Financial Planning courses

...Steemit provides you with a chance to earn rewards in a well regarded cryptocurrency without having to invest any money. Nothing recommended in this course... Learn about: Online Course, Online training, Social media platform...

...day course provides a unique concise briefing as to the parameters used in fund assessment and the means to assess funds assuming no prior knowledge... Learn about: Fund Manager, Mutual Funds, IT risk...

...you will be able to understand: The importance of cash management to a business. How to interpret a cash budget and identifypotential problems... Learn about: Cash Flow Management, Management Planning, Cash Flow...

...business CRM – discover how such systems might easily be introduced and how it will benefit profits, the importance of and the options available for CRM The Customer Lifecycle... Learn about: Action planning, Customer Care, Customer Service Skills...

...Financial services practitioners who are keen to enhance their existing expertise by learning about another distinct sphere.  Practitioners... Learn about: IT risk...

...and staff including Sales Juniors and supervisors in Investment Accounting Product and marketing staff IT and systems staff when developing systems...

...to the asset class as well as all support staff who work at a private equity or venture capital firm or service provider, and need an understanding... Learn about: Fund cycle, Venture Capital, Liquidity spectrum...

...that employers look for in potential new recruits. Issues relating to teamwork, such as ensuring the competence of the team and the importance of supervision... Learn about: Team Building, Accounting and Finance, Teamwork Skills...

...culture  Conflict management in the organisation  Organisational structure, hierarchy and policy frameworks  Communication strategy  Internal control... Learn about: Corporate Governance, Good culture, Good Governance...

...for those seeking advanced or esoteric taxation details. Delegates Pension Fund Administrators Accountants and accounting or taxation staff in insurance companies... Learn about: Pension Funds...

...It is aimed at business professionals new to the asset class as well as all support staff who work at a private equity or venture capital firm or service provider... Learn about: Law firms, Venture Capital, PE/VC firms...

...On this course you will learn how to: Advise your clients on the house-purchase process; Evaluate your clients’ finances and explain different types... Learn about: Mortgage valuation, Mortgage Adviser...

... The Role of the Compliance Function  Compliance in Practice  Corporate Governance, Creating a Compliance Culture & the Benefits of Compliance  New... Learn about: Regulatory Compliance...

...Private Bankers & Fund Managers Content Management Companies Collective Investment Schemes -Class A Rules -Class B Rules -Class Q rules... Learn about: International Accounting, Income Tax, Stock Exchange...

...Investment Appraisal Techniques Accounting rate of return Payback period Net present value Discounting to present value Internal rate of return Learning... Learn about: Management Accounting, Appraisal techniques, Net Present Value...

...Next, three topical deep dives will allow the participants to understand the topics Environmental, Social and Governmental (ESG) data, Sustainable ratings...

...are designed for anyone wanting focused yet accessible knowledge in specific risk areas. To get the most from the course, a good standard of English is required... Learn about: Anti-money Laundering, Art Market...

...OEICS and OEIC Conversions -Unauthorised Unit Trusts and PFPVs -Limited Partnerships -Offshore Funds -Taxation of the Investment Management Company... Learn about: Investment analysis, Investment Banking, Investment Management...

...one of the most fruitful opportunities for any significant institution, whether mutual fund manager, life assurance company, private bank or fund administrator... Learn about: Pension Funds, IT Law, Risk Management...

...Bankers with limited or no knowledge of Luxembourg Collective Investments Custodians Accountants & Auditors Content I. Legal Context A. European Context... Learn about: IT Law, Capital Investment...