Education & Training
Picture of a man with megaphone making announcement

CISI partners with King Faisal University to offer financial services qualifications

Tue, 27/11/2018 - 19:20

The Chartered Institute for Securities & Investment (CISI), a professional body for securities, investments, wealth and financial planning professionals, has partnered with Saudi Arabia’s oldest national university; King Faisal University.     


Pai Gamde, NSE

CISI and Nigerian Stock Exchange partnership provides training boost for Africa-based finance professionals

Wed, 14/11/2018 - 09:20

The Chartered Institute for Securities & Investment (CISI) has formed a new partnership with The Nigerian Stock Exchange (NSE) to provide training for CISI’s qualifications in Nigeria, under the auspices of X-Academy, the knowledge platform of NSE. »

Intrinsic funds QFAS financial adviser training programme

Tue, 16/10/2018 - 09:15

As part of its commitment to building the next generation of financial advisers Intrinsic is funding an adviser training programme provided by Quilter Financial Adviser School (QFAS). »

Benjamin Vedrenne-Cloquet, Ibis Capital

Ibis Capital to launch education technology SPAC

Tue, 11/09/2018 - 12:36

Ibis Capital, profiled in AlphaQ, a specialist education technology alternative investment manager, is to launch the world’s first education technology special purpose acquisition company, or SPAC. »

Bill Kelly, CAIA

Investment education is key says CAIA head

Mon, 02/07/2018 - 16:31

Founded in 2002, the Chartered Alternative Investment Analyst Association (CAIA) has gone from strength to strength in the alternative investment education arena. William Kelly (pictured), CAIA CEO, joined in 2014 and declares that, while it's been an interesting run, the value proposition of alternatives is alive and well.   »

DNA Behavior launches Certified Wealth Management programme

Fri, 29/06/2018 - 09:49

Atlanta-based DNA Behavior International has introduced a new Certified Wealth Manager programme to significantly expand financial advisors' knowledge and use of the company's established performance model, behavioural insight tools and a fintech platform. »

Susan Clements, CISI

CISI appoints Global Director of Learning

Wed, 20/06/2018 - 10:05

The Chartered Institute for Securities & Investment (CISI) has appointed Susan Clements as its new Global Director of Learning. »

Picture of an ethereum coin

Cryptocurrency trading educational platform goes live

Mon, 04/06/2018 - 19:06

New Bitcoin and cryptocurrency platform,, is now up and running, offering new ways for investors to learn about the cryptocurrency sector. »

David Calligan, Reed Smith

European regulator intervenes to restrict marketing of CFDs

Fri, 18/05/2018 - 12:01

David Calligan, Partner, Reed Smith, writes on the European Securities and Markets Authority (ESMA)’s announcement that it intends to impose temporary measures to restrict the sale of Contracts for Differences (CFDs) to retail investors, after a consultation earlier this year. The temporary restrictions are likely to come into effect in July.  » launches new educational app for CFD trading and risk management

Wed, 25/04/2018 - 10:51

Fintech company has launched a new educational app to help retail investors understand trading and improve risk management. »


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