Financial Services Training

The Financial Services Marketing Handbook: Tactics and Techniques That Produce Results, 2nd Edition

The Financial Marketing Services Handbook, Second Edition gives sales and marketing practitioners the practical tools and best practices they need both to improve their job performance and their retail and institutional marketing strategies.   

Learn more

The Stanford Video Guide to Financial Statements: A Tale of Two Restaurants - DVD

Video Streaming also Available

This award-winning video is designed to take the guesswork out of your financial reports. It tells the story of two employees who have to decide which of two restaurants up for sale is the most sound purchase. Along the way, they get a detailed analysis of each restaurant’s financials, including the balance sheet, inventory accounting, and operating vs. non-operating income. Learn more

Mergers & Acquisitions: 100 Days to a Successful Integration

In 2003, PeopleSoft acquired J.D. Edwards. Throughout the process, Ram Gupta was PeopleSoft's point man at J.D. Edwards' headquarters in Denver. Gupta discusses the details behind the company's decision to make this acquistion and the process of merging the two companies. Learn more

Making Change Happen: A Tale of Two Bank Mergers- DVD

Before any strategic vision can be realized, it must be shared with employees. This requires a sophisticated understanding of how to quickly communicate major changes, and effectively align a disparate workforce. Learn more

Financial Reporting for Business - DVD

Accounting reports convey vital information about cash, profit and financial position to the owner and key stakeholders of a business. Learn more

FRONTLINE: Breaking the Bank DVD

The bets were huge and risky, billions of dollars on the housing market. Superbanks reaped billions of dollars, and gobbled up competitors. Then the bottom dropped out, massive losses on Wall Street nearly broke the banks and many are on the brink of failure. As the federal government contemplates what could become a massive nationalization of the industry, watch as FRONTLINE tells the inside story. Learn more

Bill Moyers Journal: Wall Street Reformed? / Remembering Charlie Houston DVD

Since America's economic meltdown, has anything materially changed on Wall Street? Have future financial crises been averted? In this edition of the Journal, Bill Moyers is joined by former International Monetary Fund chief economist Simon Johnson and Congresswoman Marcy Kaptur (D-OH) for a report card on the bailouts, for an update on the state of the U.S. economy, and to find out whether efforts at reform have been derailed. Learn more

Mastering the Art of Equity Trading Through Simulation: The TraderEx Course, + Web-Based Software

Mastering the Art of Equity Trading Through Simulation is a guidebook to interactive computer trading simulation designed to provide participants with hands-on experience in making tactical decisions and implementing them in different market environments-from continuous order drive markets to call auction markets, and from dealer markets to dark liquidity pools. Learn more

FRONTLINE: Inside the Meltdown DVD

FRONTLINE investigates the causes of the worst economic crisis in 70 years and how the government responded. The film chronicles the inside stories of the Bear Stearns deal, Lehman Brothers collapse, the propping up of insurance giant AIG and the $700 billion bailout. It also examines what Treasury Secretary Henry Paulson and Federal Reserve Chairman Ben Bernanke didn't see, couldn't stop and haven't been able to fix. Learn more

Your Life, Your Money DVD

Told through real-life stories by a series of engaging characters, this presents a broad range of fundamental financial information from basic banking to loans and insurance. - aimed at teens/young adults. Hosted by Donald Faison (Scrubs). Learn more

Biotech Funding Trends: Insights from Entrepreneurs and Investors

Based on interviews with dedicated biotech entrepreneurs and high-level investors as well as case studies, this title provides a comprehensive overview of current trends in biotech funding. Learn more

Understanding Financial Management: A Practical Guide

Learn more

Financial Accounting, 6th Edition (Textbook)

Weygandt’s Financial Accounting Sixth Edition introduces challenging accounting concepts with examples that are familiar to the student. For example, when introducing the concept of Property, Plant and Equipment, Accounting Principles relates to the decision of buying a car. When introducing long-term debt concept, Accounting Principles relates to the decision of the long-term financing of a car. Learn more

Financial Management and the Planning Cycle - DVD

KPMG is one of the world's largest professional services firms, providing audit, tax, and advisory services to businesses across the globe. Join KPMG's Ben Skarrasbrek and Alexi Terrovex as they take us on a virtual tour of financial planning and management in large organizations Learn more

Introduction to Financial Management - DVD

This program provides an introduction to the following concepts: an Overview of Financial Management; Financial Statements; Analysis of Financial Statements; and the Financial Environment. (51 minutes)

Copyright - 2005

Learn more

Superior Client Service for Financial Institutions: Trainer's Package (Kit)

Give your service personnel the cutting-edge skills they need to move their phone performance from “good” to “superior.” Learn more

Finance Ethics: Critical Issues in Theory and Practice - Book

A groundbreaking exploration of the critical ethical issues in financial theory and practice - 2010

Learn more

Standard Deviants School Finance 11 Super Pack DVD

The Wild & Wacky World of Finance Help your students make sense of the stock pages as they learn how money moves through the market. This series explains annuities, interest rates, portfolios, bond valuation, Internal Rate of Review, and much more! Recommended for grades 9+. Learn more

2010 Pay Budget Survey - Book

The results of 2010 Pay Budget Survey are in and employers are indicating slightly higher increases in merit and general pay next year. Results were compiled from over 1,600 organizations who responded to this year's survey.

This concise report quickly identifies trends in employment compensation and will equip you with the data necessary to remain competitive in the employment market. Learn more

Budgeting: Constructing and Controlling Budgets - DVD

Produced: 1996

To help managers appreciate the importance of budgets to business activity and to give guidance on building up and controlling a budget. Learn more

European Union - DVD

Traces the history of the European Union and notes significant events such as the Single European Act and Maastricht Treaty. Covers the functions of the Commission, Parliament, Court, and Council. Discusses the major provisions of the single internal market program. Learn more

Training Budgets Step-by-Step: A Complete Guide to Planning and Budgeting Strategically-Aligned Training

Training Budgets Step-by-Step is a useful guide that walks you through each phase of the process, so that you will have the information you need to develop a successful training plan and accurate budget that will get results for your organization. Learn more

International Bank Management - Book

This text provides current and integrated coverage of the important topics in international banking, including foreign exchange markets, derivatives, country risk analysis, asset-liability management, and banking strategies. In order to incorporate the central elements of this field, the text builds on a three-faceted foundation of risk-return tradeoff, the special barriers encountered in international business, and the unique features of banking business. Learn more

Business Basics Series: Accounting Equation DVD

A clear understanding of the accounting equation provides a solid foundation for your students’ business studies. This program teaches students about balance sheets, general ledgers, assets, liabilities, equities and more. Learn more

Standard Deviants School Accounting 8 Pack DVD

Standard Deviants School is an educational and entertaining, lesson-based learning supplement based on the award-winning Standard Deviants teaching style. Each program includes full classroom performance rights. Standard Deviants School will capture your students’ attention and make your lectures come alive! Learn more