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 
Mon 20 Feb 2023

Tue 21 Feb 2023
Wed  22 Feb 2023
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
2Mon 8 Mayb 2023
Tue 9 May 2023
Wed  10 May 2023
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 9 Mar 
2023
Fri 10 Mar 2023
part
1 of 2
2 of 2
 
09:30-11:00 CET
09:30-11:00 CET
2Wed 24 May 2023
Thu 25 May 2023
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


Mon 20 Mar 2023

part
1 of 1
 
09:30-12:30 CET

2

Mon 3 Jul 2023

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


To register please fill this form.

4th *NEW* 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 27 Apr 2023
 
part:
1 of 1
 
09:30-12:30 CET
 

To register please fill this form.

5th *NEW* 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
 
2Wed 12 Apr 2023part:
1 ofi 1
09:30-12:30 CET
3Wed 7 Jun 2023part:
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

 
Thu 26 Jan 2023
Fri 27 Jan 2023
part:
1 of 1
1 of 2

 
09:30-11:00 CET
09:30-11:00 CET

2


Thu 30 Mar 2023
Fri 31 Mar 202

part:
1 of 1
1 of 2
09:30-11:00 CET
09:30-11:00 CET
3


Tue 20 Jun  2023
wed 21 Jun 2023

part:
1 of 1
1 of 2
09:30-11:00 CET
09:30-11:00 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.