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Financial Services Courses and Training

New York Stock Exchange-Financial Services courses

The financial services industry affects just about every person on the planet in some way or another. Those dependant on the industry include organizations, government agencies and individuals. Browse the financial services training courses available in the USA for both current professionals in the industry and those looking to get a foot in the door. When you've found what you are looking for, complete the information request form to the company and they will provide you with more details about the course.

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Displaying 1-50 of 102 results
Due Diligence in Financial Services
Financial Markets World Inc.
1 day
995 USD
New York
This course is an overview of the issues involved with understanding the concept of due diligence, conducting due diligence in...
Due Diligence in Financial Services - On-site Course
Financial Markets World Inc.
1 day
United States of America
This course is an overview of the issues involved with understanding the concept of due diligence, conducting due diligence in...
Financial and Valuation Modeling Boot Camp 2 Day
Wall Street Prep
         
(6)
2 days
1,199 USD
Multiple (6)
This public Financial and Valuation Modeling Boot Camp is a public classroom course offered throughout North America, from New York...
Financial Markets Graduate Training Program
ACF Consultants USA
10 days
11,591 USD
Multiple (2)
With a long history delivering in-house graduate programs for some of the world's largest banks, ACF Consultants have developed this...
Financial and Valuation Modeling Boot Camp 3 Day Program
Wall Street Prep
         
(1)
3 days
1,599 USD
Multiple (7)
This public Financial and Valuation Modeling Boot Camp is a public classroom course offered throughout North America, from New York...
Diploma in Financial Trading
Shaw Academy
         
(13)
22 USD
Online
Now, as never before, private individuals can easily manage and trade their own funds rather than paying someone else to...
Certified Financial Planner: Greene Consulting
Greene Consulting
21 month access
Online
This  Certified Financial Planner (CFP)  training program is offered by the Greene Consulting Group. The training course is delivered online, and...
Financial Analysis of Local Governments
Moody's Analytics
1 day
1,395 USD
Multiple (4)
This Moody's Analytics course discusses the best practices in financial analysis for local governments. With high levels of stress on...
Certified Financial Planner: University of Georgia
Greene Consulting
21 month access
Online
This  Certified Financial Planner (CFP)  training program is offered by the Greene Consulting Group through a unique partnership with the University...
Client Advisory Services Workshop
American Institute of Certified Public Accountants (AICPA)
         
