| Directory > Business > Financial Services > Education and Training Association for Financial Counseling and Planning Education (AFCPE)
A non-profit, professional organization comprised of researchers, academics, and financial
counselors, educators and planners. The purposes of the organization are to promote improved
personal financial management education, to promote the education, training, and certification of
financial counseling and planning professionals, to promote research in personal financial
management, and to disseminate research findings and program methodologies related to financial
counseling and planning education.
http://www.afcpe.org/
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Certified Equity Professional Institute at Santa Clara University
Self-study courses to become a Certified Equity Professional (CEP).
http://cepi.scu.edu/
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American Group Funds
Offers workshops and consultations on the distribution, protection and accumulation of wealth.
Includes information on annuities, insurance, estate planning, and asset protection. Based in the
US.
http://www.americangroupfunds.com
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GST Specialist Pty. Ltd.
Offers beginner and intermediate training guides to the G.S.T.
http://members.dodo.net.au/bartoningeelong/gst/gstindex.html
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Introducing the City
A twelve-session evening programme covering international finance, given by experts and market
practitioners. Based London UK.
http://www.introducingthecity.com/
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Performance Solutions International
Training, education and research for financial services, banking, capital markets and insurance.
Download details of courses available.
http://www.goto-psi.com
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Planning Matters - The Art of Delivering Financial Planning Services
Interactive CDROM-based course on selling financial planning services.
http://planning-matters.com
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Jamaica Institute of Bankers
Offers financial training and MBAs throughout the Caribbean.
http://www.jiob.org.jm/
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David Williams Training
Provides financial training and competence services. Located in Gloucestershire, UK.
http://www.competencetoexcellence.co.uk/
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examtraining
Professional examination training in the investment and securities industry.
http://www.examtraining.com/
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Statman Consulting
Financial services training and technical authoring.
http://www.statmanconsulting.com/
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The Cutting Edge - at Series-7.com
Financial career, research and training portal, centered on the Series 7 stockbroker exam.
http://www.series-7.com/
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SIRCO Consultants Inc.
Provides hands on, instructor led, and other methods of training in a variety of financial topics
for small and large businesses. Site has details of workshops and teaching techniques.
http://www.sircoconsultants.com/
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BCM Training Ltd.
Provides financial training for banking and capital market professionals. Based in London.
http://www.bcmtraining.com/
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Financial Knowledge Network
Provides on-site employee financial education courses held at companies and organizations across
the USA.
http://www.financialknowledge.com/
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Operis
Offers financial modelling courses. Assists with building and using models for DCF analysis,
company valuation and PFI bids. Located in London.
http://www.operis.com/
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Center for Professional Development in Finance
Offers customized on-site training programs for International and global finance, security analysis
and investment management. Based in Berkeley, CA.
http://www.cpdf.com/
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Investment Education Plc
UK-based company provides courses in securities and investments.
http://www.invested.co.uk/
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Taylor Associates
Bespoke training in derivatives, capital markets and treasury skills for banks and corporations.
http://www.taylorassociates.co.uk/
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The Financial Training Company
Online booking and information on courses in tax and accountancy for UK and international
qualifications. Also offer general finance and bespoke training.
http://www.financial-training.com/
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International Treasury Services Limited
Treasury and finance training to major banking and finance companies as well as ACI courses
throughout the Middle East and Asia.
http://itreasury.net/
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EPIGON Training and Development
Tailored training and development in finance and mind management in the UK and Germany.
http://www.epigon.co.uk/
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Windeal and Wintrader
Provides detailed brochures for each of their financial training simulators.
http://www.tradewinddesign.com/
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Alpha Financial Training
Tailored courses and seminars. Site lists upcoming programs and events in cities around the USA.
http://www.alphafinancialtraining.com/
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Johnson Lipman Corporation
Classroom and self study training for financial professionals. Based Florida, cater to continental
United States and Puerto Rico.
http://www.johnsonlipman.com/
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Edge Development Group
Provides training products, customized development and instructional design consulting for the
financial services industry. Based Pennsylvania, USA.
http://www.edgedevelopment.com/
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AuditTrends
US consultancy offers internal audit training seminars for IIA chapter or in-house presentation.
http://audittrends.com/
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CU Training
Desktop learning system for credit union staff in the United States and Canada.
http://www.cutraining.com/
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Russell & Associates
Bespoke in-house City and financial markets training company with government, central banks,
financial institutions and lawyers among its clients. Some public courses are offered.
http://www.russellandassociates.co.uk/
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AHI Associates
Staff training for certified public accountant firms, with program information and training dates.
Locations across the USA.
http://www.ahiassociates.com/
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Wallace Citi Training
CFA training, Series 7 exams, and other NASDR qualifications. Information on financial training for
students in Europe wanting to take American securities and futures exams. Located London, UK.
http://www.wallacect.co.uk/
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National Tax Training School
Federal Income Tax Courses; nationally accredited and home study training programs and Continuing
Professional Education CPE Courses ideal for home business.
http://www.nattax.com/
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Pacific Bankers Management Institute (PCBSMI)
The umbrella organization for the Pacific Coast Banking School (PCBS), the Pacific Rim Bankers
Program (PRBP), and related educational programs and seminars.
http://www.pcbsmi.org/
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