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Estate Planning

Estate planning is a vital legal process that involves the preparation and management of an individual's asset base in the Read more...

Found 33 Training Providers

Alumno Consulting

Premium Provider

Welcome to Alumno Consulting. We offer training and education consulting to the financial services industry globally We believe that training should be fun and engaging regardless of the topic From graduate schemes to board level consultation, Alumno consulting would love to help design and/or deliver the training you always wished you had

Location
United Kingdom
Daily Rate
£2,500£4,000

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Rob Morgan Training

I design courses on a wide variety of financial product topics. These include equities, fixed income, money markets, derivatives, and foreign exchange, all tailored for specific audiences, from graduates to high level management. I have designed courses specifically for the fund management and private wealth areas. I also provide general courses on economics and technical training on proficiency in Excel. These courses are designed for a broad range of Investment Banks, Private Banks and other market participants.

Location
United Kingdom
Daily Rate

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AFP (Association for Financial Professionals)

AFP is the certifying body for treasury and finance professionals, offering world-class certifications such as the Certified Treasury Professional (CTP) and Certified Corporate Financial Planning and Analysis Professional (FPAC). They provide a comprehensive range of learning opportunities, including live instructor-led courses, webinars, self-paced courses, and corporate training. AFP is dedicated to lifelong learning and professional growth, offering the latest training, guides, and insights for treasury and finance professionals.

Location
US
Daily Rate

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ACAMS Vancouver Chapter

The ACAMS Vancouver Chapter provides resources for AML and anti-terrorist financing (ATF) professionals on the West Coast, including support, guidance, and peer interaction. The chapter supports ACAMS' international goals through meetings, workshops, and networking events, helping members and non-members alike to build knowledge, enhance skills, and share experiences. Training and certification opportunities include various levels of certification such as CKYCA, CTMA, CAFCA, CAMS, CCAS, CGSS, and advanced specialist certifications in audit, financial crimes investigations, and risk management.

Location
Canada
Daily Rate

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Beta Educational Services, LLC

Beta Educational Services has been redefining education since 2005, specializing in financial services executive education. They offer customized individual and corporate training and tutoring sessions, focusing on financial designations and corporate training for wealth management, investment management, banking, and insurance companies.

Location
Daily Rate

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Qyro Partners

Qyro Partners is a leading provider of bespoke training solutions for the banking sector, specializing in programs for private bankers and team leaders. Their expertise spans international hubs like the UK, Singapore, UAE, and Switzerland, with a unique focus on UHNW clients in the Middle East, Asia, and Africa. Qyro's programs are crafted from extensive input from private banking clients, ensuring relevance and practical application. They offer end-to-end solutions in program development and delivery to enhance prospecting, client management skills, and overall excellence in client journeys.

Location
Switzerland
Daily Rate
€1,500

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AnchorEDGE

AnchorEDGE is an illustrious training academy that propels financial planners and mutual fund distributors towards peak performance. With a suite of tailored training modules, workshops, and self-development solutions, AnchorEDGE empowers professionals in the financial sector to achieve unprecedented growth. Their pioneering training spans sales mastery, marketing, business development, and investor education, with a special emphasis on the psychological facets of investing. Facilitated by seasoned experts, such as founder Jigar Parekh with over a decade of industry experience, AnchorEDGE's programs are lauded for their practicality and transformative impact. They stand as a bastion of excellence for financial professionals seeking to navigate the intricate landscape of investments and client relations with confidence and acuity.

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BBE Training Ltd

BBE are specialists in Management & Leadership, Accounting & Finance and Education and Training. We successfully work alongside the Armed Forces, blue light services, charities, small businesses, and blue-chip companies, as well as international education organisations providing course deliveries most suited to your organisations’ needs. Course delivery is via our distance learning platform, blended learning or classroom delivery at your place of business or at a centre of your choice. We offer eLearning internationally. We are an approved ELCAS and CITB training provider. Our robust and secure policies and systems led to us being awarded TQUK direct claims status. All BBE courses hold accreditation from esteemed awarding bodies like TQUK, CMI, AAT, and Sage. Our Distance Learning courses benefit from dedicated tutor support, ensuring continuity, and an understanding of the learners’ needs, which is central to our customer service ethos. With an excellent Student Support team and a highly qualified tutor and IQA network, learners can trust that they will receive dedicated support to achieve their learning aims, goals, and aspirations. BBE Training Ltd is part of the Citrus Group, and together we offer 300+ courses with over twenty accreditations from industry recognised awarding bodies and access to over 120 assessors and delivery centres across the UK.

Location
United Kingdom
Daily Rate

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The Emmerich Group

The Emmerich Group specializes in delivering high-impact training and consulting services for financial institutions, helping them achieve sustained growth and operational excellence. With a strong focus on transforming company culture, enhancing leadership skills, and driving sales performance, the organization combines industry expertise with innovative training methods. What sets them apart is their holistic approach, integrating strategic insights with practical skills to ensure measurable results. Their programs are designed to be highly engaging and are backed by decades of experience working with top financial companies.

Location
United States
Daily Rate
US$1,000

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CEG Worldwide

Coaching for financial advisors aiming to make a deeper impact and achieve professional success.CEG Worldwide helps financial advisors accelerate their success as they build simple, elegant wealth management businesses that are indispensable to the right affluent clients. Guided by our programs, advisors build and enhance their practices in the three areas essential for moving to the highest levels of success: Clarity of intention. Advisors define their most important goals, implement the business model that will help them achieve those goals, and determine the types of clients they are most committed to serving extremely well. World-class client experience. By implementing proven wealth management and wealth planning processes grounded in a deep discovery process that wins client loyalty, advisors are able to provide a client experience that few competitors can emulate. Wealthy client pipeline. Advisors move from a hit-and-miss source of new clients to a steady, reliable stream of affluent prospective clients by building, with centers of influence, strategic partnerships that are anchored by economic motivation to build mutual success.

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Evalu8 - Evolve Business Coaching

Passionate about entrepreneurship. Sara is a certified Business and Executive Coach, Business Consultant, and Trainer with over 30 years' experience maximizing organizational performance through Planning, Leadership, Operational Management and Effective Communication. As a business broker, Sara learned quickly how to evaluate a business to look at the whole picture; pitfalls and potential. Creating custom solutions to meet the opportunity, her experience has crossed a multitude of industries including, but not limited to; Professional Service Providers (Dental, Legal, Medical), Manufacturing, Telecommunications, Renewable Energy, Retail, Tourism, and Non-Profits, while communicating with all levels of organization; from Boards of Directors, CEOs to front line employees and stakeholders.

Location
Canada
Daily Rate

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FinTree

Provides coaching for CFA, FRM, and Financial Modelling, aiming to equip students with skills for the finance industry. FinTree has worked with over 10,000 students from more than 40 countries.

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Showing 1 12 of 33 Training Providers

Top 5 Corporate Estate Planning Courses

Wills

A legal document outlining how an individuals assets should be distributed after their death.

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Trusts

A fiduciary arrangement that allows a third party, or trustee, to hold assets on behalf of beneficiaries.

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Power of Attorney

A legal document that authorizes someone to act on your behalf in financial or legal matters if you become incapacitated.

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Estate Taxes

Taxes imposed on the transfer of the decedents estate, which can be minimized through careful planning.

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Healthcare Directives

Legal documents that specify wishes regarding medical treatment and appoint someone to make healthcare decisions on ones behalf if they are unable.

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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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