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Asset allocation

Asset allocation is a strategic approach to investing that involves distributing investments among various asset classes—such as stocks, bonds, real Read more...

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Found 124 Training Providers

Facilitating Results

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I am an accountant who keeps moving further from numbers towards people, a facilitator with a technical background. I am searching for clients that want to make a difference in their organizations and are willing to collaborate. It is going to take some courage, and you are up for the challenge! My mind-blowing organizational skills and ability to keep straight large amounts of data speak to my accounting background. Being able to cut through the information and ask the right questions, so that my clients get the right answers, speaks to my facilitation expertise. Facilitating Results is where I help organizations work towards their goals in a manner that fits their corporate culture in ways that they can sustain. My greatest reward is when my clients can carry on the work we started; although, I am always here to help.

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Canada
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FinanceTalking

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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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Global
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financetraining.ca

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No matter if you are a brand-new CFA candidate or a struggling one, FinanceTraining.ca is here for you. Our in-person CFA® classes are built on the great reputation of our experienced instructors and their proven track record. Our independent self-paced program (which comes for FREE with the in-person course) partner, Wiley CFA® is a proven adaptive learning platform and is industry-recognized. Here’s what makes FinanceTraining.ca better than others: High-quality teaching and mentoring ⦁ You will learn from high-quality teachers and industry experts. You also have 24/7 access to them via WhatsApp group to ask any CFA or career-related questions. The instructors and industry experts become your lifetime mentors. Wiley CFA® online platform over Canvas ⦁ 2020 SIIA CODiE award-nominated best-in-class platform geared towards your learning style, helping you study and retain more in shorter time frames.

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Canada

Finance Veda

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Finance Veda stands out as a prominent institute offering online courses across India, with a particular focus on the finance domain. They provide a range of programs designed to enhance financial knowledge and skills, including Charted Financial Analyst, Fundamental & Technical Analysis, Advanced Excel, Reporting & Analysis, Technical Analysis, Wealth Management, Financial Planning, Financial Modelling, and more. Finance Veda's courses are crafted to assist individuals in cracking the code of success in the financial sector. They are committed to skilling the youth and making them industry-ready with high-quality training, placement assistance, internships, and career counseling. The institute is driven by the motive of enabling learners to step forward in their careers and become financially independent.

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India
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Financial Crimes Consulting Group

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Cryptosec is a leading cybersecurity firm specializing in the protection of the decentralized future of finance, governance, and more. We set the standards in enterprise-ready crypto, digital assets, blockchain, Web3, and CBDC security, compliance, and investigations. Our mission is to enable enterprise leaders to overcome cybersecurity, fraud, privacy, financial crime, infrastructure reliability, and regulatory risk to leverage enterprise blockchains/DLTs, crypto assets, DeFi, Web3, and related technologies.

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Canada
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Financial Edge Training

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There’s a reason we’re trusted to teach Wall Street’s best analysts. With instructors from J.P. Morgan, Goldman Sachs, Barclays, and other bulge bracket heavyweights, we deliver an unparalleled learning experience. From investment banking fundamentals to specialized PE and asset management courses, we have the resources to create bespoke training for any business needs. We deliver optimized training for your cohort and budget, whether it’s in-person, virtual, on demand, or off the shelf.

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United Kingdom
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Financial Fluency

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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.

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United Kingdom
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FinGuru

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FinGuru is a dedicated training institution for the CFA Program exams, offering Classroom and Online training for all levels. Having trained over 5,000 candidates, they boast high pass rates and full-time trainers with over 15 years of industry and training experience. FinGuru's courses are designed to make a significant difference in exam preparation, offering maximum training time and personalized support. Their approach is to deliver conceptual clarity and to ensure candidates are well-prepared, both theoretically and practically, for the CFA exams. The courses are accompanied by an array of study materials, including videos and access to a robust testing platform.

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Global

FinMent

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FinMent offers a state-certified comprehensive training program focused on independent wealth building and consistent returns through strategic investing. The training aims to provide financial freedom and wealth growth irrespective of market conditions. Their programs are backed by advanced technology, including Big Data and AI-assisted analysis that considers 15,000 stocks and over a million options to provide optimized, personalized financial strategies. The training includes personalized mentorship, risk management systems, and detailed actionable insights across various financial instruments. FinMent stands out with its commitment to providing systematic, stress-free investment solutions in minimal time, supported by its founder's extensive experience in high-volume trading.

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Location
Germany
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FinQuest Institute

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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.

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India
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Fintelekt Academy

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Offers on-demand AML/CFT training courses customized by country and financial services sector, including India, Nepal, Sri Lanka, and GIFT City. Courses cover general awareness for various sectors such as banking, mutual funds, and insurance.

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Global

FinTrain Ltd

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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.

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Location
United Kingdom

Showing 73 84 of 124 Training Providers

Top 5 Corporate Asset allocation Courses

Modern Portfolio Theory (MPT)

Exploring the framework for building an investment portfolio that aims to maximize returns for a given level of risk through diversification.

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Diversification Principles

Understanding how spreading investments across various asset classes can reduce risk and stabilize returns over different market conditions.

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Strategic Asset Allocation

Learning to define a long-term allocation of assets based on an investor's risk tolerance, time horizon, and financial goals, with periodic adjustments as necessary.

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Tactical Asset Allocation

Studying short-term adjustments to the investment mix to capitalize on exceptional investment opportunities or market conditions.

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Rebalancing Techniques

Mastering the process of realigning the proportions of assets in a portfolio as investment values change due to market performance, ensuring the portfolio remains aligned with targeted asset allocation.

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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

Interest Rate Risk Management

Exploring strategies to manage the risk that changes in interest rates pose to both assets and liabilities, and the overall impact on the financial institution profitability.

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Liquidity Risk Management

Studying techniques to ensure that an institution can meet its short-term and long-term obligations without incurring unacceptable losses or risking solvency

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Market Risk Management

Analyzing how fluctuations in the market affect the value of assets and liabilities and implementing strategies to mitigate these risks.

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