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
As investors themselves, investment advisers can suffer from the very biases they attempt to combat within their clients, risking the delivery of optimal client outcomes and deepening relationships.