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General Information
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Investment Education PLC is one of the world’s leading specialist trainers serving the Securities, Banking, and Funds industries worldwide.
The company was founded in 1987 in Manchester, in the United Kingdom and now has about 30 presenters located in several countries. All trainers and presenters have current or recent actual experience of working in their subject area as well as presentational experience.
The company is different in that It emphasizes real problems, experience and practice not pure theory or exam knowledge.
Growth has mainly come through client recommendation. A significant advantage for Investment Education PLC is its specialist courses and especially tailored courses which meet client needs – all delivered at very reasonable rates anywhere in the world.
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Courses are provided in various locations in the UK,
Europe and USA in both public and in-house formats. Public courses for all venues are detailed within this site. Additional courses
and additional dates will be added according to demand in these areas. Caribbean course
details are available on request. Details of our courses in French are also available on
request.
In-house courses are designed, normally without cost or obligation, to
meet the particular needs and specifications of clients anywhere in the world.
Our in-house courses are very effective when a client has special requirements or at least
8 delegates to train together.
In house courses allow course content, timing and location to be selected by the client.
Investment Education PLC covers subjects such as:-
Fund Management | Mutual Funds Administration |
Securities | Banking |
Accounting | Derivatives |
Compliance | Settlement |
Tax | Life Assurance |
Pensions | Venture Capital |
Hedge Funds | SWIFT |
Front Office Operations | Back Office Operations |
Risk | Basle 2 |
Equities | Fixed Income |
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All course presenters are specialists and practitioners in
their field, selected for their practical experience, presentational ability and technical
knowledge. Courses are a mixture of presentations, discussions and exercises with computer
simulations and videos being added where appropiate. Emphasis is put on training being
interesting and simulating and hence effective. |
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Investment Education plc
provides free post-course assistance. We answer any query on their course content from any
delegate by telephone or email at any time after their course without charge while with the
same employer. |
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Bookings must be made in writing to the
Manchester Office or via the
online booking form
All bookings will be confirmed back to the client and/or delegates, in writing, by letter. Provisional bookings may be made by telephone, but will not be held for longer
than one week without written confirmation.
When booking please quote
course dates
delegates' names
the name of the person making or authorising the booking
Please specify if you wish us to notify the delegates directly.
Law of England to apply to bookings and business dealings with Investment Education
Plc.
Discounts: A 10% discount is given when 3 or more delegates from the
same organisation attend the same course. Other discounts based on volume or overlapping
courses also apply. Details upon request.
Cancellation: No charge if we receive at least 14 days' notice in
writing. Thereafter a 50% cancellation charge. No refund for cancellations
within 7 days of the course commencement .
Investment Education plc reserves the right to refuse
admission to any course applicant and may occasionally be forced to cancel or reschedule
courses. In the event of cancellation or rescheduling Investment
Education plc's liability is limited to the course fee.
Course content, presentation and timing are regrettably always subject to change
without notice.
Please see Terms Of Business & Bookings
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All public courses are at major hotels or conference
centres. Precise course venue details are provided on request.
Accommodation is not included in the course fee but details of special rates can be
provided on request. |
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Course fees must be paid before the course unless agreed
otherwise. Payment details will be on the course invoice. Course fees include all
documentation, lunch and refreshments etc. VAT at 17.5% is extra for courses in the United
Kingdom. The right is reserved to set off fees received against earlier unpaid invoices
The Value Added Tax registration number for Investment Education PLC is GB 2112 480 85
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Please notify us should you wish to recieve details of our
other or future courses. Leaflets are available for our courses in French or for those in
the Caribbean. |
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Some courses are also available via a computer. Free
demonstration discs and separate literature on these Computer Assisted Learning or
Computer Based Training programs are available on request. You Own Tailored Computer
Based Training
We can quote to provide with your own tailored Computer Based Training either from your
own content or with us providing the content. |
Investment Education PLC
45 Old Hall Road, Manchester M7 4JF, United Kingdom
Tel:+44 (0)161 832 3800
Email: mail@investmentEducation.net
Registered in England Number 2129160
VAT Registered Number GB 480 2112 85
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