Endorsed CPD

All the Endorsed CPD Activities in this section are offered by organisations that work closely with CISI and share our belief in the importance of Continuing Professional Development. Whether events or publications, you can be confident that they have clear outcomes and learning content, enabling you to focus on whether they fit with your identified CPD needs.

ENDORSED CPD RESOURCES

Market Abuse Regulation
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AML & CTF Compliance
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Bribery Prevention
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Financial Sanctions
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SMCR Senior Managers Conduct Rules Training Course
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FCA Consumer Duty Course
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Good Outcomes for Vulnerable Customers
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Operational Risk Management and Operational Due Diligence (Module 10 of the Henley Executive Hedge Fund Programme)
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Risk Planning and Crisis Management (Module 12 of the Henley Family Office Programme)
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Governance (Module 5 of the Henley Family Office
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Fund Governance (Module 14 of the Henley Executive Hedge Fund Programme)
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Ethics (Module 12 of the Henley Executive Hedge Fund Programme
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BALINCA Intro – 4 hour course
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BALINCA Plus - 16hours
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BALINCA Pro - 8 hours
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FCA Thematic Review of Retirement Income Advice: Impact on your CRP
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Direct Property for Diversification
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BALINCA Personal Finance
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Purpose-Driven Advising: Mastering Impact and Values-Based Wealth Management
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What makes a defensive asset?
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