Financial Research & Training Centre · London

Independent financial education and professional exam preparation

FTRC is a training and education provider. We deliver study programmes, exam preparation and continuing professional development across banking, investment, risk and capital markets — for individuals and institutions in the UK, Switzerland and the EU.

At a glance

5Study levels, foundation to post-graduate
200+CPD & exam-prep courses
UK · CH · EUInternational qualification pathways
OnlineUnlimited access to the course library
About FTRC

An independent education and training partner for financial professionals

The Financial Research & Training Centre (FTRC) provides training, study materials, tutor support, mock assessments and exam preparation for financial professionals and institutions. We design and manage complete training programmes and prepare candidates for professional examinations awarded by leading bodies such as the CISI, the CFA Institute and others. FTRC does not award qualifications itself and does not carry out regulated financial activities.

Expert-led teaching

Courses delivered by experienced practitioners and managed end to end by FTRC.

Exam preparation

Structured study paths and mock assessments for CISI, CFA, IMC, FRM, CQF and more.

Online & on-site

Unlimited online access to the course library, plus a managed reference collection.

"Training, documentation, tutor support, assessment practice and exam preparation — tailored to the needs of each learner and institution we work with."
— FTRC programme charter
Our Programmes

Structured study paths for every stage

From IT and language foundations through to post-graduate study — all delivered as education and exam preparation.

Foundation

Foundation Level

Essential groundwork tailored to institutional needs, with language and IT training at its heart.

  • IT & computer literacy
  • Language training
  • Introduction to financial markets
Qualifying

Qualifying Level

Exam preparation for widely recognised entry and operational certifications.

  • CISI — Securities, Derivatives, Risk
  • UK financial regulation (FCA framework)
  • IMC, IOC, IFQ (Islamic Finance)
  • FRM, IT in Investment Operations
Advanced

Advanced Level

Exam preparation for specialist qualifications for experienced practitioners.

  • CFA (Levels I–III)
  • CQF — Quantitative Finance
  • Managing Operational Risk, AGSO
  • CISI Diploma in Investment Compliance
Post-Graduate

Post-Graduate Professional

Study support for leadership-level programmes, delivered with academic partners.

  • Executive MBA
  • Online MBA
  • Advanced finance electives
Vocational

Vocational Training & Apprenticeships

Practical, on-the-job learning pathways into financial services careers.

  • Structured apprenticeships
  • Workplace skills assessment
  • Mentored progression
Institutional

Programmes for Institutions

Bespoke training built and managed around your organisation's learning needs.

  • Managed teaching staff
  • Custom schedules & materials
  • Library & online course access
Note on qualifications. Course and qualification names are used to describe the examinations we prepare candidates for. All professional qualifications are set and awarded by their respective professional bodies (for example CISI, CFA Institute, GARP, CQF Institute). FTRC provides tuition and exam preparation only. View the full course catalogue →
International Pathways

New: Swiss and EU qualification preparation

Exam preparation and CPD aligned to the leading Continental European professional standards.

Switzerland

Swiss Pathways

Preparation for the qualifications recognised across the Swiss financial centre, awarded by AZEK / SFAA and associated bodies.

  • CIIA — Certified International Investment Analyst
  • CIWM / AWM — International Wealth Management
  • CWMA — the SAQ client-advisor standard (FinSA-aligned)
  • FinSA / FinSO knowledge updates
  • CESGA — ESG analysis (via AZEK)
European Union

EU Pathways

Preparation for pan-European credentials awarded by EFFAS, EFPA and partner societies.

  • CEFA — Certified European Financial Analyst (EFFAS)
  • CESGA — Certified ESG Analyst (EFFAS, ESRS-aligned)
  • EFPA — EIP / EIA / EFA / EFP financial planning
  • MiFID II knowledge & competence refreshers
  • ESG Essentials & sustainable finance
FTRC is an independent training provider and is not the awarding body for these credentials. Preparation programmes are mapped to the published syllabi of AZEK/SFAA, EFFAS and EFPA, whose member bodies set and award the qualifications.
Continuing Professional Development

200+ CPD courses across the industry

A continually updated catalogue spanning markets, risk, regulation, sustainability and corporate finance.

Markets & Trading

Capital MarketsEquity MarketsBond MarketsDerivativesCommoditiesOptions

Risk & Compliance

Risk ManagementBasel II / IIISolvency IIMarket AbuseMoney LaunderingFinancial Crime

ESG & Sustainability

ESG EssentialsSustainable FinanceCESGA prepClimate RiskSFDR & ESRS awareness

Corporate Finance

Financial ModellingM&ALBO & Merger ModellingProject FinancePrivate EquityValuation

Banking & Treasury

Commercial BankingCredit AnalysisTrade FinanceSyndicated LendingFX & SwapsValue at Risk

Analysis & Reporting

Financial StatementsAnalysing BanksForecasting & BudgetingManagement AccountingExcel & Data Analysis
Why FTRC

A training partner institutions trust

3

Markets covered: UK, CH & EU

200+

Courses & exam-prep paths

100%

Managed delivery & staffing

24/7

Online access to the course library

Ready to build your team's expertise?

Talk to FTRC about an exam-preparation pathway, a CPD programme or a fully managed institutional training partnership.

Get in touch
Contact Us

Let's talk training

Enquire about courses, exam preparation or institutional programmes. Confirm / update the details below before publishing

📅

Book a meeting

Schedule via Calendly

Registered office

Churerstrasse 47, 8808 Pfäffikon SZ, Switzerland

Hours

Mon–Fri, 9:00–17:30