Course in Finance in North America

View Courses in Finance in North America 2018/2019

Finance

There are hundreds of nationally recognized Professional qualifications & training courses from the worlds leading education providers. Course objectives should lead to teaching methods and student interest.

Finance is the discipline concerned with the management of money and includes personal, corporate, and public finance. Though usually associated with asset and debt management in terms of investment banking, finance also includes other specializations like accounting and retirement planning.

From indigenous civilizations to modern day empires, North America has plenty of hands-on educational opportunities to offer scholars. Filled with a range of distinct cultures, students can educate themselves in well-rounded way.

View all Courses in Finance in North America 2018/2019

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Seminar on Finance for Non-Financial

Tecnológico de Monterrey (Educación Continua Presencial)
Campus Full time Part time 40 hours December 2018 Mexico Monterrey Zapopan Puebla City San Luis Potosi Ciudad Juarez Saltillo Chihuahua Aguascalientes Culiacán Torreón Ciudad Obregón Oaxaca + 12 more

Course objective: Train participants in the knowledge and practical use of the concepts, models and techniques of analysis and evaluation of investment alternatives and short, medium and long term financing in companies, as well as analyze and interpret financial information necessary to diagnose the effective situation of your business, with the purpose of obtaining a return that increases the value of the capital of the company. [+]

General purpose:

Train participants in the knowledge and practical use of the concepts, models and techniques of analysis and evaluation of investment alternatives and short, medium and long term financing in companies, as well as analyze and interpret the financial information needed to diagnose the effective situation of your business, with the purpose of obtaining a return that increases the value of the capital of the company.

Benefit:

At the end of the workshop, the participant will be able to:

Analyze the financial information generated by the activities of the company.Understand the work of the administration and finance staff, and interact with them actively and thus give an integral value to their work and their person.Acquire greater and better knowledge about the financial management of a business and open opportunities to achieve a better managerial position.Addressed to:... [-]

Workshop on Budget and Indicators for Financial Decision Making

Tecnológico de Monterrey (Educación Continua Presencial)
Campus Full time Part time 40 - 95 hours September 2018 Mexico Santiago de Querétaro Oaxaca + 2 more

General Objective: Understand the main elements to consider in the elaboration of budgets to use them as a tool in planning and administrative control. Also, as support for the decision making of operations, financing and investment that a company faces in the short and medium term. [+]

General purpose:

Understand the main elements to consider in the preparation of budgets to use them as a tool in planning and administrative control. Also, as support for the decision making of operations, financing and investment that a company faces in the short and medium term.

Summary of Program Content:Budgets and indicators for financial decision makingMethodology of the Program:

The study methodology is theoretical - practical, theoretical topics are addressed as support and through the resolution of problems and construction of knowledge with the case method, the self generation of plans and programs is created.

Likewise, the enrichment that exists between the group and the exchange of experiences.... [-]


Seminar on Financial and Fiscal Planning

Tecnológico de Monterrey (Educación Continua Presencial)
Campus Full time Part time 40 hours October 2018 Mexico Santiago de Querétaro Leon Oaxaca + 3 more

General objective: That the participants have a broad overview of the financial management of a company in order to optimize its resources, detecting in a timely manner any situation that may affect the assets of the companies. With regard to fiscal management, the objective is that students learn to optimize the tax burden of companies, applying in an efficient manner the fiscal dispositions generating savings that benefit them in their cash flow. [+]

General purpose:

That participants have a broad overview of the financial management of a company in order to optimize the resources of it, detecting in a timely manner any situation that may affect the assets of companies.

With regard to fiscal management, the objective is that students learn to optimize the tax burden of companies, applying in an efficient manner the fiscal dispositions generating savings that benefit them in their cash flow.

