BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Month-End Closing of Books

Duration 2 days – 14 hrs   Overview    This course provides a practical, end-to-end guide to executing an efficient and well-controlled month-end close. Participants will learn how to plan and manage the close calendar, perform key accounting closing activities (accruals, prepayments, reconciliations, revenue/expense cut-off), validate results, resolve common issues, and produce reliable financial reports...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Negotiation Skills and Networking Skills

Duration 2 days – 14 hrs   Overview   The Negotiation Skills and Networking Skills Training Course is designed to enhance participants’ ability to negotiate effectively and build strong professional relationships that support organizational success.   On Day 1, participants will learn key negotiation principles, strategies, and techniques, including interest-based negotiation and conflict handling. Through...

Duration 2 days – 14 hrs   Overview   This 2-day training program is designed to provide organization-wide awareness of online consumer protection principles within both traditional banking and fintech-driven services. With the rise of digital finance, cybersecurity risks, and increasing regulatory scrutiny, financial institutions have a growing responsibility to protect consumers in all interactions...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Portfolio Construction & Review   

Duration 2 days – 14 hrs   Overview   This training course provides participants with the essential knowledge and skills to design, build, and review investment portfolios aligned with risk tolerance, investment objectives, and market conditions. The course covers asset allocation, diversification, portfolio optimization, performance measurement, and ongoing portfolio review techniques. Participants will learn practical...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Practitioner Certificate in Modelling Business Processes

Duration: 3 days – 21 hrs   Overview The “Practitioner Certificate in Modelling Business Processes” training course provides participants with the knowledge and skills necessary to effectively model, analyze, and improve business processes. This course covers a range of techniques and best practices for capturing, documenting, and evaluating business processes, ensuring that they align with...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Product Suitability & Client Profiling  

Duration 2 days – 14 hrs   Overview   This training course provides participants with the essential skills to assess client profiles, evaluate risk tolerance, and match clients with suitable financial products based on Philippine regulatory requirements. It covers the fundamentals of client assessment, KYC suitability requirements, investor profiling tools, product risk ratings, and guidelines...

We use cookies on our website to personalize your experience by storing your preferences and recognizing repeat visits. By clicking “Accept”, you agree to the use of all cookies. You can also select “Cookie Settings” to adjust your preferences and provide more specific consent. Cookie Policy