| Bank of the West |
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| 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 |
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| 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. |
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| CitiGroup Singapore |
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| 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
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| 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 |
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| 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
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| 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
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| 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
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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
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| 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
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| 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 |
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| 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 |
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| 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
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| 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 |
|
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