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Private Banking

Private Banking is a specialized area within financial services, focusing on delivering personalized banking, investment, and other financial solutions to Read more...

Found 73 Training Providers

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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Chadley House Training Limited

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.

Location
United Kingdom
Daily Rate
£2,000

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Institute for Mergers, Acquisitions, and Alliances (IMAA)

IMAA provides research, workshops, and educational certificate programs in mergers, acquisitions, and alliances. Their offerings cover a broad spectrum, from the International Mergers & Acquisitions Expert (IM&A) to specialized certifications for post-merger integration and legal aspects of M&A. IMAA prides itself on a global faculty and practical insights from industry veterans.

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FinanceTalking

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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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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ACCORD

ACCORD specializes in providing visual and in-house data analytics training workshops to corporate teams and individuals in Singapore. With a mission to make data analytics accessible to all, ACCORD has empowered over 7,000 professionals through more than 305 sessions, achieving an average feedback score of 2.0+. The institution prides itself on a comprehensive approach that enables decision-makers to use data consciously to their advantage, leveraging cutting-edge technologies like machine learning and predictive modeling. ACCORD's training solutions are designed to equip participants with the skills and insights necessary to extract valuable information from data, uncover hidden patterns, identify emerging trends, and make informed strategic decisions. The institution offers customizable analytics courses, trainers with industry experience, and a non-textbook approach to training, making learning engaging and effective. ACCORD is an IBF-accredited company, ensuring that its courses meet high standards of quality and relevance. Featured courses include Analytics for Non-analytics Professionals, Data Analytics – An Overview in Stories, Visual Analytics & Data Storytelling, Introduction to Machine Learning and AI, and Introduction to Predictive Analytics, catering to various levels of expertise from basic to advanced.

Location
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Disseminare Consulting

Disseminare Consulting is a cutting-edge knowledge-based company that specializes in providing comprehensive training and professional development courses, particularly in the Banking, Financial Services, and Insurance (BFSI) sector. With a focus on enabling different ways to learn, Disseminare offers a mix of onsite/offsite classroom training, online courses, and proprietary training sessions. Key Features and Offerings: IIBF Accredited: Recognized as an Indian Institute of Banking and Finance (IIBF) accredited Debt Recovery Agent (DRA) training institute in Kolkata. Wide Range of Courses: Offers structured credit and risk courses tailored to meet the dynamic needs of the BFSI sector, addressing the challenges brought by globalization, digitization, and the emergence of sophisticated financial markets. Expert Faculty: Boasts a team of faculty members who combine qualifications, expertise, and experience with the ability to mentor skill seekers, ensuring that classroom experiences are engaging and conducive to learning. Customized Training: Delivers training programs focused on current market requirements, designed to be very application-driven for a transformational impact.

Location
India
Daily Rate

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Finance Uncovered

Finance Uncovered is a non profit company limited by guarantee with a mission based on charitable objectives. We have been approved for '501(c)(3)' equivalency status under US funding rules. We have trained more than 1,250 journalists and activists from over 90 countries and contributed to well over 150 hard hitting investigations, including the GuptaLeaks, DubaiLeaks, LuandaLeaks and the Pandora Papers. Our aim is to help strengthen public interest investigative journalists and the organisations they work for. We prioritise working with investigative centres and activists in kleptocracies and countries where Follow the Money journalism is hard to do. Through classroom-based and online training, we help give journalists and activists the confidence to use financial skills in their investigations and stories on all kinds of topics – not just corruption and business stories, but also human and labour rights, procurement and climate change. There is a multiplier effect in what we do. But we are more than trainers. We train, mentor, support and investigate. The stories we have worked on have led to the end of offshore banking in Cape Verde, the suspension of trading in a stock market company, board resignations, official inquiries and the repayment of tens of millions of dollars in tax. Founded in 2012 and a fully-fledged organisation since 2017, we always try to make sure that good straightforward storytelling is at the heart of what we do.

Location
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FinQuest Institute

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.

Location
India
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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Central Banking Institute

The Central Banking Institute is an exclusive membership service for global central banks, providing a comprehensive suite of resources including trusted news, in-depth analysis, benchmarking data, and professional training and e-learning. They offer insights and coverage on central banking, unique benchmarking for peer comparison, and professional development with networking opportunities. The service was developed in response to central bankers' need for more analytical content, a method for peer comparison, and virtual learning opportunities.

Location
UK
Daily Rate

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Fitch Learning

Part of the Fitch Group, providing financial services training with a focus on developing future leaders. Offers a blend of e-Learning, coaching, and assessments.

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Showing 1 12 of 73 Training Providers

Top 5 Corporate Private Banking Courses

Wealth Management

Strategies and tools for managing and growing clients assets.

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Investment Strategy

Techniques for creating personalized investment portfolios for high-net-worth individuals.

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Tax Planning

Methods for optimizing clients tax liabilities through strategic planning.

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An Estate Planning

Processes involved in managing and transferring wealth across generations.

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The Client Relationship Management

Best practices for maintaining and enhancing relationships with affluent clients.

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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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