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Custom Proposal 

For a custom proposal, or more information, please contact:

Eileen Haeger, Training Director
tel: 212 328-2500 x235
fax: 212 328-2525
eileen.haeger@soforum.com

Recent clients include:  
  • SunGard Securities Processing
  • Lehman Brothers
  • Ernst & Young LLP
  • SEC
  • Savvis Communications
  • Vietcombank
  • The OptionsClearing Corp
  • The Federal Reserve Bank of NY
  • Citigroup
  • Bank of America Securities

Focus on a recent event: Vietcombank

This three day custom course at SOF's training facility in New York included a trip to the NYSE and a Trading Floor at HSBC Bank. The content of the "How the U.S. Securities Industry Works" course was customized to focus on definitions and the differences between the securities industry in the United States and Vietnam. Next the students explored Derivatives and Foreign Exchange with an emphasis on the technical trends for this market.  

Custom Training

Save Money! Save Time! The flexibility of Custom Training can help you achieve your corporate training goals while staying on budget and focusing the time of your group.

Here's how:

If an open enrollment course meets the needs of several people on your staff, but the listed dates are not convenient... consider scheduling a private class in our training facility. Depending on the course, you will be able to economize on individual course fees by enrolling as few as 7 people.

Or, if your employees cannot take much time away from daily responsibilities... avoid extra travel time and individual travel expenses by scheduling a class on your premises. Course material can be re-structured to fit half-day schedules as well.

If your staff needs training on a specific topic NOT listed in our open enrollment courses, we can design a custom course targeted to your needs. Topics from different courses can be combined or explored in greater depth. We can also work with your corporation to tailor or develop content specifically for your corporation.

All of our courses are taught by practicing professionals with experience in current operations strategies, technologies and processes. In addition to our regular faculty, we are associated with a selection of industry professionals and executives whose expertise can be tapped for your program.


Photos from a recent event: Vietcombank [1] [2] [3]

Four executives from the Vietcombank observe the activity on the NYSE trading floor at the closing bell.