Finance
CPD in the Financial Advisory sector
Browse CPD Financial Advisory Training Providers
Money Beam
Financial Awareness
The Insolvency Service
Delivering economic confidence
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
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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
The Real Payoff of a Grant; Vision: Training works...
Ark Group International
Fundraising is about more than simply raising funds. This course teaches organisations; leaders and...
Workshop
Financial Advisory
Cyber Security Training- 2024
Acumen Global Academy
The Cybersecurity Training course for Money Service Businesses (MSBs) provides essential skills to s...
Training Course
Financial Advisory
Foundation in Project Finance Modelling Course
Evolution Infrastructure
This 2-day course is designed for participants who would like to build; review or analyse project fi...
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
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
Adobe Illustrator: Beginner to Pro
GoSkills Ltd
Unlock your creative potential with this all-encompassing Adobe Illustrator course; covering everyth...
Online Course
Financial Advisory
Private Markets Academy – Private Equity: Unlockin...
Neuberger Berman
The module focuses on the structural advantages of private equity and its role in unlocking the valu...
Online Course
Financial Advisory
Expenses Setup - EXP03
Xledger UK
Before users can submit expense claims in Xledger; some setup is required. This course will provide...
Online Course
Financial Advisory
Creating Expense Claims - EXP01
Xledger UK
This course provides instructions on how to create an expense claim in Xledger and how to submit it...
Online Course
Financial Advisory
Invoicing Setup
Xledger UK
This course has been designed for users with Domain Administrator access; however some functions of...
Online Course
Financial Advisory
BUDGETS
Xledger UK
This course covers the steps required to create budgets in Xledger. It also goes over the various op...
Online Course
Financial Advisory
Period End
Xledger UK
This course provides an overview of tasks to manage period end in Xledger. This includes checklists...
Online Course
Financial Advisory
Automatic Bank Journals
Xledger UK
Automatic bank journals are journals that are generated to speed up the entry of repetitive bank st...
Online Course
Financial Advisory
Banking - BAN01
Xledger UK
This course provides an overview of Banking in Xledger. It will cover how Xledger can automate p...
Online Course
Financial Advisory
CUSTOMERS
Xledger UK
Take this course to learn about how to manage your customers using the Accounts Receivable module...
Online Course
Financial Advisory
Accounting Workflow Setup - AWF03
Xledger UK
Take this course to learn how to set up Accounting Workflow. This course provides an example of Work...
Online Course
Financial Advisory
Reviewing Accounting Workflow - AWF02
Xledger UK
Finance users have access to various screens in Xledger's Accounting module that allow them to foll...
Online Course
Financial Advisory
Journal Row Templates
Xledger UK
Take this course to learn about journals in Xledger. The content covered ranges from journal entry...
Online Course
Financial Advisory
CommercialHero
FundingHero
Starting a business can be a daunting experience but having a solid plan can be extremely helpful. T...
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
CPD Finance Events
Finance
This Week
Walking the Finance Tightrope – How to Balance R...
Purchase To Pay Network
In challenging times organisations need to maximise efficiencies and create effective cash managemen...
28 Jan 2025
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
Understanding Extended Producer Responsibility
Knowledge Exchange Group
With the packaging fees expected to come into place in October 2025; our Understanding Extended Prod...
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
Financial Promoter Live!
Rhotic Media
A full day conference for those working in financial services marketing and communications to offer...
London,
31 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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