Apprenticeship
Creating a standard set of rules to provide a suitable governance framework for an Incorporated association with the following academic solutions:
Academic Solutions
Schedule a Consultation for Complete Enrollment
“Financial Aid Available”
01 – Membership
Best for standard setups and business, partnership, association, and corporation needed for treasury bank organization.
- Level I – Partnership Association
- Level II- Entity Incorporation
- Level III – Stock & Bond Allocation
- Level IV – Policy Development
02 – Administration
Best for fiduciary authority with higher leadership requirements, more resolution approval workflows.
- Level I – Governance
- Level II – Meeting Structure
- Level III – Standard Contracting
- Level IV – Client Management
03- Development
Designed for standard developers and contractors-service needs. Core bonding, procurement and expense reconciliation.
- Level I – Proposal
- Level II – Planning
- Level III – Pro-Formula
- Level IV – Appraisal
04 – Investment
Professional securities inderwriting requirements, hybird workflows, issuer needs for larger investment scale.
- Level I – Title and Positioning
- Level II – Asset Certification
- Level III – Securtization
- Level IV – Loan Certification
05- Banking
Business account setups and integration for core payment, statements, and reconciliation capabilities with a faster route to value.
- Level I – Finance-Statement
- Level II – Transactions
- Level -III – Cash Flow
- Level IV – Profit and Loss Statement
- Level V – Banking Compliance
06- Audit Trails
Detail record keeping requirements, complex approval workflows, direct custodial needs for small and larger operational scale.
- Level I – Contracts Due Diligence
- Level II – Regulatory Compliance Check
- Level III – Reconcile of Accounts
- Level IV – Tax Reporting
Attend Our Online Investment Webinars
Professional Goodwill
- Helping to define operational goals
- Working with family and community clients
- Create alternative investment strategies.
For Investing Members Only
