279 Educators providing Financial Services courses

philip nolan

Phillip Nolan Accountants, a well establish accountancy practice with a team of experts, which always committed to runs its business with integrity and transparency. We cater small and medium companies, and our focus is on delivering high quality professional financial services to business and personal clients. All our financial advice services delivered to our clients, in personable manner at a time and a place convenient for them. Our clients have peace of mind knowing that they are looked after by highly experienced professionals who care about them and who always guide them to achieve their financial and business goals to be succeed in today’s competitive market, with an affordable rate. We are committed to full fill and exceed our client’s expectations as well as our employees in supporting their personal and carrier growth, as we believe that keeping our people happy is an important part in creating excellent service to our clients.

meliora advisory

Tony Cotrupe brings over 30 years of experience in business valuations, investment banking, economic consulting, and private equity to Meliora Advisors. Tony began his career at Ernst & Young in its Financial Services Group, where he performed pre- and post-transaction valuations for companies in a variety of industries. He was also an economist in E&Y’s International Services Office, where he provided economic consulting services to multinational corporations for transfer pricing, strategic planning, cross-border transactions, and litigation support. From 2003 to 2006, Tony was a Director at Huron Consulting Group where he was responsible for Huron’s New York Financial Valuation Group. Tony led a team focusing on financial valuations for public and private companies. From 2006 to 2008, Tony was Senior Vice President at Paramax Corporation, a middle-market M&A advisory firm in Upstate NY focusing on middle market M&A and other advisory engagements. At Paramax, Tony also led the corporate advisory and valuation services efforts. Tony worked for eight years at J.P. Morgan Securities (formerly Chemical and Chase Securities), first as an investment banker in the Emerging Markets Investment Banking Group, where he structured debt and equity transactions for corporations in Brazil. Tony then started and ran the Private Equity Group within JPM’s Global Private Bank, where he sourced, structured, and executed venture capital and buyout transactions for high net worth clients worldwide. Tony also led the private equity fundraising effort, raising capital for large buyout firms including The Blackstone Group. After J.P. Morgan, Tony joined Gerard Klauer Mattison (GKM) as a Private Equity Fund consultant, providing fundraising and fund management for a fund of funds focused on venture capital and buyout investments. In 2009, Tony formed Meliora Advisors, LLC, a corporate advisory and consulting firm. Meliora Advisors has successfully executed projects in a broad array of industries, including: Aerospace, Biotechnology, Business Services, Financial Services, Food and Beverage, Healthcare, Heavy Manufacturing, Pharmaceuticals , Power/Electricity, Robotics HealthTech. Tony holds a Bachelor of Arts in Political Science and a Master of Business Administration in Finance and Economics, both from the University of Rochester. He is a CFA Charter holder and a member of the CFA Institute. He has spoken at conferences and taught classes on valuation, M&A, and private equity.

finzway pvt. ltd

We take great satisfaction in providing https://finzway.com/financial services [https://finzway.com/] that are unique to each client. Our team takes the time to comprehend each client’s particular condition and aspirations, and together, we work closely to create a plan that is tailored to their needs. We are committed to establishing lasting connections with our clients by open communication, honesty, and openness.

wm nexus

WM Nexus is a UK-based strategic consultancy connecting single family offices, ultra-high net-worth and high-net investors with investment opportunities in the fast growing ESG (environmental, social and governance) and impact investing sector, as well as in mainstream diversified investment opportunities. The company was formed as a limited partnership in 2018 by two female entrepreneurs, Wendy Marston and Alina Legendi. They sought to deploy their skills and experience in project management, marketing and financial services and their extensive connections across the investment sector to meet the growing demand from high net worth investors and family offices for ESG and impact investments. WM Nexus is London-based but with a global reach, and is sector and region agnostic, looking rather at the value of the investment proposition and its ESG credentials, and across a diverse universe of investment vehicles and geographies. Whilst WM Nexus is active in promoting ESG investments, we also work with companies that have a strong core value system and do not go against our own values in environment and social responsibility.

junior leaders

Our story Junior Leaders prepares the next generation for success in a fast-changing world. Established in 2019, Junior Leaders aims to provide young people relevant skills and advice to do well at school, further education, work and life. Junior Leaders aim to provide a friendly, safe and inclusive club for young people to both learn and have fun. Founder & Managing Director James Woodley lives in London and is a parent of two secondary school students. James started his career as an Army Officer before working in Financial Services. Most recently he has worked for two start-up FinTech companies. He has led and participated in several hiking and mountaineering expeditions in North America, Europe and Asia. He holds the following qualifications and memberships: BA(Hons) Politics & Government Executive MBA Ofsted Recognised Paediatric First Aid (12 Hour) Emergency First Aid at Work Designated Safeguarding Officer qualification Member of the British Mountaineering Council He is responsible for devising the training programme and ensuring that all adult supervisors have been DBS checked, briefed on safeguarding policies and hold relevant qualifications.

meditec training

Meditec training is a professional training business offering an extensive training portfolio. We are shaking up the physical and mental health first aid training industry. We are paving the way in creating efficient, fun, innovative, engaging & credible training experiences for our learners which maximises confidence & competence. We are proud to boast that all meditec training instructors are registered healthcare professionals who continue to work on front line NHS emergency services. Our instructors are made up of senior Emergency Nurses & Paramedics. We’ve worked hard to develop a variety of courses & programs to fit everyone’s needs. Whether you are brand new to the subject, want to improve existing skills or expand your horizons, you’ve come to the right place! We deliver training to a plethora of both public & private organisations including educational establishments (Nursery, Infant, Primary, Secondary, College & University), the healthcare sector, the leisure & travel industry & the financial services industry. We are able to facilitate training to any organisation, big or small. Meditec training is a business founded on the principle of innovation & exceptional service.

