Approved-Provider Events

In addition to providing a high-quality suite of educational opportunities through our own and our global member society products and programming, the Approved-Provider Program offers our members access to high-quality educational opportunities available through partnerships with select educational providers.

Learn more about the Approved-Provider Program




34 events

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The xVA Challenge: Counterparty Risk, Collateral, Funding, Capital, Initial Margin, and Central Clearing

This course examines the latest developments in current market practice, impact of regulation (Basel III, SA-CCR, FRTB), accounting standards (IFRS 13), funding (LCR & NSFR liquidity requirements), as well as covering the future impact of mandatory central clearing and bilateral margining rules.

2017 Investment Seminar EMEA

Northfield Information Services, Inc.'s 2017 Investment Seminar.

2017 Investment Seminar – London

This is Northfield's 2017 Investment Seminar, taking place in London. Continuing Education Information As a participant in the Approved-Provider Program, Northfield Information Services has determined that this program is eligible for continuing education credit. Pending provider confirmation of attendance, CE credit for participation in this program will be recorded in individual CFA Institute members' CE record.

Portfolio Construction & Evaluation

Explore strategies for developing and managing sound asset allocation policies designed to meet specific investment objectives. In this 45 minute webinar, Windham Client Consultant Jon Kazarian will review methods and best practices for the portfolio construction and evaluation process. The webinar will cover risk and return estimation, mean-variance optimizations as well as techniques for analyzing exposure to loss and wealth potential.

Ai CEO African Pension and Sovereign Wealth Fund Leaders’ Summit

The Ai CEO African Pension and Sovereign Wealth Fund Leaders’ Summit is the calendar event and premier business development forum for pension funds, trustees, investment consultants, sovereign wealth funds, and institutional investors.

Ai CEO Infrastructure Project Developers Summit and Awards

This unique African CEO Infrastructure Project Developers Summit will build on the Africa investor annual Top 100 African Infrastructure Project Developers report, which features in Africa investor magazine.

Credit Risk Management

This three-day program allows participants to focus on the critical areas of credit risk management within the requirements and implications of a new regulatory framework: model building, managing techniques, policies, and organizational solutions.

Advanced Fixed Income Attribution

An advanced 2 day course for practitioners with more than 5 years experience in fixed income. Focus on the real world applications of attribution analysis to different types of portfolios.

Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Program is a 7-day state-of-the-art applied portfolio management training program at NUS Business School, Singapore, developed by academic professionals for investment professionals, and conducted at the world's most advanced Investment Management & Trading Lab. By the end of this course participants are expected to research, write, and publish equity and fixed income investment reports, build simple multifactor models for screening and alpha generation purposes, perform live and back tested portfolio investment strategies to develop the participants' equity research, stock-picking, and credit skills, and perform portfolio optimization and risk management analysis.

Advances in Asset Allocation Seminar

This 3-day course will provide participants with an in-depth appreciation of the concepts and techniques that will shape the future of investment management. Cutting edge concepts will be discussed and illustrated using Excel spreadsheets that delegates can take away. The course will be led by Professor Lionel Martellini, a seasoned instructor who combines academic expertise and industry experience.

Financial Risk Management - Methods, Tools, Principles, and Regulation

The purpose of this seminar is to introduce you to the principles and mechanisms of risk management in banks. During these three days, we address all the main issues relevant to this matter.

Data Mining in Finance

This workshop is designed for all finance professionals looking to use "big data" to drive and improve decision making. It covers key techniques – including supervised and unsupervised machine learning – used in risk/portfolio management, financial analysis, pricing, and trading.

Graduate Certificate in Applied Portfolio Management (g-CAPM)

The CAMRI Applied Portfolio Management Programme is a 7-day state-of-the-art applied portfolio management training programme at NUS Business School, Singapore, developed by academic professionals for investment professionals, and conducted at the world's most advanced Investment Management & Trading Lab. By the end of this course participants are expected to research, write, and publish equity and fixed income investment reports, build simple multifactor models for screening and alpha generation purposes, perform live and backtested portfolio investment strategies to develop the participants' equity research, stock-picking and credit skills, and perform portfolio optimisation and risk management analysis.

Oxford Private Equity Programme

The Oxford Private Equity Programme provides a deep understanding of the private equity industry, with access to world class research, renowned Oxford faculty, and unrivalled business networks. We provide strategic insight for professional investors, private equity fund managers, advisers, bankers, lawyers, and companies active in M&A or attracting the attention of private equity funds. Our 5 day program provides a comprehensive framework for assessing investments in this key sector.

Pricing and Risk- Cash Products

A one-day, computer-based workshop in which we will explore some of the complexities of pricing and risk for cash products.

