Training

Courses realized in partnership with
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ACEPI organizes training courses to improve the Certificates' knowledge. It's present at the main events and congresses of Italian industry (TOL, ITForum, EFPA Italia, PFEXPO) with short educational training sessions. 

Since 2020, due to the COVID19 emergency, ACEPI converted ONLINE the training courses, prevoiusly offered to financial advisors in the main cities in Italy.

If the knowledge in certificates is basic, it is recommended the attendance, in the order, of the courses BASE (1), ADVANCED (2) to be able only subsequently to access the courses OPERATIVE (3), COUPON (4), NOT PROTECTED (5), EFFICIENT PORTFOLIO (6).

1st Free BASIC online course CERTIFICATES: Strategies and Portfolio Management accrediting
withEFA, EFP, EIP credits (for 6 hours, organized by 2-hour x 3-days)
and 7 credits by CFA Society Italy*

1 
Wed 14 Feb 2024

Thu 15 Feb 2024
Fri 16 Feb 2024
part
1 of 3
2 of 3
3 of 3
 
09:30-11:30 CET
09:30-11:30 CET
09:30-11:30 CET
2

Tue 28 May 2024
Wed 29 May 2024
Thu 30 May 2024

part
1 of 3
2 of 3
3 of 3
09:30-11:30 CET
09:30-11:30 CET
09:30-11:30 CET


To register please fill this form.

2nd Free ADVANCED online course Advanced Techniques for Portfolio Management with Certificates accrediting
with EFA, EFP, EIP credits (for 3 hours, organized by 90-minute x  2 days)
and 4 credits by CFA society Italy*
 
1
 
Wed 28 Feb 
2024
Thu 29 Feb 2024
part
1 of 2
2 of 2
 
09:30-11:00 CET
09:30-11:00 CET
2Tue 11 Jun 2024
Wed 12 Jun 2024
part
1 of 2
2 of 2
09:30-11:00 CET
09:30-11:00 CET


To register please fill this form. 

3rd Free online free  course "Use of Certificates in Advisory Portfolios - Use cases"  accrediting
withEFA, EFP, EIP credits (for 3 hours)
and 3 credits by CFA society Italy*:

 
1


Thu 14 Mar 2024

part
1 of 1
 
09:30-12:30 CET

2

Tue 25 Jun 2024

part
1 of 1
09:30-12:30 CET


To register please fill this form.

4th Free online course "Build a portfolio of certificates with periodic returns"  accrediting
withEFA, EFP, EIP credits (for 3 hours) 
and 3 credits by CFA Society Italy*:

 
1

 
Thu  25 Jun 2024
 
part:
1 of 1
 
09:30-12:30 CET
 

To register please fill this form.

5th Free online course  Unprotected capital certificates. Portfolio building and management accrediting
withEFA, EFP, EIP credits (for 3 hours)
and 3 credits by CFA society Italy*:

 
1

 
Thu 9 Feb 2023
 
part:
1 of 1
 
09:30-12:30 CET
 
2Fri 12 Apr 2024part:
1 ofi 1
09:30-12:30 CET
3Tue 4 Jul 2024part:
1 ofi 1

09:30-12:30 CET

To register please fill this form.

6th Free online course How to choose certificates for an efficient portfolio accrediting
withEFA, EFP, EIP credits (for 3 hours) 
and 3 credits by CFA Society Italy*:

 
1

 
Tue 23 Apr 2024
Wed 24 Apr 2024
part:
1 of 1
1 of 2

 
09:30-11:00 CET
09:30-11:00 CET

To register please fill this form.


* 7th **NEW** Free online course  ESG investment products and ACEPI ESG Guidelines for certificates accredditing
withESG, EFA, EFP, EIP credits (for 3 hours)
and 3 credits by CFA Society Italy*:

 
1

 
   Thu  09/05/24
 
part:
1 of 1
 09:30-12:30 CET


To register please fill this form.

To stay informed about training activities and to get updates please register to ACEPI Newsletter
  
ACEPI collaborates with HR management of banks and asset maneger organizing customized training courses. Please contact ACEPI Secretary.

*CFA Society Italy has determined that this program qualifies for PL credit hour(s) under the guidelines of the CFA Institute Professional Learning program. If you are a CFA Institute member, you can self report PL credit(s) for your participation accessing the PL tracking tool through your account on the CFA Institute website. One credit hour is equal to one hour (60 minutes) of educational activity.