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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 265 Training Providers

Career Resume Consulting

(0 reviews)

Career Resume Consulting offers a specialized service focusing on executive branding and career advancement for professionals looking to step into high-level positions such as COO, CEO, and other executive roles. With tailored programs like The Executive Branding Program and The Networking Superhighway Program, they focus on crafting personal branding materials, including resumes and LinkedIn profiles, to ensure clients make a powerful first impression. They emphasize increasing client compensation, role satisfaction, and positioning individuals as thought leaders in their industries, enabling rapid career progression and entrance into prestigious roles.

Daily rate
Location
United States of America (the)

Carnaby

(0 reviews)

Carnaby is a professional advisory firm focused on empowering organizations and individuals to achieve their potential by promoting a culture of diversity and inclusion, particularly within boardrooms in Australia. They offer programs such as the 'Hatch Director Onboard' designed to prepare individuals for board roles, emphasizing stronger governance and better decision-making. Carnaby stands out due to its commitment to future talent recognition and its targeted, high-impact training programs geared towards building inclusive leadership skills.

Daily rate
Location
Italy
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CFO Mentor

(0 reviews)

CFO Mentor provides specialist mentoring and coaching for current and aspiring Chief Financial Officers (CFOs) and Finance Directors. The service is delivered by Brandon Leigh, a former FTSE 250 CFO with 13 years of experience. The program addresses the challenges finance leaders face in volatile trading environments and offers independent support to enhance professional and personal development. Sessions are delivered remotely and are tailored to the individual's circumstances, focusing on practical solutions and immediate implementation. The program offers knowledge sharing, problem-solving, career development feedback, and support for personal well-being.

Daily rate
Quote required
Location
Global

Chartered Institute of Stockbrokers

(0 reviews)

The Chartered Institute of Stockbrokers is known for its dedication to creating proficient finance and investment professionals through high-quality training programs. They offer a combination of theoretical and practical education, aiming to enhance financial literacy and expertise in stock trading and investment. The organization distinguishes itself with specialized certifications, active industry involvement, and a commitment to integrating current market trends into their curriculum. Their trainers are seasoned industry practitioners offering insights from real-world experience.

Daily rate
ZAR 200
Location
Nigeria

Cleo Academy

(0 reviews)

Cleo Academy offers innovative and inclusive online training for tech professionals, providing hands-on, practical courses led by top industry experts from companies like IBM and Netflix. The academy emphasizes diversity, with 70% of female instructors, and focuses on cutting-edge fields such as AI, blockchain, and GreenTech. Courses are designed to be self-paced, allowing working professionals to learn efficiently and earn industry-recognized certificates. Cleo Academy is committed to revolutionizing the tech landscape by promoting inclusivity and accessible education.

Daily rate
Location
France

ClipTraining

(0 reviews)

ClipTraining offers a comprehensive platform for self-service eLearning tailored for both organizations and managed service providers (MSPs). Their training solutions cover vast topics such as Microsoft 365 adoption and cyber hygiene, focusing on enhancing employee skill sets through upskilling and reskilling. Their unique selling proposition includes customizable on-demand training that promotes rapid creation and implementation of organization-specific learning. ClipTraining differentiates itself by offering a one-stop solution for diverse industries, enabling both skill enhancement and policy adherence to boost employee performance.

Daily rate
Location
United States of America (the)

Coach Connect

(0 reviews)

Coach Connect specializes in providing personalized coaching services designed to support individuals facing challenges in the workplace, such as illness or reintegration after long absences. The company has assisted over 1200 individuals in finding new employment opportunities. They focus on a holistic and practical approach, working in collaboration with agencies and municipalities to offer tailored reintegration programs that promote mental and physical fitness for successful workplace engagement. Their unique selling point is the personalized and flexible coaching trajectory they offer, adapting each program to meet specific individual or organizational needs, ensuring effective reintegration into the workforce.

Daily rate
Location
Netherlands (Kingdom of the)

Competens

(0 reviews)

Competens provides comprehensive training solutions, including access to their Qualiopi certification for independent trainers. They specialize in developing bespoke and certified training programs designed for consultants, trainers, and transitioning managers. Competens emphasizes expertise in consultancy and operational training paths, offering flexibility with in-person and remote training options through their digital platform, which simplifies administrative efforts.

Daily rate
Location
France
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Corpoladder

(0 reviews)

Corpoladder, a subsidiary of Laddercomp FZC, offers cutting-edge corporate upskilling services designed by industry experts. They specialize in AI innovation, sustainable ESG practices, and leadership development to enhance organizational performance and employee skills. Their courses are tailored to ensure continuous growth and measurable improvements, aiming to transform organizations into innovative leaders in their industry. Corpoladder focuses on providing strategic training solutions that deliver tangible results.

Daily rate
£1,000£1,500
Location
United Arab Emirates (the)
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Crammer

(0 reviews)

Crammer is a distinguished training center based in Hyderabad, known for its expertise in Investment Banking Operations and Training. With over a decade of experience, Crammer's trainers are seasoned professionals who have trained more than 2000 individuals, emphasizing their unique selling point of combining product knowledge with practical training. Why Crammer is Exceptional: They employ innovative teaching methods like Gamification and Byte Size learning. Their trainers bring significant industry experience to the classroom. Crammer is dedicated to providing both virtual and classroom sessions that meet industry standards.

Daily rate
Quote required
Location
Global

Crane Operators Certification and Inspection, Inc.

(0 reviews)

Crane Operators Certification & Inspection, Inc. (COCI) specializes in professional training services aimed at achieving accident-free workplaces. They offer comprehensive safety and health training for the general and construction industries, focusing on crane operations and related qualifications. COCI is known for their quality instruction, preparation for certification exams, and personalized teaching methods that simplify complex regulatory information. They emphasize customer satisfaction and flexibility, accommodating scheduling changes to provide effective training.

Daily rate
Location
United States of America (the)

Creative Edge Consulting

(0 reviews)

Creative Edge Consulting (CEC) specializes in providing comprehensive development, growth, and sustainability solutions for nonprofits. Their services are highly interconnected, ensuring that all aspects of a nonprofit's operations are efficiently managed. CEC offers expertise in fundraising, strategic planning, grant writing, financial management, and marketing. Their unique selling points include a focus on operational sustainability, tailored support for both start-up and established organizations, and preparation for future trends and challenges. CEC emphasizes improving nonprofit impact through innovative digital tools, communication strategies, and constant capacity building.

Daily rate
Location
United States of America (the)

Showing 61 72 of 265 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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