"Using Pierre definitely made the difference between my passing or failing. He was polite, proficient, and humorous. He was able to make difficult concepts seem easy & interesting. I would never undertake the difficult Wharton CIMA® program without using a coach of Pierre's caliber."
- L.S.

Corporate Training

Beta Education offers customized corporate training and consulting programs for wealth management, investment management, banking, and insurance companies. We combine our academic and teaching backgrounds to provide thoroughly engaging, interactive, and practical sessions. Our goal is to present concepts in an intuitive fashion to build a foundation of knowledge that will serve participants for years.

Programs can be tailored to include the client's services and products. Participants are typically, but are not limited to, financial advisors, financial consultants, portfolio managers, investment advisors, wholesalers (internal and external), insurance professionals, banking specialists, accountants, and financial services sales support. Beta Education has worked with many of the most prestigious financial services companies in the world.

Many of Our programs qualify for continuing education for numerous Financial Services Designations including but not limited to CFP® and CIMA® designations. Click Continuing Education for more information.

Click specific sessions below for more information, or contact us directly.

Courses

Customized Programs

We have created customized programs for:

  • Asset Management Firms
  • Wealth Management Firms
  • Accountants
  • Insurance Companies

Please contact us for more information
Disclaimer

Beta Educational Services, LLC © 2010

Privacy Policy

CIMA®, Certified Investment Management Analyst (with graph element)®, and Certified Investment Management Analyst are registered certification marks of the Investment Management Consultants Association, Inc. in the United States, Canada, European Union, and Australia.

IMCA is not connected with Beta Educational Services, LLC, its employees, services, or products. Questions about content or services should be directed to Beta Educational Services, LLC.

Certified Financial Planner Board of Standards Inc. owns the marks CFP®, CERTIFIED FINANCIAL PLANNERTM, and federally registered in the U.S., which it awards to individuals who successfully complete initial and ongoing certification requirements. Beta Educational Services, LLC does not certify individuals to use the CFP® , CERTIFIED FINANCIAL PLANNERTM and certification marks. To read more information on the CFP Board Trademark, click here.

CAIA does not endorse, promote, review or warrant the accuracy of the products or services offered by Beta Educational Services, nor does it endorse any pass rates claimed by the provider. CAIA is not responsible for any fees or costs paid by the user to Beta Educational Services, nor is CAIA responsible for any fees or costs of any person or entity providing any services to Beta Educational Services. CAIA®, CAIA Association®, Chartered Alternative Investment AnalystSM, and Chartered Alternative Investment Analyst Association®, are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., of Amherst, Massachusetts, and are used by permission.

CFA Institute does not endorse, promote, review, or warrant the accuracy of the products or services offered by Beta Educational Services, LLC. CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

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