Gain new skills and advance your career with certified training courses from top training providers.


You take your job seriously – but training is just as important. By learning a new skill or picking up new knowledge, you can gain a competitive edge to help you enhance your current role or transition to a new one. CFA UK works with leading training providers to offer their high-quality training courses at a discounted rate. Experience certified training and accelerate your career today! 

Climate Bonds Initiative

Explore the dynamic world of financial instruments addressing global challenges at Climate Bonds' GSS+ Bonds Training on April 9, 10, and 11, 2024. Delve into the significance of thematic labelled bonds as catalysts for tackling the climate crisis, environmental degradation, inequality, and other social and environmental challenges faced worldwide. This comprehensive 7.5-hour course offers a deep understanding of green, social, sustainability, transition, and other use-of-proceeds (GSS+) bonds, the market history and infrastructure, its main actors, processes, and the latest statistical information collected and analysed by Climate Bonds.  As a CFA member, you are entitled to a 10% discount- email training@climatebonds.net to join us in the movement towards a greener, fairer, and more sustainable world.

  • £405 for CFA UK members/ non-members £450 (non-inclusive of VAT)
  • Online training
  • 9, 10 and 11 April 2024



The Global Impact Investing Network (GIIN) is the global champion of impact investing, dedicated to increasing its scale and effectiveness around the world. Their training courses are designed for finance professionals interested in learning more about impact investing and how to apply impact as a broad strategy -- or lens -- across their portfolio. These in-person seminars hosted around the world empower investors to take their knowledge and their career to a new level.


Training partner: GIIN

Format: In-person seminar

Location: Concorde Hotel, Singapore

Date: 18 April 2024

Price: $595

Are you interested in advancing your Impact Investing skills with a Total Portfolio Approach? Then the Global Impact Investing Network (GIIN)’s Transforming Your Portfolio seminar is ideal for you. The program builds on the Core Characteristics of Impact Investing and is designed to help asset owners apply an impact lens using a holistic portfolio approach. Participants will then explore available tools, such as metrics and benchmarking, to translate their intentions for impact into measurable impact outcomes. Using a fictional case study as a learning tool, participants will collaborate to build a Theory of Change that aligns to their overall impact goals. Additionally, they will delve into the role of impact risk and how to structure investment committees.

At this seminar, you'll cover:

  • Applying an impact lens using a holistic portfolio approach
  • Knowledge of available tools (metrics and benchmarks) for turning impact intentions into results 
  • Discussion of impact risks and investment committee structures 
  • Understanding accountability mechanisms such as ethics, reporting and verification



Training partner: GIIN

Format: In-person forum

Location: San Francisco, California

Dates: June 3-4 2024

Price: $595 (for each day)

This forum, delivered by the Global Impact Investing Network (GIIN), is an opportunity for investors to convene, learn and drive the future of impact investing. Attendees represent organisations including pension funds, insurance funds, development finance institutions, sovereign wealth funds, large family offices, diversified asset managers, banks and specialised impact venture capital funds.

Day one of the event will be an interactive seminar led by Chief Research Officer Dean Hand on how to apply an impact lens across a portfolio. 

Day two will be our West Coast Impact Forum, where leading investors, C-suite executives and impact investing stakeholders will discuss the most pressing issues and opportunities within the realm of impact investing. Some of the topics that will be explored include impact measurement and management, trends in high net worth impact investing and how endowments and foundations are seeding blended finance.


MSB Executive

Emotional Intelligence 1:1 Coaching Programme

Format: Online training

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 UK membership. We will then arrange an initial call with your performance coach to answer any questions you have about the programme, arrange your Emotional Intelligence Assessment and book in your coaching sessions.


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, it is a challenge they struggle with or avoid altogether. This workshop focuses on how to present with impact, particularly within the financial sector. We will work on how to turn complex data into a meaningful story. Specific areas covered will include:

  • Using confident body language to reinforce your message
  • Using your voice effectively to speak with authority and clarity
  • Techniques to overcome nerves
  • Developing effective strategies to answer difficult questions
  • Using storytelling techniques to make data meaningful to your audience
  • You’ll also gain personalised feedback from one of our communication experts.

Discount code: <CFAMember> will apply a 20% discount


Communicating Successfully with Clients

This workshop is designed for people who are experts in their field and need to communicate this expertise to clients. In the financial services sector many of the strengths that make technical experts successful in their roles can make communicating with clients difficult. 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. Specific areas covered will include:

  • 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 e.g. handling questions when you don't know the answers, dealing with different levels of sophistication within your audience and handling aggressive questions
  • What happens when things go wrong: how to turn the moment of crisis into an opportunity to build trust for the future

Discount code: <CFAMember> will apply a 20% discount



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