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.
Dates for our upcoming continuing education programs and certificate courses
Debating the drivers of and outlook for the markets | Live studio, Live site, Live stream, On-demand
Exploring human factors in portfolio construction | Live studio, Live site, Live stream, On-demand
Debating portfolio construction strategies | Live studio, Live site, Live stream, On-demand
Building investment committee knowledge and skills | Live stream, On-demand
Presenting contemporary portfolio construction views
Presenting investment beliefs and philosophies
Advancing robust portfolio construction beliefs
Presenting academic portfolio construction research
Advancing investment management analyst expertise | Live stream, On-demand
Examining systematic human preferences that shape investment | On-demand
Applying a dynamic, forward-looking approach to asset allocation | On-demand
A powerful factor-based approach to managed fund performance analysis | On-demand
Earning accredited hours to meet the CE/CPD requirements of 20 governing bodies | On-demand
Earning accredited hours to meet your CIMA renewal requirement | On-demand
Store, view, print, and export your multi-designation CE/CPD record
Benchmark your investing biases, beliefs & behaviours | On-demand
Manage your progress on courses and certificates
Highlighting latest food for thought from the Forum | Weekly | Email
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.
Earning accredited hours to meet the CE/CPD requirements of 20+ governing bodies | On-demand
Submit content for independent CE accreditation
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.
The peak international, investment portfolio construction certification program
Confidence in a sea of confusion is key to success. Using three tools of persuasion, we can create a sense of certainty even when who knows what is just around the corner.
The financial services industry has done the impossible and made money boring, opaque and difficult to understand. If we better understand the psychology of money, we can better help our clients.