Benefit:

That the participant:

Have a full command of what is administrative planning, allowing you to apply what you learned in business.Know the correct methodology to develop a fiscal strategy.Fully identify what tax evasion, avoidance and simulation is.Know what is the patrimony of a person and how is planned correctly to avoid incurring errors that affect your family in the future.Ways to transmit the family patrimony.Learn to develop administrative and fiscal strategies.Addressed to:... [-]

Seminar on Government, Risk and Corporate Compliance

Tecnológico de Monterrey (Educación Continua Presencial)
Campus Full time Part time 40 hours March 2019 Mexico Monterrey Oaxaca + 2 more

Raise practical ways of managing risk, comply with internal and external regulation and raise the quality of corporate governance within organizations, which translates into an intelligent scheme, focused on fulfilling the mission, vision and objectives set by a organization. By uniting the components and requirements of government, risk and compliance, this reduces costs, complexity, inconsistencies and workloads required for compliance, in such a way that the following topics are reviewed: risk management, internal control, security of the information, fraud prevention, federal law on protection of personal data, implementation of business continuity plans, Sarbanes Oxley Law and prevention of money laundering and financing of terrorism. [+]

Duration 40 hours

General purpose:

Raise practical ways of managing risk, comply with internal and external regulation and raise the quality of corporate governance within organizations, which translates into an intelligent scheme, focused on fulfilling the mission, vision and objectives set by a organization. By uniting the components and requirements of government, risk and compliance, this reduces costs, complexity, inconsistencies and workloads required for compliance, in such a way that the following topics are reviewed: risk management, internal control, security of the information, fraud prevention, federal law on protection of personal data, implementation of business continuity plans, Sarbanes Oxley Law and prevention of money laundering and financing of terrorism. At the end of the course participants will have the opportunity to immediately implement the tools and skills developed to achieve efficient risk management, governance and compliance.... [-]


Seminar on Imports and Exports

Tecnológico de Monterrey (Educación Continua Presencial)
Campus Full time Part time 60 hours March 2019 Mexico Monterrey Zapopan Santiago de Querétaro Oaxaca + 4 more

The participant will be able to design the international marketing, logistics and distribution processes, which allow the participants to generate competitive advantages and therefore higher levels of production and adequate indexes of positioning in world markets. [+]

Duration 60 hours

General purpose:

The participant will be able to design the international marketing, logistics and distribution processes, which allow the participants to generate competitive advantages and therefore higher levels of production and adequate indexes of positioning in world markets.

Benefit:

Its eminently practical application, the inclusion of issues related to strategic alliances, international financial management, international negotiation.

Addressed to:Directors, Managers or Executives of: Foreign trade, imports, exports, logistics, distribution, international purchases, transportation, international services, international finance, customs agencies, projects; public officials with the international operation.Entrepreneurs or executives of companies involved in the practice of international commerce or business.Requirement:... [-]

Financial Life Skills Retreat

University of California, Irvine - The Paul Merage School of Business
Campus 3 weeks February 2019 USA Irvine

The curriculum is designed to prepare your adult children for the responsibilities of wealth now and in the future. [+]

In response to a strong demand by many families like yours, The Paul Merage School of Business at UC Irvine plans to partner again with IFF Advisors, LLC a national consulting firm located in Orange County, to present a retreat for young adults focused on financial life skills. The sessions are presented by our faculty, who are some of the most experienced and talented academics and professionals in the field.

Previous faculty have included the Dean of the Business School, Prof. Andy Policano, national tax expert and Chairman of IFF Advisors, Douglas K. Freeman, J.D. LL.M., the national director of IFF’s Fiduciary Training Division, Victoria Collins, Ph.D., C.F.P., and the national director of IFF’s Family Enterprise Division, Lee Hausner, Ph.D.... [-]


Strategic Planning and Implementation - Hong Kong and Singapore

Stephen M. Ross School of Business at the University of Michigan
Campus Part time 5 days June 2019 USA Ann Arbor India Bengaluru United Arab Emirates Dubai Thailand Bangkok + 6 more

Strategic Planning and Implementation provides managers with knowledge of successful techniques for long-range planning, strategy formulation, and strategy implementation. [+]

Overview Strategic Planning and Implementation provides managers with knowledge of successful techniques for long-range planning, strategy formulation, and strategy implementation.This intensive, five-day program explores a broad set of strategic management issues--including industry analysis, global competitive strategy, and the strategic planning process--to provide a framework for analysis and implementation.

