Our Masterclass format: Virtual interactive classroom sessions 10-15 company participants per class or arrange a bespoke private agenda All sessions followed by ‘clinic’ to get answers to your specific questions and pain points Access to support guides and templates on each class topic, available post-completion 1 hour complementary consultancy follow up session with our experts......

Client type

• Asset Managers
• Bank Wealth Managers
• Brokers/Broker-Dealers
• Digital Wealth Manager
• Family Offices
• Financial Advisors

Relevant Regions

• Asia
• Eastern Europe
• North America
• Oceania
• Western Europe

Alternatively, you may find yourself in a position that you will responsible for a new area of expertise or you may want to validate your command of the software and share ideas with your peers. In short, we can all benefit from continuing education. Your success and hence the success of......

relevant regions

• North America

Adversary is a hands-on training platform where you assume the role of the hacker in real-world scenarios. Adversary reduces your security risk by keeping your developers up-to-date with the latest threats and attacks, enabling your developers to defend against them. For the developers Interactive security training Challenge yourself with real-world hacking scenarios in......

Individualisation as an option You as financial institution are free in the selection and composition of the online modules. In close collaboration with you, we align the curriculum thoroughly to your individual business situation and requirements. If you wish, we can also add your own specific contents (e.g. own-brand financial products......

relevant regions

• Asia
• Western Europe

The Fintelligence course catalogue consists of onsite-programs and online-modules in the four main areas of expertise: Managerial and Business Skills Client Management Skills Financial Products & Investment Management Ethics, Legal, Compliance & Risk All programs and online modules contain assessments and tests and are available in several languages, primarily in English, French, German and Italian....

relevant regions

• Asia
• Western Europe

How does your business compare to other elite advisors across the country? What are you doing today to become even more client focused and to improve the business value of your practice? Whether you’re already a top producer, or aspire to build a larger practice, every successful advisor is always seeking new,......

I help SaaS and data entrepreneurs to unlock growth by providing practical advice in the following areas: Product solution strategy Your business growth starts with having the right product that addresses a real problem. Together, we create the perfect product/market fit. If you do not have a product yet, I help you......

relevant regions

• Asia
• North America
• Oceania
• Western Europe

Increase profits. Maximize enterprise value. The ClientWise Business Builders Academy™ is an innovative workshop series designed exclusively for top-performing financial advisors.  Built for advisors who are committed to meaningful growth and to maximizing the long-term value of their enterprises, the all-day workshops are chock full of high impact ideas, exercises, and tools that will immediately impact......

CAIS IQ seeks to build knowledge with courses ranging from alternative asset classes, to financial market thematics, to funds and solutions....

relevant regions

• North America

Unfortunately, vital relational, listening, partnering and communication skills are neglected in contrast to the technical skills involved in designations such as the CFP, CFA, CIMA and CLU.  Developing potent relationships is one of the most crucial, and at the same time, one of the most neglected skills in a financial......

We develop internal consultants to be change agents, tailoring our services to a client’s requirements using their preferred methodology, including both waterfall and scaled agile. Agile enterprise delivery skills development Change management and execution skills development Consulting skills development ...

relevant regions

• Western Europe

Client education is one of LCG’s strengths. Because our business model is focused on providing outstanding client service, LCG’s consultants go the extra mile to ensure that our clients are well-informed about investment related topics that matter most to them. Importantly, LCG does not rely on “canned” or “off the......

Our coaches work one-on-one with a client’s leading technical and expert talent to improve their impact, delivering measurable performance improvement to the organisation. Centres of excellence creation High performance behaviour model development Women in finance development programmes ...

relevant regions

• Western Europe

First, we get to know you We’ve rolled out solutions and products successfully for hundreds of financial institutions and thousands of advisors. But we also know that no two financial institutions are exactly alike. We begin by getting to know your business, advisors, challenges and goals. Then we implement best practice......

relevant regions

• North America
• Oceania
• Western Europe

Customer insight To create a great customer experience, you need a keen understanding of your customers. What delights your customers? What frustrates them? What unmet needs do they have? What makes them leave for a competitor? We uncover game-changing customer insights that will drive your business forward. Brand development Pinpoint what’s truly distinctive about......

relevant regions

• North America

You have successfully completed the SAQ certification as a ‚bank client advisor‘ less than three years ago. Before the certificate expires, you would like to extend your certification for another three years. Fintelligence offers you an efficient and attractive recertification option. What recertification measures do we offer? Fit for FinSA With the introduction......

relevant regions

• Western Europe

Cyber Risk Aware is a comprehensive security awareness training, phishing simulation and user knowledge assessment solution designed to measure the level of human risk within a company, and protect your business from becoming a victim of cybercrime. Cyber Risk Aware’s industry-leading content automatically educates your employees on an ongoing basis, leading......

