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

Membership and Collection Management is a practical training program designed to help membership, collection, customer service, and administrative professionals improve member engagement, communication, and collection effectiveness across diverse generations. The course explores generational dynamics, adaptive communication, leadership, conflict resolution, member behavior, data-informed segmentation, and multi-channel engagement strategies, with practical applications to membership and collection operations....

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

Negotiation Skills and Networking Skills is a practical training program designed to help professionals communicate effectively, build strong relationships, and achieve better outcomes in business and workplace situations.   Duration 2 days – 14 hrs   Overview   The Negotiation Skills and Networking Skills Training Course is designed to enhance participants’ ability to negotiate effectively...

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

Philippines BIR Tax Compliance

Philippines BIR Tax Compliance is a practical training program designed to help businesses and professionals understand their tax obligations and comply with Bureau of Internal Revenue (BIR) requirements. The course covers essential tax registration, filing, payment, documentation, record-keeping, and compliance procedures in the Philippines. Participants will gain practical knowledge to manage tax responsibilities accurately, meet...

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

POS Transaction Lifecycle

POS Transaction Lifecycle  Overview The POS Transaction Lifecycle Training Course provides participants with a comprehensive understanding of how Point-of-Sale (POS) transactions flow from transaction initiation through authorization, completion, settlement, reconciliation, and exception handling. The course explains the interaction among POS terminals, merchant systems, payment gateways, acquiring banks, payment networks, issuing banks, and back-end systems. Participants...

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...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Product Training Design & Delivery Compliance-Ready

Duration 3 days – 21 hrs    Overview    This course equips teams to design, deliver, and continuously improve product trainings for internal teams (sales, ops, support) and external partners/customers—with a built-in compliance layer for Philippine regulatory environments. If your product targets DepEd personnel via salary deduction, the course includes a dedicated module on DepEd’s...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

Property Management

Duration: 3 days – 21 hrs   Overview The Property Management Training Course is designed to equip individuals with the knowledge and skills necessary to effectively manage properties in the real estate industry. This comprehensive training program covers key areas of property management, including legal aspects, operations and maintenance, financial management, tenant relations, and ethical...

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