Financial Services e-learning brochure

Financial Services e-learning for local authorities

CIPFA has enhanced its learning and development offer with a virtual learning environment (VLE) to provide investment and financial services e-learning courses for the public sector.

Financial Services e-learning

In partnership with Intuition Know-How, we are providing online learning materials and activities to help you develop your knowledge and skills at your own location and pace as well as supporting the requirements of MiFID II. Together we aim to provide the best learning experience for everyone working in a finance related role around the world.

The training platform has over 500 tutorials. Intuition is recognised as one of the leading global financial training companies, and Know-How is written by experts and provides content for all levels of knowledge.

The online training courses will provide you with fundamental knowledge and critical insights into key developments in investment, financial markets and services. Use your iPad, Android tablet, laptop or desktop computer to access the internet delivered courses anywhere and anytime, 24 hours per day, 365 days per year.

The catalogue of courses includes a comprehensive list of modules using a learning methodology that is constantly being revitalised, informed as it is by the latest thinking in teaching and learning. We also give you access to the most comprehensive and widely used financial e-learning library in the world. 

The coverage extends to all areas of financial services such as:

  • corporate and commercial banking
  • investment banking and capital markets
  • financial analysis and valuation
  • credit and risk management
  • regulation and compliance
  • asset management.

For more information and to register please contact: E:


  • Broad range of financial services and associated e-learning courses – over 500 modules in 88 groups or courses.
  • Progress at your own rate and pick up where you left off.
  • Internet accessible content therefore any internet enabled device can allow you to progress through the modules.
  • CIPFA has grouped the courses in six sections to make progress easier.


  • Helps you and local authorities comply with the requirements of MiFID II (Markets in Financial Instruments Directive).
  • Learn at your own pace.
  • Learn at any location with an internet connection.
  • Avoid travel costs for external courses.
  • Avoid accommodation costs for external courses.
  • Courses accessible via the internet on iPad, Android tablets, laptops and desktop computers.


Option 1 – minimum one licence – term 12 months – £550 per person per annum with access to all training modules

Option 2 – minimum one licence – term 24 months – £500 per person per annum with access to all training modules

Option 3 – minimum 60 e-learning tutorials @ £1,250 per annum – can be used over a 24 month period. For example:

  • five users doing 12 tutorials each = 60
  • two users doing 30 tutorials each = 60
You can combine options if you wish, for example one user licence + 60 tutorials. The above prices exclude VAT.

For more information and to register please contact E:

CIPFA course structure

CIPFA has grouped courses and modules into an easily digestible structure with a recommended route for progression for each level being spread over successive years:

  • CIPFA – Level 1 (Part 1)
  • CIPFA – Level 1 (Part 2)
  • CIPFA – Level 2
  • CIPFA – Level 3

Optional module groups

  • CIPFA – Finance for Non-financial Managers
  • CIPFA – Introduction to the City

However, you may decide to add courses and modules or build your own course structure to address your organisational needs as well as addressing your career progression needs.

Recommended progression

CIPFA recommends completing one level per year, starting with CIPFA – Level 1 (Part 1).

This represents approximately 12 modules each year which can be scheduled to suit your own circumstances, with a certificate of achievement awarded after completing each level.

Two example course groups and associated modules

Introduction to Financial Markets

  • Financial Markets – An Introduction
  • Money Markets – An Introduction
  • Foreign Exchange (FX) Market – An Introduction
  • Bond Markets – An Introduction
  • Bond Markets – Issuing & Trading
  • Equity Markets – An Introduction
  • Equity Markets – Issuing

Portfolio Theory and Practice

  • Risk and Return – An Introduction
  • Risk and Return – Portfolios
  • Risk and Return – Efficient & Optimal Portfolios
  • Capital Asset Pricing Model (CAPM)
  • APT and Factor Models
  • Factor-Based Investing – Primer
  • Efficient Markets
  • Portfolio Theory – Performance Measurement Models
  • Portfolio Management – Passive & Active Strategies

For more information and to register please contact: E:

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