Some of our cybersecurity clients want more than just a secure cloud, but don't need our full cVISO service. Sometimes they have someone in-house who wants to learn about information security. Or sometimes they want to make their company more secure, but don't have the budget for a  vCISO. If that......

relevant regions

• North America

What is the DISC assessment? DISC assessment is a personality profile test that provides insight into one’s natural and adaptable behaviors styles and preferences. DISC centers around four different personality traits: dominance, influence, steadiness and compliance. The process reveals the characteristics required for superior performance, matching the person to the position more accurately.......

Advanced security training - cyber and information security Our E-Learning resources provide comprehensive and detailed training options covering a range of security and travel risk. Designed to be scalable, flexible and relevant they allow your employees to supplement their training when and where they wish, helping you fulfil your duty of care. Advanced......

Businesses now need to build professional standards at their core. Increased competition, the pace of change and regulatory requirements means strong and visionary leadership is a must to ensure fully functional boards, diversified NEDS, staff training and effective data management. Engage’s Leadership development and coaching programmes provides both existing leaders and new talent with the guidance they......

Today, Environmental, Social, and Governance (“ESG”), Socially Responsible Investing (“SRI”), Impact Investing (“II”), and Mission-Related Investing (“MRI”) are increasingly becoming important topics amongst many organizations. There are numerous ways to integrate these principles into your portfolio’s investment process. Having assisted clients with ESG/SRI/II/MRI programs since the late 1990s, we help formalize and......

relevant regions

• North America

Our range of development seminars and workshops provide a valuable source of training and structured CPD. All of our development programme events are accredited by the CII, CISI and The London Institute of Banking and Finance and take place at various locations throughout the United Kingdom. Our annual events programme covers the topics......

relevant regions

• Western Europe

Accredited events programme Compliance First delivers a comprehensive events programme at a range of locations convenient to you. Working alongside accreditation bodies, we ensure our events deliver specific learning outcomes and are designed exclusively for directly authorised advice firms. Events cover investments, pensions, protection and mortgages, with each session featuring regulatory......

relevant regions

• Western Europe

With the new fast paced, technologically laden world of work and a basic human need and desire for a work-life balance, career professionals are now looking to other, alternative methods to create harmony and balance whilst maintaining high performance and provide meaning and satisfaction within their work. What is Executive Coaching? Executive......

As a financial professional in an executive or leadership role, your relationship with your team is incredibly important. The skills needed to successfully manage and lead a team are different from what you use day-to-day on your own, and your ability step into this role can hugely impact your practice. Through......

And because of our broad experience, we can benchmark a client’s leaders against industry standards. Assessment and benchmarking Self-assessment and coaching Specialist standard definition and implementation for distinguished engineers Technical and expert career path development and coaching ...

relevant regions

• Western Europe

Our ability to provide sound industry knowledge through the powerful lens of a coaching partnership is unmatched, and this combination solidifies the ClientWise advantage. The ClientWise team personally matches each financial advisor with a highly trained coach based on his or her individual goals and preferences.Each coaching program is distinctively tailored......

Empowered by our relationships across custodians, IBD’s, regulatory firms, law practices, technology companies, asset managers, insurance companies, digital media, marketing/PR firms, we work closely with the industry’s leading firms for your benefit. For enterprises, we offer access to our executive business leaders for management consulting and strategic partnership opportunities. Our clients’......

relevant regions

• Western Europe

Beginning on the 25th of May 2018, the General Data Protection Regulation (GDPR) will go into full effect. Articles 39 and 47 of GDPR require companies to raise the level of security awareness of their staff.  So in order to be compliant companies have to undertake training of their staff. We’ve worked with......

This intensive thought leadership 1 Day Masterclass course, delivered by Dr Stuart Gibson will show you how to improve the growth, acquisition, retention, service, clients experience, development and profitability of HNWs, UHNWs, entrepreneurs, family businesses (FBs), single-family offices (SFOs) and multi-family offices (MFOs) in today’s changing and challenging times. This 1 Day Masterclass......

The GRACE Training offers online training courses on various aspects of regulatory compliance like GDPR, California Consumer Privacy Act, PIPEDA, AML and other regulatory expectations, along with managing the training calendars, records of training, and managing effectiveness through the GRACE Training The GRACE platform is built on an industry-standard Oracle stack and......

relevant regions

• North America
• Western Europe

Taken separately or in conjunction with ClientWise coaching programs, our group workshop coaching programs offer in-depth insights on a variety of subjects. In addition to our proprietary content, the workshops provide access to extensive and continuous learning opportunities within a select community of top-performing financial professionals. Our group workshop coaching provides......

