Specialist, independent, investment continuing education, accreditation and certification
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Continuing Education
Continuing Education means:

The ongoing development of a professional's knowledge and competence resulting from a commitment to post-graduate continuous learning. It is the antithesis of “CPD points” for compliance sake.

Calendar

Dates for our upcoming continuing education programs and certificate courses

Programs
Markets Summit

Debating the drivers of and outlook for the markets | Live studio, Live site, Live stream, On-demand

Finology Summit

Exploring human factors in portfolio construction | Live studio, Live site, Live stream, On-demand

Strategies Summit

Debating portfolio construction strategies | Live studio, Live site, Live stream, On-demand

Research Roundtable

Building investment committee knowledge and skills | Live stream, On-demand

Perspectives (videos, podcasts & papers)
Viewpoint

Presenting contemporary portfolio construction views

Rich Pickings

Presenting investment beliefs and philosophies

Portfolio Construction Philosophy Case Study

Advancing robust portfolio construction beliefs

Research Review

Presenting academic portfolio construction research

Courses
Investment Management Analyst Certificate course

Advancing investment management analyst expertise | Live stream, On-demand

Behavioural Finance - Investment Decision-Making course

Examining systematic human preferences that shape investment | On-demand

Subscriptions & Tools
Thinking Differently About Markets

Embracing complexity economics to better understand how markets really work

farrelly's Investment Strategy

Applying a dynamic, forward-looking approach to asset allocation | On demand

Portfolio Compass

An efficient, effective tool to better connect portfolios to client objectives | On demand

Delta Factors

A powerful factor-based approach to managed fund performance analysis | On demand

Tools
CE Library

Earning accredited hours to meet the CE/CPD requirements of 20 governing bodies | On-demand

CIMA CE Library

Earning accredited hours to meet your CIMA renewal requirement | On-demand

MyCE

Store, view, print, and export your multi-designation CE/CPD record

MyStudyPlan

Manage your progress on courses and certificates

Member communications
Forum Fodder

Highlighting latest food for thought from the Forum | Weekly | Email

Accreditation
Accreditaton means:

The evaluation of a learning activity by specialist, independent subject matter experts, to confirm it meets the CE/CPD standards set by governing bodies and to verify a person completed the activity.

Accreditation
CE Library

Earning accredited hours to meet the CE/CPD requirements of 20+ governing bodies | On-demand

CIMA CE Library

Earning accredited hours to meet your CIMA renewal requirement | On-demand

MyCE

Store, view, print, and export your multi-designation CE/CPD record

Accreditation service

Submit content for independent CE accreditation

Certification
Certification means:

The formal process of recognising an individual’s successful demonstration of superior knowledge and competence across a validated best-practice body of knowledge and curriculum.

Certification
Certified Investment Management Analyst

The peak international, investment portfolio construction certification program

CIMA CE Library

Earning accredited hours to meet your CIMA renewal requirement | On-demand


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