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14 Educators providing Wealth Management courses in London

Wealth ManagementLondon
Endow

endow

London

Invest better to live easier today and better tomorrow. Headquartered in Singapore, Endowus is the first digital advisor for CPF, SRS, and cash savings, helping everyone invest holistically, conveniently, and with expert advice at the lowest cost possible.

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The Beam Network

the beam network

London

At The Beam Network we’ve built a community of high net-wealth women who want to feel connected, knowledgeable, and confident in the management of their wealth and finances. When you have the right information, the right support, and the right team behind you, it’s transformational. “This is the first time I’ve looked at our portfolio reports… beyond incredible! I feel like a different person. This has opened up lots of thoughts and ideas.”

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Qummif Student Investment Club

qummif student investment club

London

Queen Mary University of London MSc Investment Fund (QUMMIF) is a student-managed investment fund that currently has responsibility for over £40,000 of investments!

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Eureka Financial Limited

eureka financial limited

0.0(3)

London

BANKING AND FINANCE TRAINING COURSES Gain the top skills to outperform your competition in the financial world with our banking and finance courses. Learn the latest know-how in banking, regulations, fund and wealth management from the first-class international experts.

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Finance Map

finance map

London

Before founding Finance Map in 2015, Matthew had more than 30 years of full time experience with investment banks Chase Manhattan, SBC Warburg and UBS, and with fund manager ECM Asset Management. He continues to provide advisory services in the wealth management sector. With Finance Map he enjoys teaching others the knowledge that they seek to succeed professionally and personally.

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PAM Insight

pam insight

London

PAM Insight is an independent company dedicated exclusively to serving a broad and diverse community of professional wealth management organisations around the world (currently in over 50 jurisdictions), with innovative, market-leading and independent information products and services, delivered online, in print and face-to-face. Building Relationships based on Trust Since launching the world's first publication specifically devoted to wealth management back in 1997 (long before other publishers jumped on the bandwagon, to try to emulate our business), we have remained focused on the fundamental principle: that our business relationships should be built upon mutual trust and the consistent delivery of sustainable value. Our mission is the consistent delivery of accurate, sharply-focused and timely “must-have” information that is relevant and useful to our subscribers in their professional work. Our subscribers have come to rely upon the services we deliver and we are proud to serve them. The majority of our business over the years has resulted from third party recommendation and referral. We do not spend money on advertising, preferring to focus on engaging in direct dialogue with our existing clients, many of whom have been with us on our journey since the beginning. It is possible that you may have arrived at this website, because one of our existing clients has told you about one of our portfolio of specialist products. Please feel free to contact us to discuss how we can help. We look forward to working with you. Pursuing Excellence through Innovation Innovation and the pursuit of excellence stand at the heart of our business culture. We constantly strive to offer our clients the best possible service, as well as the latest ways to help them achieve their business objectives. We continue to search for new and better ways to deliver information that is timely, accurate and relevant to our clients’ needs, wherever they are. Ever since the launch of our first specialist publication devoted to meeting the needs of senior private banking and wealth management professionals back in 1997 (before 'wealth management' was widely accepted as a term to describe the sector’s activities), we have continued to break new ground.

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Learn 2 Earn

learn 2 earn

London

Founded in 2018, Learn2Earn specializes in trading and wealth management. We help our students to reach their highest potential and succeed in the financial markets. We believe in value for money and money for value. Trading is becoming more and more lucrative as a money-earning avenue. However, there seems to be a lack of in-depth understanding of the field and that is where we come in; to share our knowledge and the tools we already possess to help our students become successful and financially independent traders.

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Waterfords Consulting

waterfords consulting

London

Waterfords Consulting offer unique and exceptional bespoke training, change management and personnel development to our clients. We are focused exclusively within Banking and Financial Service sector clients, with specialism in the Premier / Prestige Banking and Wealth Management markets. Our collective expertise gained over nearly 80 years, specifically within these markets, enables Waterfords Consulting to deliver significant and unique value to our clients’ structures, processes and performance. Our solutions are not ‘off the shelf’ where you’re required to apply a ‘one option fits all’ product resulting in a pale vehicle which falls short of enabling your people and business to achieve full potential in line with your vision, values and Key Selling Points. Our product and services enable immediate and concentrated translation to your team’s and business success in achieving your targeted objectives.