Heffron presents a number of face to face and online education events throughout the year to cater for our clients located across Austalia. Our team of nationally-recognised SMSF specialists are the trusted voice in the SMSF industry. They pride themselves on their ability to explain complex concepts simply and provide......

relevant regions

• Oceania

Articles We produce articles on a monthly basis covering real assets, social impact, alternative finance and tax efficient investment sectors. We focus on areas that are less well covered by the mainstream media. Sometimes we focus on providing commentary and reaction to breaking news stories or developments in the marketplace. On......

relevant regions

• Western Europe

Want to be an expert in cryptocurrency and advise your clients? Cryptocurrency and digital assets are the fastest growing new asset class for investors. The next generation of clients is going to expect you to understand. We help you, so you can help them. Want to get your firm prepared to give Crypto and......

relevant regions

• North America

More than any other consulting firm in our field, we have defined the role of programme sponsor, with an approach that enables our client teams to form quickly and transform into high performing senior management teams. 100-day coaching Change leadership and sponsorship skills Executive and senior management team development Leadership assessment and benchmarking ...

relevant regions

• Western Europe

Since its inception, MarketCounsel’s RIA Institute has established itself as the leading platform to help hundreds of the country’s preeminent investment advisors effectively deal with their most complex business challenges so they can go on to achieve great things. The Institute brings the best of MarketCounsel’s thought leadership and innovative......

relevant regions

• North America

What matters most to your clients? Many families seek to perpetuate core values, family legacy and stewardship. Yet, most advisors ignore this “More Than Money℠” opportunity. The great wealth transfer opportunity awaits you Decades of experience, research and data clearly demonstrate that many 5M+ families seek to define, protect, communicate and perpetuate core......

relevant regions

• North America

Expert Digital Financial Guidance – The MyEva vision  MyEva helps employees to understand their personal financial wellness and then professionally guides and supports them to take control of their financial wellbeing and develop a mindset geared towards achieving their own personal life goals. The vision powering MyEva is simple yet radical: Bridge......

relevant regions

• Western Europe

Trust services Partnering with National Advisors is the ultimate trust relationship. You have spent years building relationships with clients who trust your judgement.  You need a trust services partner you can depend on to help preserve and strengthen the enduring relationships you have created with your clients. Working together, we help......

relevant regions

• North America

What is OWASP Top 10 Training? Developers are typically trained in writing secure code through an annual slide presentation covering the OWASP Top 10. Yet such presentations have limited impact since people are unable to fully internalize and understand the security issues and to avoid the problems in practice. Barring proper......

What is Phishing & Awareness Training? Over 90% of all cyber-attacks and consequent data breaches begin with a phishing email, according to a recent Trend Micro study. We provide our customers with visibility into the security awareness of their employees, giving the opportunity to improve the organization’s resilience towards phishing attacks,......

Phish Maestro™, hosted in Azure is the most scalable and user-friendly mock phishing platform on the market. Schedule an unlimited number of regular and advanced simulated Phishing Security Tests, to assess the level of phishing risk in your business. Use templates from our library of "known-to-work" phishing emails or in a matter......

We’ve interviewed thousands of financial advisors and Registered Investment Advisors with a minimum of 10 years of service, $250,000,000 in assets under management and $3 million or more in production per year to collect the data used to construct this model. The PAM™ breaks down a financial advisory practice into......

At SimplyBiz, we offer the largest event programme of its kind, providing advisers with access to a mix of face-to-face events and a comprehensive virtual programme, which has proved invaluable during recent times.  Our programme covers a wide breadth of events to suit all needs from our holistic Learning and Development Events, usually taking place two to three times......

relevant regions

• Western Europe

We have Qlik training courses running throughout the year so please get in touch and we’ll find the right course for you. Qlik training includes: Qlik training Qlik literacy ...

relevant regions

• Western Europe

Our core training courses for EMIR, SFTR, MiFIR Transaction and MiFIR Post-Trade Transparency reporting are designed to provide a core understanding of the requirements for each specific regulation. The courses also cover the regulatory drivers, reporting scope, trading scenarios and key fields that comprise the reports....

relevant regions

• Western Europe

Our vast experience and array of expertise enables directly authorised firms to operate with confidence. Whether it’s through our help desks, regular bulletins, or events, we will always talk to you about compliance in plain English and tell you exactly what regulation or policy change means for you and your clients,......

relevant regions

• Western Europe

Our training courses are delivered at your offices to minimise disruption with the subject and length of each training session determined by the firm’s requirements. Courses typically centre on subjects such as: compliance induction; approved person responsibilities; anti-bribery; anti-money laundering; market abuse; financial promotions; and all other regulatory subjects on request. For more information on on regulatory training services......

relevant regions

• Western Europe

Our trainings can encompass broad points of view to narrow solution-oriented presentations to meet the challenges of specific business units. We work with institutions to understand their needs and what training they need, then customize presentations around the staff, facility and risk. Our work is tailored directly to each client......

