Professional Development

The securities industry has a language of its own. Also, too often there is not a holistic understanding of the investment management process by the participants who man each link of the chain.

Since its inception over 20 years ago, Olmstead has used our tried and true industry training curriculum to helped firms raise their industry IQ and better service their internal and external constituents.

Whether general overviews of the products, players and processes within the industry or specialty classes that look at particular aspects of our industry in more detail, these classes can serve as an introduction for those who are new to the industry, a refresher for those who have been away and a broader perspective for specialists.

Classes are provided on both a public basis as well as client-specific basis to allow us to tailor the content to suit your requirements.  Current standard seminars include:
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“For Years, Olmstead’s training has helped our people understand the language of the securities industry.”
- Rebecca Walker,
Head of Learning & Development for a Global Investment Management Firm

"All of my expectations were exceeded. I will recommend this class to any new employee in my department."
- Class Participant,
Understanding the Securities Industry