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:

Small & Big Data-Based Scenarios

Financial companies have widely adopted big data analytics to uncover hidden patterns or unknown correlations that can help them make better predictions and thus more-informed business decisions. However, if not supported by rigorous methodological criteria, these
methods can be more than misleading.

When: 6/8/15/17 October 2020 | Duration: 4 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Overview of foundational Python and computer programming concepts
  • Deep problem-solving practice 
  • Develop coding projects and snippets to showcase
  • Get a certificate of completion 

Price: £1,250 (CFA UK members discount price) 

BOOK SMALL & BIG DATA-BASED SCENARIOS

------------------------------------------------------------

Introduction to Python for Finance and Business

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: 15/16 October 2020 | 2:00 to 5:30pm

Training partner: Cognitir

Format: Live online training (via Zoom)

Essential information:

  • Enhance your individual performances in uncertain times
  • The essential personal performance tool
  • Define your goals with a proven method
  • Transform your goals into effective learning path

Price: £450 (CFACognitrPythonMember)

BOOK INTRODUCTION TO PYTHON FOR FINANCE AND BUSINESS

------------------------------------------------------------

Uncertainty Management & Advanced Goal Setting

In these uncertain times, a finance professional can significantly benefit from the directional clarity of a goal-setting process to keep achieving great results. The benefits of goal-setting at an individual level are academically evident and practically proven. In this webinar, you will learn how to maximize the advantages of goal-setting based on best practices. They will help you to be significantly more effective in reaching your professional and personal goals. Imagine, less than 10% of professionals have defined clear goals. Those who did take an advantage from it through a clearly guided individual learning path.

When: 20/22/27/29 October 2020 |  Duration: 4 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Enhance your individual performances in uncertain times
  • The essential personal performance tool
  • Define your goals with a proven method
  • Transform your goals into effective learning path

Price: £1,250 (CFA UK members discount price)

BOOK UNCERTAINTY MANAGEMENT & ADVANCED GOAL SETTING

------------------------------------------------------------

Direct your Personal Empowerment

When: 3/10 November 2020 |  Duration: 2 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Configure your individual learning path
  • Advanced networking techniques
  • How to capture new clients with networking

Price: £750 (CFA UK members discount price)

BOOK DIRECT YOUR PERSONAL EMPOWERMENT

------------------------------------------------------------

Modelling Big Data

Today companies have adopted big data analytics to uncover hidden patterns that can help them make more-informed business decisions. “Modelling Big Data” offers practical guidance on how to properly use and analyze Big Data.

When: 4/6/9/11 November 2020 | Duration: 4 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Making and getting big data
  • Big data management
  • Automating big data management
  • Preditive data modelling

Price: £1,250 (CFA UK members discount price)

BOOK MODELLING BIG DATA

------------------------------------------------------------

SDG Compliance and Competitiveness

Discover how to maximize your impact on Sustainable Development Goals (SDG) and stay competitive. In 2020, sustainable investing is a hotter than ever topic and it’s clear that finance professionals can no longer allow themselves to ignore environmental, social, and governance (ESG) issues in their investment analysis and decisions. Treating your compliance with SDGs as a fig-leaf topic for marketing reasons is no longer possible.

When: 9/11 November 2020 | Duration: 2 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Introduction to SDG compliance and asset allocation
  • Behavioural considerations and narrative reporting
  • Best practices in narrative SDG reporting

Price: £750 (CFA UK members discount price)

BOOK SDG COMPLIANCE AND COMPETITIVENESS

------------------------------------------------------------

Create your Story to Manage Market Complexity 

In this course we work with you on integrating validated quantitative and qualitative evidence into a causal sequence that supports an investment hypothesis. Narrating a story based on your sourced evidence makes data, information and knowledge easier to comprehend by your stakeholders. Understanding your investment hypothesis more comprehensively makes it easier for your colleagues to share their critical appraisal with you. It enables your investors to perform plausibility checks on your investment decisions. And it strengthens your compliance-side through “narrative reporting”, an increasingly dominant regulatory requirement. An authentic story is one of the most effective leadership and strategic tools you can use. Make better investment decisions by learning how to utilize it. 

When: 17/20 November 2020 | Duration: 2 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Drafting your story & getting ready to implement
  • Principles and success factors of storytelling
  • Methodology of framing & story implementation
  • Improve your own framework

Price: £750 (CFA UK members discount price)

BOOK MANAGE MARKET COMPLEXITY WITH YOUR STORY

------------------------------------------------------------

Uncertainty Management & Effective Networking

How important is it for you to constantly add new clients to your business? You might rely mostly on your loyal ones, which could be insufficient to sustainably develop your company, especially during these times of high uncertainty.

When: 23/25 November and 1/3 December 2020 | Duration: 4 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • The fundamentals of effective networking
  • How to capture new clients with networking
  • Advanced networking techniques

Price: £1,250 (CFA UK members discount price)

BOOK UNCERTAINTY MANAGEMENT & EFFECTIVE NETWORKING

------------------------------------------------------------

Investment Committee Configuration

“Never let a crisis go to waste.” This truism became popular again during the pandemic.The impact of an event like the current one implicitly performs a stress test on whether the decision support systems of investment committees are sufficiently advanced. In other words: how to improve the resilience of investment professionals and their related committees?

When: 15/17 December 2020 | Duration: 2 x 3 hours 08:00 to 11:00am

Training partner: Panthera Solutions

Format: Live online training (via Zoom)

Essential information:

  • Best practices on how to configure a team
  • Maximising cognitive diversity for high performance investment teams
  • Heuristics for creative and critical thinking

Price: £750  (CFA UK members discount price)

BOOK INVESTMENT COMMITTEE CONFIGURATION

 ------------------------------------------------------------

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.