Finance

CPD in the Financial Advisory sector

Browse CPD Financial Advisory Training Providers

Tipalti

Payables automation solution
Tipalti

The Caribbean Confederation of Credit Unions

Driving Caribbean Co-operatives towards improved Economic Competitiveness and Social Well-Being
The Caribbean Confederation of Credit Unions

Sheets for Financial

Financial Consultancy and Training
Sheets for Financial

NewSpace Finance

A specialist advisory firm focused on the commercial space economy
NewSpace Finance

Gloriette Investments

Bringing students the power to raise themselves through education
Gloriette Investments

UK Finance

The collective voice for the banking and finance industry
UK Finance

SecFin Solutions

Elevating Financial Solutions with Proven Strategies
SecFin Solutions

Financa

Specialist middle market corporate finance training provider
Financa

Omnevue

Turning your CO2e & ESG data into business opportunities
Omnevue

Reorg Research

Financial and Legal Services
Reorg Research

Agicap

Helping you better manage your cash flow
Agicap

Client Fabric Tech

We are on a mission to fight financial crime and fuel commerce.
Client Fabric Tech

WeESG Group

Sustainable finance training and advisory
WeESG Group

Stay in the loop with what's happening in the CPD Financial Advisory sector

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

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