The Training Marketplace

Trust and Fiduciary Services

Trust and Fiduciary Safety is an essential subject that delves into the principles and practices ensuring ethical stewardship of assets Read more...

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Found 22 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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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.

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BBE Training Ltd

BBE Training Ltd is part of the Citrus Training 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, including our head office training centre. 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. BBE are the group specialists in Management & Leadership, Accounting & Finance and Education and Training. We successfully work alongside the Armed Forces, blue light services, charities, major airlines, small businesses, and blue-chip companies, as well as international education organisations providing course deliveries most suited to your organisations’ needs. 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. 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. Our eLearning courses also have dedicated tutor support, ensuring continuity, and an understanding of the learners’ needs, which is central to our customer service ethos.

Location
United Kingdom
Daily Rate

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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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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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Canadian Securities Institute (CSI)

CSI offers financial training, including securities, mutual funds, financial derivatives, and wealth management. They provide licensing credentials, certificate pathways, and designation pathways for professionals in the financial services industry.

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FinTrain Ltd

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.

Location
United Kingdom
Daily Rate

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Accounting & Finance for Corporate Lawyers

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.

Location
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Beacon Hill Financial Educators

Beacon Hill Financial Educators offers self-study online or print CPE courses for various financial professionals, including CFP®, CPA, EA, ERPA, and Tax Return Preparers. They provide a wide range of continuing professional education courses across subjects like ethics, financial planning, accounting, auditing, tax, estate planning, retirement planning, investments, insurance, specialized knowledge, and applications.

Location
US
Daily Rate

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Showing 1 12 of 22 Training Providers

Top 5 Corporate Trust and Fiduciary Services Courses

Fiduciary Duties and Responsibilities

Understanding the legal and ethical obligations fiduciaries must adhere to, including loyalty, care, and full disclosure to beneficiaries.

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Risk Management and Mitigation

Strategies for identifying, assessing, and mitigating risks to protect trust assets from loss, fraud, and mismanagement.

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Regulatory and Legal Frameworks

Examination of laws, regulations, and compliance requirements governing fiduciary practices to ensure adherence to legal standards.

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Trust Formation and Administration

Processes involved in creating, managing, and terminating trusts, including the roles and responsibilities of trustees and beneficiaries.

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Ethics and Integrity in Fiduciary Relationships

Importance of maintaining high ethical standards and integrity to build and sustain trust between fiduciaries and beneficiaries.

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