Finance
CPD in the Finance Institution sector
Browse CPD Finance Institution Training Providers
KIB
Banking Services
8AM Global
Independent, UK-based Discretionary Investment Management and Funds.
S&P Global Market Intelligence
Providers of Essential Intelligence
Barclays
Specialist banking and investment services in the Channel Islands, Isle of Man and London.
ABM Global Compliance
Financial Services Compliance and Regulatory Advisor
FinWELL Training Ltd
Award winning financial education and wellbeing training for employers of all sizes and sectors
The Money Coaching Institute
The Money Coaching Institute provides money coaching, business coaching, training and workshops...
Movimo
Movimo helps organisations improve their Direct Debit and Bacs Direct Credit processes to ensure...
ReTRRAC UK
Regularity Transformation and Risk Review is a Training and Consulting on Global Compliance and...
Veran Performance
Outcomes, Strategy, Execution
Seccl
The embedded investment platform
Nuveen
Investing to make an enduring impact on our world.
Equilibrium Futures
Creating a new balance between financial capital and natural capital within our economic system.
Botswana Institute of Banking and Finance
Representing banks, qualified bankers and those working towards their professional qualification...
Itriom
The Global Impact Platform helping leading families shape a better world
Global Association of Independent Advisors (GAIA)
GAIA is an exclusive network of investment advisory firms who are committed to putting clients'...
Market Financial Solutions
We offer bespoke specialist finance tailored to the specific needs of our diverse client base.
Financial Services Institute
Financial education and training
Lumin Wealth
Chartered Financial Planners, Discretionary Fund Managers
Arkadiko Partners
Building a purpose-led financial system for a sustainable world
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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
Intelligence Officers Course (IO’s Course)
RISC - Research & Intelligence Support Centre
Designed for Intelligence Officers who work with Intelligence Units; Intelligence Analysts and Intel...
Training Course
Finance Institution
Behavioural Coaching for Financial Professionals
The Money Coaching Institute
This training is designed to help planners and advisers work with their clients to form a deeper und...
Training Course
Finance Institution
Level 5 Advanced Diploma in Financial Trading
Samuel and Co Trading
Our Ofqual-regulated Level 5 Advanced Diploma in Financial Trading is a great place to either kick s...
Training Course
Finance Institution
EMIR Refit Course
LSEG (London Stock Exchange Group)
The EMIR Refit course is designed to familiarise compliance and operations staff working in EMIR rep...
Training Course
Finance Institution
MiFIR Transaction Reporting Advanced course
LSEG (London Stock Exchange Group)
The MiFIR Transaction Reporting Advanced course expands on knowledge learnt in the Foundation course...
Training Course
Finance Institution
Market Abuse Fundamentals Course
LSEG (London Stock Exchange Group)
The Market Abuse Fundamentals Course provides training on all elements essential in meeting the requ...
Training Course
Finance Institution
Roadmap to a Credible and Ambitious Transition Tra...
Climate Bonds Initiative
The novel transition concept refers to the change countries and entities must make from today’s high...
Training Course
Finance Institution
Planning For Business Owners
Lumin Wealth
Presentation for Solicitors and Accountants to help understand financial planning opportunities avai...
Seminar
Finance Institution
FinWELL Champion Training
FinWELL Training Ltd
Upskilling senior leaders; managers; wellbeing leads and mental health first aiders to become financ...
Workshop
Finance Institution
LBMA's 2023 Precious Metals Forecast Survey: Behin...
LBMA
An expert panel tell us their expectations for precious metal prices in the year ahead.
Webinar
Finance Institution
Silver: Ever the Capricious Metal
LBMA
Our panel of experts discuss the state of the silver market. To learn about the life-cycle of silver...
Webinar
Finance Institution
LBMA/LPPM Global Conference Wrap-up 2022: Key Topi...
LBMA
Our speakers discuss the key topics and themes from the LBMA/LPPM Global Precious Metals Conference...
Webinar
Finance Institution
LBMA/LPPM Global Conference Wrap-up 2023: Key Topi...
LBMA
Our speakers discuss the key topics and themes from the LBMA/LPPM Global Precious Metals Conference...
Webinar
Finance Institution
Global Precious Metals Code Version 2: Everything...
LBMA
In December: LBMA released Version 2 of the Global Precious Metals Code: which sets out the minimum...
Webinar
Finance Institution
CEO Members' Town Hall – September 2022
LBMA
LBMA share the latest updates on LBMA's strategic projects: including the Good Delivery Rules consul...
Webinar
Finance Institution
CEO Members' Town Hall – September 2023
LBMA
Listen to our CEO Members' Town Hall: in which Ruth Crowell (CEO: LBMA) discusses recent efforts to...
Webinar
Finance Institution
CEO Members' Town Hall - May 2023
LBMA
LBMA gives updates on the 2023 strategic project including the latest on the Gold ESG criteria defin...
Webinar
Finance Institution
CEO Members' Town Hall - March 2023
LBMA
LBMA share the latest updates on LBMA’s 2023 strategy: including the latest on the Gold ESG criteria...
