- AHI Associates
Staff training for certified public accountant firms, with program information and training dates. Locations across the USA.
- Alpha Financial Training
Tailored courses and seminars. Site lists upcoming programs and events in cities around the USA.
- 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.
- Association for Financial Counseling and Planning Education (AFCPE)
A non-profit, professional organization comprised of researchers, academics, and financial counselors, educators and planners. The purposes of the organization are to promote improved personal financial management education, to promote the education, training, and certification of financial counseling and planning professionals, to promote research in personal financial management, and to disseminate research findings and program methodologies related to financial counseling and planning education.
- AuditTrends
US consultancy offers internal audit training seminars for IIA chapter or in-house presentation.
- BCM Training Ltd.
Provides financial training for banking and capital market professionals. Based in London.
- Center for Professional Development in Finance
Offers customized on-site training programs for International and global finance, security analysis and investment management. Based in Berkeley, CA.
- Certified Equity Professional Institute at Santa Clara University
Self-study courses to become a Certified Equity Professional (CEP).
- CU Training
Desktop learning system for credit union staff in the United States and Canada.
- David Williams Training
Provides financial training and competence services. Located in Gloucestershire, UK.
- Edge Development Group
Provides training products, customized development and instructional design consulting for the financial services industry. Based Pennsylvania, USA.
- EPIGON Training and Development
Tailored training and development in finance and mind management in the UK and Germany.
- examtraining
Professional examination training in the investment and securities industry.
- Financial Knowledge Network
Provides on-site employee financial education courses held at companies and organizations across the USA.
- GST Specialist Pty. Ltd.
Offers beginner and intermediate training guides to the G.S.T.
- 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.
- Introducing the City
A twelve-session evening programme covering international finance, given by experts and market practitioners. Based London UK.
- Investment Education Plc
UK-based company provides courses in securities and investments.
- Jamaica Institute of Bankers
Offers financial training and MBAs throughout the Caribbean.
- Johnson Lipman Corporation
Classroom and self study training for financial professionals. Based Florida, cater to continental United States and Puerto Rico.
- 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.
- Operis
Offers financial modelling courses. Assists with building and using models for DCF analysis, company valuation and PFI bids. Located in London.
- 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.
- Performance Solutions International
Training, education and research for financial services, banking, capital markets and insurance. Download details of courses available.
- Planning Matters - The Art of Delivering Financial Planning Services
Interactive CDROM-based course on selling financial planning services.
- 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.
- 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.
- Statman Consulting
Financial services training and technical authoring.
- Taylor Associates
Bespoke training in derivatives, capital markets and treasury skills for banks and corporations.
- The Cutting Edge - at Series-7.com
Financial career, research and training portal, centered on the Series 7 stockbroker exam.
- 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.
- 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.
- Windeal and Wintrader
Provides detailed brochures for each of their financial training simulators.
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