Level I: Foundations of Finance
The “Foundations of Finance” series of approximately 25 Self-Instructional Guides cover the analytical, product and market knowledge required to advise clients and generate revenue in today's market. The self-instructional approach enables users to work through all or selected sections of the guides, depending on their existing knowledge. Each guide includes explanations, examples and exercises. A Mastery Test is also available for each guide.

Using Foundations of Finance Self-Instructional Guides, institutions can raise the level and improve the consistency of foundation knowledge across the entire organization – without pulling employees away from their jobs. The guides can be licensed for institution-wide usage, and can be published with the financial institution’s design and logo.

Level II: Tools of the Trade
The “Tools of the Trade” series includes approximately 35 Self-Instructional Guides and a range of workshop programs that build upon the Foundations of Finance.

The workbooks are more advanced or specialized, and include practice areas such as real estate, financial institutions and wealth management.

The workshops are intensive, high-value sessions built around customized case studies and real-world applications. All workshops are customized to the needs of the client bank; many include presentations by internal managers and product specialists and case studies built around existing clients and actual bank transactions.

Level III: Mastery Classes
Globecon’s Mastery Classes are facilitated, low-key, small-group discussions organized around specific transactions, financial situations, clients or policies. They are designed to help students define issues, brainstorm possible solutions and develop action plans focused on new product development, marketing initiatives and/or bank strategies.

• In Strategy Sessions senior line managers select several targeted finance situations and/or needs. In an intensive one-day session, Globecon facilitates a discussion of the client’s characteristics and needs, institutional capabilities that address those needs, and actions the organization should take, followed by the development, positioning and presentation of the proposals.
• Capital Markets/Corporate Finance Market Update Sessions help specialists reverse engineer innovative deals and execute their own transactions. These small, facilitated workshops apply financial engineering tools to bring together investor and issuer clients.

Level IV: Leadership & Mentorship
The Leadership & Mentorship level addresses the soft skills that finance professionals require to attract others to well-reasoned and logical points of view, to communicate effectively, and to relate well to others. These skills enable finance professionals to assume positions of influence by assembling and leveraging a variety of resources that address problems and opportunities throughout the organization. This highest-level skill category includes workshop content to build specific leadership/mentorship capabilities as well as executive coaching to advise key decision-makers on how best to frame business opportunities and manage their human capital to achieve superior results.