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ACEPI organizes training courses to improve the Certificates' knowledge.
Since 2020, due to the COVID19 emergency, ACEPI converted ONLINE the training courses, previously offered to financial advisors in the main cities in Italy.
* 1st Free BASIC online course CERTIFICATES: Strategies and Portfolio Management, 6 hours
(7 EFPA credits + 7 credits by CFA Society Italy*)
| 1 | Wed 14 Feb 2024 Thu 15 Feb 2024 Fri 16 Feb 2024 | 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 | Tue 28 May 2024 | 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 17 Sep 2024 | 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 |
* 2nd Free ADVANCED online course Advanced Techniques for Portfolio Management with Certificates, 3 hours
(4 EFPA credits + 4 credits by CFA Society Italy*)
| 1 | Wed 28 Feb 2024 Thu 29 Feb 2024 | part 1 of 2 2 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
| 2 | Tue 11 Jun 2024 Wed 12 Jun 2024 | part 1 of 2 2 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
| 3 | Tue 8 Oct 2024 Wed 9 Oct 2024 | part 1 of 2 2 of 2 | 09:30-11:00 CET 09:30-11:00 CET |
* 3rd Free online free course "Use of Certificates in Advisory Portfolios - Use cases" , 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
1 | Thu 14 Mar 2024 | part 1 of 1 | 09:30-12:30 CET |
2 | Tue 25 Jun 2024 | part 1 of 1 | 09:30-12:30 CET |
3 | Tue 26 Nov 2024 | part 1 of 1 | 09:30-12:30 CET |
* 4th Free online free course Build a portfolio of certificates with periodic returns , 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Thu 25 Jan 2024 | part: 1 of 1 | 09:30-12:30 CET |
| 2 | Mon 21 Oct 2024 | part: 1 of 1 | 09:30-12:30 CET |
* 5th Free online free course Unprotected capital certificates. Portfolio building and management , 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Thu 11 Jan 2024 | part: 1 of 1 | 09:30-12:30 CET |
| 2 | Fri 12 Apr 2024 | part: 1 ofi 1 | 09:30-12:30 CET |
| 3 | Tue 4 Jul 2024 | part: 1 ofi 1 | 09:30-12:30 CET |
| 4 | Tue 24 Sep 2024 | part: 1 ofi 1 | 09:30-12:30 CET |
* 6th Free online course How to select certificates for an efficient portfolio, 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Tue 23 Apr 2024 Wed 24 Apr 2024 | part: 1 of 1 1 of 2 | 09:30-11:00 CET |
| 2 | Web 6 Nov 2024 Thu 7 Nov 2024 | part: | 09:30-11:00 CET |
* 7th Free online course ESG investment products and ACEPI ESG Guidelines for certificates, 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Thu 09/05/24 | part: 1 of 1 | 09:30-12:30 CET |
| 2 | Mon 25/11/2024 | part: 1 of 1 | 09:30-12:30 CET |
* SPECIAL Free online course at ACEPI Annual Conference ("Certificate Day"), Certificates in a scenario of falling rates, 3 hours
with 3 FINANCIAL ADVISORS as witness to share their experience in portfolio management with certificates
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Tue 12/11/2024 | part: 1 of 1 | 15:00-18:00 CET |
* SPECIAL Free online course for ANASF (Italian Association of Financial Analysts) Introduction to Investment Certificates, 4 hours
(4 EFPA credits + 4 credits by CFA Society Italy*)
| 1 | Thu 20/06/2024 Tue 25/06/2024 | part: 1 of 1 1 of 2 | 16:00-18:00 CET |
| 2 | Thu 10/10/2024 Mon 14/10/2024 | part: 1 of 1 1 of 2 | 16:00-18:00 CET |
* SPECIAL Free online course for ANCP (National Association of Wealth Advisors) Introduction to Investment Certificates, 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Tue 19/11/2024 | part: 1 of 1 | 09:00-12:00 CET |
* SPECIAL Free online course for AITI (Italian Association of Threasurers) Treasury management with investment certificates: protection and performance, 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Tue 18/06/2024 Tue 02/07/2024 | part: 1 of 1 1 of 2 | 17:00-18:30 CET |
* SPECIAL Free online course for ODCEC (Order of Accountants of Milan) Certificates: combination of performance and protection, 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Thu 04/07/2024 | part: 1 of 1 | 15:00-18:00 CET |
* SPECIAL Free online course at YouFinance annual meeting Certicates: during and after the stock rally, 3 hours
with 2 FINANCIAL ADVISORS as witness to share their experience in portfolio management with certificates
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Mon 29/04/2024 | part: 1 of 1 | 15:00-18:00 CET |
* SPECIAL Free online course for Month of Financial Education in Italy Sustainability of financial products: ESG, rating, SRI. Investment certificates' use case, 3 hours
(3 EFPA credits + 3 credits by CFA Society Italy*)
| 1 | Mon 25/11/2024 | part: 1 of 1 | 09:30-12:30 CET |
* SPECIAL Free online course for EFPA Italia annual Meeting Investment Certificates: yield enhancement and protection, 2 hours
(2 EFPA credits + 2 credits by CFA Society Italy*)
| 1 | Thu 16/01/2025 (postponed from 25/11/2024) | part: 1 of 1 | 16:00-18:00 CET |