Training courses

Training courses

Experience certified training to accelerate your career through one of our training provider partnerships
CFA UK is committed to developing our members’ careers by supporting expert and specialist training providers. Our partnership options provide CFA UK members with the opportunity to access high-quality training courses at a discounted rate. These practical courses give you skills and tools to enhance your current role or help you transition into new areas.    

Upcoming Courses:

Introduction to business analytics & visualisation with Power BI

In this workshop participants will learn how to execute key business intelligence and visualization tasks via Microsoft’s Power BI software. Gain experience importing business data into Microsoft Power BI, explore interactive data visualizations, create valuable dashboards and reports, and use meaningful insights from Power BI to enhance decision-making. This course includes a hands-on project at the end to tie all course concepts together.

Please note: Attendees must use a PC in this class. Power BI does not support Macs. Mac users can either install Parallels and run Power BI or set up a virtual machine in the cloud and install Power BI through the virtual machine.

 

Test the half-life of your financial knowledge 

Your knowledge as an investment professional has an expiry date. The knowledge you had when you started your career will not be enough to keep you relevant in a few years. How long does it take for your technical and non-technical skills to lose half of its relevance? We measure your personal half-life and explore ways to strive for excellence in the relevant skills of your profile.

When: 15 July 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • What is the half-life of financial knowledge?
  • Taxonomy of investment management skills
  • Relevant technical and non-technical skills for investment professionals
  • Measuring and interpreting proficiency levels of relevant skills 

Price: £ 175  (CFA UK members discount price)

 

BOOK TEST THE HALF-LIFE OF YOUR FINANCIAL KNOWLEDGE 

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Measure cognitive diversity in investment teams

Diversity matters. Cognitive diversity matters even more for decision making. Measuring cognitive diversity accurately, acts as a prerequisite for yielding its positive effects. This training sprint identifies relevant measures of cognitive diversity in investment management teams and how to interpret them.

When: 1 September 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • What is cognitive diversity?
  • Why is it relevant for investment teams?
  • Qualitative and quantitative measures of cognitive diversity
  • Best practices on how to interpret test results

Price: £ 175  (CFA UK members discount price)

 

BOOK MEASURE COGNITIVE DIVERSITY IN INVESTMENT TEAMS 

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Introduction to Python for business & finance

In this introductory training, participants will build a core foundation in the Python programming language and how to use it for various projects. This is a hands-on course where attendees will be in development environments used by practioners and actively programming. The course concludes with a hands-on project that cohesively ties together all the covered concepts

When: 8 & 9 September 2021 | Duration: 3.5 hours | 17:30 to 21:00

Training partner: Cognitir

Format: Live online training 

Essential information:

  • Hands-on programming experience
  • Problem solving practice
  • Project portfolio
  • Support beyond the classroom

Price: £ 450  (CFA UK members discount apply use code: CFAUNITEDKINGDOM)

 

BOOK INTRODUCTION TO PYTHON FOR FINANCE AND BUSINESS 

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Apply the high five of personal empowerment

The half-life of financial knowledge requires investment professionals to continuously work on advancing their technical and adaptive skills to stay competitive in an ambiguous market environment. Defining concrete empowerment goals offers direction for individual learning paths. The question remains: how do I configure my learning path to make it resiliently fit into my life?

When: 15 September 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • Acquiring a growth mindset - mastering volatility, uncertainty, complexity and ambiguity
  • Five competences for fostering personal capacity to decide and act under VUCA conditions
  • 'High Five of Personal Empowerment': Moving from awareness, to letting go, to connectedness (Mission/Purpose), to prototyping into mastery of the new 

Price: £ 175  (CFA UK members discount price)

 

BOOK APPLY THE HIGH FIVE OF PERSONAL EMPOWERMENT 

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Configure high performance investment committees 

Learn how to configure an investment committee to achieve most evidence-based decisions. Explore best practices that help your team to focus. Enable them to master challenges, setbacks and even crises better than others. A crucial comparative advantage.

When: 22 September 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • Maximizing Cognitive Diversity for high performance investment teams
  • Train decisions under uncertainty
  • Increase ambiguity tolerance
  • Heuristics for creative and critical thinking

Price: £ 175 (CFA UK members discount price)

 

BOOK CONFIGURE HIGH PERFORMANCE INVESTMENT COMMITTEES 

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Casting your AI model 

Financial services have widely adopted artificial intelligence in the hope to make better investment predictions leading to consistent returns. However, if not supported by rigorous conceptual and methodological criteria, these methods can be more than misleading. Best principles in the AI world are introduced and some of the most used methodologies in machine learning are studied.

When: 29 September 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • AI in finance
  • Machine learning explained
  • machine learning: the danger of black boxes
  • Mixing human intelligence with artificial intelligence 

Price: £ 175  (CFA UK members discount price)

 

BOOK CASTING YOUR AI MODEL 

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Understand the mindset of your investors to grow your business

Learn how to fully understand your client’s mindset, behaviors and expectations to better satisfy their needs.

When: 27 October 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • Understanding the decision-making process any client goes through
  • The client's decision influencing factors you must know about
  • Selecting the right client approach
  • How to maintain great relationships with existing clients 

Price: £ 175  (CFA UK members discount price)

 

BOOK UNDERSTAND THE MINDSET OF YOUR INVESTORS TO GROW YOUR BUSINESS 

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Portfolio analytics for investment committees

Advanced portfolio analytics are essential for informed investment decision making and delivering reliable performance. Focusing on top down allocation portfolios the course will cover how to monitor ex ante risk and daily performance. It will also explore meaningful risk and performance analysis, and will take a self-critical look at your investment decision behaviour.

When: 11 November 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • Ex ante risk modelling and monitoring
  • Risk and performance analytics
  • Investment decision behaviour analytics
  • Risk budgeting theory

Price: £ 175  (CFA UK members discount price)

 

BOOK PORTFOLIO ANALYTICS FOR INVESTMENT COMMITTEES 

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Risk budgeting in active management

Success is not random – only with optimized risk budgeting can investors achieve reliable success. Risk budgeting provides the framework on which single portfolio construction decisions can be built within daily work: How to allocate active risk strategically? For example: Duration? Spreads? FX? Equity vs. FI? Stock selection?

When: 9 December 2021 | Duration: 3 hours | 9:00 to 12:00

Training partner: Panthera Solutions

Format: Live online training (via Zoom or Awarenow)

Essential information:

  • Risk and performance potential of active management decisions
  • Accessing investment skills and the benefits of improved skills
  • How to derive optimal risk budgeting from your available skill set

Price: £ 175  (CFA UK members discount price)

 

BOOK RISK BUDGETING IN ACTIVE MANAGEMENT 

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Training provider partners

 

Terms and conditions: The courses listed are not CFA UK courses, they are courses curated and recommended by CFA UK in partnership with independent training providers. Course bookings are made directly with the training providers. Places on courses are allocated on a ‘first come first serve’ basis. Fees and payments are made directly with the course provider. You will agree to the course provider’s terms and conditions when booking your place – including their individual cancellation, transfer policies, liabilities, warranties and any other legal obligations.