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Featured Article

SFDR 2.0: The Leaked Draft

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CFA® Program Level I Training

Level I covers the foundations of finance with a significant emphasis on the analytical tools, especially accounting and quantitative techniques. Although the depth of these topics may seem challenging, the benefit to candidates is the ability to “uncook the books” and get behind the published numbers.

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CFA® Program Level II Training

Level II is often seen as the toughest technical level of the CFA® Program, however with a solid grounding from Level I this next step is immensely rewarding.

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CFA® Program Level III Training

The final stage of the CFA Program, Level III, builds on the foundational knowledge from Levels I and II but shifts focus towards portfolio management, investment planning and wealth management strategies. When registering for the exam, candidates choose one of three specialised pathways: Private Markets, Private Wealth or Portfolio Management. If you need help deciding which pathway is right for you, get in touch with us for guidance.

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CFA Institute Sustainable Investing Certificate Training

The CFA Institute Sustainable Investing Certificate is designed for candidates wanting to learn about environmental, social and governance (ESG) issues and different forms of sustainable investing. The curriculum describes the E, the S and the G in depth, covers key regulations around the world and provides in-depth knowledge of sustainable investments in all major asset classes. Launched in 2019 the SIC (formerly the Certificate in ESG Investing) has become the definitive qualification for investment practitioners around the world, with thousands of candidates registering each month.

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