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 27 Jan 2021

Thu 28 Jan 2021
Fri 29 Jan 2021
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
2Wed 10 Mar 2021
Thu 11 Mar 2021
Fri 12 Mar 2021
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
3Wed 12 May 2021
Thu 13 May 2021
Fri 14 May 2021
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
4Wed 22 Sep 2021
Thu 23 Sep 2021
Fri 24 Sep 2021
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
 
Thu 4 Feb 
2021
Fri 5 Feb 2021
part
1 of 2
2 of 2
 
09:30-11:00 CET
09:30-11:00 CET
2Thu 25 Mar 2021
Fri 26 Mar 2021
part
1 of 2
2 of 2
09:30-11:00 CET
09:30-11:00 CET
3Thu 27 May 2021
Fri 28 May 2021
part
1 of 2
2 of 2
09:30-11:00 CET
09:30-11:00 CET
4Tue 26 Oct 2021
Wed 27 Oct 2021
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 portfolios on advisory - Use cases"  accrediting
withEFA, EFP, EIP credits (for 3 hours)
and 3 credits by CFA society Italy*:

 
1

 
Thu 25 Feb 2021

part
1 of 1
 
09:30-12:30 CET

2

Thu 22 Apr 2021

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

3

Thu 10 Jun 2021

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

4

Fri 01 Oct 2021 @InvestingRoma (phisical, in presence, in Rome)

part
1 of 1
14:00-17:00 CET


To register please fill this form.

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

 
1

 
Mon 21/06/21
 
part:
1 of 1
 
14:00-17:00 CET
 
2Fri 10/09/21part:
1 of 1
09:30-12:30 CET
3Tue 09/11/21part:
1 of 1
09:30-12:30 CET

To register please fill this form.

5th *NEW* Free online course  No capital protected certificates.  Portfolio building and management accrediting
withEFA, EFP, EIP credits (for 3 hours)
and 3 credits by CFA society Italy*:

 
1

 
Mon 04/10/21
 
part:
1 of 1
 
09:30-12:30 CET
 
2Thu 02/12/21part:
1 ofi 1
09:30-12:30 CET

To register please fill this form.

6th *NEW* 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 23/11/21
 
part:
1 of 1
 
09:30-12:30 CET
 
2The 14/12/21parte:
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.