-solving abilities; and...
Training Course
Banking & Investments
LBO and Debt Modelling
The British Private Equity & Venture Capital Association (BVCA)
This course will develop your understanding of Leveraged Buyouts (LBOs) from a quantitative perspect...
Training Course
Banking & Investments
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
Banking & Investments
Managing My Resilience
Mansfield Building Society
This workshop is designed to support learners through a series of high-level business changes to imp...
Workshop
Banking & Investments
Anti Financial Crime Bootcamp
Client Fabric Tech
Live masterclass led by Ray Blake. Over two sessions of 4 hours each Ray does a deep dive on crime;...
Workshop
Banking & Investments
Introduction to Kidnap Crisis Management
Willis Towers Watson
Kidnapping; detention and extortion are common risks for organisations operating internationally. Th...
Seminar
Banking & Investments
Mentee Guidelines Workshop
Mansfield Building Society
This two-hour workshop introduces our Mentees to the roles and responsibilities of both the Mentor a...
Workshop
Banking & Investments
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
Banking & Investments
The ESG Advisor Certificate
Financial Regulation Courses
The ESG Advisor Certificate is a professional certification designed to provide a comprehensive unde...
Training Course
Banking & Investments
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
Banking & Investments
International Lending – Combined
HSBC UK
An overview of HSBC UK’s Intermediary International lending proposition; covering policies for both...
Webinar
Banking & Investments
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
Banking & Investments
Dear CEO: It’s A Risky Business
EV
To educate advisers and asset/fund managers on the implications of the FCA’s Retirement Income Advic...
Webinar
Banking & Investments
Coal Fundamentals
Perret Associates
The course is specifically targeted to young recruits in the international coal; electricity and ene...
Training Course
Banking & Investments
Pre-Retirement Planning Skills
The Financial Wellbeing Lab
An interactive workshop helping participants to understand and learn about the steps required to cre...
Workshop
Banking & Investments
Lifetime Financial Wellbeing Skills
The Financial Wellbeing Lab
An interactive workshop to help participants discover and build evidenced-based financial skills tha...
Workshop
Banking & Investments
Bespoke Paradigm
HSBC UK
An overview of the HSBC UK intermediary’s proposition; created as a bespoke presentation for brokers...
Seminar
Banking & Investments
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
Banking & Investments
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
Banking & Investments
Managing Performance Through People
Mansfield Building Society
This face-to-face workshop; delivered in house; is the first of three of our ‘development’ workshops...
Workshop
CPD Banking & Investments Online & eLearning
Banking & Investments
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
Banking & Investments
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
Banking & Investments
Anti Financial Crime Elements
Client Fabric Tech
AFC Elements is a 70 min online self-paced Program that covers all aspects of Anti-Money Laundering:...
Online Course
Banking & Investments
Traders Accelerator Program
Evolution Markets FX
The Traders Accelerator Program is a comprehensive 1-1 six-week course designed for traders aiming t...
Online Course
Banking & Investments
The Credit Broker Journey
My Compliance Consultant
The Credit Broker Journey course provides an overview what is required when brokering finance to con...
Online Course
Banking & Investments
Private Capital Fundamentals - Value Creation & Po...
African Private Equity and Venture Capital Association (AVCA)
In this module; we will be exploring how the fund management team adds value to the companies in whi...
Online Course
Banking & Investments
Private Capital Fundamentals - Structuring Private...
African Private Equity and Venture Capital Association (AVCA)
In this module; we will be exploring how to screen; structure a deal and discuss the various exit op...
Online Course
Banking & Investments
Private Capital Fundamentals - Due Diligence of Co...
African Private Equity and Venture Capital Association (AVCA)
In this module we will explore the purpose of company due diligence and discuss due diligence of com...
Online Course
Banking & Investments
A.I. News Trader Pro
Forex Masterclass
Dive into our comprehensive trading course covering key strategies and analysis techniques. Learn to...
Online Course
Banking & Investments
MetaTrader 5 Course
Forex Masterclass
Discover our MetaTrader 5 (MT5) course; where you'll learn essentials from installation to advanced...
Online Course
Banking & Investments
Chart+ Course
Forex Masterclass
Embark on a comprehensive journey through our trading platform course. Explore educational resources...
Online Course
Banking & Investments
Beginner Trader
Forex Masterclass
Discover trading essentials in our comprehensive course. From understanding markets and chart naviga...
Online Course
Banking & Investments
Analyst Trader
Forex Masterclass
Discover the crucial role of research analysts and the advantages they bring to informed decision-ma...
Online Course
Banking & Investments
A.I. News Trader
Forex Masterclass
Learn why using AI in trading is beneficial and get introduced to the Chart+ AI platform. Understand...
Online Course
Banking & Investments
A.I. Chart Trader Pro
Forex Masterclass
This course provides a comprehensive overview of trading fundamentals; distinguishing between invest...
Online Course
Banking & Investments
A.I. Chart Trader
Forex Masterclass
This comprehensive trading course provides a solid foundation in trading fundamentals and advanced t...
Online Course
Banking & Investments
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
Banking & Investments
Private Capital Fundamentals - Funds Portfolio Con...
African Private Equity and Venture Capital Association (AVCA)
This module; we will explore the intricacies of constructing portfolios within private capital funds...
Online Course
Banking & Investments
FINWELL PAWA PLAN
FinWELL Training Ltd
Measure financial fitness across your workforce including both desk and non-desk based teams to esta...
Online Course
Banking & Investments
How to Pass a Real Estate Financial Modelling Test
Bayfield Training Ltd
We will instruct you in the art of precision; neatness; working efficiently; analytical thinking and...
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
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