Continuing education and certification programs

Specialist, independent, investment continuing education & certification

 

Program

Description

Format

2018

2019

Markets Summit

Debating the outlook for the markets

live & online

13 Feb

19 Feb

Finology Summit

Learning how to beter relate to investors

live & online

14 Feb

20 Feb

farrelly's User Group

A dynamic approach to asset allocation

live - Mel
live - Bne
live - Syd

13 Mar
15 Mar
20 Mar

14 Mar
19 Mar
21 Mar

IMR Program Workshop

Advancing investment management rsh

live & online

12 Apr

11 Apr

Masterclass NZ

Building portfolio construction knowledge & wisdom

live

24 May

23 May

Strategies Conference

Debating portfolio construction strategies

live & online

22-23 Aug

21-22 Aug

IMR Program Conference

Advancing investment management rsh

live & online

20/21 Sep

19/20 Sep

IMR Program Symposium

Advancing investment management rsh

live & online

24 Sep

23 Sep

Research Roundtable Intl

Building inv committee knowledge & skills

live & online

13-20 Oct

19-26 Oct

Perspectives

Library of research & opinion

online

weekly

online

farrelly's Investment Strategy

A dynamic approach to asset allocation

online

quarterly

quarterly

CIMA certification

Peak, intl portfolio construction program

live & online

continuous

continuous

 

 

 

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