BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

HNWI Relationship & Wealth Advisory

Duration 2 days – 14 hrs   Overview   This onsite course equips banking, financial services, and wealth management professionals with the advanced skills required to serve High-Net-Worth Individuals (HNWI) in the Philippines. It covers relationship management strategies, client profiling, portfolio construction, wealth advisory principles, regulatory compliance, and best practices used by private banks and...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Innovative Credit and Effective Collection Strategies

Duration: 3 days – 21 hrs   Overview This training course is designed to equip participants with innovative credit management techniques and effective collection strategies. The course focuses on best practices for credit risk assessment, customer creditworthiness evaluation, and the implementation of efficient collection processes. Participants will learn how to enhance cash flow, minimize bad...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Institutional Coverage & Credit Structuring

Duration 2 days – 14 hrs   Overview   This training course equips participants with the core skills and knowledge required to manage institutional client relationships and structure credit facilities for corporations, government entities, and large organizations. The course covers institutional client coverage strategies, financial analysis, credit assessment, structuring loan products, and preparing credit proposals...

Duration 2 days – 14 hrs   Overview   This training course is designed to equip participants with the knowledge, skills, and tools necessary to effectively manage internal audits within an organization. The course provides a solid foundation in audit planning, risk-based auditing, compliance assessment, audit execution, and reporting, with a focus on driving operational...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

IT Cost, Budget and Vendor Support Fundamentals

Duration 3 Days – 21 hrs.   Overview   The IT Cost, Budget and Vendor Support Fundamentals Training Course provides participants with a practical understanding of IT financial management, budgeting principles, procurement processes, vendor management, and support service coordination within enterprise IT organizations. The course is designed for IT professionals, business support teams, project coordinators,...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Loan Portfolio Quality Management

Duration 2 days – 14 hrs   Overview   This training equips participants with the practical skills to manage and improve the quality of a loan portfolio—from monitoring performance trends and detecting early warning signals, to reducing low-performing loans (LPLs) through proactive client management, restructuring strategies, and disciplined collection/remedial workflows. Participants will also learn portfolio...

Duration 3 days – 21 hrs   Overview   This standard training equips participants with a practical, step-by-step approach to raw cost estimation for manufacturing—covering assembly, production processes, parts/materials, and labor costing. The program focuses on building defensible cost estimates using BOM-based material/parts rollups, process routing and cycle-time costing, and standard cost build-up methods commonly...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Market & Product Knowledge

Duration 3 days – 21 hrs   Overview   This training course provides participants with a strong understanding of their market environment, competitors, customers, and product offerings specifically tailored to the Philippine business landscape. It enables employees to confidently articulate product value, position offerings in the Philippine market, respond to customer inquiries, and align solutions...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

MATLAB for Financial Applications

Course Customization Options To request a customized training for this course, please contact us to arrange.

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Membership and Collection Management

Duration 2 days – 14 hrs   Overview   The Membership and Collection Management Training Course is designed to enhance the effectiveness of membership services and collection management through a deeper understanding of generational dynamics, communication strategies, and market segmentation.   This course equips participants with practical tools to manage diverse members and stakeholders, address...

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...

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