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.

1 to 10

Less than one day

Specific dates on a repeating basis

Full course design

Some tailoring

Off the shelf

Virtual - On-demand learning

Hybrid / blended

Virtual Instructor-Led Training (VILT)

In Person

Any group size

Intern

Executive

Junior

Analyst

Associate

Director

Partner

Manager

Non Financial Manager

Graduate

Board level - C-suite

USA (West Coast)

USA (East Coast)

USA (Other)

Asia

Europe

Australasia

India

Canada

Default Trainer for FinTree

Initial Public Offerings (IPOs)

Synergy Analysis

Options

Credit Derivatives

Swaps

Risk Management

Liquidity

Planning

Merger modeling

Sectoral research

Hedge Funds

Wealth

Structured Finance

Derivatives

ECM (Equity Capital Markets)

Wealth management

Leverage

Sensitivity analysis

Behavioural finance

Banking

Alternative investments

Bank credit analysis

Banking operations

Basel

Asset Allocation Strategies

Corporate finance

ALM (Asset Liability Management)

Corporate Finance Advisory

Credit Portfolio analysis

Bonds (Fixed Income)

Asset allocation

Cost Management

Credit Default Swaps

Venture Capital

Anti Money Laundering (AML) and Know Your Customer (KYC)

Budgeting and Forecasting

Capital markets and securities issuance

Capital adequacy

Capital Budgeting

Capital markets

Capital Structure Analysis

Compliance

Securities and derivatives trading

Secondary Market and Block trades

Value at Risk

Securitisation

Valuation Techniques

Valuation

Trusts

Trust and Fiduciary Services

Underwriting

Stocks

Trade settlement

Three statement modelling

Tax planning

DCF (Discounted Cash Flow) modeling

Debt Underwriting

Risk

Returns

Return Analysis

DCM (Debt Capital Markets)

Succession Planning

Cybersecurity and financial crime prevention

Debt and Equity Capital Markets

Enterprise Risk Management

Structuring

Shares

Regulatory Compliance

Real estate

Ratio Analysis

Mergers and Acquisitions

Mergers

Quantitative analysis

Operational Risk

Private Equity

Private Banking

Non bank Financial Institutions

Mortgage

Precedent Transaction Analysis

Portfolio management

Performance measurement

Internal Controls

LBO (Leveraged Buyout) modeling

Liquidity Risk

M&A analysis and execution

International finance

Estate Planning

Equity

Introduction to Financial Services

Macroeconomic analysis

Financial management

Investment

Investment Banking

Due Diligence

Financial Modelling

Financial Ratios and Analysis

Financial Risk Assessment

Fund management

Interest rate risk management

Fraud prevention and detection

FinTree

About FinTree

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