Finance
CPD in the Financial Advisory sector
Browse CPD Financial Advisory Training Providers
Kairos-K
Accountancy Services
Tipalti
Payables automation solution
The Caribbean Confederation of Credit Unions
Driving Caribbean Co-operatives towards improved Economic Competitiveness and Social Well-Being
Sheets for Financial
Financial Consultancy and Training
Mattioli Woods
Wealth Management
Baizati Training
Financial Education
NewSpace Finance
A specialist advisory firm focused on the commercial space economy
Gloriette Investments
Bringing students the power to raise themselves through education
MFS International (U.K.)
Invesment Management
UK Finance
The collective voice for the banking and finance industry
SecFin Solutions
Elevating Financial Solutions with Proven Strategies
Financa
Specialist middle market corporate finance training provider
IFM Investors (UK)
Asset Management
Omnevue
Turning your CO2e & ESG data into business opportunities
Reorg Research
Financial and Legal Services
Neter Carbon Integrity Solutions
Financial Advisory
Evolution Infrastructure
Financial Consultancy
Agicap
Helping you better manage your cash flow
Client Fabric Tech
We are on a mission to fight financial crime and fuel commerce.
WeESG Group
Sustainable finance training and advisory
Stay in the loop with what's happening in the CPD Financial Advisory sector
Get industry-related content straight to your inbox
Thank you for subscribing
By signing up to our site you are agreeing to our privacy policy
CPD Financial Advisory Courses and Workshops
Financial Advisory
Featured
Intellectual Property Master Class
Intellectual Property Office
The Intellectual Property Masterclass. This course defines Intellectual Property (IP) Patents, Trad...
Training Course
Financial Advisory
Building the optimal foreign exchange strategy
Birchstone Markets
This is an advanced CPD course for business and finance leaders (professional clients). You will gai...
Training Course
Financial Advisory
Business Wide Risk Assessment Training 2024
Acumen Global Academy
Business Wide Risk Assessment Training for Money Service Businesses (MSBs) equips employees with ess...
Training Course
Financial Advisory
Collaborative Banking with FullCircl.
FullCircl
This course is designed for banking professionals seeking to strengthen collaboration across teams b...
Training Course
Financial Advisory
Partners & Directors - How to Build a New Service...
Omnevue
The course aims to deliver the skills and subject matter expertise required to enable firm partners...
Training Course
Financial Advisory
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
Financial Advisory
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
Financial Advisory
The non-profit's guide: How to manage fraud risk i...
FISCAL Technologies
Worldwide; non-profits face a median loss of $76;000 from fraud; which can have severe impacts. Join...
Webinar
Financial Advisory
Acquisitions
CFGI UK
This presentation and discussion forum will provide insights on the workstreams; deliverables; miles...
Webinar
Financial Advisory
8AM Insights – Behavioural Alpha
8AM Global
Join us for a deep dive into the world of active fund management. This webinar will explore how a fo...
Webinar
Financial Advisory
Managers & Trainees - How to Calculate and Assure...
Omnevue
The course aims to deliver the skills and subject matter expertise required to enable firm managers...
Training Course
Financial Advisory
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
Financial Advisory
Fraud Prevention Training 2024
Acumen Global Academy
The Fraud Prevention Training course for Money Service Businesses (MSBs) equips employees with the c...
Training Course
Financial Advisory
Anti-Bribery and Corruption (ABC) Training 2024
Acumen Global Academy
The Anti-Bribery and Corruption (ABC) training course for Money Service Businesses (MSBs) provides e...
Training Course
Financial Advisory
Introduction to Kidnap Crisis Management
Willis Towers Watson
Kidnapping; detention and extortion are common risks for organisations operating internationally. Th...
Seminar
Financial Advisory
3 Statement Financial Model
Financial Modelling Centre
This hands-on practical course enables participants to write their own shortcuts in Excel; build a r...
Training Course
Financial Advisory
ESG Implementation & Reporting
CFGI UK
An overview of current ESG regulations and standards who may be affected and best practices for impl...
Training Course
Financial Advisory
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
Financial Advisory
Identifying Underinsurance with FullCircl
FullCircl
Identifying Underinsurance is tailored for Insurance professionals looking to equip themselves with...
Training Course
Financial Advisory
Insight led Outreach with FullCircl
FullCircl
Insight Led Outreach is tailored for sales professionals looking to enhance their outreach strategie...
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
Mortgage Credit Directive
Hot Learning trading as Kallidus
When it comes to mortgages; it’s vital to ensure that employees involved in the manufacture; credit...
Online Course
Financial Advisory
Fighting Fraud in Finance
Hot Learning trading as Kallidus
This course covers the main elements of fraud in the finance sector. You will discover the key infor...
Online Course
Financial Advisory
Positive Mental Health at Work for Managers
Hot Learning trading as Kallidus
Mental health is a widely discussed topic; affecting many people globally. In this course; you'll ex...
Online Course
Financial Advisory
IR35 - Off-Payroll Working
Hot Learning trading as Kallidus
This course provides an overview of off-payroll working rules and is a great introduction for hiring...
Online Course
Financial Advisory
Driving Economically
Hot Learning trading as Kallidus
This course is designed to help you understand how to drive in a way that saves fuel and energy; red...
Online Course
Financial Advisory
Allergen Awareness in Manufacturing
Hot Learning trading as Kallidus
Find out about allergens and some important considerations for avoiding cross-contamination in the w...
Online Course
Financial Advisory
Allergen Awareness in Retail
Hot Learning trading as Kallidus
Find out about allergens and some important considerations for avoiding cross-contamination in the w...
Online Course
Financial Advisory
Managing Expense Claims - EXP02
Xledger UK
This course provides details on how to approve claims as a line manager or return them to the emplo...
Online Course
Financial Advisory
Invoicing
Xledger UK
Sales orders and sales invoices are created and managed from within the Invoicing module in Xledger....
Online Course
Financial Advisory
Bank Setup - BAN02
Xledger UK
Designed for users with Domain Administrator access; this course goes through the steps required to...
Online Course
Financial Advisory
Suppliers
Xledger UK
Take this course to learn about how to manage your suppliers using the Accounts Payable module in X...
Online Course
Financial Advisory
Using Accounting Workflow - AWF01
Xledger UK
After an invoice has been entered into Xledger; mandatory approvals can be set up. This approval is...
Online Course
Financial Advisory
The Six Pillars of Success
FundingHero
This course explores the essential components of startup fundraising through The 6 Pillars of Fundra...
Online Course
Financial Advisory
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
Financial Advisory
Navigating Xledger
Xledger UK
This course provides users with the tools required to report on information in Xledger. This include...
Online Course
Financial Advisory
Transfer Pricing for Alternative Asset Managers
Larkstoke Advisors
The e-learning seeks to cover the main concepts and definitions relating to globally agreed transfer...
Online Course
Financial Advisory
Criminal Finance Act 2017 - Corporate Offences of...
Larkstoke Advisors
Criminal Finance Act 2017 - Corporate Offences of Failure to Prevent Facilitation of Tax Evasion. Th...
Online Course
Financial Advisory
Supercharging GBS with Generative AI
Deloitte - FinLearn
Over the next decade productivity gains and capabilities enabled by AI are expected to increase glob...
Online Course
Financial Advisory
Martyn's Law for Retail
Hot Learning trading as Kallidus
Martyn’s Law helps to ensure public safety by preparing employees for potential terror attacks; 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
Get industry-related content straight to your inbox
Thank you for subscribing
By signing up to our site you are agreeing to our privacy policy