focused leadership solutions

We aim first to understand the culture of the organization, and to identify solutions that are appropriate for the specific circumstances. We bring expertise and experience from working in major consulting firms, but are able to address client needs in a more personalized and flexible manner. Engagements range from large scale program or process interventions sponsored by human resources, to advice and guidance for individual leaders. We pride ourselves in being a diverse team that brings a wide range of different consulting and life experiences and perspectives to each and every assignment. Our history The firm was founded in 1998 by Dr. Renee Bellamy Booth, an industrial organizational psychologist with extensive experience and background in human resources, both in consulting and as an internal head of Human Resources for a major financial services organization. Dr. Booth spent 12 years at Hay Management Consultants in Philadelphia, where she helped establish and grow the human resource planning and development practice. Upon leaving Hay, Dr. Booth was the Vice President and General Manager of the Philadelphia office and a partner in the firm.

kaplan financial ltd

no limit training & development

Mandy Johnson - Company Director Mandy is the director of No Limit Training & Development and believes that there is No Limit to people’s personal development and growth. During her career she has worked both in the UK and internationally and has a demonstrable record of developing and successfully implementing progressive Learning and Development initiatives in multi-site environments, bringing about change and adding measurable value. She has held roles within the manufacturing sector, private sector (financial services) and retail. She has over thirty years’ experience in the learning and development arena. Since opening No Limit Training and Development she has had the pleasure to work with numerous organisations in other sectors such as different Housing Associations and Health Boards. Mandy is a fellow member of both the Institute of leadership and Management and the Chartered Management Institute. She is a qualified trainer and coach, has been an accredited NLP Master practitioner since 2007, and holds a career counselling licence through CCS (London).

petm

PETM LTD is a family-run business that was established in 2021, specializing in delivering essential training services for vocational drivers and transport audits for businesses in the heavily regulated Road haulage industry. The company focuses on two areas - training and auditing. Providing mandatory periodic Driver CPC (Certificate of Professional Competence) courses and First Aid Training in line with the latest Health and Safety Executive (HSE) requirements. In addition, we offer more than 300 CPD-accredited online and e-learning courses, covering a vast range of subjects across different sectors and areas of expertise. As an approved training centre by Pro Trainings UK and an approved consortium member of Driver CPC 4U, PETM LTD is committed to delivering high-quality training to meet industry standards Our audit services are focused on assisting businesses to improve compliance and safety. All our auditors are qualified ISO9001:2015 Lead Auditors giving you peace of mind that our audit is delivered to high standards and will be your first step to verifying your success in the transport industry. All our auditors are certified ISO 9001:2015 Lead Auditors, ensuring that our audits are conducted to the highest standards. With PETM LTD, you can have peace of mind knowing that our services provide a solid foundation for ensuring compliance and driving your success in the transport industry. The key services offered by PETM LTD include: Transport Compliance Audits: Our Operator Licence Audit is tailored to thoroughly review your management systems and documentation, ensuring full legal compliance with your operator licence undertakings and mitigating any risks to your licence. Transport consultancy and assistance: Our transport consultancy services will provide you with regular monthly visits to ensure your business stays compliant with all relevant legislation. We offer expert advice on improving compliance and achieving your goals in a legal, efficient manner. For National and International Licence holders, we provide additional support, including internal audits with detailed reports and recommendations for improvement. We also offer comprehensive assistance with your O Licence application, guiding you from start to finish. Driver CPC Courses - PETM LTD specializes in providing mandatory periodic Driver CPC courses classroom and online via ZOOM for vocational drivers. These courses ensure drivers maintain their professional competence and stay updated on relevant regulations and best practices. Classroom training can be delivered at our training venues or the customer premises on request. Recognizing the importance of flexibility, PETM LTD also offers online training sessions conducted via Zoom. This allows participants to access training remotely, making it convenient for those who cannot attend in person. First Aid Training - We can offer First Aid Training to businesses and individuals to equip them with the essential skills and knowledge required to respond effectively to emergency situations. This training is conducted in accordance with the latest HSE requirements. Training can be delivered at our training venues or the customer premises on request. Online Training - Recognizing the importance of flexibility, PETM LTD offers online e-learning training sessions that you can access on your own time. This allows participants to access training remotely, making it convenient for those who cannot attend in person and need more time to complete the training. Customised Sessions - We can provide the flexibility to conduct training sessions at customer facilities upon request. This tailored approach ensures that the training aligns with the specific needs and schedules of the clients. Our Training Venues - PETM LTD provides training sessions at its dedicated venues. These include in-person sessions held at training venues in Yaxley, Peterborough, and our new facility located at Unit 31, Lancaster Way Business Park, Ely. PETM LTD takes pride in being a trusted choice for vocational drivers and businesses seeking to meet regulatory requirements and enhance professional skills. Our comprehensive solutions include Driver CPC courses, First Aid Training, CPD-accredited e-learning courses, and auditing services, all reflecting our commitment to delivering high-quality, accessible training and compliance support.