About this Event
Duration: 1 Full Day (8 Hours)
Delivery Mode: Classroom (In-Person / face to face)
Language: English
Credits: 8 PDUs / Training Hours
Certification: Course Completion Certificate
Stay refreshed with lunch, snacks, and beverages served to keep you focused during the session.
Course Overview:
Charlotte is the second-largest banking hub in the U.S., home to major financial institutions like Bank of America and Wells Fargo. As one of the top cities for finance professionals, Charlotte offers immense career opportunities in banking, investment, and corporate finance. This comprehensive 1-day workshop will provide participants with a deep understanding of finance fundamentals, financial analysis, budgeting, and risk management. Whether you're in banking, corporate finance, or investment, this course equips you with the skills to thrive in Charlotte’s fast-paced financial landscape.
You will learn the latest tools and strategies used by top financial professionals to optimize financial performance and make data-driven decisions. Stay ahead in a city where the financial sector is continuously evolving, and elevate your career with in-depth knowledge of financial principles.
Learning Objectives:
By the end of this course, you will be able to:
- Understand the core principles of finance and financial markets.
- Analyze and interpret financial statements and reports.
- Develop effective financial strategies and risk management plans.
- Apply investment strategies and portfolio management techniques.
- Make informed, data-driven financial decisions in a corporate setting.
- Navigate financial compliance and reporting requirements.
- Utilize financial data for strategic planning and long-term business success.
Target Audience:
This course is designed for:
- Finance professionals and analysts.
- Corporate finance managers and executives.
- Investment bankers and portfolio managers.
- Business owners looking to improve financial management.
- Entrepreneurs in the Charlotte financial ecosystem.
Why Choose This Course?
Charlotte is home to major banking and financial institutions, making finance professionals highly sought after in the city. This course provides in-depth knowledge of the financial tools and strategies that drive the city’s economy. By completing this workshop, you will acquire the skills needed to enhance your financial acumen, contribute to the success of your organization, and accelerate your career in the competitive finance sector.
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Enjoy 10% off when 3 or more register together, and 15% off for groups of 10 or more.
Want this training tailored to your company?
Our in-house option brings Finance training directly to your team in Charlotte, making it highly relevant to your organization’s needs. Delivered on-site, this 1-day workshop equips your staff with practical tools, real-world case studies, and strategies they can apply immediately. It’s a convenient and cost-effective way to strengthen financial decision-making, improve budgeting and forecasting, and drive your business success—without travel or downtime.
📧 Contact us today to schedule a customized in-house session:
Agenda
Welcome & Introduction
Info: • Course overview, objectives, and expectations.
• Icebreaker: Brief introduction of participants and their experience in finance.
Module 1: Fundamentals of Finance
Info:
• Introduction to key financial concepts: Time value of money, risk, and return.
• Financial markets and instruments overview.
• Activity
Module 2: Financial Analysis & Planning
Info: • Techniques in financial statement analysis.
• Budgeting and forecasting for financial planning.
• Case Study
Module 3: Corporate Finance & Risk Management
Info:
• Capital budgeting: NPV, IRR, and cost of capital.
• Risk management strategies in finance.
• Role play
Module 4: Investment Strategies
Info:
• Introduction to equity, debt, and alternative investments.
• Investment strategies and portfolio diversification.
• Activity
Module 5: Financial Reporting & Compliance
Info:
• Key reporting standards (GAAP vs. IFRS).
• Legal and regulatory compliance in finance.
• Case Study
Module 6: Strategic Financial Decision Making
Info: • Making strategic decisions based on financial data.
• Long-term planning for business growth and sustainability.
• Role Play
Event Venue & Nearby Stays
Regus - Charlotte,NC, Regus Office Space, Charlotte, United States
USD 502.40 to USD 613.62