Who Should Attend Experienced senior-level managers who now have or will have responsibility for strategic planning and decision making in their organizations will especially benefit from this program. This includes vice presidents, general managers, corporate and business planners, and directors of functional areas in marketing, operations, and finance.... [-]


Insurance Course Program

California State University at Fullerton,Steven G. Mihaylo College of Business and Economics
Campus Part time September 2018 USA Fullerton

The program integrates technology; written communication, oral communication, interpersonal skill, and ideas relating to sound business practices into the insurance/financial services curriculum [+]

The Program in Insurance and Financial Services at California State University, Fullerton is designed for students who are primarily interested in careers in the insurance and financial services industry. The program integrates technology; written communication, oral communication, interpersonal skill, and ideas relating to sound business practices into the insurance/financial services curriculum.Students will learn the techniques associated with the use of database, spreadsheets and word processing software for solving insurance/financial planning related problems, as well as, the techniques of effective business writing and producing effective business presentations. The student will also acquire an in-depth knowledge of the various areas of insurance/financial services including property and liability insurance, life and health insurance, securities, tax, and the principles of risk management, along with the current business practices in these areas. The Program in Insurance and Financial Services will also expose the students directly to the insurance industry by integrating industry specialists into insurance courses as periodic guest lecturers and rotating part-time instructors. In addition, students will be exposed to current issues in the insurance industry through workshops sponsored by the Center for Insurance Studies. The Center will host panels of insurance industry professionals discussing the current issues of interest to the insurance industry and the business community... [-]


Sales Force Incentive Planning: Compensating for Results

Kellogg School of Management at Northwestern University
Campus Part time 3 days September 2018 USA Evanston Midland + 1 more

Topics include components of the compensation plan, measurement methods for sales force compensation, drivers of sales force performance, approaches to setting quotas, and implementation techniques [+]

Gain the tools necessary to create incentive plans that will empower your sales force and profoundly impact your organization. Compensation plans are more than just rewards - they are strategies. By tailoring an incentive compensation plan, you can indirectly steer your sales teams toward specific goals.

Through discussions, case analysis, and exercises, Kellogg Marketing Department faculty and leading sales force compensation experts help you understand the major issues and latest approaches to designing and implementing effective, motivational sales force incentive plans, and for monitoring team performance to measure results.

Topics include components of the compensation plan, measurement methods for sales force compensation, drivers of sales force performance, approaches to setting quotas, and implementation techniques.... [-]


Securitization/Structured Finance: Financing the Future

University of California, Irvine - The Paul Merage School of Business
Campus Part time 4 days March 2019 USA Irvine

This core course enables attendees to experiment with transaction structure and to immerse themselves in a new way of thinking about finance. [+]

Securitization/Structured Finance: Financing the Future2008 Program Schedule – TBD

Securitization and structured finance jointly represent the fastest-growing, largest sector of the fixed-income market. They deal with non-recourse financing pieces of the corporation balance in various forms: Asset-Backed Securities (ABS), Mortgage-Backed Securities (MBS), Collateralized Debt Obligations (CDOs) and Asset-Backed Commercial Paper (ABCP).

This core course enables attendees to experiment with transaction structure and to immerse themselves in a new way of thinking about finance. This workshop is targeted towards finance professionals, public or private project managers and planners, accountants and auditors who want to gain fundamental knowledge of structured finance and to broaden their risk horizons. It also has value to private equity, venture capital and hedge fund managers seeking a fresh understanding of value and risk.... [-]


Scheduling and Cost Control

University of Management and Technology
Campus Part time 2 days September 2018 USA Arlington Ashburn + 1 more

This course provides a thorough grounding on concepts and techniques needed to deliver projects on time, within budget, and according to specifications. [+]

This course provides a thorough grounding on concepts and techniques needed to deliver projects on time, within budget, and according to specifications.ObjectivesTo have students develop a thorough grounding on concepts and techniques needed to deliver projects on time, within budget, and according to specifications.Topics Covered- Central role of estimation in project management - Measurement—reliability and validity - Forecasting—normative vs. extrapolation - Need for risk assessment in estimating - Estimation techniques: regression, Delphi, moving averages - Pareto’s rule - Data collection - Cost estimating: bottom-up vs. top-down - Life-cycle cost estimating - Work breakdown structure (WBS) - Organizational breakdown structure (OBS). Gantt charts. Milestone charts - Working time vs. non-working time - PERT/CPM networking - Critical path concepts - Review of scheduling S/W - Integrated cost/schedule control with the Earned Value Method - Measuring work performance: 50-50 Rule and milestone tracking - Time-boxed scheduling - Critical chain scheduling - Basic economic concepts - Financial concepts (e.g., capital budgeting, sunk costs) - Accounting basics. S-curve - Analyzing cost data - Benefit-cost analysis - History of earned value approach Course LengthThis course comes in varying lengths depending upon the needs of your organization. Project Management Professionals (PMPs) are eligible to earn Professional Development Units (PDUs) for taking this course.... [-]


