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
2015 will be a year of huge uncertainty about the future of the Euro. These uncertainties are likely to pose a fundamental challenge to investing in the Eurozone.
Differentiation is key for emerging markets. Secularly, countries enjoying the rise of consumerism are expected to drive local company earnings above the global norm.
Economic signals are everywhere. By being alert to signals, anyone can start to navigate through the turbulence of the world economy.
The US secondary corporate bond market is in a time of significant upheaval. Changes to regulations has caused a new, insidious liquidity risk.
After a run of historically rapid improvement in living standards in the first decade of the millennium, emerging markets will face a more challenging outlook - not a crisis - over the next few years.
Does geopolitics have investment implications? In short - yes - and this paper provides a clear understanding of both geopolitics and its clear link to investment markets.
In managing sequence of returns risk, we may not be giving simple rebalancing nearly the credit it deserves to accomplish similar or better than more complex approaches.