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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 | 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 |
| 2 | Mon 8 May 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 |
| 3 | Tue 19 Sep 2023 | part | 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 | 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 |
| 2 | Wed 24 May 2023 Thu 25 May 2023 | part 1 of 2 2 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
| 3 | Tue 03 Oct 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
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 | Mon 3 Jul 2023 | part 1 of 1 | 09:30-12:30 CET |
3 | Tue 29 Nov 2023 | 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 27 Apr 2023 | 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 | Wed 12 Apr 2023 | part: 1 ofi 1 | 09:30-12:30 CET |
| 3 | Wed 7 Jun 2023 | part: 1 ofi 1 | 09:30-12:30 CET |
| 4 | Thu 26 Oct 2023 | 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 | Thu 26 Jan 2023 Fri 27 Jan 2023 | part: 1 of 1 1 of 2 | |
| 2 |
| part: 1 of 1 1 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
| 3 |
| part: 1 of 1 1 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
| 4 | Wed 08 Nov 2023 | part: 1 of 1 1 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
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 04/05/23 | part: 1 of 1 | 09:30-12:30 CET |
To register please fill this form.