The ongoing development of knowledge, skill and expertise 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 & outlook for the markets | Live in-studio, Live site, Livestream, On-demand
Debating portfolio construction strategies | Live in-studio, Live site, Livestream, On-demand
Debating behavioural finance & investor psychology | Live in-studio, Live site, Livestream, On-demand
Building investment committee knowledge & skills | Livestream, On-demand
Challenging beliefs to inform better quality portfolios | Livestream, On-demand
Exploring investment beliefs and philosophies | On-demand
Advancing investment management analyst expertise | Livestream, On-demand
Latest food for thought from the Forum | E-newsletter
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
Applying a dynamic, forward-looking approach to asset allocation | On-demand
Benchmarking your investing biases, beliefs & behaviours | On-demand
The professional community for Certified Investment Management Analysts in Australia and NZ
The behavioural finance & investor psychology SIG for Forum members
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.
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, technical portfolio construction certification program
One of the most important tasks for any decision-maker is to continuously stress-test assumptions and mark-to-market their hypotheses as to how the future will unfold. Let's "nowcast" a little.
Corporate bond spreads are now tighter than they were before the GFC, yet corporate leverage is higher. Buy financials, sell corporates.
Trump is unambiguously the pure American profit maximiser. This could be the most business and financial markets friendly regime in a long time.
It is possible to generate high returns with low risk irrespective of where short-term cash rates or long-term government bond yields may be.
How do we survive when liquid, safe asset classes don’t offer income to cover the cost of living? Do we speculate today? Or wait for it to normalise at an unknowable future date?
For many Australians, their house is one of their biggest assets, if not the biggest. But a leveraged owner-occupied home is riskier than the sharemarket.
Now you should be long housing - but it is exposed to some regulatory risks and headwinds we should understand.
Are investors better off taking higher dividend yields offered on stocks than investing in a new breed ASX-listed hybrid?