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 studio, Live site, Live stream, On-demand
Debating portfolio construction strategies | Live studio, Live site, Live stream, On-demand
Debating behavioural finance & investor psychology | Live studio, Live site, Live stream, On-demand
Building investment committee knowledge & skills | Live stream, On-demand
Exploring investment beliefs and philosophies | On-demand
Advancing investment management analyst expertise | Live stream, On-demand
Examining systematic human preferences that shape investment decision-making success | 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
A recent independent study into retirement from the perspectives of over 1,500 older Australians found that financial advisers are the keystone to retirees' well-being.