Finance IQ is a NASBA-certified financial learning and development firm that delivers in-house training solutions to a broad range of corporate clients. Created and managed by securities industry professionals, our mission is to provide the most relevant and practical knowledge to our clients in the fields of:

  • Capital markets
  • Accounting
  • Financial statement analysis and modeling
  • Risk management
  • Portfolio management
  • Banking regulation and compliance
  • Operations


We help both financial and non-financial companies upgrade their staff’s financial acumen and offer L&D solutions to serve a variety of audiences including:

  • Entry level onboarding programs
  • Continuing education programs
  • Specific product and sales training
  • Custom-designed programs
  • C-suite coaching


You can utilize our existing library of courses and materials or, we can design and deliver a program for a unique audience or application. We will work with you to identify and assess your staff’s training needs and design a customized solution that adapts seamlessly to the audience. Our services include:

  • eLearning library
  • Virtual instructor led training
  • Live instructor led training
  • Self-study programs
  • Training needs analysis
  • L&D program design
  • Customized content development for multi-modal delivery

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Finance IQ

West Windsor New Jersey

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