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:
Improve your investment hypothesis
Improve your investment hypothesis
Connect disparate data to develop a compelling narrative and deliver new perspectives on your investment hypotheses.
When: 30th June 2022 | Duration: 3 hours
Training partner: Panthera
Format: Online training
What you will learn:
- What is a/your story?
- How does your story connect with your mission and purpose?
- Principles and success factor of storytelling
- Methodology of framing and story implementation
- Apply best practices on how to convert evidence into a narrating investment hypothesis
Price: €249 (Get 12% off with this discount code: CFAmember)
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Strategic Business Development in Finance
Strategic Business Development in Finance
Understand your client's mindset behaviours and expectations to satisfy their needs and grow your business through assuring their continued investment.
When: 1st July 2022 | Duration: 3 hours
Training partner: Panthera
Format: Online training
Essential information:
- Understanding the decision-making process every client goes through
- The client’s decision influencing factors you must know about
- Selecting the right client approach
- The key psychological levers to convince new clients to join you
- How to maintain great relationships with existing clients
- Applying the learning within your own professional context, in order to come up with implementable solutions to grow your client base
Price: €249 (Get 12% off with this discount code: CFAmember)
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Growth mindset for investors
Learn how to foster your personal empowerment and understand the organisational integration of individual change.
When: 5th July 2022 | Duration: 3 hours
Training partner: Panthera
Format: Online training
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: €250
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Configure high performance investment committees
Configure high performance investment committees
Learn to configure investment committees and make informed investment decisions rather than becoming mired in biases, conflicts, and formalities.
When: 7th July 2022 | Duration: 3 hours
Training partner: Panthera
Format: Online training
Essential information:
- • Train decisions under certainty
• Increase ambiguity tolerance
• Heuristics for creative and critical thinking
• Introduce simple rules
• Align incentive systems
• You will reflect on your own investment teams/committees and explore how to optimize them
Price: €249 (Get 12% off with this discount code: CFAmember)
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Portfolio analytics for investment committees
Advanced portfolio analytics are essential for informed investment decision making and delivering reliable performance.
When: 20th September 2022 | Duration: 3 hours
Training partner: Panthera
Format: Online training
Essential information:
- Focusing on top down asset allocation portfolios the course covers:
- Ex ante risk modelling and monitoring
- Risk and performance analytics
- Investment decision behaviour analytics
- Risk budgeting theory
Price: €250
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Strategic networking for investors
Learn how to improve your decision quality as an investment professional by building your most effective professional network.
When: 5th October 2022 | Duration: 3 hours
Training partner: Panthera
Format: Online training
Essential information:
- The best strategic approach to build your most helpful network
- The psychological laws of how to connect with others
- Where to meet the perfect members of your ideal network
- The most effective process of relationship building
- How to keep your network relationships alive over time
Price: €250
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Emotional Intelligence 1:1 Coaching Programme to up-level your performance at work
Training partner: msbexecutive
Format: Online training
Essential information:
Price: £800 for CFA UK members/ non-members £1,000
Emotional intelligence (EQ) is increasingly recognised as being the crucial factor in having a successful career and life. Employees with high emotional intelligence are more likely to stay calm under pressure, resolve conflict effectively, and respond to co-workers in a relaxed and empathetic manner. Improving your emotional intelligence not only increases your effectiveness at work, it’s also highly correlated with your happiness and well-being.
Working with a qualified performance coach is the ultimate tool to achieve the results you want for yourself and at work. As part of this programme you’ll receive:
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A personalized report on your own Emotional Intelligence provided by the leading measure of Emotional Intelligence – the EQi 2.0 model
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3 x 1:1 coaching sessions (1 hour per session) with a Qualified Performance Coach. In these sessions, we’ll interpret your results and help you develop in the key areas to enhance your performance and help you to thrive in your work (and life!).
To take advantage of this offer please email info@msbexecutive.com mentioning your CFA membership. We will then arrange an initial call with your performance coach to answer any questions you have about the progamme, arrange your Emotional Intelligence Assessment and book in your coaching sessions.
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Discover areas of development
Take a short 10-15 minute assessment to understand your developmental needs.
- Strategic Asset Allocation Assessment
- Storytelling in Investment Management
- Econometric modelling in Finance Assessment
- Risk Management & Applied Behavioural Finance Assessment
Training provider partners