(1)
2 days
1,295 USD
Multiple (2)
The way that accounting firms and small businesses operate has been transformed by Cloud Technology. It has enabled them to...
Certified Financial Planner: NC State University
Greene Consulting
21 month access
Online
This  Certified Financial Planner (CFP)  training program is offered by the Greene Consulting Group through a unique partnership with NC State...
Certified Financial Planner: James Madison University
Greene Consulting
21 month access
Online
This  Certified Financial Planner (CFP)  training program is offered by the Greene Consulting Group through a unique partnership with James Madison University....
Certified Financial Planner: University of Texas San Antonio
Greene Consulting
21 month access
Online
This  Certified Financial Planner (CFP)  training program is offered by the Greene Consulting Group through a unique partnership with the University...
Fundamentals of Bank Analysis
Global Financial Markets Institute GFMI
14 CPE credits
United States of America
This  Fundamentals of Bank Analysis  training course is an in-house program offered by Global Financial Markets Institute (GFMI). This course...
Introduction to Financial Markets
ACF Consultants USA
4 days
5,250 USD
New York City
This course explains how each of the major financial markets works, what products are traded, how the markets are inter-related,...
Electronic Trading
Global Financial Markets Institute GFMI
7 CPE credits
United States of America
This  Electronic Trading  training course is an in-house program offered by Global Financial Markets Institute (GFMI). This course is designed...
Fixed Income
Global Financial Markets Institute GFMI
7 CPE credits
United States of America
This  Fixed Income  training course is an in-house program offered by Global Financial Markets Institute (GFMI). This course is designed to...
Bond Math
Global Financial Markets Institute GFMI
7 CPE credits
United States of America
This  Bond Math  training course is an in-house program offered by Global Financial Markets Institute (GFMI). This course is designed...
Banking & Financial Compliance
360training.com
Flexible
35 USD
Online
This online training course prepares candidates with all the important aspects of financing and banking essentials, including pressing issues such...
Exchange Traded Funds
Global Financial Markets Institute GFMI
7 CPE credits
United States of America
This  Exchange Traded Funds (ETFs)  training course is an in-house program offered by Global Financial Markets Institute (GFMI). This course...
Derivatives
Global Financial Markets Institute GFMI
7 CPE credits
United States of America
This  Derivatives  training course is an in-house program offered by Global Financial Markets Institute (GFMI). This course is designed to provide...
Concepts of Credit
Moody's Analytics
3 days
3,895 USD
Multiple (2)
This Moody's Analytics course discusses credit and the concepts that govern credit today. Over three days, the course will explore...
New Federal Rules Target Student Bank Accounts - Top 10 Compliance Issues
Lorman Education Services
1.5 hours
219 USD
Online
Make sure you are up to date and in compliance with the new rules governing student bank accounts. Department of...
Problem Credits: Early Warning Signs and Effective Actions
Moody's Analytics
2 days
2,795 USD
Multiple (2)
This Moody's Analytics course explores problem credits and reviews possible early warning signs and effective actions that can be taken...
Fundamentals of Bank Credit Risk Analysis
Moody's Analytics
2 days
2,795 USD
Multiple (2)
This Moody's Analytics course provides a detailed and practical introduction to bank credit risk analysis. The course has been designed for...
Advanced Treasury Management
London Corporate Training Ltd
2 weeks
Worldwide
This advanced course in Treasury Management delivered by London Corporate Training covers the role and impacts of Treasury Management, enabling...
Ability to Repay and Qualified Mortgage Rules Under the Dodd-Frank Act: What Every Lender Should Know
Lorman Education Services
1.5 hours
219 USD
Online
Learn everything you need to know about qualified mortgage rules under the Dodd-Frank Act and the rules effect on financial...
Electronic Trading and Algorithmic Execution
London Financial Studies
2 days
3,570 USD
New York City
An analysis of the current state of electronic trading in both equities and fixed income markets. The first day of...
Covenants & Documentation
Moody's Analytics
1 day
1,695 USD
Multiple (5)
This short course explores covenants and documentation for finance professionals seeking to improve their understanding of credit documentation reviews. Course material...
International Trade Finance
Euromoney Learning Solutions - Financial Training
4 days
5,100 USD
Miami
This 4-day course is designed to provide a practical look at commodity finances and international trade. The program places additional...
Capital Markets and the Treasury Function
London Corporate Training Ltd
1 week
Worldwide
The goal of this in-house financial training course covering the essentials of Capital Markets and the Treasury Function is to...
Liquidity Risk Management in Banks
Fitch Learning
         
(1)
2 days
2,800 USD
New York City
This 2-day Liquidity Risk Management in Banks training course, offered in New York, is designed to aid its participants in...
Retail Banking
Euromoney Learning Solutions - Financial Training
3 days
4,200 USD
Miami
The recent global credit crunch has had a significant impact of the financial industry as a whole. The retail banking...
Bank Internal Audit School
MIS Training Institute
4 days
2,895 USD
Multiple (5)
The Bank Internal Audit School course is designed to provide internal auditors with the skills needed to begin internal auditing...
Prime Brokerage Best Practices - On-site Course
Financial Markets World Inc.
2 days
United States of America
This intensive 2-day course from Financial Markets World will cover topics such as: US Prime Brokerage and the Associated Custodian...
Allocating Direct or Indirect Costs for Nonprofits
Lorman Education Services
1.5 hours
199 USD
Online
Learn how to make smarter strategic decisions on program performance with the proper allocation of costs. Indirect cost allocation can...
Auditing the Credit Department
MIS Training Institute
2 days
2,095 USD
Multiple (3)
The 2-day Auditing the Credit Department seminar is designed to look critically at the credit department and examine a proven...
Banking Summit 2016 | Risk Management and Data Security
Compliance Online
2 days
1,499 USD
New York City
Banking and financial services play a vital role in today’s globalized economy. Banking industry is the most heavily regulated and...
CFPB Issues Final HMDA Rule: What this Means for You and Your Bank
Lorman Education Services
1.5 hours
219 USD
Online
Is your institution subject to Regulation C and HMDA and does it understand the new requirements to help ensure compliant...
Corporate Credit Rating Analysis
Moody's Analytics
3 days
3,895 USD
Multiple (4)
This Moody's Analytics course discusses the structures and processes used in corporate credit ratings analysis. With a practical approach, the...
SEC Net Capital Rule 15c3-1
Financial Markets World Inc.
1 day
995 USD
New York
This intensive program from Financial Markets World will cover: Background History of the Rule Current Financial/Operational/Record Keeping Requirements Financial/Operational Reporting...
Advanced Bank Risk Analysis
Moody's Analytics
3 days
3,895 USD
New York City
This Advanced Bank Risk Analysis course is delivered over 3 days and will provide a detailed review of bank risk analysis...
Intensive Bank Analysis
Fitch Learning
         
