Financial Services school training courses in Charlotte, NC (public, in-house or online)

More and more insurance agents are advancing their career by expanding their offerings and services to include selling securities. Many investors, whether a large company of individual, use financial services sales agents to assist and advise when buying stocks, bonds, or shares in mutual funds. Financial services sales agents are also called securities and commodoties sales agents, brokers, stockbrokers, financial consultants, or account executives

A Bachelor’s Degree in Financial Services can open the door to a profitable and interesting career in banking, accounting, insurance or estate planning. Our curriculum was developed to meet the Certified Financial Planner�(CFP®) Board of Standards, Inc. and the Academy of Financial Services. The program outcomes were created in association with input from major banks, brokerage houses, accounting firms, credit counseling organizations and insurance agencies. The program emphasizes personal fina...

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The competitive financial services market demands detailed product knowledge and high quality customer service. The Financial Services Industry Collection provides a six-part series of courses that develops and enhances account representatives’ abilities to work with the financial services industry. The collection is designed to improve the learners’ customer service and sales skills as well as their knowledge of the legal aspects affecting the financial services industry. Our coursewa...

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This LSSGB training avoids the complexity and information clutter of the traditional Green Belt training. It shows you only what our many years of experience indicate you’ll need in your workplace. The training prepares change agents and leaders within financial services firms and companies that support them. It shows how to implement the principles, practices, and techniques of Lean Six Sigma in order to achieve breakthrough business improvement results time after time.

Learning Ob...

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This Lean Six Sigma Executive training is focused specifically on Financial Services and the challenges faced by this sector and related transaction support industries. It will help you decide whether Lean Six Sigma is the right path for you. The session will focus on addressing questions such as:

- "What is Financial Services Lean Six Sigma?"
- "How is it different from other methodologies?"
- "What will it cost me?"
- "What should I expect in...

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