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Financial Services Courses and Training

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.

An intensive instructor-led training program where trainees learn financial and valuation modeling in Excel using an intuitive, step-by-step approach. Early Bird Pricing available for events in New York, Boston, Washington D.C., and Chicago. Learn more here!

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 Accounting for Lenders
Omega Performance
25 hours
 
Online
Explore fundamental accounting concepts, study the composition of a complete set of business financial statements, and identify potential accounting risks,...
Financial Markets Graduate Training Program
ACF Consultants USA
10 days
11,776 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...
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...
Understanding Personal Cash Flow
Omega Performance
20 hours
 
Online
Learn to analyze complex personal financial statements and personal tax returns in order to evaluate a borrower's financial condition and...
Commercial Loans to Small Business
Omega Performance
30 hours
 
Online
Learn to use the Decision Strategy™ to analyze small business opportunities, including industry, management, business and guarantor financial condition and...
High-Impact Prospecting and Networking
Omega Performance
1-2 hour eLearning, 1 day instructor-led lab
 
Online
Learn how to improve business customer prospecting by building a network of centers of influence, skillyfully prioritizing leads, and successfully...
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...
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...
Collaborative Small Business Conversations
Omega Performance
2-3 hour eLearning, 2 day instructor-led lab
 
Online
Learn to conduct high-impact conversations that uncover small business borrowing and cash management needs and yield the information needed to...
Advanced Cash Flow
Omega Performance
1 day
 
Worldwide
Learn advanced techniques for analyzing a business's cash inflows and outflows and their impact on its capacity to reapy debt....
Performance Planning Session
Omega Performance
1 day
 
Worldwide
Define your retail organization's sales, service, and management priorities and build organizational alignment around the path forward as you prepare...
Advancing Customer Connections
Omega Performance
1-2 hour eLearning, 1 day instructor-led lab
 
Online
Equip branch bankers and managers to prepare for and execute scheduled follow-up meetings that further advance customer relationships and deliver...
Consumer Lending
Omega Performance
15 hours
 
Online
Learn to use the Decision Strategy™ to evaluate consumer loan requests and to propose appropriate loans and collateral that both...
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...
Business Lending Fundamentals
Omega Performance
12 hours
 
Online
Gain the foundational knowledge needed to understand how a small business operates, assess its management-- and management's strategies-- and evaluate...
Building Small Business Acumen
Omega Performance
2-3 hour eLearning, 1 day instructor-led lab
 
Online
Learn how to "speak the language of small business owners" in order to have more meaningful conversations that demonstrate understanding...
Minimizing and Managing Problem Loans
Omega Performance
6 hours
 
Online
Learn to detect and evaluate early warning signs of problematic loans in order to take the appropriate actions to mitigate...
Commercial Real Estate Lending
Omega Performance
20 hours
 
Online
Learn to use the Real Estate Lending Decision Strategy™ to assess investment real estate and construction loan transactions and the...
Commercial Loans to Business
Omega Performance
30 hours
 
Online
Learn to use the Decision Strategy™ to analyze a commercial enterprise's industry, management, financial condition, and cash flow, and to...
Building Customer Connections
Omega Performance
2-3 hour eLearning, 2 day instructor-led lab
 
Online
Equip your branch bankers and managers with the skills they need to build stronger connections with and earn more business...
Effective Credit Write-Ups
Omega Performance
1 day
 
Worldwide
Learn to prepare high-quality credit write-ups that articulate a clear and compelling analysis of a business's management, industry, financial condition,...
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...
Credit Coaching and Mentoring
Omega Performance
3 hours
 
Online
Arm managers, coaches, and mentors with a turnkey credit coaching toolkit they can use to strengthen, supplement, and sustain the...
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,...
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...
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...
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...
Case Studies Library
Omega Performance
4 hour eLearning, 2-3 hour credit solutions roundtable
 
Online
The Omega Performance Case Study Library is an innovative, three-part learning solution that helps your commercial lenders and analysts gain...
Loan Documentation
Omega Performance
6 hours
 
Online
Learn how to thoroughly and accurately evidence business and consumer loan transactions, including commercial real estate-secured loans and home equity...
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...
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...
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...
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...
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...
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...
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 course makes use of a range of case studies to provide a practical look at current international trade finance...
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...
Retail Banking
Euromoney Learning Solutions - Financial Training
3 days
4,200 USD
Miami
This course is designed to equip participating retail bankers with  practical, real-world solutions that create exceptional customer experiences to implement...
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...
Bank Internal Audit School
MIS Training Institute
4 days
2,895 USD
Multiple (3)
The Bank Internal Audit School course is designed to provide internal auditors with the skills needed to begin internal auditing...
Auditing the Credit Department
MIS Training Institute
2 days
2,095 USD
Multiple (2)
The 2-day Auditing the Credit Department seminar is designed to look critically at the credit department and examine a proven...
Preparing a Call Report for Lending Schedules
Lorman Education Services
1.5 hours
219 USD
Online
Regulators place significant emphasis on the accuracy of Call Report information. Regulators monitor bank performance using information provided in the...
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...
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...
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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.