The Finance Training Society has had more than 15,000 professionals pay to join our training and certificate programs. Millions of industry professionals have interacted with our brand through our bestselling books, popular YouTube channels, live conferences, and the speeches we have given in more than 15 different countries at 50+ live conferences.
Mission: Our mission is to offer the most practical, challenging, and globally valued certification program for business brokerage professionals.
Core Values: Our core values include Innovation, Providing Value First, Kaizen (constant improvement), Speed of Implementation, and Focus.
Contact Our Team
Please feel free to contact our friendly customer service team at the contact details listed below. We look forward to hearing from you.
Email: [email protected]
Key Biscayne, FL 33149
Tour our office in Key Biscayne, Florida. Many people have asked if they can stop by and say “hello” at our offices. If you would like to come meet our core team, please reach out to us and we can schedule a tour for you sometime soon.
Richard Wilson, President
Richard Wilson is the founder and President of the Finance Training Society.
Due to the realization that most professionals receive very little if any practical training from their employer or school within their specific area of work Richard helped create the Finance Training Society. The mission of the Finance Training Society is to provide practical online training and certification programs for niche professions and industries so that teams or individual professionals may learn only what is relevant and practical instead of traditional and generic.
Richard is a frequent speaker at conferences and he presents within his own full day training workshops every year in cities such as New York, Singapore, London, Brussels, San Francisco, Moscow, Chicago, Tokyo, Boca Raton, and Hong Kong. Richard is the author of six books and he has written and published over 5,000 articles that have been read by over 40,000,000 professionals in the business and finance industries. Richard has a Bachelors of Business Administration from Oregon State University, an M.B.A. in Marketing from the University of Portland, and he has completed masters level research and coursework on the psychology of influence at Harvard University within their ALM department.
Theodore O’Brien, Certified Business Broker (CBB) Advisor
Theo serves as an Advisor to the Finance Training Society and, in his role as Managing Director of Wilson Holdings Company, he directs the training division’s corporate strategy, business development, and marketing. Over the last several years, Theo has led the production of many of our multi-media resources, coordinated our global training workshops, and advised on the content of a number of our training programs.
Adriana Albuquerque, Director of Candidate Services
Adriana Albuquerque handles participant inquiries and research projects. Adriana also helps the Finance Training Society coordinate our global networking events and speaking engagements. She has experience in working for a translation firm, market research, and online education delivery systems.
With her multi-lingual abilities and global business experience, Adriana helps with international client services and making sure our client experience is always being improved. Some of the video content for this international finance programs were recorded with Adrian’s help in locations such as Sao Paulo, Tokyo, Hong Kong, and Mexico.
Charlie Wilson, Technical Program Producer
Charlie Wilson is the Finance Training Society’s technical advisor on video and audio programs supplied within all of our training and certification programs. Charlie helps produce videos, membership-based websites, recorded phone interviews, and overall training packages. Charlie’s background is in conducting market research and multimedia product design, and today he helps us manage our library of over 1,500 video recordings and 300+ audio expert interviews.
Douglas Scott, Director
Douglas Scott serves as Director at the Finance Training Society and Wilson Holding Company. Doug will most likely be your first point of contact at the Finance Training Society, where he works hard to constantly improve the participant experience, maintain our high quality standards, and has been involved in the rapid expansion of our Training division.
Rafael Tassini, Resource Research & Construction
Rafael Tassini was added to our team to help us consistently produce new resources, alumni benefits, and downloadable multimedia from our website. Rafael is an expert in resource research and construction and many of the tools you use within our programs were built with his help.
Rafael works for us full time from our Sao Paulo, Brazil office and he is currently helping our team develop our international program offerings.
Note: This is a practical industry training and certification program that you can take at your own pace, and once you join you get lifetime access to the resources provided. This is not training on how to become a licensed broker-dealer.