Specialist, independent, investment continuing education, accreditation and certification
Login
Join Now
Portfolio Construction Forum Logo
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


Strategies

Markets

Investing

Finology

Philosophy
Read
Listen

Watch

Attend
Search
Strategies Investing

Research Review: Using CTA funds in portfolios

What are the benefits of using a CTA (managed futures) fund in a portfolio? What is a reasonable allocation and where should it come from?

Compiled by PortfolioConstruction Forum
Strategies Investing

Research Review: Should gold be part of portfolios?

PortfolioConstruction Forum asked the fund research houses - should gold be a part of most investors’ portfolios?

Compiled by PortfolioConstruction Forum
Research Review library 2025
Research Review library 2024
Research Review library 2023
Research Review library 2022
Research Review library 2021
Research Review library 2020
Research Review library 2019
Research Review library 2018
Research Review library 2017
Research Review library 2016
Research Review library 2015
Research Review library 2014
Research Review library 2013
Research Review library 2011
  • About Us
  • Contact Us
  • Privacy
  • Conditions of Use
  • Complaint Management Policy
  • Strategies
  • Markets
  • Investing
  • Finology
  • Philosophy
Read
Listen
Watch

Attend
Portfolio Construction Forum Logo
  • A brillient! Publication