Finance Course Catalogue

184 finance courses & qualification pathways

A specialised finance programme: exam preparation for leading professional qualifications across the UK, Switzerland and the EU, plus continuing professional development. All listings verified current as of June 2026 and delivered as education and training.

Professional Qualifications

Exam preparation for qualifications awarded by the bodies shown. Verified current (June 2026). FTRC provides tuition only and is not the awarding body.

Qualifying

CISI Level 3 Certificate in Securities

Markets, instruments and the UK regulatory framework for securities roles.

BodyCISIExamRegulation unit + Technical unit (MCQ)Study~45–50 hrs
Qualifying

CISI Level 3 — Derivatives

Derivatives markets, futures, options, trading and hedging strategies.

BodyCISIExamRegulation + Technical unit (MCQ)Study~45 hrs
Qualifying

CISI Level 3 — Commodity Derivatives

Exchange-traded and OTC commodity derivatives, clearing and settlement.

BodyCISIExamRegulation + Technical unit (MCQ)Study~45 hrs
Qualifying

CISI Level 3 — Financial Derivatives

Principles and practice of the financial derivatives market.

BodyCISIExamRegulation + Technical unit (MCQ)Study~45 hrs
Qualifying

CISI Level 3 — Investment Management

Foundations of investment management, analysis and portfolio measurement.

BodyCISIExamRegulation + Technical unit (MCQ)Study~45 hrs
Qualifying

CISI Level 3 — Corporate Finance

Regulatory and technical foundations of corporate finance.

BodyCISIExamTwo papers (50 MCQ each)Study~34 hrs
Qualifying

CISI Level 3 — Risk in Financial Services

Operational, credit, market, investment and liquidity risk.

BodyCISIExamTechnical unit (100 MCQ, 2h)Study~40 hrs
Qualifying

IAD — Investment Advice Diploma (Level 4)

Ofqual Level 4 Diploma: regulation & integrity, investment risk & taxation, plus a technical unit.

BodyCISIExamThree units (80 MCQ each / narrative)Study50–70 hrs/unit
Qualifying

IMC — Investment Management Certificate

Benchmark UK entry qualification. Current syllabus v23 (exams Dec 2025–Nov 2026).

BodyCFA UKExamUnit 1 + Unit 2 (MCQ & gap-fill)Study100 hrs + 140 hrs
Qualifying

IOC — Investment Operations Certificate

Operations, settlement and administration across the industry.

BodyCISIExamMultiple units (50 MCQ each)Study30–35 hrs/unit
Qualifying

IFQ — Islamic Finance Qualification

Islamic finance from both technical and sharia'a perspectives.

BodyCISI / ESAExam100 MCQ, 2hStudy~100 hrs
Qualifying / Advanced

FRM — Financial Risk Manager

Global benchmark for financial risk management professionals.

BodyGARPExamTwo parts (MCQ)Study200+ hrs/part
Qualifying

IT in Investment Operations

The role of IT in front-office and operations functions.

BodyCISIExam50 MCQ, 1hStudy~30 hrs
Qualifying

Global Financial Compliance (Level 3)

Entry compliance qualification; gateway to the Diploma in Investment Compliance.

BodyCISIExamCBT examStudy~80–100 hrs
Advanced

CFA Program (Levels I–III)

The global benchmark for investment knowledge, standards and ethics.

BodyCFA InstituteExamComputer-based exams per levelStudy300+ hrs/level
Advanced

PCIAM — Private Client Investment Advice & Management

Higher-level competence in private client investment within the regulatory context.

BodyCISIExamWritten exam (3h)Study120–200 hrs
Advanced

CQF — Certificate in Quantitative Finance

Practical quantitative finance for derivatives, trading and risk.

BodyCQF InstituteExamModule exams + project workStudy6 months
Advanced

Managing Operational Risk in Financial Institutions

Current operational-risk qualification (replaces the retired ACOR).

