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Financial Services

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Bank of the West  
Bank Universal  

Bankers Training

"The training program was very useful and beneficial. It was well presented and very detailed. The data is very useful to my job, as a Premier Account Executive. It gave me knowledge on the various types of Investments and the various ways in which money can be invested. I think having software such as this should be kept as a refresher for persons in the Offshore sector." - C.H. Barclays
Barclays International Funds
Benefits Corp
Blue Cross Blue Shield
Boeing Employees Credit Union
BT Alex Brown Inc.

Business Development Bank of Canada

Butler, Wick & Co, Inc

California Federal Bank

Canadian Occidental
Canadian Securities Institute
Capital One Financial Corporation
Cardservice International

Caterpillar Financial Services Corporation

 
Center for Financial Training  
Central Bank of Barbados
"I found it very useful. At first I thought it was going to be very general, but found that FC enlightened me on exactly what makes a business run. I reviewed and reviewed and reviewed, and was very pleased with it." - D.O. Business Development Bank of Canada
Charles Schwab
CIBC Oppenheimer Corp
CIGNA
Citibank Europe
Citibank International

Citibank Latin America

Citibank Private Bank
Citibank U.S.  
CitiGroup Singapore  
City National Bank
"Excellent as far as meeting its stated objectives. Excellent re meeting my expectation. Effectiveness of printed materials: excellent; effectiveness of computer-based activities: excellent. The simplicity of the examples and definitions of the concepts and terms were the most valuable part of the course - and the many examples that were presented which assisted in my understanding of the materials. Overall course ratings: excellent."
- S.G. Citibank
Coast Capital Savings
CoBank

Coldwell Banker Corporation

Commercial Union & Insurance Company

Commonwealth Bank

Community Bank, N.A.
Credit Lyonnais Securities ( USA) Inc.
Credit Union Benefits Services, Inc
Crestar Bank

Dean Whitter

Deere Credit Services, Inc.
Deutsche Financial Services
Diversified Financial Concepts  
Dun & Bradstreet  

Economic Development Bank of PR

"Helped me tremendously. Easy
to follow - would definitely recommend
."

- C.W. Deutsche Financial

Edward D. Jones & Co.

Employers General Insurance Group

EquiCredit Corporation

Ernst & Young  
Ernst & Young Center for Business Knowledge  
E-Tech Strategies, LLP
"Actually I liked it a lot. We'd had another program just prior to FC covering Taxes and I found it very difficult. The emphasis was on maneuvering from screen to screen and the layout was very confusing and distracting. I couldn't concentrate on the subject. Financial Competence was very easy and it just flowed. You understood how to go from screen to screen in the first lesson and could then understand the material. It was just wonderful - being able to focus on the material is what I liked - you certainly achieved knowledge transfer."
-
M.H. Ernst & Young
E* Trade Group
Falcon Research
Fannie Mae
Farm Credit Corporation
Farm Credit Financial Partners
FCNB Bank
Federal Reserve Bank of New York
Federal Reserve Bank of St. Louis
Fidelity Capital, Inc
Fidelity Investments
Fiduciary Capital Management

Financial & Tax Planning Associates

Financial Choices.com, Inc
Financial Information Network
Financial Network

Financial Solutions

 
Firemans Fund Insurance  
First Chicago NBD
"It was great in terms of helping me on my current job - I am a customer relations service rep and work in the Call Center, and the questions we service are retirement and general information about investing, so I received the basic elements of investing in a concise, simple manner from the course."
- R.M. Guidestone Financial
First Hawaiian Bank
First National Bank in Montevideo
First National Bank of Alaska
First National Bank of Chicago

First National Bank of Maryland

First National Bank of Omaha

First National Bank South Africa

First Niagara Financial
First of Michigan

First Southeastern Securities Group Inc.

First Union National Bank  
Fleet Bank  

Frank Russell Investment Management Co.

"Thought it was very helpful - especially if you are someone trying to get and understand the basics of financial analysis. For me, it was more of a refresher but I liked the way I could match up the different financial statements."
- C.S. IBM Global Financing

Franklin Templeton Group

FT Knowledge
GE Capital
GMAC Residential Funding Corporation
Goldman Sachs & Company
Great West Life & Annuity Company
Great West Life & Insurance Company  

Guaranty Investment Corp.

 

Guidestone Financial Resources SBC

"Helped me know the basics and expand further than that. I work with people who handle stocks & bonds & it helped me have a far greater knowledge than before I did the course. Would help anyone who didn't know basics."
- K.L. JP Morgan Chase

H & R Block Tax Services

H.D. Vest, Incorporated

Hang Seng Bank Limited

Hartford Fire Insurance Company

Hawaiian Trust Limited
Hilliard Lyons
IBM Credit Corporation  
IBM Global Financing  

IDEX Mutual Funds

"This is a very good course, especially for someone with little or no exposure to financial reports. Because I have had this exposure, the first part of the course was a refresher, but there's nothing wrong with that! What I really benefited from later in the course was the explanation of how the statements link together. I strongly recommend the course for anyone not familiar with corporate finance and as a review for those who do."
- E.M. John Deere Credit
Independent Financial Services
ING America Equities, Inc.
Insurance Corporation of British Columbia
Invest Northern Ireland
Investment management & Research Inc
Investorship
J.D. Edwards & Company
Janney Montgomery Scott
Janus Distributors, Inc.
John Deere Credit
John Hancock Funds
JP Morgan Chase  
Kaiser Permanente  
Kent Accounting Systems
"I liked it a lot. It was very interesting and very easy to understand. As you work through the courses it kept my attention because of all the little moving things - $ to the bank, etc. Our company has rolled this course out for all new hirees, and now Key Bank and McDonald have merged so there should be more people who need the course. Thought the class was terrific."
- J.J. McDonald Investments
Key Bank
Kislak Mortgage Company
LDS Church Real Estate Division
Legend Financial Advisors
Lehman Brothers

