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Professional Learning

Help keep your skills and knowledge up to date with our member-exclusive resources

Video

15.04.24

ESG Learning Plan: Module 9

ESG screening within portfolios and across asset classes: integrating ESG screens within portfolios to manage risk and generate returns

Video

10.04.24

The global research revolution - what you need to know

With investment research budgets shrinking, and new rules coming into place, research needs a rethink – but what does this mean for investors?

Video

17.04.24

Unpack the quagmire of fund disclosures - SFDR and SDR - with a legal expert

You may already be grappling with the implications of SFDR and SDR regulations within your role – so how do you implement it successfully?

Video

08.02.24

Future State of the Investment Industry: megatrends and the end of cheap money

A panel session considers a CFA Institute study that attempts to unpack what the future of investing looks like – and how you can prepare for it.

LEARNING PLANS

With our Learning Plans, you can deepen your knowledge with online modules delivered by investment experts. And they’re available on-demand on our Professional Learning platform! Our learning plans cover transition pathways, ESG, DEI, and economics in the investment process. You’ll hear from fellow practitioners with deep experience to refresh what you know and teach you something you don’t know – yet.

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