(1)
3 days
3,495 USD
Multiple (3)
Training material for this intermediate level course is designed to provide delegates with a learning solution that is readily applicable...
Emerging Market Bank Analysis
Fitch Learning
         
(1)
2 days
3,495 USD
Multiple (2)
This workshop is designed to provide delegates with a clear, structured approach to bank analysis for emerging markets. Course material...
Restructuring Modeling
Wall Street Prep
Flexible
399 USD
Online
This Restructuring Modeling training course is an online, self-study program offered by Wall Street Prep. This training has been specifically created with...
Fundamentals of Corporate Credit
Moody's Analytics
4 days
4,395 USD
Multiple (4)
This Moody's Analytics course reviews the basics of corporate credit and provides an introduction to the skills necessary to consistently make...
Moody's Credit Risk Analysis Masterclass
Moody's Analytics
5 days
4,995 USD
New York City
This Moody's Analytics Credit Risk Analysis masterclass provides a detailed review of credit risk analysis, and will prepare you to prepare...
RiskAnalyst for Credit Analysis
Moody's Analytics
2 days
2,795 USD
Multiple (2)
This course is based on the Moody's Analytics RiskAnalyst™ tool, a powerful analytical resource for finance professionals. With RiskAnalyst™ and this course, you...
Bank Analysis - How Safe is Your Counterparty?
Moody's Analytics
2 days
2,795 USD
Multiple (2)
This Bank Analysis course discusses the unique challenges involved in assessing exposure to bank counterparty risk. Delivered over two days,...
Collateral Management Masterclass
Financial Markets World Inc.
2 days
1,695 USD
New York
This intensive two-day program from Financial Markets World is the ultimate course in collateral management, covering everything from collateral uses...
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Displaying 1-50 of 102 results
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What are Financial Services?

Financial Services refers to the services provided by organizations involved with the management of money. The USA has been an economic superpower for a long time and this has necessitated the development of a robust financial infrastructure making it the ideal country for launching or furthering your career in this sector.

Typical examples of organizations providing financial services are banks, stock brokerages, credit card companies, accounting companies, finance companies, investment funds and insurance companies. Customer needs constantly grow and change and the competition to attract and retain them is high.

Financial Services Training Options

 Successful financial services organizations are constantly innovating and evolving to satisfy customer needs and to stay abreast or ahead of the competition. All of this needs to be achieved within the highly regulated framework that governs the industry. By undergoing financial services training, these industry professionals can keep up with the latest innovations in the industry. Technology is one way to reach many people and extend a superior level of service to customers. Online services and securities of banks and other financial institutions are among the best in the world.

There are a vast number of activities and functions carried out by this industry. Some of these include:

Commercial banks

  • Overdraft
  • Loans
  • Deposits and withdrawals
  • Credit and debit cards
  • Internet banking
  • Automatic Teller Machines

Investment banks

  • Underwriting debt and equity
  • Brokerage services
  • Advisory on mergers and acquisitions

Foreign exchange

  • Currency exchange
  • Wire transfer

Investment services

  • Hedge funds
  • Safekeeping and processing securities trades
  • Investment management

Insurance

  • Financing and insurance of assets
  • Insurance brokerage
  • Underwriting
  • Reinsurance

Financial Services Training Courses

This vast sector is subject to intense scrutiny and because of this is extremely well regulated. It is also an area that thrives on innovation and forward thinking. This means that the need to learn and stay abreast of advances in the industry is absolutely essential. The professional therefore needs ongoing financial services training to brush up on skills to stay competitive. New entrants into this field will also find many options for financial services training courses that will launch their careers in this exciting sector.