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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 274 Training Providers

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Alumno Consulting

(55 reviews)
Verified Expert

AI training is everywhere right now. Firms are spending huge sums on Copilot, prompt engineering, workflow automation and AI productivity programmes.

The problem is that too much of it is being bought in a rush.

A course title sounds right. A provider sounds credible. A demo looks impressive. Everyone leaves knowing a few prompts. Then, three weeks later, behaviour has barely changed.

Alumno Consulting helps financial services firms avoid that trap.

We design and deliver AI training that is practical, engaging, industry-specific and focused on long-term behaviour change. The objective is not simply to teach people what Copilot, ChatGPT or other AI tools can do. The objective is to help them use those tools confidently, safely and repeatedly in the real work they do every day.

That means learning AI in context: financial markets, banking, asset management, risk, regulation, Excel, presentations, client work, research, analysis, meetings and workflow redesign.

With over 30 years of financial services training experience, 80,000+ delegates trained, and experience with 9 of the 10 largest investment banks, we understand both sides of the problem: the technology and the people who need to use it.

Our sessions are interactive, energetic and memorable because that is how learning sticks. AI training should not be generic, passive or forgettable. It should change what people do when they get back to their desks.

If your firm is investing in AI capability, make sure the money turns into changed behaviour, better workflows and measurable confidence, not just another course people attended.

Daily rate
£2,000£4,000
Location
United Kingdom
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Chadley House Training Limited

(7 reviews)

Following fifteen years on the Buyside of the Markets (both Institutional & High Net Worth Private Clients) in London (as a Trader, Analyst, Portfolio Manager & Research Head) the Principal launched the business in 2004 specialising in subject matter areas across the wholesale Financial Markets. It has worked with Asset Managers, Sovereign Wealth Funds, Investment Banks, Exchanges, Clearing Houses, Regulators, Hedge Funds & Fintechs. Training Programs have been designed & delivered both as tailored in-house offerings & also in Public open enrolment formats. Delivery has been undertaken in more than twenty-five countries across the Middle East, Asia, Africa, North & South America & Europe, via in-person & virtual (Zoom, Webex, Adobe Connect) formats.

Daily rate
£2,000
Location
United Kingdom

24/7 TEACH

(0 reviews)

24/7 Education Inc. offers a range of educational programs designed to empower individuals in various fields, including digital marketing, UX/UI design, product design, real estate investing, entrepreneurship, and financial literacy. Their courses are aimed at both teens and adults, providing comprehensive training with options for low-cost payment plans and tuition reimbursement. The company emphasizes affordability and accessibility, allowing learners to study individually or with friends, backed by strong customer support and a commitment to learner privacy.

Daily rate
Location
United States of America (the)

25eight

(0 reviews)

25eight is a B Corporation focusing on leadership skill enhancement for high-performing business management. They offer personalized business education, guided by MBA standards and enhanced with proprietary AI technology. Their unique approach integrates micro-lessons, 1:1 coaching sessions, and mentorship with industry experts, ensuring immediate application for transformational business growth within weeks. The company emphasizes strategic agility, innovation, and digital transformation as core components of progress.

Daily rate
Location
Australia
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Accounting & Finance for Corporate Lawyers

(0 reviews)

AFCL, or Accounting & Finance for Corporate Lawyers, is a niche training solutions provider that specializes in enhancing the financial acumen and legal expertise of private practice lawyers and in-house counsels. Since its inception in 2009, AFCL has been at the forefront of professional development for legal professionals in India, offering a program that is essential for lawyers involved in complex commercial transactions and deal-making. AFCL's training program is a response to the increasing complexity of international commercial transactions and the demand for lawyers who are not only legally proficient but also possess strong commercial insight. This program is tailored to lawyers practicing in diverse areas such as Banking & Finance, Capital Markets, VC/Private Equity, Mergers & Acquisitions, Commercial Litigation, Infrastructure Projects, and Restructuring & Insolvency.

