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:

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)

BOOK INVESTMENT HYPOTHESIS

BOOK INVESTMENT HYPOTHESIS 

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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)

 

BOOK STRATEGIC BUSINESS 

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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  

 

BOOK GROWTH MINDSET 

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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)

 

BOOK TRAINING TODAY

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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

 

BOOK PORTFOLIO ANALYTICS 

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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

 

BOOK STATEGIC NETWORKING 

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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:

  • A personalized report on your own Emotional Intelligence provided by the leading measure of Emotional Intelligence – the EQi 2.0 model

  • 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.

 

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.