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Continuing Education
Continuing Education means:

The ongoing development of a professional's knowledge and competence resulting from a commitment to post-graduate continuous learning. It is the antithesis of “CPD points” for compliance sake.

Calendar

Dates for our upcoming continuing education programs and certificate courses

Programs
Markets Summit

Debating the drivers of and outlook for the markets | Live studio, Live site, Live stream, On-demand

Finology Summit

Exploring human factors in portfolio construction | Live studio, Live site, Live stream, On-demand

Strategies Summit

Debating portfolio construction strategies | Live studio, Live site, Live stream, On-demand

Research Roundtable

Building investment committee knowledge and skills | Live stream, On-demand

Perspectives (videos, podcasts & papers)
Viewpoint

Presenting contemporary portfolio construction views

Rich Pickings

Presenting investment beliefs and philosophies

Portfolio Construction Philosophy Case Study

Advancing robust portfolio construction beliefs

Research Review

Presenting academic portfolio construction research

Courses
Investment Management Analyst Certificate course

Advancing investment management analyst expertise | Live stream, On-demand

Behavioural Finance - Investment Decision-Making course

Examining systematic human preferences that shape investment | On-demand

Subscriptions & Tools
Thinking Differently About Markets

Embracing complexity economics to better understand how markets really work

farrelly's Investment Strategy

Applying a dynamic, forward-looking approach to asset allocation | On demand

Portfolio Compass

An efficient, effective tool to better connect portfolios to client objectives | On demand

Delta Factors

A powerful factor-based approach to managed fund performance analysis | On demand

Tools
CE Library

Earning accredited hours to meet the CE/CPD requirements of 20 governing bodies | On-demand

CIMA CE Library

Earning accredited hours to meet your CIMA renewal requirement | On-demand

MyCE

Store, view, print, and export your multi-designation CE/CPD record

MyStudyPlan

Manage your progress on courses and certificates

Member communications
Forum Fodder

Highlighting latest food for thought from the Forum | Weekly | Email

Accreditation
Accreditaton means:

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.

Accreditation
CE Library

Earning accredited hours to meet the CE/CPD requirements of 20+ governing bodies | On-demand

CIMA CE Library

Earning accredited hours to meet your CIMA renewal requirement | On-demand

MyCE

Store, view, print, and export your multi-designation CE/CPD record

Accreditation service

Submit content for independent CE accreditation

Certification
Certification means:

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.

Certification
Certified Investment Management Analyst

The peak international, investment portfolio construction certification program

CIMA CE Library

Earning accredited hours to meet your CIMA renewal requirement | On-demand


Strategies

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Strategies Investing

2002 Critical Issues Forum: William Tomac's conference presentation

Strategies Investing

2002 Critical Issues Forum: Caroline Saunders' conference presentation

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Strategies Investing

2002 Critical Issues Forum: Simon Eagleton's conference presentation

Strategies Investing

2002 Critical Issues Forum: Stephen van Eyk's conference presentation

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Strategies

Conference presentation

The following is a PDF of two presentations from the inaugural Portfolio Construction Forum on 7 August 2002.
1. Graham Rich's introduction of the AAB.
2. the AAB's presentation of its TAA.

Strategies library 2025
Strategies library 2024
Strategies library 2023
Strategies library 2022
Strategies library 2021
Strategies library 2020
Strategies library 2019
Strategies library 2018
Strategies library 2017
Strategies library 2016
Strategies library 2015
Strategies library 2014
Strategies library 2013
Strategies library 2012
Strategies library 2011
Strategies library 2010
Strategies library 2009
Strategies library 2008
Strategies library 2007
Strategies library 2006
Strategies library 2005
Strategies library 2004
Strategies library 2003
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