Our Promises                                                                                                             corporate training

We understand the environment that our corporate clients are working in. Our experts are training interns, new graduates, lateral hires and experienced managers and senior managers in corporate finance, asset management, financial modeling, asset pricing, derivatives, fixed income and many other topics. Whether you need a finance refresher for your employees or you need some advanced financial modeling training, you can always trust on our experts.

Customized to your need and comfort level: We work with organizations to provide their employees with cost efficient, professional development, continuing education and exam preparation programs. Our services include Lunch Seminars, Half and Full Day Workshops, Multiday Programs, In-person and Online Learning. We can also help to develop courseware and deliver it to your workplace on-line and/or in the classroom, (or another location that is convenient or cost-effective to your enterprise) or by self-study. See left to know about our most popular modules and choose the one that fits your need.

Concepts!: Our experienced trainers are industry experts who also teach at local universities as part-time finance professors and instructors. They will use real life examples to make sure you understand tough concepts.

Content Design that suits your firm : We begin by understanding your business needs and the marketplace you work on. Contents are designed to reflect your goals at both a corporate and a team level. We produce case studies and use real life industry examples to make sure the participants can relate topics to their own firm. We make sure we remain committed to delivering training that is practical, interactive and results oriented so that the knowledge gained can be immediately applied to participant’s day-to-day life.

Free initial consultation: We can offer a free consultation in person, over phone or via text massages. During initial consultation, experts will explain how FinanceTraining.ca can help your organization. Feel free to send an email to info@financetraining.ca or call/text at 778.863.8693 or use the email box below to know how we can help.

Modules                                                                                                               inv analysis2

We offer training across a broad range of topics. Our tailored course topics include, but are not limited to:

  • Accounting and Finance Basics
  • Business Plan Development and Writing
  • Financial Statement and Investment Analysis
  • Wealth and Asset Management Basics
  • Corporate finance fundamentals
  • A practical course in business valuations
  • Financial Forecasting

…And many more

Accounting and Finance Basics                                                                basic accounting

This course is ideal for the individual who literally has been “thrown” into performing accounting and finance tasks but doesn’t not have an accounting or finance background. It is also ideal for candidates considering the entrepreneurial path providing a solid base and understanding of accounting and finance.  This non-computer based course is a great balance between theory and hands-on practical work.

Topics include:

  • Accounting principals, concepts and guidelines
  • Basic Financial Statements – the balance sheet and the income statement
  • Journal Entries
  • The sales cycle – recording sales, income, customer payments, bad debt
  • The purchase cycle – recording purchases, supplier invoices and payments
  • The fiscal year end process
  • Time value of money concept, Net Present Value and Internal Rate of Return
  • Cost of capital and Capital Structure
  • Basic Financial Valuation: DCF
  • Cost-Volume-Profit Analysis

Hours and Duration

16 hours of instruction (can be tailored for seminars, weekly classes, and multiday workshops)

Location

Burnaby; Richmond; Vancouver; Surrey

Tuition

Option 1: Pay as you go

  • Pay at the beginning of each class: $70 per hour
  • Study with a peer: together you pay $90 per hour; one pays $45 per hour
  • Study with two peers: together you pay $120 per hour; one pays $40 per hour. BEST VALUE!!!

Option 2: Pay upfront and SAVE 15%!

  • Pay together for all 16 hours upfront: $952 (15% DISCOUNT!!!)
  • Study with one peer: together you pay $1,224 for all 16 hours upfront; one pays $612 (15% DISCOUNT!!!)
  • Study with two peers: together you pay $1,632 for all 16 hours upfront; one pays $544 (15% DISCOUNT!!!). BEST VALUE!!!

For bigger groups with more than 3 people, please email to info@financetraining.ca or call/text at 778.863.8693 or use the email box below.

Business Plan Development and Writing                                          Business-Plan (1)

The course objective is to assist with training and research to develop a business plan. A solid business plan is required to seek financial assistance as well as provides direction for the business. Participants will complete all market research, data collection and financial analysis. Experts will show how to do these.

The time you invest in your business plan will pay off many times over. Some of the most obvious benefits you can gain from business planning include

  • A clear statement of your business mission and vision
  • A blueprint you can use to focus your energy and keep your company on track
  • A thorough analysis of your industry, including opportunities and threats
  • A portrait of your potential customers and their buying behaviors
  • A rundown of your major competitors and your strategies for facing them
  • An honest assessment of your company’s strengths and weaknesses
  • A roadmap and timetable for achieving your goals and objectives
  • A description of the products and services you offer
  • An explanation of your marketing strategies
  • An analysis of your revenues, costs, and projected profits
  • An action plan that anticipates potential detours or hurdles you may encounter
  • A résumé you can use to introduce your business to suppliers, vendors, lenders, and others

Major Course Topics Include:

  • “What it takes to become an Entrepreneur”
  • Starting a business
  • Market analysis
  • Marketing plan and sales strategy
  • Ownership, management & personnel
  • Operational and technical plan
  • Estimating project costs & sources of financing
  • Financial plan
  • Putting it all together

Hours and Duration

16 hours of instruction (can be tailored for seminars, weekly classes, and multiday workshops)

Location

Burnaby; Richmond; Vancouver; Surrey

Tuition

Option 1: Pay as you go

  • Pay at the beginning of each class: $70 per hour
  • Study with a peer: together you pay $90 per hour; one pays $45 per hour
  • Study with two peers: together you pay $120 per hour; one pays $40 per hour. BEST VALUE!!!

Option 2: Pay upfront and SAVE 15%!

  • Pay together for all 16 hours upfront: $952 (15% DISCOUNT!!!)
  • Study with one peer: together you pay $1,224 for all 16 hours upfront; one pays $612 (15% DISCOUNT!!!)
  • Study with two peers: together you pay $1,632 for all 16 hours upfront; one pays $544 (15% DISCOUNT!!!). BEST VALUE!!!

For bigger groups with more than 3 people, please email to info@financetraining.ca or call/text at 778.863.8693 or use the email box below.

Financial Statement and Investment Analysis                                     inv analysis3

This course is designed for the individual who needs to understand basic accounting and finance in order to interpret and analyze financial statements and investments.
The primary objective of this course is to take students who are beginning their work or study in analytical finance to a point where they become capable of performing simple financial and investment analyses. It is designed for people who wish to advance their career in investment banking, equity research, portfolio management, and management finance. Although the courses featured in this program have particular relevance to those pursuing careers in the financial investment sector, the skills taught are also transferable to other sectors.

Topics include:

  • Principal users of financial statements
  • Principal financial statements
    • The balance sheet
    • The income statement
    • Cash Flow Statement
  • Assets, Liabilities, Equity and retained earnings
  • Revenues and Expenses
  • Ratio Analysis
  • Flagging the obvious
  • Other aspects of annual report
  • Basic Business Economics for Equity Analysis
  • Basic Capital Markets, Asset Valuation and Portfolio Management
  • Basic Corporate Finance and Performance Analysis

Hours and Duration

16 hours of instruction (can be tailored for seminars, weekly classes, and multiday workshops)

Location

Burnaby; Richmond; Vancouver; Surrey

Tuition

Option 1: Pay as you go

  • Pay at the beginning of each class: $70 per hour
  • Study with a peer: together you pay $90 per hour; one pays $45 per hour
  • Study with two peers: together you pay $120 per hour; one pays $40 per hour. BEST VALUE!!!

Option 2: Pay upfront and SAVE 15%!

  • Pay together for all 16 hours upfront: $952 (15% DISCOUNT!!!)
  • Study with one peer: together you pay $1,224 for all 16 hours upfront; one pays $612 (15% DISCOUNT!!!)
  • Study with two peers: together you pay $1,632 for all 16 hours upfront; one pays $544 (15% DISCOUNT!!!). BEST VALUE!!!

For bigger groups with more than 3 people, please email to info@financetraining.ca or call/text at 778.863.8693 or use the email box below.

Wealth and Asset Management Basics                                     Wealth-Management2

This course will help the participants in managing their own wealth as well as their client’s wealth. The course is designed to help you:

  • Determine your client’s time horizon
  • Understand different investment assets and vehicles
  • Understand the tradeoff between risk and return
  • Identify your client’s level of risk or risk tolerance
  • Construct an appropriate investment approach utilizing your client’s time horizon, risk tolerance and tax
  • Understand the factors that immunize a portfolio
  • Understand how to mix duration to meet clients’ investment objectives
  • Differentiate between systematic and unsystematic risk
  • Understand the basics and application of portfolio theory
  • Understand how to diversify among asset classes in a portfolio
  • Allocate a client’s assets among the appropriate assets.

Topics include:

  • Investor Profiling
  • Determining the client’s time horizon, risk tolerance, tax rates and implications
  • Risk vs Return
  • Different investment Assets
  • Constructing an appropriate investment approach
  • Portfolio Management and Duration
  • Immunizing a portfolio
  • Duration and risk
  • Diversification and the different investment vehicles
  • Investments as assets
  • Picking asset classes
  • Performance Analysis and Attribution

Hours and Duration

16 hours of instruction (can be tailored for seminars, weekly classes, and multiday workshops)

Location

Burnaby; Richmond; Vancouver; Surrey

Tuition

Option 1: Pay as you go

  • Pay at the beginning of each class: $70 per hour
  • Study with a peer: together you pay $90 per hour; one pays $45 per hour
  • Study with two peers: together you pay $120 per hour; one pays $40 per hour. BEST VALUE!!!

Option 2: Pay upfront and SAVE 15%!

  • Pay together for all 16 hours upfront: $952 (15% DISCOUNT!!!)
  • Study with one peer: together you pay $1,224 for all 16 hours upfront; one pays $612 (15% DISCOUNT!!!)
  • Study with two peers: together you pay $1,632 for all 16 hours upfront; one pays $544 (15% DISCOUNT!!!). BEST VALUE!!!

For bigger groups with more than 3 people, please email to info@financetraining.ca or call/text at 778.863.8693 or use the email box below.

Corporate Training Testimonials

“The trainers from FinanceTraining.ca know how to keep his patience and work efficiently with busy corporate people. I always consult the trainer for any big decisions I am making in my business. I had him as a tutor for CGA before and then we became good friends and his experience is invaluable for me. His suggestions always help me to make good business decisions. He saved me tons. Good luck bro!”

-Peter Bhatt

“FinanceTraining.ca is such an amazing teacher. The tutor teaches not only the knowledge, but also the logic, most importantly how to figure out the solutions. I was in need of some basic finance knowledge for the finance project I was undertaking with a government crown agency. I called FinanceTraining.ca and got the quote within short time. The trainer makes everything look so straightforward and explains the tricky concepts crystal clear. I definitely recommend the services especially to those people who are challenged by age like me where it’s hard to retain new things. FinanceTraining.ca made it so easy.”

-Shelly Gill

“We were very satisfied with the weekly finance classes that you delivered here at the firm for our employees. The classes were well organized, the learning resources and quick tips you provided were invaluable. Good luck!”

–Sheng Securities

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