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...

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

Duration 2 Days – 14 hrs.   Overview This practical course provides participants with a working understanding of the principal registration, invoicing, bookkeeping, tax-filing, payment, and reportorial obligations imposed by the Philippine Bureau of Internal Revenue (BIR). Participants will learn how to identify common national tax obligations, determine the appropriate BIR forms and supporting documents,...

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...

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...

BUSINESS / FINANCE / BLOCKCHAIN / FINTECH

QA Operations Management Workshop for the Fintech Industry

Duration 3 Days – 21 hrs.   Overview This workshop provides a practical framework for managing Quality Assurance operations in fintech environments. It focuses on QA governance, risk-based testing, regulatory compliance, test planning, release readiness, defect management, automation strategy, production quality, and continuous improvement.   Participants will work through fintech-related scenarios involving digital payments, mobile...

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