Liberty Bank

Liberty Mutual
Lincoln National Life Insurance
M & I Bank
McDonald & Company Investments, Inc.
MEA Financial Services

Mellon Bank NA

 
Mellon Trust University  
Merrill Lynch
" I enjoyed it very much -it was very helpful. I hadn't done any accounting courses for 3 or 4 years, so FC helped familiarize me with all the terms - go through the statements , see how they fit together, etc. "
- J.A. Norwest Bank
Metlife
MLF Investments
Monarch Life Insurance Company
Morgan Keagan
Muia Financial Corporation

Multi Financial Group

 
NatCity Investments  
National Bank of Boyceville
"I liked it a lot - it was very visual. I had zero experience and it really helped me see and do; I liked it a lot. I would recommend it to anyone."
-
A.K. Old Kent Bank
National Bank of Kuwait
National Life Insurance Company of Vermont
Nations Banc Advisors, Inc.

Nationwide Insurance

NBD Bank  
Nellie Mae  
New York Life
"FC helped me a lot. I
learned the terminology & interpretations of the banking world. I'm in the middle of the IB course right now and it is excellent
."

- K.V. PNC Bank
Northern Trust Global Advisors Inc
Northwestern Mutual Life
Norwest Bank
Norwest Card Services
Norwest Corporation
Norwest Mortgage Corporation  
Old Kent Bank  
Old National Bancorp
"PNC Bank has provided copies of this software. The purpose of submitting this is to evaluate the software and certification process of Financial Competence for use by a broader range of individuals. The course was EXCELLENT in my opinion!"
- J.B. PNC Bank
Old National Bank
Paine Webber Inc.
Paradigm Equities, Inc.
PNC Bank
Price Waterhouse Coopers
Principal Financial Group
Progress Bank

Progressive Corporation

Provident Mutual Life

Prudential Securities

 
Putnam Investments  
Raymond James
"It was pretty good - a rehash of college, which I graduated from in May - but I could have saved myself $20,000.00 of college tuition if I had had these computer programs."
- R.E. T.Rowe Price
Republic Bank Limited
Retirement Advisors, Inc.
Richmond Savings

Robert W. Baird & Company

Rothschild, Inc
Royal Bank of Canada  
RPS Plan Administrators  

Samson Investment Company

"Thought both Financial Competence and Investment Competence were VERY well done - as a general comment. We have our own CBT here at T.Rowe Price, and there were a couple of things about your products that struck me. There was a good balance between simplicity and understanding - it was simple enough for me to understand without being TOO simple, and with the use of the sounds and moving objects, it wasn't too flashy. It achieved that (knowledge transfer and being able to use the data in the real world.)"
- J.S. T.Rowe Price
Schwartz Financial Company

Scudder Kemper Investments, Inc.

Scudder, Stevens & Clark
Securities America
Securities Industry Association

Security Pacific Financial Services

Sentra Securities Corporation
Smith Barney
Standard Chartered Bank
State Farm Insurance Companies
State Street Bank & Trust
Stifel, Nicolaus & Company Inc
Stop Loss International Corp

Strong Capital Management, Inc

Successful Money Management Seminars, Inc

 
Summit Financial Services Group  

Susquehanna Patriot Bank

"Found it very useful. I am a
financial analyst in commercial lending here at US Bank and deal with screwed up financial statements all the time and try to make sense out of them. Some people go to college for years to learn this stuff - I found it very useful.
"

- J.W. US Bank
T. Rowe Price
The Boston Company
The Dreyfus Group
The Money Store
The Netherlands Insurance Company
The Pension Professionals

The Prudential Asset Management Co, Inc.

Thrivent Financial for Lutherans
Towers Perrin  
TransAmerica  
Trans Financial, Inc
"As I was taking the course, I was also working on the Canadian Securities Course - to learn about selling stocks and bonds - so used IC as my final review for facts and figures and passed the exam."
- J.D. Van City Credit Union
Union Bank of California
Unison Bank
University Federal Credit Union
US Bancorp
US Bank
USAA Brokerage Services
USF & G
UVEST Financial Services Group, Inc  
Van City Credit Union  
Wachovia Securities
"Excellent program. I've had finance training and this was a refresher, but given my financial background, this presentation is really excellent."
- J.F. Wells Fargo Bank
Wall Street Journal
Walnut Street Securities
Washington Mutual
Wells Fargo Bank
Westminster Savings  
Wheat First Butcher Singer  
Woodgundy Securities  
Woods Investment Network Services, LLC  
York Federal Savings & Loan  
Zurich Insurance Company  
 

Home Page of Competence Software
Financial Competence - learn about business finance online
Investment Competence - learn about investments and financial planning online
Understanding Computers - learn about technology online
Word Gems - animated demonstrations of computer, finance and investing terms.
Glossary of Business Finance and Investment Terms
About our Company and computerized learning tools
List of Clients using our Financial Literacy courses
How to contact us.
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