About

FINANCE IQ

Finance IQ is a NASBA-certified financial learning and development firm that delivers in-house training solutions to a broad range of corporate clients. Created and managed by securities industry professionals, our mission is to provide the most relevant and practical knowledge to our clients in the fields of:

Capital markets
Accounting
Financial statement analysis and modeling
Risk management
Portfolio management
Banking regulation and compliance
Operations

WHO CAN BENEFIT?

We help both financial and non-financial companies upgrade their staff’s financial acumen and offer L&D solutions to serve a variety of audiences including:

Entry level onboarding programs
Continuing education programs
Specific product and sales training
Custom-designed programs
C-suite coaching

WHY FINANCE IQ?

You can utilize our existing library of courses and materials or, we can design and deliver a program for a unique audience or application. We will work with you to identify and assess your staff’s training needs and design a customized solution that adapts seamlessly to the audience. Our services include: