full training list
Goodacre UK is an accredited training services provider for individuals working in the financial services industry and those who offer services to regulated firms.
Our objective is to make you and your staff better at your job, widen your understanding of the business and assist in maintaining the required level of CPD hours. We work with many of the leading regulated organisations both in the UK and abroad.
We are enthusiastic for you to succeed. And our charges are the lowest.
Training Services:
Training courses are offered on either a group (shared) basis or in-house at your company.
Training is delivered by tutors with significant industry experience, which they share in an enthusiastic and friendly way. They are the very best in the business.
Courses cover a range of subjects of relevance to the investment industry; both Technical and Soft Skills, with introductory sessions through to detailed learning programmes.
Bespoke training programmes available.
Goodacre UK is an accredited training provider of the Chartered Institute of Securities and Investment (CISI) Continuing Professional Development (CPD) Scheme.
Full training list:
Click on any title for further information on any of the following courses:
§ Assertiveness
§ Asset Management
§ Advanced Excel
§ Behavioural Finance
§ Client Asset Sourcebook: Understanding it and keeping it up to date
§ CASS Senior Managers and Directors Survival Guide
§ CFD
§ CGT QS
§ Capital Gains Tax Refresher
§ Collateral Management
§ Corporate Finance
§ Essential Compliance Update
§ Derivatives: The Basics
§ Employment Law
§ Equities: The Basics
§ Equity Capital Markets
§ European Market Infrastructure Regulation on Derivatives
§ Essential Skills for New and Experienced Managers in Regulated Firms
§ Fair and Effective Markets Review
§ Financial Crime
§ Financial Modelling
§ Financial Promotions
§ Fixed Income
§ Foreign Exchange Markets and Instruments
§ Global Securities Operations
§ Global Custody
§ Introduction to Corporate Actions
§ Introduction to Clearing and Settlement
§ Introduction to Anti-Money Laundering
§ Introduction to Excel
§ Introduction to Futures and Options
§ Introduction to Financial Markets
§ Introduction Hedge Funds
§ Introduction to Banking
§ Introduction to Compliance
§ Introduction to Corporate Governance
§ Introduction to Fund Management
§ Introduction to Wealth management
§ Introduction to Operational Risk
§ Introduction to Private Banking
§ Introduction to The City
§ Introduction to Project Management
§ Lifecycle of a Trade
§ MiFID II: An Overview
§ MiFID
§ Market Abuse Regime
§ Politically Exposed Persons and Sanction Awareness
§ Performance Management and Appraisals
§ Personal Tax
§ Presentation Skills
§ Portfolio Management
§ PRIIPS: An Update
§ Risk Management
§ Securitisation
§ Senior Managers Regime
§ Suitability
§ Spotting and Supporting Stressed Employees
§ Transaction Reporting
§ The Regulation of Asset Management
§ Trade Reporting
§ Time Management
§ Tax Planning, Property and UK Trusts for Private Investors
§ UK Financial Regulation
§ Understanding Options
§ Understanding ETFs
§ Understanding Pensions
§ Understanding Bonds & Shares
Accounting:
§ Anti-Money Laundering
§ Asset Servicing
§ Bribery and Corruption
§ Cash Management
§ CASS: Understanding It and Keeping It Up To Date
§ Central Banks
§ Clearing & Settlement
§ Client Money and Assets
§ Collateral Management
§ Collective Investment Schemes
§ Commodities
§ Company Valuations
§ Consumer Credit Act
§ Corporate Credit Risk Analysis and Management
§ Corporate Governance
§ Derivatives
§ Dividends
§ Economics
§ Equities
§ Exchange Traded Funds (ETFs)
§ Fixed Income
§ Fund Management
§ GDPR
§ Global Securities Operations
§ How to Construct and Run an RFP Process
§ Introduction to the City
§ IT in Investment Operations
§ Lifecycle of a Trade
§ Macro Economics
§ Market Data
§ Pensions and Retirement Planning
§ Pension Transfers
§ Politically Exposed Persons
§ Portfolio Theory
§ Prime Brokerage
§ Product & Proposition Management
§ Regulation and Compliance
§ Risk in Financial Services
§ Securities
§ Securities and Settlements Operations
§ Strategic Investment Management
§ Suspicious Activity Reporting
§ The Takeover Code
§ Trade Reporting
§ Trusts
§ UK IFA Financial Markets
§ UK Regulation and Professional Integrity
§ Understanding the Bond Markets
§ Asset Management
§ Behavioural Finance
§ Business Case Production
§ CASS: Senior Managers and Directors Survival Guide
§ CASS: For Risk Specialists
§ CFDs
§ Client Due Diligence
§ Client On-Boarding
§ Collective Investment Scheme Administration
§ Combating Financial Crime
§ Company Valuation Modelling for Corporates
§ Compliance Monitoring
§ Corporate Actions
§ Corporate Finance
§ Cybercrime
§ Discretionary Investment Management
§ Due Diligence for Mergers and Acquisitions
§ EMIR
§ Equity Capital Markets
§ Finance of International Trade
§ Foreign Exchange
§ Futures & Options
§ Global Custody
§ Hedge Funds
§ Introduction to Operations
§ ISDA Agreements
§ Law Relating to Banking
§ London Stock Exchange Listing Rules
§ Market Abuse
§ Operational Risk
§ Pension Income Options
§ Personal Taxation
§ Portfolio Management
§ Primary Markets and the IPO Process
§ Private Banking
§ Project Management
§ Regulation and Ethics
§ Risk Management
§ Securities and Investment
§ Senior Manager and Certification Regime
§ Structured Products
§ Technical Analysis
§ Trade Processing
§ Transaction Reporting
§ UK Financial Regulation
§ UK Listing Rules
§ Understanding Options
§ Wealth Management
Financial Courses:
Investment Courses:
Some of the general courses are listed above. However, we run many other training programmes covering all aspects of the finance and securities industry so if the subject you are interested in does not appear in the forthcoming list, contact us with your requirements on This email address is being protected from spambots. You need JavaScript enabled to view it.or +44(0)7422 0063.