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




31 events

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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.

Impact Investing in Emerging Markets - Capital Allocation for Sustainable Development

Join us for the 2017 one day conference on Impact Investing in Emerging Markets, Capital Allocation for Sustainable Development on 26 June 2017 at Said Business School, University of Oxford as we debate, discuss and share some of the key themes and challenges at the center of Impact Investing in emerging markets.

Macro Drivers of Asset Performance and Global TAA Strategy

This practical program provides a comprehensive overview of the macroeconomic drivers of financial asset performance. It sets out the theoretical determinants of pricing in each of the main asset classes — equities, bonds, commodities, and FX — and examines empirical behavior through the business cycle. Continuing Education Information As a participant in the Approved-Provider Program, London Financial Studies 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.

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.

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

In this course, global industry expert Dr. Jon Gregory will examine the latest developments in current market practice and the impact of accounting standards (IFRS 13), regulatory capital rules (Basel III, SA-CCR, SA-CVA, FRTB) and funding (LCR and NSFR liquidity requirements). The future impact of initial margin via mandatory central clearing and the bilateral margin rules are assessed in detail. Initial margin methodologies at CCPs and in bilateral markets (SIMM) are also covered.

Entrepreneurial Finance: How to invest in new ventures and raise funds for startups

This program covers the whole cycle of investing in new ventures and raising funds for startups and is aimed at entrepreneurs, business angels, family offices, consultants.

Entrepreneurial Finance

This program covers the whole cycle of investing in new ventures and raising funds for startups and is aimed at entrepreneurs, business angels, family offices, and consultants.

BCA Academy: Principles Of Macroeconomics & Impact On Capital Markets

The two-day BCA Academy course teaches investment professionals how to examine the economy, policy, and markets; and also makes links between these important factors. The course is built on the world-renowned analytical methods that have been developed at BCA since 1949. Delegates will develop an understanding of what drives economic cycles, and why knowing where the economy is relative to trend is so important to forecasting policymaker behavior and markets. Sessions on each of the major asset classes will also help delegates understand the interaction between different assets.

Accounting for Derivatives in Practice under IFRS 9

Gain deep understanding of derivatives accounting and the application of hedge accounting for the interest rate, inflation and FX markets. Hands-on case studies cover the decision-making, documentation requirements, hedge effectiveness assessment and accounting of a hedging strategy during its whole cycle.

The Mechanics of Bond and Fixed Income Markets

This training program takes participants through the complete mechanism of bonds and fixed income markets. After laying the foundation we set out to price bonds and measure their risk. We then look at how this can be used to hedge and trade bonds. For asset managers we then look at the bond portfolio approach and how to best position the portfolio in line with market views. We then recognise why repo markets are so important.The next section investigates the debt origination process. A case study consolidates all learnings to date and we go through a specific pricing exercise. By the third day we start moving into advanced fixed income territory. We observe yield curves and we mathematically derive the zero-coupon and forward curve, allowing us to properly value cash flows. This lays the foundation to price fixed income structured products and swaps. Once we appreciate the multiple types and uses of swaps we learn to price and value them. Finally, we put bonds and swaps together providing a deeper understanding of the bond valuation allowing us to make better investment and trading decisions.

Cross Currency Swaps

The foreign exchange market is the most liquid financial market in the world with over US$5 trillion traded on an average day of which FX derivatives represents an increasing proportion of the market. Cross Currency Swaps, while not the most voluminous, are a valuable hedging tool which requires a high degree of technical skill to advise and provide appropriate solutions. This program is designed to investigate the essential components of the Cross Currency Swap market, to gain an understanding of the technical aspects, applications and product mechanisms to better understand these important products with a client and risk management focus.

Basel III: Capital Adequacy and Liquidity Requirements

Since the 1988 Bale Accord, financial markets regulators and banking supervisors have engaged in a long path to create more stable financial markets with sound banking institutions. Under the Basel II framework they expanded the scope of areas to be covered and under Basel III they aim to enhance the capital and liquidity structure of banks. Participants will benefit from understanding the background of the regulation and the overall intention. Then they will learn the specific capitalization and liquidity requirements as they stand to date and how the implementation is scheduled until 2019. Also, we shall emphasize the revised tier 1 and tier 2 compliant bonds and other effects of the regulation.

