learning and development

Financial Services e-learning for local authorities

E-learning on investment and financial services that is designed to help local authorities comply with the requirements of MiFID II (Markets in Financial Instruments Directive).

About the e-learning

CIPFA has partnered with Intuition Know-How to give you access to over 500 online tutorials on investment and financial services for the public sector. 

The e-learning is designed to help local authorities comply with the requirements of MiFID II (Markets in Financial Instruments Directive).

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 catalogue of courses covers all areas of financial services, including:

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


  • 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.
  • Accessible from any internet-enabled device.
  • Progression routes recommended by CIPFA to guide your learning.


  • Helps you and local authorities comply with the requirements of MiFID II (Markets in Financial Instruments Directive).
  • Avoid travel and 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.

Buy now

For more information and to register please contact: customerservices@cipfa.org

Recommended 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

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