Training Courses

Take part in our training courses, where our trainers have in-depth knowledge of the financial and investment industry. At CFA Society Poland, we provide reliable and focused training in finance. We’ve been upholding the standards in the Polish financial industry for 20 years, and in global markets for 75 years.

Enhance Your Skills with CFA Society Poland’s Capital Market Training

Training in the capital market is crucial for improving the skills of employees in the investment and financial industry. CFA Society Poland offers educational programs conducted by experienced experts, providing participants with the latest knowledge and practical skills needed in a rapidly changing market.

Our programs are aimed at financiers who wish to develop their competence in:

  • Investment Management
  • ESG in Investing
  • AI

Participants gain valuable knowledge that assists them in their daily work and supports further career development.

Why Choose CFA Society Poland?

  • Experienced Experts: Learn from industry professionals with extensive experience.
  • Latest Knowledge: Stay updated with the most recent trends and developments.
  • Practical Skills: Acquire hands-on skills applicable in the real world.
  • Career Advancement: Enhance your qualifications for better career opportunities.

Boost Your Financial Career Today. Don’t miss the opportunity to advance your skills in the capital market. 

We specialize in training for the investment and financial sector

Looking to effectively train your entire team, department, or group of managers? Our in-house (closed) training is a tailor-made solution that allows us to perfectly adapt the program curriculum to the specific needs, strategic goals, and internal challenges of your organization.

As CFA Society Poland, we bring global standards of financial education directly to your company. Our strength is flexibility. We can deliver dedicated workshops based on the extensive list of topics below, modifying them or combining them into a coherent development cycle.

We specialize in key areas of finance, delivering practical knowledge at every level of advancement. Our offer includes, among others:

  • Financial Instruments — Basic Level
  • Financial Instruments — Advanced Level
  • Financial Markets
  • Financial and Banking Regulations
  • Banking from a Business Perspective
  • Excel — Basic Level
  • Excel in Finance — Intermediate Level
  • Company Valuation (CIVM) — Consistent Income Valuation Model
  • Relationships between Income-Based and Comparative Methods of Company Valuation
  • Free Cash Flows in Practice: FCFE, CFCD, FCFF, FCFC, ITS
  • Market Leader: Capital Group — Integration Using a Financial Board Game
  • Creating the Cash Flow Statement – Basic Level
  • Financial Mathematics
  • Color Accounting – Financial Statements from Scratch
  • Application of Real Options in Company Valuation
  • IFRS Standards Update
  • Purchase Price Allocation
  • Valuation of Intangible Assets
  • Business Valuation
  • Valuation of Swap and Forward Contracts
  • Accounting for Financial Instruments
  • Accounting for Financial Instruments
  • Derivative Transactions from an Accounting Perspective
  • Hedge Accounting in Practice
  • Fundamentals of Financial Markets
  • Derivatives and Risk Management
  • Fundamentals of Banking
  • Investment Project Appraisal
  • Company Valuation

By choosing training with CFA Society Poland, you are investing in the cohesive competency development of your entire team, led by leading experts and market practitioners.

Below you may find a listing of our training courses that we did in English:

CFA Society Poland powstało w 2004 roku i jest jednym ze 157 lokalnych stowarzyszeń międzynarodowego CFA Institute. Organizacja obecna jest w 70 krajach i zrzesza blisko 200 tys. przedstawicieli branży finansowej, obecnych w ponad 164 krajach. CFA Society Poland rozpowszechnia i realizuje najwyższe standardy etyczne oraz edukacyjne w zakresie działań branży inwestycyjnej w Polsce.