Training library

Advocate EDUCATE Elevate

Browse our full catalogue of available courses below, use the search to filter by topic, month or level to find exactly what you're looking for. Courses are available as public scheduled sessions or as in-house options tailored to your organisation. Don't see a date that works for you?

Get in touch to request a specific session or discuss an in-house programme built around your team's needs.

We offer introductory, practitioner and expert level courses led by industry experts, available in-person, online or as self-directed study — with CPD accreditation on many programmes. Whether you're booking for yourself or your team, our Training Relationship Managers are on hand to help shape a learning programme that fits.

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Title	Training category	Training level	Trainer	Next course date
Compliance Monitoring in Investment Management Firms	Fund Operations & Compliance	Entry/ Intermediate Level	Leigh-Anne Moore	24 September 2026	Enquire about In-House courses
Conduct Rules (COCON) Everything you need to know to keep the regulator happy	Culture & Conduct	All Levels	Lynne Hargreaves		Enquire about In-House courses
Conflicts of Interest	Culture & Conduct	Intermediate/ Expert Level	Stephen Fairclough	29 September 2026	Enquire about In-House courses
Consumer Duty Champions	Culture & Conduct	Expert Level	Alison Barker, Lucy Gallagher		Enquire about In-House courses
Consumer Duty for Investment Management Firms	Culture & Conduct	All Levels	Sara Cody		Enquire about In-House courses
Critical Thinking, Emotional Intelligence and Communication Skills	Professional Development	Entry/ Intermediate Level	Julia Streets		Enquire about In-House courses
Cyber Security for Boards, Senior Executives and Senior Information Risk Owners (SIRO)	Operational & Cyber Resilience	Intermediate/ Expert Level	Edward Wolton		Enquire about In-House courses
Early Stage and Venture Capital Valuation Overview	Investments and Capital Markets	All Levels	Russell Hammerson		Enquire about In-House courses
Effective Minute Taking	Professional Development	Entry/ Intermediate Level	Mark Taylor		Enquire about In-House courses
Effective regulatory change management	Enterprise Risk Management	Intermediate/ Expert Level	Sarah Peaston		Enquire about In-House courses
Effective Report Writing – adding impact and human intelligence to your reporting?	Professional Development	Entry/ Intermediate Level	Phil Ingle	18 June 2026	Enquire about In-House courses
Emerging Markets Investing - Training Webinar	Investment and Capital Markets	All Levels	Russell Hammerson		Enquire about In-House courses
EMIR Refit Foundation Level Transaction Reporting	Fund Operations & Compliance	Entry/ Intermediate Level	Michelle Zak, Osita Egbubine		Enquire about In-House courses
Enhance Your CASS Expertise	Investment and Capital Markets	Intermediate/ Expert Level	Sarah Peaston	10 June 2026	Enquire about In-House courses
Enhance Your CASS Expertise	Investments and Capital Markets	Intermediate/ Expert Level	Sarah Peaston	04 November 2026	Enquire about In-House courses
Enterprise & Operational Risk for Investment Managers	Operational and enterprise risk	Intermediate/ Expert Level	Ian Davies		Enquire about In-House courses
Ethics and Culture in Investment Management	Culture & Conduct	Intermediate/ Expert Level	David Michael		Enquire about In-House courses
Exchange Traded Funds (ETF's)	Investment and Capital Markets	Entry/ Intermediate Level	Russell Hammerson	08 July 2026	Enquire about In-House courses
Financial Promotions	Culture & Conduct	All Levels	Stephen Fairclough		Enquire about In-House courses
Fund Communication Guidance	Investments and Capital Markets	Entry/ Intermediate Level	Dawn Hyams		Enquire about In-House courses

IA Training Library