Continuing education and certification programs

Specialist, independent, investment continuing education & certification

 

Program

Description

Format

2017

2018

Markets Summit

Debating the outlook for the markets

live & online

14 Feb

13 Feb

Finology Summit

Learning how to beter relate to investors

live & online

15 Feb

14 Feb

IMR Program Workshop

Advancing investment management rsh

live & online

30 Mar

12 Apr

Masterclass NZ

Building portfolio construction knowledge & wisdom

live

22 Jun

21 Jun

Strategies Conference

Debating portfolio construction strategies

live & online

23-24 Aug

22-23 Aug

IMR Program Conference

Advancing investment management rsh

live & online

28/29 Sep

27/28 Sep

IMR Program Symposium

Advancing investment management rsh

live & online

02 Oct

01 Oct

Research Roundtable Intl

Building inv committee knowledge & skills

live & online

14-21 Oct

13-20 Oct

Perspectives

Library of research & opinion

online

online

weekly

farrelly's Investment Strategy

A dynamic approach to asset allocation

online

quarterly

quarterly

CIMA certification

Peak, intl portfolio construction program

live & online

continuous

continuous

 

 

 

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