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Financial Services -- Education and Training

Test Preparation: Financial Services

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  • AHI Associates - Staff training for certified public accountant firms, with program information and training dates. Locations across the USA.
  • American Education Systems - Continuing education, pre-licensing, and exam preparation courses for insurance and security licensing.
  • Asset Protection Information - Gives basic information on asset protection, LLC'c, estate planning, offshore banking and living trusts.
  • 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.
  • 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.
  • CU Training - Desktop learning system for credit union staff in the United States and Canada.
  • Certified Equity Professional Institute at Santa Clara University - Self-study courses to become a Certified Equity Professional (CEP).
  • Cornerstone Financial Services - Financial ethics correspondence courses.
  • David Williams Training - Provides financial training and competence services. Located in Gloucestershire, UK.
  • Deakin Prime - A registered training organisation for corporate and financial services industry participants in Australia.
  • EPIGON Training and Development - Tailored training and development in finance and mind management in the UK and Germany.
  • EQL International Ltd - Providers of e-learning for the financial services market, providing off the shelf and bespoke products.
  • Edge Development Group - Provides training products, customized development and instructional design consulting for the financial services industry. Based Pennsylvania, USA.
  • FT Knowledge - Financial courses in several formats, including online, instructor-led and blended learning.
  • Financial Finesse, Inc. - Offers financial education services, online calculators and tutorials as well as financial planning kits and articles.
  • Financial Knowledge Network - Provides on-site employee financial education courses held at companies and organizations across the USA.
  • Financial Multimedia - Multimedia and e-learning for staff in financial services, banking, insurance, mortgage lending and leasing.
  • Financial Workshops - Provides fee-based worksite financial education on retirement, investment, cash management, and estate planning at the federal and corporate level.
  • Fincover - Bridging the gap between financial and non-financial collaborators through the use of financial education.
  • First Finance - A provider of training to the banking and finance sector.
  • Independent Means, Inc. - Provides family-centered financial education products and services. News, case studies, calendar of events.
  • 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.
  • 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.
  • Kaplan Financial - Offers career, securities and insurance education.
  • Logic Consultants Ltd - Offers financial training courses for management development by qualifed professionals. Strategic and business planning consultancy is also undertaken.
  • Malaysia - Institute of Bankers Malaysia - Details of the IBBM Toastmasters Clubs, information on IBBM publications and professional qualifications.
  • Marcus Evans Finance - Providers of financial conferences.
  • 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.
  • Questa Corporation - Trains bankers in financial skills to solve problems facing consumer and small business clients, including credit and cash flow issues.
  • 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.
  • University Conference Services - Develops, organizes and produces executive education conferences and seminars in conjunction with select business schools.
  • Vicki M Lambert - The site supplies education, training, resources and consulting for payroll professionals.
  • Wallace Cititraining - Provides preparation training for the NASD Series Exams. Includes information for European students wanting to take American securities and futures exams. Located in London, England.
  • Women's Institute for Financial Education (WIFE) - Non-profit organization which provides financial education and networking opportunities to women of all ages.

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