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
The biggest portfolio risk in 2017 will be over confidence in assigning scenario probabilities. Don't confuse the winds of change with "hot air" when it comes to portfolio construction.
It's possible to have your cake and eat it too. Global investment grade credit has not been this attractive in spread terms for the past six years.
Lower 'neutral' monetary policy rates across the developed world will continue to serve as an important anchor for the secular valuation of all asset classes.
Think about bonds as an insurance policy for portfolios. With higher yields available, very cheap insurance is even better able to pay for hurdles facing portfolios.
To fill the income void, investors need not look much further than Australia's liquid and ever-growing bond market which, unlike the majority of the developed world, still offers positive real rates.