Continuing education and certification programs

Specialist, independent, investment continuing education & certification

 

Program

Format

2018

2019

2020

Markets Summit
Debating the drivers of and outlook for the markets

live & online

13 Feb

19 Feb

18 Feb

Finology Summit
Learning how to be better relate to investors

live & online

14 Feb

20 Feb

19 Feb

farrelly's User Group
A dynamic approach to asset allocation

Live

13 Mar (Mel)
14 Mar (Bne)
20 Mar (Syd)

12 Mar (Mel)
13 Mar (Bne)
26 Mar (Syd)

10 Mar (Mel)
11 Mar (Bne)
19 Mar (Syd)

IMAC
Advancing investment management analyst expertise

live & online

18-21 Mar (Syd)
&
09-12 Sep (Syd)

17-20 Mar (Syd)
&
08-11 Sep (Syd)

15-18 Mar (Syd)
&
06-9 Sep (Syd)

Research Roundtable
Building investment committee knowledge & skills

live & online

17/18 Apr (Syd/Mel)
&
17/18 Jul (Syd/Mel)
&
13-20 Oct (Bos/NY)
&
27/28 Nov (Syd/Mel)

02/03 Apr (Syd/Mel)
&
23/24 Jul (Syd/Mel)
&
19-26 Oct (SF/LA)
&
26/27 Nov (Syd/Mel)

28/29 Apr (Syd/Mel)
&
21/22 Jul (Syd/Mel)
&
17-24 Oct (Edin/Lon)
&
24/25 Nov (Syd/Mel)

IMR Workshop
Advancing investment management research

live & online

12 Apr (Syd)

16 Apr (Syd)

7 Apr (Syd)

Masterclass NZ
Building portfolio construction knowledge & skills

live & online

24 May - Masterclass Dinner
&
25 May - Masterclass (Akl)

16 May - Masterclass Dinner
&
17 May - Masterclass (Akl)

21 May - Masterclass Dinner
&
22 May - Masterclass (Akl)

Strategies Conference
Debating portfolio construction strategies

live & online

22-23 Aug (Syd)

21-22 Aug (Syd)

19-20 Aug (Syd)

IMR Conference
Advancing investment management researc

live & online

20-21 Sep (Syd)

19-20 Sep (Syd)

17-18 Sep (Syd)

Perspectives
Library of portfolio construction CE materials

online

weekly

online

online

farrelly's Investment Strategy
A dynamic approach to asset allocation

online

quarterly

quarterly

quarterly

CIMA certification
Peak, intl portfolio construction certification program

live & online

continuous

continuous

continuous