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Web Sites
  • 401k Presentation Services of America
    Presents new and existing 401(k) plan participants with information about their retirement plans.
    http://www.presentmy401k.com
     
  • ABJ Training
    In-house and open courses in futures, options, cfds, equities etc, for financial institutions and private investors.
    http://abjtraining.com
     
  • AHI Associates
    Staff training for certified public accountant firms, with program information and training dates. Locations across the USA.
    http://www.ahiassociates.com/
     
  • Alpha Financial Training
    Tailored courses and seminars. Site lists upcoming programs and events in cities around the USA.
    http://www.alphafinancialtraining.com/
     
  • American Education Systems
    Continuing education, pre-licensing, and exam preparation courses for insurance and security licensing.
    http://amedsys.com
     
  • Asset Protection Information
    Gives basic information on asset protection, LLC'c, estate planning, offshore banking and living trusts.
    http://www.asset-protection-information.com
     
  • Association for Financial Counseling and Planning Education (AFCPE)
    A non-profit, professional organization promoting improved personal financial management education, training, and certification of financial counseling and planning professionals.
    http://www.afcpe.org/
     
  • AuditTrends
    US consultancy offers internal audit training seminars for IIA chapter or in-house presentation.
    http://audittrends.com/
     
  • BCM Training Ltd.
    Provides financial training for banking and capital market professionals. Based in London.
    http://www.bcmtraining.com/
     
  • BCPM International
    Financial training, accounting training, offshore finance, financial news and other training offered.
    http://www.bcpminternational.com/
     
  • Certified Equity Professional Institute at Santa Clara University
    Self-study courses to become a Certified Equity Professional (CEP).
    http://cepi.scu.edu/
     
  • Coaching For Achievement
    Provides sales and marketing strategies to financial professionals.
    http://www.coachingforachievement.com/
     
  • Cornerstone Financial Services
    Financial ethics correspondence courses.
    http://www.cfs-gc.com/
     
  • CU Training
    Desktop learning system for credit union staff in the United States and Canada.
    http://www.cutraining.com/
     
  • David Williams Training
    Provides financial training and competence services. Located in Gloucestershire, UK.
    http://www.competencetoexcellence.co.uk/
     
  • Deakin Prime
    A registered training organisation for corporate and financial services industry participants in Australia.
    http://www.deakinprime.com/
     
  • Dearborn Financial Services
    Offers career, securities and insurance education.
    http://www.dearborn.com/
     
  • Edge Development Group
    Provides training products, customized development and instructional design consulting for the financial services industry. Based Pennsylvania, USA.
    http://www.edgedevelopment.com/
     
  • EPIGON Training and Development
    Tailored training and development in finance and mind management in the UK and Germany.
    http://www.epigon.co.uk/
     
  • EQL International Ltd
    Providers of e-learning for the financial services market, providing off the shelf and bespoke products.
    http://www.eql.co.uk
     
  • examtraining
    Professional examination training in the investment and securities industry.
    http://www.examtraining.com/
     
  • Femonomics Instititute
    Features events, counseling and coaching, workbook program, chat and seminar room.
    http://www.femonomics.com/
     
  • Finance Lite
    Financial training and business literacy consulting company offering seminars, workbooks and online elearning in finance, budgeting and expense management.
    http://www.financelite.com
     
  • Financial Finesse, Inc.
    Offers financial education services, online calculators and tutorials as well as financial planning kits and articles.
    http://www.financialfinesse.com/
     
  • Financial Knowledge Network
    Provides on-site employee financial education courses held at companies and organizations across the USA.
    http://www.financialknowledge.com/
     
  • Financial Multimedia
    Multimedia and e-learning for staff in financial services, banking, insurance, mortgage lending and leasing.
    http://www.financialmultimedia.co.uk
     
  • Financial Workshops
    Provides fee-based worksite financial education on retirement, investment, cash management, and estate planning at the federal and corporate level.
    http://www.financialworkshops.info
     
  • Fincover
    Bridging the gap between financial and non-financial collaborators through the use of financial education.
    http://www.fincover.be
     
  • First Finance
    A provider of training to the banking and finance sector.
    http://www.first-finance.com
     
  • FT Knowledge
    Financial courses in several formats, including online, instructor-led and blended learning.
    http://www.ftknowledge.com/
     
  • Independent Means, Inc.
    Provides family-centered financial education products and services. News, case studies, calendar of events.
    http://www.independentmeans.com/
     
  • 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/
     
  • Into Training Australia
    Training covers financial planning, bookkeeping, credit management, transport and distribution and business services.
    http://www.intotraining.com.au
     
  • Introducing the City
    A twelve-session evening programme covering international finance, given by experts and market practitioners. Based London UK.
    http://www.introducingthecity.com/
     
  • Investment Education Plc
    UK-based company provides courses in securities and investments.
    http://www.invested.co.uk/
     
  • Jamaica Institute of Bankers
    Offers financial training and MBAs throughout the Caribbean.
    http://www.jiob.org.jm/
     
  • 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/
     
  • Logic Consultants Ltd
    Offers financial training courses for management development by qualifed professionals. Strategic and business planning consultancy is also undertaken.
    http://www.logic-consultants.ltd.uk
     
  • Malaysia - Institute of Bankers Malaysia
    Details of the IBBM Toastmasters Clubs, information on IBBM publications and professional qualifications.
    http://www.ibbm.org.my/
     
  • Marcus Evans Finance
    Providers of financial conferences.
    http://www.mefinance.com/
     
  • 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/
     
  • 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/
     
  • 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/
     
  • 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
     
  • Planning Matters Inc.
    CDRom-based interactive training program that teaches a structured process for delivering financial planning services.
    http://planning-matters.com
     
  • Questa Corporation
    Trains bankers in financial skills to solve problems facing consumer and small business clients, including credit and cash flow issues.
    http://www.questacorp.com
     
  • Regulatory Element Scenarios Library
    This is the Securities Industry and Regulatory Council on continuing education catalog of computer based training CDs for training and continuing education programs.
    http://www.retiredcep.com
     
  • 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/
     
  • 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/
     
  • Special Investor
    A guide for business students and individual investors with a financial glossary, tutorials, global MBA ranking, a European MSc survey and a financial forum.
    http://www.specialinvestor.com
     
  • Statman Consulting
    Financial services training and technical authoring.
    http://www.statmanconsulting.com/
     
  • Taylor Associates
    Bespoke training in derivatives, capital markets and treasury skills for banks and corporations.
    http://www.taylorassociates.co.uk/
     
  • The Academy of Financial Services Studies
    Providing financial services training through e-learning and instructor-led format to industry professionals within the schools of sales and marketing, investment, accounting and administration, compliance, retirement plans, and insurance studies.
    http://www.theeacademy.com
     
  • 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/
     
  • 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/
     
  • The Payroll Training Company
    Offers a full range of payroll training courses. In-house training also available.
    http://www.payrollcourses.com
     
  • The Securities Institute
    A provider of educational services to the securities and financial services industry in Australia.
    http://www.securities.edu.au
     
  • University Conference Services
    Develops, organizes and produces executive education conferences and seminars in conjunction with select business schools.
    http://www.ucs-edu.net/
     
  • Vicki M Lambert
    The site supplies education, training, resources and consulting for payroll professionals.
    http://vickimlambert.com/
     
  • 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/
     
  • Windeal and Wintrader
    Provides detailed brochures for each of their financial training simulators.
    http://www.tradewinddesign.com/
     
  • Women's Institute for Financial Education (WIFE)
    Non-profit organization which provides financial education and networking opportunities to women of all ages.
    http://www.wife.org/
     
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