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Themes

Learning Plans and Conferences

 

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Highlighted resources

Video

06.02.24

Ethics Learning Plan Conclusion

ETHICS LEARNING PLAN, CONCLUSION: Weiyen Hung, CFA and Sofia Gandhi, CFA summarise what you’ve learned during the Ethics Learning Plan.

Video

13.12.23

Impact - why it is important, and why now?

Learn about the growing world of impact investing, the skills you can learn to succeed, and how CFA UK’s new Certificate in Impact Investing can help. Auto-tracked CPD available to members.

Video

07.02.24

Use and abuse of IRRs

Find out what IRR’s don’t tell you about the timing of your investments, and the best way to evaluate the timing of every decision.

Video

11.10.23

Balance sheet risk

Andrew Lapthorne, Global Head of Quantitative Research Societe Generale explains what balance sheet risk is, why it matters, and what you can do about it.

Video

22.01.24

ESG: a key equity theme

Explore why ESG factors need to become a crucial part of your investment process now for you to deliver for clients in the future.

Video

27.09.23

Statistical biases in private equity returns

IRR’s are a key measure for private equity investors – but they can be biased. Learn how these biases work and how to identify their effects.

Innovation

0.5 CPD

Video

22.11.23

Leveraging machine learning to improve outcomes in fixed income trade execution

Discover how data science and machine learning technology can help you execute trades more effectively within fixed income.

Careers

0.25 CPD

Video

09.01.24

Preparing for client meetings

Discover how to prepare for client meetings of different sizes, styles and subjects, and the tips you can take into making yours succeed.

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