ADVANCED FINANCE EDUCATION SERVICES
CASE: COMPANY IN-HOUSE EXAM PREPARATION COURSES REMOTE OR ON-SITE
Large scope of exam preparations (global diploma in Finance in particular) are proposed and
- Effective capacity to exploit synergies between the exams given the extensive teaching experience
- Sarting with a very small number of participants: 3 people, normally (semi-private tutoring)
- Focus on practical use - with proprietary material using innovative techniques: for exam preparation, it means a. Numerous but also unusual exam-type questions, b. A different way to learn formulae across-diplomas: an uncommon and "cool" tool with applications and c. Deal with the candidates' difficulties focused on practical matters
- Competitive prices
PLEASE DON'T HESITATE TO ASK FOR A PROPOSAL (RFP) VIA "CONTACT US"
BANKING & FINANCE COURSES
TAILORED SOLUTIONS FOR BANKS, ASSET MANAGERS, FAMILY OFFICES, CORPORATES & COURSE PROVIDERS
Are you in search of ready-to-deliver courses in Banking & Finance or in need of expert consulting services? Look no further! We offer comprehensive solutions tailored to your needs
- Typically 4 or 5 days remote or in-presence courses (we do the development and/or the delivery) covering a large set of themes in Banking and Finance - also for continuing education purposes. From basic to expert level and internaionally.
- OUTLINES ARE AVAILABLE UPON REQUEST FOR FREE (JUST CONTACT US). ALSO, THERE IS THE POSSIBILITY TO INCLUDE A TEST/EXAM ON THE LAST DAY. The offering encompasses especially:
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- Developing winning Bank and Asset Management strategies
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- Digital banking now and in the future
- How to invest in cryptos?
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- International Wealth Management
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- Risk Management and Risk Control: Financial Risk Management & Operational Risk. Financial Risk Management is one of our most frequently delivered courses!
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- Focus on Risk Modeling
- Focus on Risk Modeling
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- Focus on Liquidity Risk (including the Liquidity Coverage Ratio)
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- Governance, Risk & Compliance (GRC) perspective
- Governance, Risk & Compliance (GRC) perspective
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- Audit - especially Internal Audit from a different perspective - inclusing ex-ante audit
- Audit - especially Internal Audit from a different perspective - inclusing ex-ante audit
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- IFRS 9 and Credit Risk Models - including proprietary research
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- Focus on Internal Control System
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- Focus on risk treatments - with insurances for example (beyond just the Finance industry)
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- Derivatives & Structured Products - currently delivered at Universities - including sub-topics such as Equity derivatives and Credit derivatives
- Derivatives & Structured Products - currently delivered at Universities - including sub-topics such as Equity derivatives and Credit derivatives
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- (Business) Ethics - very extensively
- (Business) Ethics - very extensively
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- ESG/SRI/SI ("future conscious") - also with a clearly differentiated and innovative proprietary approach. ESG and Hedge Funds & Managed Futures as well
- ESG/SRI/SI ("future conscious") - also with a clearly differentiated and innovative proprietary approach. ESG and Hedge Funds & Managed Futures as well
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- Fraud and AML (Risks): with a focus on fraud prevention
- Fraud and AML (Risks): with a focus on fraud prevention
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- Finance Calculations - also for the beginners (using the reference calculator and/or a spreadsheet). Can include more complex calculations with option pricing for example
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- Technical Analysis - also as a support for the CMT preparation
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- Alternative Investments including Managed Futures
- Alternative Investments including Managed Futures
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- Portfolio Management (PM) including Quantitative PM
- BtoB exam preparation courses for several key Swiss (specific areas of the AZEK) and global charters/diploma/certificates - in particular the CFA, CAIA and FRM, for all exam levels. Please see also in LinkedIn for more details
OUR 5 KEY ADVANTAGES
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- Flexible Learning Formats: we understand that every audience is unique. That's why we offer flexible learning formats to cater to your specific needs, whether it's group sessions, in-house training, or personalized tutoring. We even offer intensive training options that allow you to pursue two certifications simultaneously, maximizing the benefits of synergies
- Proven Teaching Excellence: our trainer boasts an extensive track record of teaching experience, both in group settings and one-on-one with professionals in the Banking and Finance industry since 2009. Our courses aren't just theoretical; they are practical, offering real-world insights and applications. Don't just take our word for it – check out our references on LinkedIn
- Adaptability for All Backgrounds: we welcome individuals from diverse backgrounds, including those who need to build their financial knowledge from scratch. Our trainer can tailor their approach to meet your unique needs, ensuring that you receive the support required to excel
- Client-Centric Service: your convenience is our priority. We offer services that align with your schedule and preferences. Our trainer is dedicated to providing you with reliable and timely support
- Certified Expertise: our trainer holds multiple global certifications in Finance, including specialized ones such as the CFA's Certificate in ESG Investing and the ERP (at its first edition). This ensures that you receive instruction from a qualified expert who stays up-to-date with industry standards
Please see also the "ABOUT US" page and don't hesitate to contact us with the "CONTACT US" page