BodyCISIExamLevel 4 CBT examStudy~80 hrs
Advanced

AGSO — Advanced Certificate in Global Securities Operations

Broad understanding of global securities operations; step to the Diploma in Investment Operations.

BodyCISIExamTwo modules (MCQ + case study)Study6 wks + 4–6 mo
Advanced

Diploma in Investment Compliance (Level 6)

Senior-level regulatory and compliance knowledge for supervisory roles.

BodyCISIExamThree modules (CBT + written)StudyTQT ~476 hrs
Post-Graduate

MBA / Executive MBA

Leadership-level study delivered with academic partners.

BodyAcademic partnersExamModular study & assessmentStudyProgramme-dependent

Swiss & EU Pathways

Preparation mapped to the current published syllabi of AZEK/SFAA, EFFAS and EFPA.

ACIIA / AZEK

CIIA — Certified International Investment Analyst

Advanced analyst credential; 2026 schedules in Zurich & Geneva.

AIWM / AZEK

CIWM — Certified International Wealth Manager

Diploma for experienced advisers in private banking and wealth management.

SAQ / AZEK

CWMA — Certified Wealth Management Advisor

The Swiss client-adviser certification standard, aligned to FinSA.

AZEK / SFAA

FinSA / FinSO Knowledge Updates

Refreshers on the Swiss Financial Services Act conduct requirements.

AZEK

CESGA — Certified ESG Analyst (Swiss delivery)

ESG data and integration; five online modules.

EFFAS

CEFA — Certified European Financial Analyst

The European 'gold standard' analyst diploma.

EFFAS

CESGA — Certified ESG Analyst

ESG analysis credential, aligned to European sustainability reporting (ESRS).

EFPA

EFA — European Financial Advisor

The most widely held EFPA financial-advice certification.

EFPA

EFP — European Financial Planner

EFPA's highest level: comprehensive personal financial planning.

EFPA

EIP / EIA — Investment Practitioner / Assistant

Entry and Level I EFPA credentials, aligned to MiFID II.

EFPA

ESG Advisor

European ESG advice certification (requires EIP/EFA/EFP).

Finance CPD

Short courses and workshops focused on markets, risk, regulation, sustainable finance, corporate finance, banking and accounting.

General Introductory Courses (14)

Banking - Introduction
Capital Markets - Introduction
Insurance - Introduction
Corporate Finance - Introduction
Financial Mathematics - Introduction
Investment Banking in a Day
Islamic Finance - Introduction
Risk Management - Introduction
The City & Financial Markets - Introduction
Wealth Management - Introduction
Basel II - Introduction
Basel II
Basel III – Indroduction
How Central Banks Work

Regulation & Compliance (10)

Bribery & Corruption
Financial Crime
Financial Services Regulation - Introduction
Inside Information - Identification & Management
Market Abuse & Insider Dealing
Money Laundering
Senior Management Responsibilities
Solvency II – An Introduction
Accounts Manipulation – Creative or Fraudulent?
Combating Financial Crime

ESG & Sustainable Finance (6)

ESG Essentials
Sustainable Finance — Introduction
Climate Risk Management
CESGA Preparation
SFDR & ESRS Awareness
TCFD & Climate Reporting

Financial Analysis (6)

Analysing Banks
Analysis of Financial Statements - Part 1
Analysis of Financial Statements - Part 2
Analysis of Financial Statements - Part 3
Analysing Insurance Companies
Analysing Property Companies

Corporate Finance / Financial Modelling (21)

Advanced Financial Modelling
Practical Financial Modelling
AIM Rules
Corporate Actions - Introduction
Intermediate Financial Modelling
LBO Modelling
Merger Modelling
Project Finance Modelling
Valuation Modelling
Corporate Finance - Trends & Transactions
Mergers and Acquisitions
PLUS Rules
Private Equity for Support Staff
Project Finance - Introduction
Due Diligence - Introduction
Securitisation - Introduction
Takeover Regulation - The Blue Book
The Listing Rules
Securitisation - Level 2
Contemporary Equity Analysis - Advanced Valuation Techniques
Corporate Insolvency & Restructuring Techniques