Finance Training Courses

TrainUp
Online Campus Full time Part time September 2018 USA McKinney + 1 more

Offering 2706 Finance training courses from 231 training providers including Lorman Education, NBI, Inc., SkillSoft. Browse instructor-led and virtual Finance training seminars along with a variety of self-paced classes. [+]

Financial Training Classes and Seminars

Offering 2706 Finance training courses from 231 training providers including Lorman Education, NBI, Inc., SkillSoft. Browse instructor-led and virtual Finance training seminars along with a variety of self-paced classes. Offering 1468 online e-learning Finance courses, available either online, CD/DVD, printed course manuals or recorded webcasts. TrainUp.com also offers the ability to request in-house or onsite Finance courses or train-the-trainer curriculum programs.

Almost every firm, government agency, and organization has one or more financial departments who oversee the preparation of financial reports, investment activities, payroll, accounting, bookkeeping and implementing cash management strategies. As computers are increasingly used to record and organize data, many financial departments are spending more time developing strategies and implementing the long-term goals of their organization. Since 1999, banks, insurance companies, and brokerage firms have been allowed to broaden their financial services. As a result, the demand for financial training has increased.... [-]


Financial Analysis for NonFinancial Managers

University of Chicago Booth School of Business
Campus Part time 5 days September 2018 USA Chicago Philadelphia United Kingdom London Spain Madrid + 5 more

This program will enhance your ability to understand financial reports, better communicate with financial officers in your organization, evaluate your unit's financial performance, and make sound financial decisions. [+]

This five-day program will enhance your ability to understand financial reports, better communicate with financial officers in your organization, evaluate your unit's financial performance, and make sound financial decisions.

The purpose of this course is to help nonfinancial managers interpret data from financial reports, including balance sheets, income statements, budgets, and divisional performance reports and make better business decisions based upon this information. The program will teach the analysis of historical performance of financial reports and forecasting financial performance.

Participants will be better able to communicate the financial goals and performances of their departments to outside sources. They will improve their understanding and be able to use financial language to communicate with others, including financial managers in their organizations.... [-]


Fundamentals of Risk Management

University of Management and Technology
Campus Part time 2 days September 2018 USA Arlington Ashburn + 1 more

To introduce students to key concepts, skills and techniques needed to manage risk effectively in organizations. A training offering examining the theory and practice of risk management [+]

A training offering examining the theory and practice of risk management.Objectives To introduce students to key concepts, skills and techniques needed to manage risk effectively in organizations.PMBOK Knowledge Areas

Integration Management Scope Management Time Management Cost Management Risk Management

Topics Covered

Types and sources of risk Australia/New Zealand Standard AS/NZS 4360:1995 Risk management process (risk identification, impact, planning, control) Creating and using risk checklists Risk impact matrix Statistical roots of risk management Modeling risk Monte Carlo simulations Use of the normal, beta and triangular distributions Decision trees Analytical hierarchy process (AHP) Benefit-cost analysis (reviewing trade-offs) Political risk Overview of risk mitigation strategies Independent verification and validation with risk assessment groups (RAGs) ... [-]

Merger Week: Creating Value Through Strategic Acquisitions and Alliances

Kellogg School of Management at Northwestern University
Campus Part time 6 days September 2018 USA Evanston Midland + 1 more

The Kellogg School’s comprehensive Merger Week seminar takes you through the intricacies of the entire strategic merger and acquisition process. From identifying target companies to post-merger integration, you will learn the latest frameworks and tools to ensure your company’s success, and also learn to avoid the common pitfalls of M&A failures. [+]

Forge and implement effective, sustainable mergers, acquisitions, and alliances that create value and competitive advantage. The Kellogg School’s comprehensive Merger Week seminar—one of the oldest and most successful programs of its kind—takes you through the intricacies of the entire strategic merger and acquisition process. From identifying target companies to post-merger integration, you will learn the latest frameworks and tools to ensure your company’s success, and also learn to avoid the common pitfalls of M&A failures.

An outstanding faculty of leading academics and business practitioners help you learn to capitalize on opportunities that globalization and technological advancements have created in the marketplace. Topics include the search process, valuation techniques, negotiations, tax-free versus taxable transactions, joint ventures, and international M&A.... [-]