ACEPI organizes free courses, information and training to facilitate the knowledge of certificates. It is also present with educational sessions at major industry events.
The new 2025 training offer has provided for the updating of all ACEPI courses, with the inclusion of new topics in response to the needs collected by financial advisors during the year.
| CALENDAR | REGISTER | |
| VIDEO REPOSITORY OF COURSES (EVENTS) | ||
In partnership with     |
To stay up-to-date on activities in real time, | |
* Course #1 *BASIC* ONLINE FREE: Principles and characteristics of certificates: protection, conditional protection and taxation
accredited EFA, EFP, EIP e ESG Advisor e per le specialistiche EIS, PPF, PPS, PMK, EPS, EAI (6 credits)
accredited CFA Society Italy (6 credits):
Calendar of Course #1 *BASIC* ACEPI/EFPA/CFA - register
| 1 | Tue 28/01/25 | part | 09:30-11:30 09:30-11:30 09:30-11:30 |
| 2 | | part | 09:30-11:30 09:30-11:30 09:30-11:30 |
Register to this course filling this form | |||
* Course #2 *ADVANCED* ONLINE FREE:
Advanced Tecniques for Portfolio Management with Certificates
accredited EFA, EFP, EIP e ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (3 credits)
accredited CFA Society Italy (3 credits)
Calendar Course #2 *ADVANCED* ACEPI/EFPA/CFA - register
| 1 | | part 1 of 2 2 of 2 | 09:30-11:00 09:30-11:00 |
| 2 | | part 1 of 2 2 of 2 | 09:30-11:00 09:30-11:00 |
Register to this course filling this form | |||
* Corso #3 *USE CASES* ONLINE FREE:
Use cases of application of certificates in consulting portfolios
accredited EFA, EFP, EIP, ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (3 credits)
accredited CFA Society Italy (3 credits)
Calendar Course #3 *USE CASES* ACEPI/EFPA/CFA - register
| 1 | Thu 20/02/25 | part 1 of 1 | 09:30-12:30 |
2 | Tue 10/06/25 | part 1 of 1 | 09:30-12:30 |
Per iscrivervi ai corsi si prega di compilare questo modulo | |||
* Course #4 *NO PROTECTED CERTIFICATES* ONLINE FREE:
Non protected certificates
accredited EFA, EFP, EIP, ESG Advisor,EIS, PPF, PPS, PMK, EPS, EAI (3 credits)
accredited CFA Society Italy (3 credits)
Calendar Course #4 *NON PROTECTED CERTIFICATES* ACEPI/EFPA/CFA - register
| 1 | Fri 28/02/25 | part 1 of 1 | 09:30-12:30 |
| 2 | Wed 25/06/25 | part 1 of 1 | 09:30-12:30 |
Register to this course filling this form | |||
* Course #5 *CERTIFICATES FOR AN EFFICENT PORTFOLIO* ONLINE FREE:
How to select certificates for an efficient portfolio
accredited EFA, EFP, EIP, ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (3 credits)
accredited CFA Society Italy (3 credits)
Calendar Course #5 *CERTIFICATES FOR AN EFFICENT PORTFOLIO* ACEPI/EFPA/CFA - register
| 1 | Fri 11/04/25 | part 1 of 1 | 09:30-12:30 |
| 2 | Tue 23/09/25 | part 1 of 1 | 09:30-12:30 |
| 3 | Fri 17/10/25 | part | 09:30-12:30 |
Register to this course filling this form | |||
* Corso #6 *FACTORS AFFECTING THE PRICE OF CERTIFICATES* ONLINE gratuito:
Factors affecting the price of certificates: volatility, time, price of the underlying
accredited EFA, EFP, EIP, ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (2 credits)
accredited CFA Society Italy (2 credits)
Calendar course #6 *ACTORS AFFECTING THE PRICE OF CERTIFICATES* ACEPI/EFPA/CFA - register
| 1 | Wed 23/04/25 | part 1 of 1 | 09:30-11:30 |
| 2 | Tue 30/09/25 | part 1 of 1 | 09:30-11:30 |
| 3 | Thu 27/11/25 | part 1 of 1 | 09:30-11:30 |
Register to this course filling this form | |||
* Couse #7 *CREDIT LINKED CERTIFICATES* ONLINE FREE:
Credit Linked Certificates
accredited EFA, EFP, EIP, ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (2 credits)
accredited CFA Society Italy (2 credits)
Calendar Course #7 *CREDIT LINKED CERTIFICATES* ACEPI/EFPA/CFA - register
| 1 | Wed 07/05/25 | part 1 of 1 | 15:00-17:00 |
| 2 | Fri 24/10/25 | part | 09:30-11:30 |
Register to this course filling this form | |||
* Course #8 *THE IMPACT OF INTEREST RATES AND DIVIDENDS ON CERTIFICATES' CONSTRUCTION* ONLINE FREE:
The role of interest rates and dividends in the construction of certificates
accredited EFA, EFP, EIP, ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (2 credits)
accredited CFA Society Italy (2 credits)
Calendar Course #8 *THE IMPACT OF INTEREST RATES AND DIVIDENDS ON CERTIFICATES' CONSTRUCTION* ACEPI/EFPA/CFA - register
| 1 | Fri 19/09/25 | part 1 of 1 | 09:30-11:30 |
Register to this course filling this form | |||
* Course #9 *LEVERAGE CERTIFICATES* ONLINE FREE:
Leverage Certificates: Fixed, Variable (Turbo e Minifutures)
In the process of being accredited for maintaining EFA, EFP, EIP e ESG Advisor, EIS, PPF, PPS, PMK, EPS, EAI (4 credits)
In the process of being accredited CFA Society Italy (4 credits):
Calendar Course #9 *LEVERAGE CERTIFICATES* ACEPI/EFPA/CFA - register
| 1 | Tue 09/09/25 | part 1 of 2 | 10:30-12:30 |
| 2 | Me 10/09/25 | part 2 of 2 | 10:30-12:30 |
Register to this course filling this form | |||