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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

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Etikord

Etikord champions ethical consumption and business practices by acting as a marketplace of ideas, uniting consumers and professionals around shared values. They empower consumers and ethical brands through informative events and co-creation projects across Europe, focusing on trends, connections, and collaborations. Etikord is dedicated to promoting ethical consumption trends and fostering cultural revolutions through compelling discussions and partnerships in various sectors.

Headquarter Location
France
Daily Rate
€1,000

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Eureka Financial Ltd

Eureka Financial provides focused and practical finance training courses designed to meet the unique needs of businesses and individuals worldwide. With over 100 courses covering topics such as banking operations, risk management, and corporate governance, they excel in designing tailored training programs supported by post-training service. Their strength is in offering a mix of public and custom in-company courses, leveraging a team of international experts with extensive practical experience. They have been recognized among the top training providers in the UK, backed by their CPD accreditation and client satisfaction rate.

Headquarter Location
United Kingdom
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Eurekia

Eurekia Learning provides modular and flexible training solutions tailored to the specific business and organizational needs of their clients. With a focus on emerging technologies like Artificial Intelligence, Machine Learning, and General Management, they select highly qualified trainers based on a proven evaluation grid that considers pedagogy, technical expertise, and training experience. Their courses are designed to be immediately applicable, with a blend of theoretical and practical sessions, personalized follow-ups, and adaptable formats (in-person or online). Eurekia's unique selling points include hands-on workshops and their ability to inspire innovation and operational efficiency through its comprehensive and up-to-date training programs.

Headquarter Location
France
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Evalu8 - Evolve Business Coaching

Passionate about entrepreneurship. Sara is a certified Business and Executive Coach, Business Consultant, and Trainer with over 30 years' experience maximizing organizational performance through Planning, Leadership, Operational Management and Effective Communication. As a business broker, Sara learned quickly how to evaluate a business to look at the whole picture; pitfalls and potential. Creating custom solutions to meet the opportunity, her experience has crossed a multitude of industries including, but not limited to; Professional Service Providers (Dental, Legal, Medical), Manufacturing, Telecommunications, Renewable Energy, Retail, Tourism, and Non-Profits, while communicating with all levels of organization; from Boards of Directors, CEOs to front line employees and stakeholders.

Headquarter Location
Canada
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FinanceTalking

The way we do it really works. We understand corporate communications and IR and design our courses specifically to meet your needs. Our focus is always on developing practical, interesting, engaging ways for people to learn, ensuring that delegates return to work with the tools in place to implement their learning and really make a difference.In the current environment, it is more important than ever for communicators to add value. Understanding how financial audiences think will give you confidence and ensure that your advice is robust. And financial fluency will help you build credibility with those financial audiences and with the board. We can help build your team’s financial acumen. This is not just about being able to read an income statement and balance sheet (although, of course this helps), it is also about understanding the big picture and the language of the boardroom.

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Financial Fluency

Financial Fluency is a dedicated team of experienced trainers offering a comprehensive range of both finance and non-finance training courses. They cater to business executives, management teams, qualified accountants, and motivated learners through diverse training formats including one-to-one coaching, group courses, remote e-learning, and supplementary resources like books and publications. The company emphasizes a passion for education and professional development, providing tailored training solutions to meet the needs of individuals and corporate clients.

Headquarter Location
United Kingdom
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FindMojo

FindMojo specializes in enhancing employee engagement and retention through a scientifically validated Motivators Assessment and a comprehensive engagement program. The company stands out by offering tailored coaching for managers, designed to create a coaching mindset that transforms organizational productivity and satisfaction. With a program that spans four phases and includes live classes, self-paced assignments, and accountability check-ins, FindMojo provides scalable, impactful solutions. Trusted by over 1000 organizations, including 75% of the Fortune 500, their unique tools and methodologies focus on unlocking intrinsic motivation. The company also offers certification programs for trainers, enabling further spread and operationalization of their engagement solutions.

Headquarter Location
United States of America (the)
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FinQuest Institute

Our Founder & Lead Faculty - Ameya Abhyankar started FinQuest Institute LLP in July 2020, with the vision to be a one stop solution for providing specialized training programs in the domains of Finance & Banking, Quantitative Analytics, and Technologies for financial applications. We leverage our core domain expertise garnered over the years spent in the finance and consulting industry, to add maximum value to our training programs. Our programs upskill candidates to work confidently on various challenging real-life business scenarios. Ameya along-with our illustrious visiting faculties focus on helping our candidates get complete clarity on the core concepts. Candidates benefit immensely as our courses relate all of our live classroom sessions with practical examples observed in the industry.

Headquarter Location
India
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FinTrain Ltd

FinTrain Ltd was set up by Peter Scollen to deliver interactive and useful financial training. Peter has over two decades of experience in the training world previously working for Kaplan, CTG (Corporate Training Group) and Fitch Training.

Headquarter Location
United Kingdom
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FinTree

Provides coaching for CFA, FRM, and Financial Modelling, aiming to equip students with skills for the finance industry. FinTree has worked with over 10,000 students from more than 40 countries.

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First Innovators

First Innovators focuses on empowering Indigenous entrepreneurs by providing customized business training and mentorship. Their programs emphasize digital marketing, storytelling, and strategic business development tailored to the unique needs of Indigenous communities. With a commitment to sustainability and cultural relevance, First Innovators leverages their deep understanding of the Indigenous landscape to foster economic growth and community success in Australia.

Headquarter Location
Australia
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First Loop

First Loop AB specializes in virtual and in-person training focused on user-centric innovation methods. They emphasize hands-on, effective training sessions rather than just efficient ones. Their offerings include course development, employee onboarding, and educational training, with services encompassing content creation, instructional design, and learning management system management. Customization and clear communication are key strengths, aiming to democratize innovation through tailored workshops and lifelong learning initiatives.

Headquarter Location
Sweden
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Showing 85 96 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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Explore endless learning possibilities! Dive into diverse topics and find your perfect course on our marketplace today.

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Related Topics

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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