Courses

Our public courses can also be presented in-house for you, with the majority also available in live webinar format. Please contact us for details.

Did you know you don’t have to book multiple places on just one course to get our fantastic discounts? – you can book different participants on any of our courses and still get the same discount

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FCA Compliant Complaints Handling

Learn the FCA rules on complaint handling & effective practice considerations.

Financial Data Storytelling - Effectively Presenting with Data

Learn how to structure organise and deliver compelling data-driven presentations

Financial Promotions Workshop - Suitable for All Regulated Firms

Keep up to date with the continually evolving Rules, Anti-Greenwashing, Consumer Duty, and the latest updated Social Media Guidance. Be better prepared to manage the multiple changes being proposed and implemented by the FCA.

Fundamentals of AI in Equity Research: Building Analyst Workflows for the Future

Learn fundamental principles of AI-driven equity research and portfolio construction

Fundamentals of Corporate Credit Analysis

Learn how to analyse corporate credit risk including qualitative, quantitative, and structural factors

GDPR - General Data Protection Regulation

Master the key aspects of GDPR

Generative AI in Finance and Banking

A practical one-day course for banking and finance professionals to understand and apply generative AI safely and effectively in client services, compliance, risk, and research

Getting To Grips with Key Intercreditor Agreement Concepts

Develop a solid commercial understanding of intercreditor principles with this analysis of the key aspects of intercreditor agreements

Integrating Climate in Credit Risk Modelling

Become an expert in quantifying climate risks and incorporating them into traditional credit risk models

Introduction to Treasury Management

A clear, practical, and comprehensive overview of the complex and technical aspects of treasury management

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