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:  

 

Advanced business development methods in finance

Learn how to fully understand your client’s mindset, behaviours 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:

  • AI in Finance
  • Machine Learning explained
  • Machine Learning: the danger of black boxes
  • Big Data & ML: the curse of dimensionality
  • Mixing human intelligence with artificial intelligence

Price: £ 175  (CFA UK members discount price)

 

BOOK ADVANCED BUSINESS DEVELOPMENT METHODS IN FINANCE 

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Communicating successfully with clients

Outstanding analytical skills and the ability to focus on detail can make it challenging when we need to deliver clear and engaging messages to clients. This workshop gives participants a framework to focus on their clients, harness their technical knowledge and handle challenging questions.

When: 10 November 2021 | Duration: 3 hours | 9:00 to 12:30

Training partner: MSB Executive

Format: Live online workshop 

Essential information:

  • Understanding what your client cares about and adapting your communication style accordingly.
  • Being clear on your key messages.
  • Building the relationship as well as delivering the message.
  • Dealing with challenging situations 
  • What happens when things go wrong

Price: £ 250  

 

BOOK COMMUNICATING SUCCESSFULLY WITH CLIENTS 

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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: 17 & 22 November 2021 | Duration: 3.5 hours | 17:30 to 21:00

Training partner: Cognitir

Format: Live online training

Essential information:

  • Project portfolio
  • Hands on programming experience
  • Problem solving practice

Price: USD$ 415 (Early Bird CFA member) / USD$ 515 (General CFA member) 

 

BOOK PYTHON FOR BUSINESS & FINANCE 

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Introduction to Data Science for Business & Finance

In this class, participants will learn the Python programming language and how to use it to execute relevant data science techniques on complex data. In addition, participants will learn how to correctly evaluate the results of different data science methods with the aim of being able to draw meaningful business conclusions from them.

When: 23 & 30 November 2021 | Duration: 3.5 hours | 17:30 to 21:00

Training partner: Cognitir

Format: Live online training

Essential information:

  • Data science and machine learning
  • Problem solving strategies 
  • Hands on Python programming experience 
  • Data visualisation and communication tips

Price: USD$ 415 (Early Bird CFA member) / USD$ 515 (General CFA member) 

 

BOOK DATA SCIENCE FOR BUSINESS & FINANCE 

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Casting your IA model 

Best principles in the AI world are introduced and some of the most used methodologies in machine learning are studied.

When: 30 November 2021 | Duration: 3 hours | 09:00 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 CASTING YOUR AI MODEL 

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Presenting with impact in the financial sector

The ability to deliver a strong presentation in a high-pressured situation can supercharge your career. Unfortunately for many people, it is a challenge they struggle with or avoid altogether. This workshop focuses on the fundamentals of presenting with impact, particularly within the financial sector.

When: 30 November 2021 | Duration: 3 hours | 9:00 to 12:30

Training partner: MSB Executive

Format: Live online workshop 


Essential information:

  • Techniques to overcome nerves
  • Using confident body language to reinforce your message
  • Using your voice effectively to speak with authority and clarity
  • Developing effective techniques to answer difficult questions
  • Using storytelling techniques to make data meaningful to your audience
     

Price: £ 250  

 

BOOK PRESENTING WITH IMPACT 

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Introduction to Business Analytics & Visualization w/ Power BI

Students will gain experience importing business data into Microsoft Power BI, exploring interactive data visualizations, creating valuable dashboards and reports, and using 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.

When: 1, 2, & 6 December 2021 | Duration: 2.5 hours | 17:30 to 20:00

Training partner: Cognitir

Format: Live online training

Essential information:

  • Overview of business analytics and data visualisation
  • Problem solving strategies 
  • Microsoft power BI fundamentals 

Price: USD$ 415 (Early Bird CFA member) / USD$ 515 (General CFA member) 

 

BOOK BUSINESS ANALYTICS & VISUALIZATION 

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Introduction to SQL for Business & Finance

In this hands-on course, participants will learn introductory SQL concepts and queries, which will help them effectively work with relational databases.

When: 7, 8, & 13 December 2021 | Duration: 2.5 hours | 17:30 to 20:00

Training partner: Cognitir

Format: Live online training

Essential information:

  • Problem solving strategies 
  • Understanding of databases
  • Hands-on SQL experience 
  • Exposure to database management systems

Price: USD$ 415 (Early Bird CFA member) / USD$ 515 (General CFA member) 

 

BOOK SQL FOR BUSINESS & FINANCE 

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Data Science for Managers - Applications, Visualizations & Storytelling

This course will involve managers and executives in discussions around data and how analytics can help organizations with problem-solving and strategy. An understanding of what foundational data science methods can accomplish coupled with data visualization and storytelling will empower managers and executives to fully employ existing data assets, invest in new data assets, and effectively communicate business learnings to key stakeholders.

When: 14 & 15 December 2021 | Duration: 3.5 hours | 17:30 to 21:00

Training partner: Cognitir

Format: Live online training

Essential information:

  • Data analytics and big data
  • Implementation best practices 
  • Use cases
  • Effective communication strategies 

Price: USD$ 415 (Early Bird CFA member) / USD$ 515 (General CFA member) 

 

BOOK DATA SCIENCE FOR MANAGERS 

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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.