Bridging the Gap between Financial Theory and Value-Added Solutions
Financepts believes that education is a key factor in professional and personal development. Only through financial education can new skills be learned, instilled, reinforced and applied in a non-threatening environment such that the knowledge gained can be useful on the job.

To ensure this result, our seminars are based on actual financial transactions and industry reports. This learning method is a practical one, tailored to adult learners, since professionals typically find education most worthwhile when they can apply it to real-life situations.


This innovative learning approach is based chiefly on four principles:
 

Develop Learning Partnerships
We take a personal approach with each client. Long before we enter the seminar classroom, we spend time interviewing product and business groups to maximize our understanding of specific and unique client requirements.

Our facilitators serve as mentors to seminar participants hungry to expand their knowledge of financial strategies and tactics. Our experience indicates that professionals assimilate knowledge faster when they can interact with mentors.

Create Custom-Tailored Content
We custom design content for the seminar classroom and develop curriculum specifically oriented for our clients’ educational objectives. The content is created by are experienced market practitioners.

Alternatively, our clients can "cherry-pick" from our off-the-shelf materials to fill urgent knowledge gaps.
By offering such real-world choices, our clients can interpret and define educational solutions that will enhance their firm’s performance.

Focus on Today’s Financing Opportunities
Financepts offers learning content based on opportunities that arise in the current financial environment, not hypothetical or academic situations. Moreover, by working together in teams on client situations, participants develop regional and global market insights. This approach demands that participants "think outside of the box" and design alternatives that go beyond traditional product or market solutions. Since no two companies have the same exact requirements, this technique underscores the need to think creatively so they can serve their clients’ or their own corporate needs.

Offer Practical Material, Practical Instruction
Financepts materials are targeted to convey practical information that can be immediately applied.


Using a "building-block", modular approach to teaching, ensures that all seminar participants begin their training on the same level.

Participants prepare for seminars by completing a basic selection of required pre-seminar reading materials. In the seminar, our facilitators then expand upon these core concepts, and have the participants apply the skills learned by analyzing real-life case studies. This approach empowers and motivates participants to identify practical solutions that meet client or company goals rather than selling, or focusing on, a given financial product.

 
 
 
 
 
Contact Us

610-408-0519 or 610-408-0523 fax
655 Augusta Court • Berwyn, PA 19312 USA