Daily rate
Quote required
Location
Global
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Accountrain Inc

(0 reviews)

Accountrain provides a full range of bookkeeping and accounting services, including consulting, training, and tax services since 1993. Their training services are flexible and can be tailored to the needs of the client, including one-time consults, ongoing appointments (weekly, monthly, or quarterly), and annual reviews. They cater to both personal and corporate clients, offering to help with everything from basic bookkeeping to complex accounting needs. Training and services are designed to be adaptable to each organization's specific requirements.

Daily rate
Quote required
Location
Canada
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ACF Academy

(0 reviews)

ACF Academy stands at the forefront of practical financial training, revolutionizing learning with experienced industry experts who provide hands-on, engaging instruction. They are lauded for their interactive eLearning and financial simulations, offering a comprehensive learning experience that goes beyond traditional methodologies. ACF Academy caters to a global audience, preparing professionals for the fast-paced financial sector with courses that emphasize active learning and retention.

Daily rate
Quote required
Location
United Kingdom
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Adam Khoo Learning Technologies Group

(0 reviews)

Adam Khoo Learning Technologies Group is one of Singapore's largest companies specializing in personal and professional development. With a focus on transforming lives through education, AKLTG offers a variety of programs across three main brands: Aktivate for youth education, Growth Catalyst for executive education, and Piranha Profits for financial education. Founded in 2002, AKLTG is Asia’s leading training organization for personal development, boasting over two decades of excellence. The group's training content specialties include academic mastery, personal transformation, leadership, communication, wealth creation, investing, trading, and more.

Daily rate
Quote required
Location
Singapore

Advatera

(0 reviews)

Advatera provides expert-level training and networking opportunities with a focus on digital leadership, marketing, and internal communication. The company facilitates skill development through workshops, online sessions, and coaching calls. Their offerings include exclusive conferences and expert groups designed to enhance personal and organizational transformation in digital leadership and communications. Advatera is recognized for creating a collaborative environment where managers and leaders across industries can exchange ideas and address shared challenges, thereby driving innovation and success within their organizations.

Daily rate
Location
Austria
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Advisor Institute

(0 reviews)

Offers the Chartered Corporate Insurance Professional course, designed to equip advisors with the technical and fundamental skills required to work with business owners as an insurance advisor. The course covers a comprehensive curriculum including business structures, corporate documents, corporate taxation in Canada, corporate insurance, and more.

Daily rate
Quote required
Location
Global

ADV Technical Institute

(0 reviews)

ADV Technical Institute focuses on leveraging best practices in Project Management and ITIL industry governance standards to support organizations in defining and executing strategies. They offer career development assistance with an emphasis on resume help, interview prep, and professional goal setting. With over 25 years of combined experience in Corporate Governance, Strategic Planning, Project Management, and Training, the institute prides itself on reliability, quality assurance, and customer satisfaction. Notably, they maintain a 99% success rate for passing exams on the first try, with comprehensive support and world-class instructors.

Daily rate
Location
United States of America (the)
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Agilivance

(0 reviews)

Agilivance is an Agile delivery improvement and enterprise learning consultancy helping organizations strengthen Agile capability, delivery execution, and practical adoption of modern delivery practices.

We provide instructor-led and customized corporate training in Agile, Scrum, Kanban and SAFe, designed around practical delivery scenarios, case-study simulations, Jira and Azure DevOps workflows, and real-world Agile execution.

Our enterprise learning solutions include Agile onboarding for new hires, Agile team upskilling, and organization-wide Agile capability development. Programs can be tailored for private cohorts and organizational learning requirements.

Agilivance also incorporates Generative AI and AI-enabled Agile delivery practices, helping teams understand practical AI applications for requirements, backlog preparation, documentation, communication, quality reviews, delivery insights and day-to-day Agile work.

In addition to training, Agilivance provides Agile Delivery Health Checks, Delivery Improvement Programs and AI-enabled Delivery Monitoring for organizations seeking improved delivery visibility, predictability and execution.

Daily rate
Quote required
Location
Singapore

Showing 13 24 of 274 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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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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