Training for Financial Professionals
Delivered by expert active members of the financial industry
Developed with high-quality and up-to-date content
Designed according to our customers’ needs
Executive Training
High quality trainings, workshops and seminars on financial services.
Our classes are structured and delivered with a deep understanding and a forward-thinking view of the financial industry. We not only explain financial concepts but also provide insight as we strive to be ahead of the market and explain how upcoming changes may affect our customers.
Customized training programs to meet your specific needs
Our training programs are designed for all players engaged or planning to engage in the financial industry. This includes representatives of broker-dealers, beneficial owners, asset managers, agent lenders, custodians, insurance companies, corporations, accountancies, regulators and financial industry technology providers.
All of our courses can be customized according to your specific needs and are available from an introductory level to an advanced level.
Training Information Request
Please complete this form to inquire about a specific course or to schedule a custom private training for your organization.
Contact us at [email protected] or +1 978 318-0920.
We look forward to speaking with you.