FinTech: Digital Banking & the 4th Industrial Revolution

FinTech is changing rapidly with new sub-sectors emerging all the time, drawing in new names and organisations taking a customer centric view of financial services. The course is designed to provide a comprehensive overview for people either working in or interested in innovating in this space creating products and access to services supported by technology. We encourage critical thinking in participants and present the latest thinking and knowledge in this area.

FinTech II: Blockchain and Cryptocurrencies

With blockchain and cryptocurrencies on the rise this course explains the underlying mechanisms. In order to understand the workings we breakdown the digital ledger technology into its hashes and blocks before chaining them together. Then we compare Bitcoin to other cryptocurrencies. Finally, we actually setup a cryptocurrency wallet on a mobile device and transfer funds from one party to another. On this course, participants begin to engage into the new world of cryptocurrencies.

Corporate Credit Analysis

Corporate Credit Analysis course takes a diagnostic approach – it provides participants with an understanding of the principles of corporate credit analysis together with a comprehensive framework to assess the critical risk factors affecting corporate borrowers and their financial health. Through illustrative case studies drawn from different countries and industrial sectors, delegates will explore the implications of financial and non-financial credit and business risks on corporate credit

Corporate and Acquisition Modeling

This program provides participants with the ability to create corporate models with sophisticated analytical techniques that measure value and evaluate the costs and benefits of mergers and acquisitions.

ILPA Institute Level I

The ILPA Institute Level I program is an introductory course designed exclusively for institutional investors who are new to the private equity industry or who wish to gain a broader understanding of the asset class. The Level I program offers a comprehensive overview of investing in private equity.

ILPA Institute Level II Module 2: Portfolio Construction

This ILPA Institute Level II Module 2 has been crafted to enable participants to examine different approaches to program and portfolio design. Strategic considerations and practical techniques have been incorporated into the module’s core learning objectives. Elements of this Level II module include the examination of key objectives behind allocating capital to private investments and portfolio construction for private assets, techniques of portfolio assessment and related measurements, and the resources required to execute and support a private investment program. The module’s objectives will be delivered in an interactive manner, allowing participants to directly identify and manage nuances of various approaches to private equity portfolio construction and execution.

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.

2017 New York Investment Conference: Shifting Regimes And Turbulent Markets

This year's BCA Investment Conference, 'Shifting Regimes and Turbulent Markets', brings together leading names from the worlds of finance, economics, and geopolitics to address the biggest questions facing the global investment industry. Join us to hear the insights, ideas and recommendations on how the changing world will impact investment returns. We look forward to seeing you in New York.

BCA Academy: Principles Of Macroeconomics & Impact On Capital Markets

The two-day BCA Academy course teaches investment professionals how to examine the economy, policy, and markets; and also makes links between these important factors. The course is built on the world-renowned analytical methods that have been developed at BCA since 1949. Delegates will develop an understanding of what drives economic cycles, and why knowing where the economy is relative to trend is so important to forecasting policymaker behavior and markets. Sessions on each of the major asset classes will also help delegates understand the interaction between different assets.

Fixed Income Attribution

How do you identify the best performers in your fixed income portfolio? Learn how to use quantitative tools to quickly analyse risk/return in your fixed income portfolio. Hands-on exercises enable you to get practical experience of fixed income attribution, including planning, implementation, and analysis.

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.

BCA Academy: Principles Of Macroeconomics & Impact On Capital Markets

The two-day BCA Academy course teaches investment professionals how to examine the economy, policy, and markets; and also makes links between these important factors. The course is built on the world-renowned analytical methods that have been developed at BCA since 1949. Delegates will develop an understanding of what drives economic cycles, and why knowing where the economy is relative to trend is so important to forecasting policymaker behavior and markets. Sessions on each of the major asset classes will also help delegates understand the interaction between different assets.

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.

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.