Cyber Risk Management as a Boardroom Imperative

The event will cover newer technologies such as AI, tracking, and behavioral analytics. There will be panel presentations and networking with senior cybersecurity and financial risk professionals.

Modern Asset Allocation & Portfolio Construction

This programme covers the latest trends in quantitative modelling for asset allocation and portfolio construction, using new approaches that move away from static asset class investing to a dynamic process considering risk factors and regime changes.

Strategic Investment Conference

The Strategic Investment Conference is approaching its 14th year and is widely regarded as one of the top economic and investment conferences in the country. We have consistently curated a program that includes experts from finance, banking, investing, and economics. Speakers include top bond market experts, hedge fund managers, former politicians, former Federal Reserve chairmen, geopolitical consultants, demographics experts, and more. Our program consists of approximately 3 days or 23 hours of presentations and panel discussions.

Oxford Chicago Valuation Programme

The Oxford Chicago Valuation Program is a unique joint program between Said Business School and Chicago Booth. It is directed by Andreas Angelopoulos, Executive Director of the Oxford Private Equity Institute, with over 20 years’ experience in private equity. He has assembled an unrivalled selection of academic and industry experts to provide advanced insight of applied theory with detailed analysis of real life transactions.

Interest Rate Derivatives 1: Hedging and Managing Risk

This program will equip you to use, price, manage, market, and evaluate standard interest rate derivatives, currency, and asset swaps. It covers techniques for risk management as well as hedging, pricing, executing and using futures, FRAs, swaps, caps, collars, swaptions, and more.

Geopolitical Risk Investor Education

This 2.5 hour exclusive executive education program structured and directed by Eurasia Group will help investment professionals to identify political factors that may have a profound impact on future investments and capitalize on various global mega-trends. Participants will gain an understanding of political risk and its influence on global markets, enabling them to anticipate the likely outcome of key geopolitical issues that may affect investment decisions and securities selection.

5th Annual Alternative Investment Industry Conference

A discussion on investment outlooks, trends, risks, and opportunities in the alternative investment market.

Valuation of Companies

This one – day seminar explains the concepts and processes involved in valuation of companies. It provides an overview of the valuation models and how to link company value to key value drivers.

Advanced Financial Statement Analysis

The  program will provide participants with an analytical framework and practical tools to analyze and exploit information in corporate financial statements. 

AICPA ENGAGE

AICPA's ENGAGE is the newest, premier event that offers expanded leadership and learning opportunities to accelerate and advance your success. This one event brings together five of the AICPA's well-known conferences for four days of fresh ideas and breakthrough presentations and workshops - all under one roof.

Fintech - Disrupting Finance

Over the last few years, information technology has disrupted a number of sectors (entertainment/ retail/hotel/taxi). This program provides an overview of how it is doing the same to finance. 

Oxford Real Estate Programme

The heart of this program is the application of research-based knowledge to consider and develop new strategic thinking in modern real estate enterprises.

Mastering Acquisitions and Buyouts

Completing an acquisition or buyout might be the most high-stakes challenge facing any business leader. This seminar provides owners and executives tasked with making tough deals happen with the practical insights they need to plan, negotiate, and close a transaction.

IFRS 9 - The New Standard, Classification, Impairment and Implementation Challenges

The purpose of this seminar is to introduce you to the principles of IFRS 9, the new accounting standard for financial instruments, to be implemented by January 1st, 2018 at the latest. Continuing Education Information As a participant in the Approved-Provider Program, MONECO Financial Training has determined that this program is eligible for continuing education credit. Pending provider confirmation of attendance, CE credit for participation in this program will be recorded in individual CFA Institute members' CE record.

The Ai CEO Institutional Investment Summit & Index Series Capital Market Awards

The invitation-only Ai CEO Institutional Investment Summit & Index Series Awards attracts over 200 participants, facilitating meetings and presentations between African blue chip companies, pension funds, sovereign wealth funds, and professional emerging market investors.

Fintech and Big Data

This program will discuss both fintech and big data. Risk Managers, Portfolio Managers, Pension Managers, Senior Executives of Financial Firms, Plan Sponsors, Endowments, Finance Professors and Students would all benefit from attending this program.

Negotiation Dynamics

Negotiations have a direct and measurable impact on profits. Negotiation Dynamics is an intensive and hands-on workshop to sharpen your negotiation skills.

Advanced Portfolio Analytics: Performance Appraisal, Risk Measurement and Attribution

The course provides participants with comprehensive and detailed methods used for measuring, evaluating, and attributing investment performance and risk analysis using the latest quantitative concepts.

Risk-Based Investment Strategies: Smart Beta, Robust Risk Parity, and Risk Budgeting

The course offers a detailed understanding of risk-based investment strategies, covering portfolio construction principles, success factors, and recent industry trends like smart beta and risk parity.