Learning Plans

The knowledge to drive the net-zero transition. The knowledge to help everyone find their unique place within the industry. The knowledge to understand investing inside out.

With our Learning Plans, available on-demand on our Professional Learning platform, you can gain the knowledge you want whenever you need it. Start your journey on either the Transition Pathways, DEI or Economics in the Investment Process Learning Plan, and you’ll enjoy talks from topic experts that refresh what you know and teach you something you don’t know – yet.

Our Learning Plans also have automatic unstructured CPD tracking, helping you fulfil your professional requirements while also meeting your personal development goals.

Transition Pathways

Gain the knowledge you need to drive net-zero with the Transition Pathways learning plan. As climate change accelerates, every investor needs to be ready to incorporate climate considerations into every part of their decision-making process. Our learning plan gives you an overview of key concepts like transition risks, climate scenario modelling and the challenges climate investors face, to ensure you can both understand and apply these crucial tools in your current role.

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Economics in the Investment Process

Prepare to understand investing inside out. The Economics in the Investment Process learning plan is designed to help you not only sharpen your investment skill-set, but also understand why certain decisions have more positive or negative outcomes. By completing the learning plan, you’ll understand how economic cycles affect returns in equities, bonds and in currency trading, as well as how inflation regimes impact the value of assets. Expand your understanding of economics and your own decision-making to deliver positive returns more reliably in your role.

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Diversity, Equity, and Inclusion

Effective Diversity, Equity, and Inclusion (DEI) strategies are becoming essential for thriving in today’s working environments. Understanding and developing skill to help build awareness of the many facets of DEI in the investment management industry and challenge some common perceptions – by completing all the modules in our DEI learning plan you will gain key knowledge to empower debate and identify small changes that can be made in your own career to ensure that the value and richness of diversity and inclusion can be delivered in your workplace.

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