FREE Online Training

The 2026 training program - renewed in its content and open to financial advisors and investors - in addition to being accredited for maintaining the EFPA Italia and CFA Society Italy certifications, is now also CFP® (Certified Financial Planner™) certified

The content of the training program differs from the past and therefore for all 2026 courses, new EFPA and CFA credits can be earned regardless of having attended any previous edition of the ACEPI course.

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ACEPI organizes refresher, information and training courses to facilitate knowledge of certificates. It also offers educational sessions at the main industry events.

* Course #1 *BASIC* ONLINE free of charge:  Principles and characteristics of certificates: protection, conditional protection and taxation
accredited EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI  (6 credits for 6 hours, organized over 3 days of 2 hours each)
CFP® accredited (6 credits/hours)
accredited CFA Society Italy continuing education credits (6 credits):

Course #1 *BASIC* ACEPI/EFPA/CFA/CFP® Schedule - registration

Course #2 *ADVANCED* ONLINE free of charge: Advanced Techniques with Certificates
accredited  EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (3 credits for 3 hours, organized over 2 days of 1.5 hours each)
accredited CFP® (3 credits/hours)
accredited CFA Society Italy continuing education credits (3 credits)

Course #2 *ADVANCED* ACEPI/EFPA/CFA/CFP® Schedule - registration

* Course #3 *USE CASES* ONLINE free of charge:  Use cases of applying certificates in advisory portfolios
accredited  EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (3 credits/hours)
accredited CFP® (3 credits/hours)
accredited CFA Society Italy continuing education credits (3 credits)

Course #3 *USE CASES* ACEPI/EFPA/CFA/CFP® Schedule - registration

* Course #4 *NON PROTECTED CERTIFICATES* ONLINE free of charge:  Non-capital-protected certificates
accredited  EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (3 credits/hours)
CFP® accredited (3 credits/hours)
accredited CFA Society Italy continuing education credits (3 credits)

Course #4 *NON-PROTECTED CERTIFICATES* ACEPI/EFPA/CFA/CFP® Schedule - registration

* Course #5 *CERTIFICATES FOR AN EFFICIENT PORTFOLIO* ONLINE free of charge: 
How to choose certificates for an efficient portfolio
accredited EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (3 credits/hours)
CFP® accredited (3 credits/hours)
accredited CFA Society Italy continuing education credits (3 credits)

Course #5 Schedule *HOW TO CHOOSE CERTIFICATES FOR AN EFFICIENT PORTFOLIO* ACEPI/EFPA/CFA/CFP®- registration

* Course #6 *GREEKS AND POSITION MANAGEMENT IN CERTIFICATES* ONLINE free of charge: 
Factors influencing certificate prices: volatility, time, underlying price 
accredited  EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (2 credits/hours)
CFP® accredited (2 credits/hours)
accredited CFA Society Italy continuing education credits (2 credits)

Course #6 *GREEKS AND POSITION MANAGEMENT IN CERTIFICATES* ACEPI/EFPA/CFA/CFP® Schedule - registration

* Course #7 *CREDIT LINKED CERTIFICATES* ONLINE free of charge: 
Credit Linked Certificates 
accredited  EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (2 credits/hours)
CFP® accredited (2 credits/hours)
accredited CFA Society Italy continuing education credits (2 credits)

Course #7 *CREDIT LINKED CERTIFICATES* ACEPI/EFPA/CFA/CFP® Schedule - registration

* Course #8 *INTEREST RATES AND DIVIDENDS FOR CERTIFICATES* ONLINE free of charge: 
The role of interest rates and dividends in the construction of certificates 
accredited  EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (2 credits/hours)
CFP® accredited (2 credits/hours)
accredited CFA Society Italy continuing education credits (2 credits):

Course #8 *INTEREST RATES AND DIVIDENDS FOR CERTIFICATES* ACEPI/EFPA/CFA/CFP® Schedule - registration

* Course #9 *LEVERAGED CERTIFICATES* ONLINE free of charge: 
Leveraged Certificates: Fixed Leverage, Variable Leverage (Turbo and Minifutures)  
accredited EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (3 credits/hours)
CFP® accredited (3 credits/hours)
accredited CFA Society Italy continuing education credits (4 credits):

Course #9 *LEVERAGED CERTIFICATES* ACEPI/EFPA/CFA Schedule - registration

* Course #10 *COVERED WARRANTS* ONLINE free of charge: 
Fundamentals and characteristics of Covered Warrants: leveraged financial instruments with full risk control for Investing and Trading
accreditation pending EFA, EFP, EIP and ESG Advisor and for the specialist qualifications EIS, PPF, PPS, PMK, EPS, EAI (3 credits/hours)
CFP® accredited (3 credits/hours)
accredited CFA Society Italy continuing education credits (3 credits):

Course #10 *COVERED  WARRANTS* ACEPI/EFPA/CFA/CFP® Schedule - registration