We help firms to develop tailored coaching and support for teams including those without day-to-day client contact, that drive service consistency and improvements for clients. Our approach is based on up-to-date research of HNW and UHNW client needs in all major markets and in segments such as HNW entrepreneurs....

relevant regions

• Western Europe

Improving employee engagement can be quite an emotive affair and common employee engagement surveys don’t always pinpoint the most compelling themes that will engage your employees. Clear focus on the right things Strategic Employee Relationships (SER) measures your organisation’s performance against your employees’ real expectations of an ideal organisation, pinpointing ways in......

relevant regions

• Asia
• Central America
• Eastern Europe
• Middle East
• North America
• Western Europe

Strategies for Growth is a consulting proposition formed of three pillars: Strategic Alignment: Development or refinement of the right go-to-market strategy and alignment of vision, resources and capabilities to ensure effective execution of strategy Skills & Processes: The development through training, coaching and workshops of the skills needed by leadership and sales/client management teams......

relevant regions

• North America
• Western Europe

SuccessPro™, our online advisor success suite, provides planning resources and tactics to help you drive advisor performance. It is flexible and customizable. It leverages your existing content and programs, making it easier to meet your goals. It allows field leaders to promote accountability, and it supports advisors’ growing desire for......

relevant regions

• North America
• Oceania
• Western Europe

Do you as a client advisor want to stay abreast in banking and financial markets and want to have this testified by a certificate? Fintelligence offers you a wide range of banking topics to prepare you for the certification exam in a process customized to your specific needs. Which certifications do......

relevant regions

• Western Europe

Who should enroll in Tabb Training? From newly employed junior level financial services entrants to experienced senior level executives involved as or in the following areas will find Tabb Training courses of value: Compliance managers Hedge fund managers Portfolio managers Investment managers Operations professionals Risk managers Accountants Regulators Auditors Attorneys Traders Sales Marketing IT professionals Our courses Our financial seminars are available at beginner, intermediate and advanced......

relevant regions

• North America
• Western Europe

Coaching  | Access to the highest credentialed coaches The hybrid-learning platform on The eXchange™ provides exclusive access to ClientWise coaches, who have partnered with some of the most successful advisors in the industry to grow and improve their businesses. These same coaches, who work with Barron’s ranked advisors, also provide virtual......

Working as a financial advisory team has remarkable benefits for building sustainable growth and productivity. The Leader’s Journey™ is a proprietary 16-hour ClientWise training program comprised of four workshops. The program guides successful solopreneur advisors and advisors responsible for leading their current teams through the transitions necessary to lead a team of high-performing......

ClientWise Speakers Bureau offers a variety of topics in 5 distinct formats: High-impact keynotes - our keynotes are singular experiences designed to stimulate new learning within financial services Breakout sessions - our breakouts are the perfect addition to any workshop or conference Quickstart workshops - broken into 45 minutes long interactive workshop sessions, these unique programs......

Transition is challenging Six out of ten families lose their wealth by the second generation. Nine out of ten by the third. Only 5% of failure is due to financial planning, taxes and investments. 85% is due to poor communication within and between generations We exist to help change that situation We can help......

relevant regions

• Western Europe

The WealthQuotient Online University by Brian Gonzales and David Friedman is the distillation of over a decade of training and working with hundreds of iconic global brands and industry leaders, on how to effectively prospect and close affluent clients and donors. The challenging and often inefficient process of creating (or growing)......

relevant regions

• North America

Our website provides a valuable information resource, suitable for all clients, regardless of their role within the firm. News and opinions The latest regulatory and industry news and opinions Client Content relevant to advising your clients, organised in accordance with the six steps for financial planning, from engaging with the client (where we include......

relevant regions

• Western Europe

We support you with further education and training options, from individual training sessions to comprehensive further education concepts. Thanks to our extensive team of experts, we can cover a wide range of national and international regulatory topics and work with you to develop customised solutions....

relevant regions

• Western Europe

Parkwell Training is a division of Parkwell Management Consultants and has been offering specialised and practical training courses since 1992. Parkwell promotes a simple and practical approach to training. Our courses are free of jargon and represent a normal working environment for project managers and business executives. We focus our course......

relevant regions

• Western Europe

Sharing our knowledge to empower you and your teams Tyler Wood Consulting's Training Team has delivered thousands of hours training industry experts on the use of a wide range of systems. As functionality changes and your team grows, so do your needs and knowledge of the systems you are using. We......

The art & science of a great customer experience This is Watermark’s flagship program for companies that seek to strengthen their focus on customer experience with cultural, behavioral and operational change. Filled with captivating insights and fascinating case studies, the workshop teaches participants the fundamentals of customer experience management — including the......

relevant regions

• North America