Webinar
Finance Institution
Assaying & Refining Conference Wrap-Up Webinar 202...
LBMA
Our speakers discuss the key conference take-aways and themes from the Assaying & Refining Conferenc...
Webinar
CPD Finance Institution Online & eLearning
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
Finance Institution
What is Venture Capital Investing
Financial Edge Training
The characteristics of venture capital investing; the various 'value-add' propositions a VC fund can...
Online Course
Finance Institution
Venture Capital Associate
Financial Edge Training
If you’re looking for a career in venture capital; our new venture capital course will help you mast...
Online Course
Finance Institution
AML All In One Guide
Finance Basics
This is an anti-money laundering course specifically designed for the bookkeeping and accounting sec...
Online Course
Finance Institution
Isle of Man Payroll
The Chartered Institute of Payroll Professionals - CIPP
This interactive e-learning training course is designed specifically to show the delegate how to pro...
Online Course
Finance Institution
Guernsey Payroll
The Chartered Institute of Payroll Professionals - CIPP
This interactive e-learning training course is designed specifically to show the delegate how to pro...
Online Course
Finance Institution
Jersey Payroll
The Chartered Institute of Payroll Professionals - CIPP
This interactive e-learning training course is designed specifically to show the delegate how to pro...
Online Course
Finance Institution
The Private Equity Deal Maker
Financial Edge Training
Understand the key funding instruments to advanced LBO modelling; this course will teach you everyth...
Online Course
Finance Institution
Traditional and Alternative Investments
Financial Edge Training
Learn how to build more efficient and resilient portfolios. Explore traditional and exotic equity in...
Online Course
CPD Finance Events
Finance
This Week
LGPS Pooling Symposium
DG Publishing - LAPF Investments
The Symposium will focus on how LGPS pooling evolves. Leading figures from the local authority pensi...
Birmingham,
23 Apr 2024
Finance
This Week
Interest rate risk derivatives and swaps
Led by a subject matter expert; participants will deep dive into the fundamentals of derivatives and...
23 Apr 2024
Finance
This Week
LGPS Pooling Symposium
DG Publishing - LAPF Investments
The Symposium will focus on how LGPS pooling evolves. Leading figures from the local authority pensi...
Birmingham,
24 Apr 2024
Finance
This Week
Interest rate risk derivatives and swaps
Led by a subject matter expert; participants will deep dive into the fundamentals of derivatives and...
24 Apr 2024
Finance
This Week
Funds Europe, FundsTech Conference 2024
Definite Article Media Limited
Technology in the funds industry is no longer moving at the “glacial” pace that it once did. Senior...
London,
25 Apr 2024
Finance
This Week
Interest rate risk derivatives and swaps
Led by a subject matter expert; participants will deep dive into the fundamentals of derivatives and...
25 Apr 2024
Finance
Health & Protection iPMI Summit 2024
Definite Article Media Limited
The Health & Protection IPMI Summit 2024 is the sector’s leading event where key senior figures from...
St Albans,
01 May 2024
Finance
AsiaPac Surveillance Deep Dive
1LoD
Hear what banks are doing to future proof their approach to surveillance coverage regulatory expecta...
08 May 2024
Finance
AsiaPac Surveillance Deep Dive
1LoD
Hear what banks are doing to future proof their approach to surveillance coverage regulatory expecta...
09 May 2024
Finance
Risk model validation: implementation tools and te...
Participants will gain insight into the stages of risk model validation including the roles; expecta...
14 May 2024
Finance
PA Management Retreat 2024
Incisive Media
This unique event is packed with content and prime opportunities to network; providing an incredibly...
Dorking,
15 May 2024
Finance
Risk model validation: implementation tools and te...
Participants will gain insight into the stages of risk model validation including the roles; expecta...
15 May 2024
Finance
PA Management Retreat 2024
Incisive Media
This unique event is packed with content and prime opportunities to network; providing an incredibly...
Dorking,
16 May 2024
Finance
Inflation risk management
This engaging learning experience will cover the potential impacts of inflation and its relationship...
11 Jun 2024
Finance
Risk Live Europe
Risk Live Europe unites senior professionals responsible for risk management and traded risk from ac...
LONDON,
18 Jun 2024
Finance
NOG Energy Week Conference & Exhibition
dmg events
For 25 years; NOG Energy Week has provided a platform for global policy makers; energy leaders; and...
Abuja,
02 Jul 2024
Finance
NOG Energy Week Conference & Exhibition
dmg events
For 25 years; NOG Energy Week has provided a platform for global policy makers; energy leaders; and...
Abuja,
03 Jul 2024
Finance
FISD Level 2: data licensing
During this learning event; participants preparing to take the FISD Level 2 examination will be give...
09 Jul 2024
Finance
Impact and implementation of FRTB
Participants will gain a detailed understanding of FRTB implementation; including practical examples...
16 Jul 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
CPD Finance Articles
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