General training capacity
Trainer for Beta Educational Services, LLC
About this trainer
Beta Educational Services has been redefining education since 2005, specializing in financial services executive education. They offer customized individual and corporate training and tutoring sessions, focusing on financial designations and corporate training for wealth management, investment management, banking, and insurance companies.
- Experience
- 21 years
- Delivers in
- USA (West Coast)USA (East Coast)USA (Other)AsiaEuropeAustralasiaIndiaUKUAECanada
Subjects
Finance (41)
PlanningWealthBusiness FinanceCash flowWealth managementConsumer LendingAccountingAccounting StandardsBehavioural financeBankingAlternative investmentsBookkeeping
Show all 41 Finance subjects
Asset Allocation StrategiesALM (Asset Liability Management)Credit Portfolio analysisBonds (Fixed Income)Asset allocationVenture CapitalBudgetingCapital marketsValue at RiskTrustsTrust and Fiduciary ServicesTax planningReturnsReturn AnalysisSuccession PlanningReal estateRatio AnalysisQuantitative analysisPrivate BankingNon-bank Financial InstitutionsPortfolio managementPerformance measurementLiquidity RiskEstate PlanningFinancial managementInvestmentFund managementGeneral FinanceInsurance
Human Resources (5)
Management (12)
Marketing (1)
Contact for pricing