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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
with 7 EFA, 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 | 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.
with 4 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 |
| 2 | Tue 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
with 3 EFA, EFP, EIP credits (for 3 hours)
and 3 credits by CFA society Italy*:
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| 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
with 3 EFA, 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
with 3 EFA, 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 |
| 2 | Fri 12 Apr 2024 | part: 1 ofi 1 | 09:30-12:30 CET |
| 3 | Tue 4 Jul 2024 | part: 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
with 3 EFA, 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 | |
To register please fill this form.
* 7th **NEW** Free online course ESG investment products and ACEPI ESG Guidelines for certificates accredditing
with 3 ESG, 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.