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Trainer for Sunyta

About this trainer

SUNYTA offers specialized training programs in Financial Planning, aiming to equip professionals with the skills needed in investment analysis, portfolio management, and ethical decision-making. The company offers a comprehensive CFP® Program and chartered wealth manager designation courses, which are considered standards of excellence in wealth management and private banking. They also provide NISM certification programs targeting specific areas such as Mutual Funds and Alternative Investment Funds. SUNYTA offers a fast-track learning experience with a focus on real-world application, making them a competitive option in the finance training industry.

Experience: 11 years

Delivers in: USA (West Coast)USA (East Coast)USA (Other)AsiaEuropeAustralasiaIndiaUKUAECanada

Customisation: Some tailoring

Subjects

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Finance (110)

Initial Public Offerings (IPOs)Synergy Analysis Options Credit Derivatives Swaps Risk Management Liquidity Planning Merger modeling Sectoral research Hedge Funds Wealth

Show all 110 Finance subjects

Structured Finance Derivatives Wealth management Leverage Sensitivity analysis Behavioural finance Banking Alternative investments Bank credit analysis Banking operations Basel Asset Allocation Strategies Corporate finance ALM (Asset Liability Management)Corporate Finance Advisory Credit Portfolio analysis Bonds (Fixed Income)Asset allocation Cost Management Credit Default Swaps Venture Capital Anti Money Laundering (AML) and Know Your Customer (KYC)Budgeting and Forecasting Capital markets and securities issuance Mortgage Capital adequacy Capital Budgeting Capital markets Capital Structure Analysis Compliance Securities and derivatives trading Secondary Market and Block trades Value at Risk Securitisation Valuation Techniques ValuationTrustsTrust and Fiduciary Services Underwriting Stocks Trade settlement Three statement modelling Tax planning Debt Underwriting Risk Returns Return Analysis Succession Planning Operational Risk Cybersecurity and financial crime prevention Debt and Equity Capital Markets Enterprise Risk Management Structuring Shares Regulatory Compliance Real estate Ratio Analysis Mergers and Acquisitions Mergers Quantitative analysis Private Equity Private Banking Non-bank Financial Institutions Precedent Transaction Analysis Portfolio management Performance measurement Internal Controls Liquidity Risk International finance Estate Planning Equity Introduction to financial services Macroeconomic analysis Financial management Investment Investment Banking Due Diligence Financial Modelling Financial Ratios and Analysis Financial Risk Assessment Fund management Interest rate risk management Fraud prevention and detection Structured products Economics Market Risk Discounting Leveraged Finance Inflation modelling Interest Rate Swaps Discounted cash flow Interest Rate Derivatives DCF (Discounted Cash Flow) modeling DCM (Debt Capital Markets)ECM (Equity Capital Markets)Front, middle and back office LBO (Leveraged Buyout) modeling M&A analysis and execution

Management (12)

Corporate Governance SWOT Analysis Business Strategy Leadership Styles Conflict Resolution Change Management Coaching and Mentoring Competitive Analysis for Management Strategic Planning Team Building and Collaboration Emotional Intelligence Decision-Making and Problem-Solving

training from £1,500

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