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Wealth management

Wealth Management is the strategic discipline of overseeing financial resources to achieve long-term goals. It encompasses comprehensive planning, investment advisory, Read more...

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Found 262 Training Providers

Curtis Leadership Consulting

Curtis Leadership and Learning empowers leaders and teams through executive coaching and leadership development, using innovative techniques grounded in neuroscience, psychology, and real-world experience. Led by Christina Curtis, a world-renowned Certified Master Business Coach, the company specializes in motivating individuals and teams to achieve their goals. Featured in prestigious publications such as Harvard Business Review and Forbes, Curtis Leadership offers high-impact, personalized coaching to enhance client performance, trust, and communication, setting them apart in the training industry.

Headquarter Location
United States of America (the)
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Data Society Group

Data Society Group specializes in enhancing data fluency across organizations by bridging cultural and skills gaps in data use. The company provides tailored data science assessments and training in various flexible formats, including self-paced and instructor-led programs. It hosts communities of leading data and technology professionals and offers bespoke tools and end-to-end organizational data support. Data Society Group is recognized for its rapid growth and serves numerous Fortune 100 companies and government agencies through data literacy program design, training, certification, and custom AI solutions. It focuses on collaboration and creating forums for effective partnership among data leaders.

Headquarter Location
United States of America (the)
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DIGITAL LEADER PROGRAM

The Digital Leader Program has been tailored to the needs of growing, digitally-driven companies since 2010. It offers comprehensive remote training focusing on leadership skills for first-time managers and those looking to renew their leadership approaches. The program emphasizes interactive tools for digital and autonomous collaboration, tailored to individual needs. It provides a range of customizable formats, including coaching sessions, e-learning, and workshops, to develop self-management, communication, and feedback techniques. The program also hosts mastermind sessions and an online community for peer interaction and support.

Headquarter Location
Germany
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Disseminare Consulting

Disseminare is a training institute specializing in knowledge acquisition for the BFSI sector, leveraging the experience and expertise of an elite team of faculty members. They offer a range of learning opportunities including onsite, offsite classroom training, and online courses, with a primary focus on finance and risk management. Recognized by the Indian Institute of Banking and Finance, their standout feature is customizing program structures to meet corporate needs. Their training stretches from debt recovery to complex credit transactions, aiming to enhance business performance and maintain healthy corporate relationships.

Headquarter Location
India
Daily Rate
£500

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DnA - Extraordinary Leaders in Life and Business

DuChain & Associates specializes in leadership development and strategic management. The company offers custom-tailored masterclasses, mentoring, and programs designed to empower leaders to achieve sustainable growth and transformation. Their unique approach involves a combination of expert-led co-creation, personalized coaching, and strategic projects aimed at creating high-performing, engaged teams. They focus on connecting participants with experienced leaders to foster community and collaborative growth, positioning themselves as facilitators of extraordinary leadership and organizational success.

Headquarter Location
Spain
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Echios

Echios is a leading training organization specializing in innovative and engaging training programs focused on measurable behavioral change. They empower individuals and organizations to achieve transformations by leveraging AI-driven feedback, gamified learning environments, and a strong emphasis on communication and leadership skills. Their offerings cater to a wide range of clients, including business executives, corporations, universities, and individuals, with a focus on talent development and retention through cutting-edge methods that blend organizational management and leadership strategies.

Headquarter Location
United Kingdom
Daily Rate
US$1,500

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Ectra

Ectra offers a comprehensive suite of stock market training programs that cater to various skill levels, from beginners to advanced traders. Their training modules are structured to provide a solid understanding of equity, commodity, and derivative markets. They stress the importance of hands-on experience and practical application of trading principles. The learning extends beyond theoretical knowledge, with a strong emphasis on strategies and rules designed to equip students to trade confidently. Ectra also provides guidance products that help learners understand market dynamics and to make informed trading decisions.

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EDA, Inc.

EDA Inc. is a veteran in the field of HR and leadership development, equipped with over 40 years of expertise in executive coaching, talent management strategies, and culture reshaping. The company offers a comprehensive, enterprise-wide survey platform to make organizational culture visible and actionable. EDA Inc. is renowned for its customized executive solutions, incorporating simulations, competencies, and exhaustive evaluations to support high-level decision-making and leadership development. EDA Inc. is committed to building compelling cultures and equipping organizations with the necessary tools for outstanding leadership and performance. Its unique approach includes proprietary assessment strategies, insightful benchmarks, and industry-leading insights.

Headquarter Location
United States of America (the)
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EduPristine

EduPristine is a training provider offering a variety of professional courses in the fields of accounting and finance, including ACCA, US CPA, US CMA, and more. They are recognized for their practical and interactive training approach, designed to help students clear exams on their first attempt. EduPristine also focuses on imparting industry-relevant skills, providing mock tests for pre-exam evaluations, and offering placement assistance. Their course offerings are delivered by qualified professionals, and they also provide soft skill training to comprehensively prepare students for the demands of the professional world.

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EKS

EKS, z.s., based in Prague, Czech Republic, has been providing career counseling and training services for over 20 years. They specialize in helping individuals find fulfillment in their work and assist companies in selecting the right personnel for their teams. The company is notable for its unique training methodologies, development of proprietary materials, and international project management in career counseling and education. They offer specialized courses tailored to women over 50, focusing on assertiveness, non-violent communication, stress management, and burnout prevention. EKS also offers a certified competence mapping service for career counseling.

Headquarter Location
Iran (Islamic Republic of)
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elearningbytes

Elearningbytes is a UK-based digital learning consultancy specializing in agile, on-demand sales trainiong solutions. Founded in 2015 and headquartered in Tavistock, Devon, the company serves a diverse clientele ranging from small businesses to large enterprises across various industries, including professional services, retail, and IT.

We offer a suite of services designed to enhance sales performance and team readiness. These include customized eLearning and blended learning programs, AI-driven training assistance, and innovative podcast-based training modules. Elearningbytes employs proven sales methodologies such as Miller Heiman, MEDDPICC, Command of the Message, and Business Value Selling (BVS) to ensure effective onboarding, continuous skill development, and upskilling of sales teams.

Our approach is characterized by its flexibility and responsiveness, offering fractional sales training that provides expert support without the commitment of a full-time hire. Their process involves consulting to assess training needs, building and delivering tailored solutions, and refining programs based on performance feedback to ensure long-term success.

With a multidisciplinary team skilled in instructional design, multimedia production, and learning technologies, Elearningbytes is committed to delivering personalized, high-impact training solutions that help businesses scale efficiently and drive revenue growth.

Headquarter Location
United Kingdom
Daily Rate
£500

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Estía Consultoria

Estia Consultoria provides organizational development and leadership training programs. They focus on enhancing organizational identity and achieving sustainable goals through team and individual development. Their unique approach includes custom-tailored leadership programs, team coaching, and support for interns and trainees. The company is known for its flexibility in adapting programs to meet organizational needs and has a strong track record in delivering high-performance team-building and leadership development initiatives.

Headquarter Location
Brazil
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Showing 73 84 of 262 Training Providers

Top 5 Corporate Wealth management Courses

Investment Portfolio Construction

Designing diversified portfolios aligned with client risk tolerance and financial goals to optimize returns.

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Tax Planning Strategies

Utilizing legal methods to minimize tax liabilities and maximize after-tax returns on investments.

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Estate Planning

Structuring assets and properties to ensure efficient transfer to beneficiaries while minimizing tax burdens.

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Risks of Management

Identifying and mitigating potential financial risks through hedging strategies and insurance products.

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Client Relationship Management

Developing interpersonal skills to understand client needs, build trust, and deliver personalized financial advice and solutions.

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Strategic Asset Allocation Strategies

Establishing a baseline asset mix based on a predefined balance of risk and return, reflecting an investor's goals, risk tolerance, and investment horizon.

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Tactical Asset Allocation Strategies

Temporarily deviating from the strategic asset allocation to take advantage of short-term market opportunities by overweighting or underweighting certain asset classes.

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Dynamic Asset Allocation

Continuously adjusting the mix of assets as markets fluctuate and as investors' financial circumstances and the economic environment change.

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