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Finex Learning

finex learning

5.0(5)

London

Finex Learning: Expert-Led In-House Training for the Financial Services Sector At Finex Learning, we specialise in organising and delivering bespoke in-house training solutions tailored to the financial services sector. Our comprehensive programmes focus on Capital Markets and are designed for both small and large groups, ensuring flexibility and relevance to your business needs. Our courses are led by globally renowned subject matter experts and experienced market practitioners, offering practical, hands-on learning that delivers tangible results. We cover a broad range of financial sectors, including: * Fixed Income * Equity Markets * Foreign Exchange (FX) * Credit Markets * xVA * Treasury Management * Insurance * Fintech * Financial Regulations * Forensic Accounting * Environmental, Social, and Governance (ESG) Should your organisation seek to elevate its expertise—be it through enhanced regulatory acumen or gaining a profound understanding of emerging sectors such as Fintech and ESG—Finex Learning stands ready to provide world-class training, designed to give your institution an indisputable competitive edge. To learn more, please visit www.finexlearning.com/courses

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Apex Learning

apex learning

5.0(10)

London

At Apex Learning, we share the goal of millions of people to make the world better, and we know that, as a company, our actions significantly influence society. For this reason, at Apex Learning, we actively evolve to bring knowledge to everyone through technology based on efficiency, quality, credibility and innovation. Our Mission Offer innovative and quality education through distance education, allowing everyone easy access to technology and the development of a sustainable society. Our Vision To be an educational portal of reference in distance education, innovative in its proposals and practices and the formation of critical, conscious and entrepreneurial learners. Why Choose Us? * Experience * Professionalism & Flexibility * Complete Catalog * Accreditation * Prices * Stunning Promotions * Services * Innovation

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12

Courses matching "Wealth Management"

Show all 3

Private Banking & Wealth Management

5.0(10)

By GBA Corporate

Overview This Private Banking & Wealth Management training course is designed to give you the skills to acquire, protect/preserve, enjoy and pass on wealth. As a result, it is specifically designed for those working in the industry as well as those with an interest in investments and markets.

Private Banking & Wealth Management
Delivered in Internationally or OnlineFlexible Dates
£1,718 to £3,779

Insurance - Asset Liability Management under Solvency II

5.0(5)

By Finex Learning

Overview This is a 2 day course to learn ALM tools to achieve strong and market-resilient, actuarially-resilient Solvency 2 (S2) ratios at Group consolidated level and at key cash-remitting entities to ensure dividend stability. For those not fully familiar with Solvency 2, this course is best taken in conjunction with “Solvency 2” Who the course is for Capital management / ALM / risk management staff within insurance company Investors in insurance company securities – equity, subordinated bonds, insurance-linked securities Salespeople covering insurance companies Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

Insurance - Asset Liability Management under Solvency II
Delivered in Internationally or OnlineFlexible Dates
Price on Enquiry

xVA Modelling & Management

5.0(5)

By Finex Learning

Overview This is a 2 day applied course on XVA for anyone interested in going beyond merely a conceptual understanding of XVA and wants practical examples of Monte Carlo simulation of market risk factors to create exposure distributions and profiles for derivatives used for XVA pricing Learn how to do Monte Carlo simulation of key market risk factors across major asset classes to create exposure distributions and profiles (with and without collateral) for derivatives used for XVA pricing. Learn how to calculate each XVA. Learn sensitivities of each XVA and how XVA desks manage these. Learn regulatory capital treatment of counterparty credit risk (both for CCR and CVA volatility) and how to stress test this within ICAAP or system-wide external, supervisor-led capital stress test. Who the course is for Anyone involved in OTC derivatives XVA traders XVA quants Derivatives traders and salespeople Risk management Treasury staff Internal audit and finance Course Content To learn more about the day by day course content please request a brochure To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now

xVA Modelling & Management
Delivered in Internationally or OnlineFlexible Dates
Price on Enquiry

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