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This page was last updated on October 2nd, 2008
This page was last updated on October 2nd, 2008
Education and Training (from Financial Services)
Canadian Content » Business » Financial_Services » Education_and_Training »
Certified Equity Professional Institute at Santa Clara University
Self-study courses to become a Certified Equity Professional (CEP).
Edge Development Group
Provides training products, customized development and instructional design consulting for the financial services industry. Based Pennsylvania, USA.
CU Training
Desktop learning system for credit union staff in the United States and Canada.
The Cutting Edge - at Series-7.com
Financial career, research and training portal, centered on the Series 7 stockbroker exam.
Financial Finesse, Inc.
Offers financial education services, online calculators and tutorials as well as financial planning kits and articles.
International Treasury Services Limited
Treasury and finance training to major banking and finance companies as well as ACI courses throughout the Middle East and Asia.
Johnson Lipman Corporation
Classroom and self study training for financial professionals. Based Florida, cater to continental United States and Puerto Rico.
Association for Financial Counseling and Planning Education (AFCPE)
A non-profit, professional organization promoting improved personal financial management education, training, and certification of financial counseling and planning professionals.
Taylor Associates
Bespoke training in derivatives, capital markets and treasury skills for banks and corporations.
Independent Means, Inc.
Provides family-centered financial education products and services. News, case studies, calendar of events.
Statman Consulting
Financial services training and technical authoring.
Russell & Associates
Bespoke in-house City and financial markets training company with government, central banks, financial institutions and lawyers among its clients. Some public courses are offered.
American Group Funds
Offers workshops and consultations on the distribution, protection and accumulation of wealth. Includes information on annuities, insurance, estate planning, and asset protection. Based in the US.
SIRCO Consultants Inc.
Provides hands on, instructor led, and other methods of training in a variety of financial topics for small and large businesses. Site has details of workshops and teaching techniques.
Introducing the City
A twelve-session evening programme covering international finance, given by experts and market practitioners. Based London UK.
Operis
Offers financial modelling courses. Assists with building and using models for DCF analysis, company valuation and PFI bids. Located in London.
EPIGON Training and Development
Tailored training and development in finance and mind management in the UK and Germany.
National Tax Training School
Federal Income Tax Courses; nationally accredited and home study training programs and Continuing Professional Education CPE Courses ideal for home business.
Women's Institute for Financial Education (WIFE)
Non-profit organization which provides financial education and networking opportunities to women of all ages.
Investment Education Plc
UK-based company provides courses in securities and investments.
AuditTrends
US consultancy offers internal audit training seminars for IIA chapter or in-house presentation.
examtraining
Professional examination training in the investment and securities industry.
Femonomics Instititute
Features events, counseling and coaching, workbook program, chat and seminar room.
BCM Training Ltd.
Provides financial training for banking and capital market professionals. Based in London.
AHI Associates
Staff training for certified public accountant firms, with program information and training dates. Locations across the USA.
Jamaica Institute of Bankers
Offers financial training and MBAs throughout the Caribbean.
Planning Matters Inc.
CDRom-based interactive training program that teaches a structured process for delivering financial planning services.
GST Specialist Pty. Ltd.
Offers beginner and intermediate training guides to the G.S.T.
David Williams Training
Provides financial training and competence services. Located in Gloucestershire, UK.
Alpha Financial Training
Tailored courses and seminars. Site lists upcoming programs and events in cities around the USA.
Wallace Citi Training
CFA training, Series 7 exams, and other NASDR qualifications. Information on financial training for students in Europe wanting to take American securities and futures exams. Located London, UK.
Performance Solutions International
Training, education and research for financial services, banking, capital markets and insurance. Download details of courses available.
Pacific Bankers Management Institute (PCBSMI)
The umbrella organization for the Pacific Coast Banking School (PCBS), the Pacific Rim Bankers Program (PRBP), and related educational programs and seminars.
Financial Knowledge Network
Provides on-site employee financial education courses held at companies and organizations across the USA.
Windeal and Wintrader
Provides detailed brochures for each of their financial training simulators.
The Financial Training Company
Online booking and information on courses in tax and accountancy for UK and international qualifications. Also offer general finance and bespoke training.
Self-study courses to become a Certified Equity Professional (CEP).
Provides training products, customized development and instructional design consulting for the financial services industry. Based Pennsylvania, USA.
Desktop learning system for credit union staff in the United States and Canada.
Financial career, research and training portal, centered on the Series 7 stockbroker exam.
Offers financial education services, online calculators and tutorials as well as financial planning kits and articles.
Treasury and finance training to major banking and finance companies as well as ACI courses throughout the Middle East and Asia.
Classroom and self study training for financial professionals. Based Florida, cater to continental United States and Puerto Rico.
A non-profit, professional organization promoting improved personal financial management education, training, and certification of financial counseling and planning professionals.
Bespoke training in derivatives, capital markets and treasury skills for banks and corporations.
Provides family-centered financial education products and services. News, case studies, calendar of events.
Financial services training and technical authoring.
Bespoke in-house City and financial markets training company with government, central banks, financial institutions and lawyers among its clients. Some public courses are offered.
Offers workshops and consultations on the distribution, protection and accumulation of wealth. Includes information on annuities, insurance, estate planning, and asset protection. Based in the US.
Provides hands on, instructor led, and other methods of training in a variety of financial topics for small and large businesses. Site has details of workshops and teaching techniques.
A twelve-session evening programme covering international finance, given by experts and market practitioners. Based London UK.
Offers financial modelling courses. Assists with building and using models for DCF analysis, company valuation and PFI bids. Located in London.
Tailored training and development in finance and mind management in the UK and Germany.
Federal Income Tax Courses; nationally accredited and home study training programs and Continuing Professional Education CPE Courses ideal for home business.
Non-profit organization which provides financial education and networking opportunities to women of all ages.
UK-based company provides courses in securities and investments.
US consultancy offers internal audit training seminars for IIA chapter or in-house presentation.
Professional examination training in the investment and securities industry.
Features events, counseling and coaching, workbook program, chat and seminar room.
Provides financial training for banking and capital market professionals. Based in London.
Staff training for certified public accountant firms, with program information and training dates. Locations across the USA.
Offers financial training and MBAs throughout the Caribbean.
CDRom-based interactive training program that teaches a structured process for delivering financial planning services.
Offers beginner and intermediate training guides to the G.S.T.
Provides financial training and competence services. Located in Gloucestershire, UK.
Tailored courses and seminars. Site lists upcoming programs and events in cities around the USA.
CFA training, Series 7 exams, and other NASDR qualifications. Information on financial training for students in Europe wanting to take American securities and futures exams. Located London, UK.
Training, education and research for financial services, banking, capital markets and insurance. Download details of courses available.
The umbrella organization for the Pacific Coast Banking School (PCBS), the Pacific Rim Bankers Program (PRBP), and related educational programs and seminars.
Provides on-site employee financial education courses held at companies and organizations across the USA.
Provides detailed brochures for each of their financial training simulators.
Online booking and information on courses in tax and accountancy for UK and international qualifications. Also offer general finance and bespoke training.
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