How can we help you?
- Analyze individual requirements
- Provide relevant program recommendations
For corporate customers
- Development of a customized program
- Selection of educators with online teaching experience
- Deployment of a customized LMS
Graziadio School of Business and Management
This two and a half day program introduces family office personnel and advisors to best financial management practices to better manage their organization’s finances and make informed investment decisions. We invite family office management personnel and advisors that work within the family...
Nov 1—3, 2021
Oxford Management Centre
Most of us wish to acquire wealth. If we are fortunate or skilled enough to do so the problem then is how to protect your wealth and preserve its value, whilst also enjoying it and ultimately passing it on to dependents. This OXFORD Private Banking & Wealth Management training course is designed...
Feb 27—Mar 3, 2022
This innovative distance learning course will teach you the core principles of wealth management, its evolution through history and the key building blocks needed to achieve a successful wealth management franchise. You’ll use financial planning to get to grips with the regulatory framework, and...
Oct 27, 2021—Feb 1, 2022
Silicon Valley Innovation Center
What Is An Executive Immersion Program? Alternatives to traditional wealth management and investment is a fast-growing industry. The number of disruptive startups in this space is now in the hundreds, with technologists, entrepreneurs and investors all seeing huge opportunity to disrupt a...
Sep 20—24, 2021
Yale School of Management
Develop your knowledge and skills, and grow your practice using Yale’s comprehensive and convenient path to CPWA certification. The Certified Private Wealth Advisor® (CPWA) certification administered by the Investments & Wealth Institute™ (formerly IMCA) is the standard for competence in the...
There is no question the future of banking is digital in this highly competitive and fast-moving environment. Despite the complex processes, heavy compliance burdens as well as richness in data, there is no reason why your organisation can’t commercialise the rewards of FinTech and artificial...
Nov 10, 2021—Mar 16, 2022
This course provides a comprehensive, non-mathematical introduction to the key elements of investment management. Key Learning Outcomes: Understand what institutional investors are and how they operate Identify the characteristics of the principal asset classes Identify and...
Nov 15, 2021
Said Business School
In the past six years, the finance industry has seen radical disruption, fuelled by the over $500 billion in funding that venture capital has poured into financial technology (fintech), as well as the emerging government policies in over 100 countries. Significant events at a global scale have...
Oct 13—Nov 24, 2021
An intensive 2-day course to improve as a leader by exploring how digital is changing their businesses, their industries, and their customer’s expectations. This course will help participants sense and explore how digital is changing their businesses, their industries, and their customer’s...
Oct 7—8, 2021