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Tailored In-House Training

IABFM provides customized tailored in-house training in-house to companies for your employees, but with the advantage of a recognized global qualification.

Tailored and Relevant by World-Class Experts

The International Academy of Business and Financial Management is known for its world-class certification and designation programs for working professionals. We now offer these programs in-house - dedicated to your organization, your people and your products.

Have your team take our Certified Wealth Management Professional Program tailored around your products and customer segments. Or perhaps our Certified Financial Marketer Program with deep-dive sessions based on upcoming campaigns and product launches. Our Certified Cost Control Program can be conducted around your chart of accounts and real-world costing and project control sheets from your specialized functions. Perhaps you need to develop risk or compliance competencies through the Certified Operational Risk Analyst or the Certified Compliance Officer Programs.

Tailored, globally relevant training provided by world-class experts.

Our Professional Development Philosophy

IABFM was founded by industry professionals for industry practitioners so our programs are designed with a primary focus on Return on Human Investment (ROHI) and the flexibility to adjust to your staff, organization and customers. We use a variety of methods and approaches to ensure that we teach your staff competencies and not just theory. They will come out of the training program more effective at their job than when they went in.

Our programs are typically focused on core objectives that improve the bottom line of the business, so whether it is helping a front line staff member work to improve the retention of key clients or providing a new valuation or analysis method for evaluating an investment, IABFM delivers real results.

IABFM trainers have a substantial track record in their area of expertise. Our customers can be confident that they will receive highly competent and up-to-date training and exercises.

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Top in-house programs

  • CRS™ Certified Risk Specialist
  • CCP™ Certified Compliance Professional
  • CWMP™ Chartered Wealth Management Professional
  • CAP™ Chartered Asset Professional
  • CPM™ Chartered Portfolio Manager
  • MFC™ Master Financial Controller
  • RFP™ Registered Financial Professional
  • RBA™ Registered Business Analyst

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