Operations

Is your staff equipped to manage the modern back- and middle-offices?

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Financial Regulation

Is your organization on top of the new regulatory frameworks and compliance requirements?

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Credit Analysis

Systematically learning the fundamentals of financial and credit analysis.

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Alternative Investments

Understand the strategies, benefits and risk factors within the AI universe.

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Risk Management

Engrain in your business both a risk management culture and best practices.

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Finance IQ designs and delivers the industry’s most up-to-date training courses in the fields of capital markets, operations, portfolio management, financial accounting, regulation and risk management.

More than just Corporate Training

While renowned for its excellence in corporate training, Finance IQ provides our clients additional related services.

Learning & Development Design

We can design a customized learning solution for staff at all levels in your organization.

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Risk Management

Our risk management advisory services provide solutions for corporate customers.

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Subject Matter Experts

Decades of securities market experience help our clients address their current product, operational, and regulatory challenges.

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Financial Markets Training

Our instructor-led training programs feature live in-class instruction across a number of financial topics.

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Our Clients

1

International Corporate Banks

3

Investment Banks

4

Insurance Companies

5

Asset
Management Firms

2

Banking & Securities Regulators

6

Clearing Agencies

9

Broker/Dealer Firms

10

Industry Vendors and Associations

7

Back and Middle Office Firms

4

Public and Private Corporations

Our Accreditations

1

Finance IQ is registered with the National Association of State Boards of Accountancy (NASBA), as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be addressed to the National Registry of CPE Sponsors, 150 Fourth Avenue North, Suite 700, Nashville, TN, 37219-2417. Web site: www.nasba.org.