3295 results found

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

The Lonsec "Income from equities is increasingly important for retirement" Webinar (20 Oct 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Knowledge and proficiency in behavioural finance and investor psychology - finology - is developing ever better relationships with clients to help them achieve their goals. Benchmarking your current finology proficiency matters!

Rob Hamshar | 0.75 CE

Established in 2016, Portfolio Construction Forum Finology Summit is THE behavioural finance ('fin") and investor psychology ("ology") program of the year. It will help you better identify and understand how your own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.

Established in 2016, Portfolio Construction Forum Finology Summit is THE behavioural finance ('fin") and investor psychology ("ology") program of the year. It will help you better identify and understand how your own and other people's different investing biases, beliefs and behaviours impact investment markets and portfolio construction practices - and therefore, investment outcomes - to help you build better quality investor portfolios.

What's new with our live and on-demand continuing education, accreditation and certification programs.

The Lonsec "Sustainability Webinar" (29 Sep 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Japan is too different from the rest of the world to be used as a road map? Acutally, more often than not, the lessons we can learn from Japan's experience are completely valid in other, very different, economies.

How will the global economy and markets evolve over the next year? There are four scenarios that could follow the mild stagflation of the last few months.

Updating CIMA Society members on issues relevant to your community and, for CIMA certificants, ways to help you hit your CE target.

The Spheria "Global Microcaps Education Session Sep 2021" Webinar (on-demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The Platinum "Adviser Update Sep 2021" Webinar (14 Sep 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

farrelly's Dynamic Asset Allocation Handbook (Sep 2021) (on-demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The Firetrail "Post reporting season update" Webinar (14 Sep 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Firetrail "Post reporting season update Sep 2021" Webinar (on-demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The Lonsec "The Retirement conundrum - Generating Income in a low yield world" Webinar (14 Sep 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

The Platinum "Adviser Update Sep 2021" Webinar (on-demand) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Those who attend online on-demand must complete a CE Quiz to receive CE/CPD accreditation.

The Solaris "Reporting Season Insights & Analysis" Webinar 2021 (10 Sep 2021) has been assessed and accredited by Portfolio Construction Forum for Continuing Education (CE/CPD) hours. Delegates must confirm their attendance in order to receive CE/CPD accreditation.

Highlight our upcoming live CE programs, and all of the complimentary on-demand CE-accredited resources published over recent months.

What's new with our live and on-demand continuing education, accreditation and certification programs.