Equities, Bonds, Derivatives & Trading (20)

Equity Markets - Introduction
Derivatives - Introduction
Bond Markets - Introduction
Commodities Trading - Introduction
Options – Introduction
Venture Capital & Private Equity - Introduction
Bank Liquidity Risk – Introduction
Operational Risk – Introduction
Technical Analysis – Introduction
Life Cycle of an Equity Trade
Raising Equity In Public Markets
Advanced Options
Credit Derivatives
Equity Derivatives
Distressed Loan & High Yield Debt Trading
Documentation for Bond Issues
Bond Markets - Advanced
Convertible Exchangeable and High Yield Bonds
Valuating Intangible Assets in Practice
Valuation Techniques

Treasury & Risk Credit Analysis (10)

Understanding Swaps
Credit Risk Management for Financial Instruments
Market Risk Management & Controls
Treasur y - Introduction
Understanding Foreign Exchange
Value at Risk
Advanced Credit Analysis – Workshop
Technical Analysis – Level 2
Interest Rate Derivatives - Advanced
The Use of Structured Products in Wealth Management

Commercial Banking (11)

Credit Analysis - Level 1
Credit Analysis - Level 2
Clearing & Settlement Systems
Facility Documentation & Legal Issues
Structuring Commercial Real Estate Debt Finance
Loans Administration
Syndicated Lending - The Facility Agreement
Syndicated Lending - The Process
Trade Finance - Level 1
Trade Finance - Level 2
Offshore Wealth Management – Introduction

Investment Management (8)

Investment Management - Introduction
Investment Management - Advanced
Performance Measurement for Investment Managers
UK Trusts – Introduction for Finance Professionals
Activity based costing and management - making it work in the real world
Better Forecasting & Budgeting
Business Continuity Management
Business Cases that Convince

Finance, Accounting & Audit (46)

Credit Management - What You Need to Know
Effective Transfer Pricing
Commercial Skills for Finance Professionals
Corporate Governance - Keeping Up-to-Date
Driving Down Costs
CFO of the Future - Workshop 1 (Finance leadership)
CFO of the Future - Workshop 2 (Strategic management)
CFO of the Future - Workshop 3 (Cost and profitabilityanalysis)
CFO of the Future - Workshop 4 (Flexible planning and rolling forecasts)
CFO of the Future - Workshop 5 (Best practice measurements and reporting)
Data Analysis with Excel
Fundamentals of Transfer Pricing
Introducing the Forecasters’ Toolkit
Investment Appraisal - Introduction
Implementing Winning Key Performance Indicators (KPIs)
Investment Appraisal in Practice
Joint Ventures & Strategic Alliances
IT Financial Management
Faster Financial Closing
Financing and Investment Strategy
Lean Finance
Management Accounting & Reporting Best Practice
Managing Business & Financial Turnarounds
Management Accounting Update - Adding Value Beyond the Numbers
Spreadsheet Skills for Forecasting, Planning & Budgeting
Strategic Management Accounting
Margin Management
Regulatory Compliance
Strategic and Sustainable Procurement
Management Reporting for Decision Making
Working Capital Optimisation
Internal & External Audit Courses Audit & Assurance - Update
Auditor Liability
Internal Audit
Value for Money Auditing - An Introduction
Writing Effective Internal Audit Reports
Financial Awareness
Finance for Non-finance Managers – Advanced
Finance for Non-finance Managers – Essentials
Risk-based Internal Audit Update
Economics – Introduction
Budgeting and Financial Planning - Essentials
Key Account Management
Corporate Finance for Support Staff
Introduction to Accounting
Understanding Corporate Insolvency
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