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Relevant Courses. Expert Instruction.

Experienced Consulting. Real Results.

The Cline Group offers innovative capital markets training and strategic consulting services for financial market participants as well as application and service providers to the industry. The company was founded by Bill Cline, successful entrepreneur at companies such as Rich, Inc. and FD Consulting and long time global capital markets industry managing partner at Accenture.

We designed our capital markets training courses to be insightful and predictive of the future while factually grounded in tangible industry metrics, characteristics we believe make our approach to learning more pragmatic and useful in one's daily job than courses mired in a more definitional or academic approach. In developing course content, we incorporated extensive retail and institutional industry research from the Aite Group, a leading financial services research organization, and select industry associations such as the World Federation of Exchanges. Our focus on the nuances of competitive differentiation in trading, asset management, securities processing, operational efficiency, and IT & market data infrastructure help participants to identify and confirm trends they subsequently use to advance their own business objectives and operations. Aside from professional development's clearly documented importance in people retention, our approach leads to a more pragmatic learning experience with more immediacy in delivering tangible business value.

We offer a regularly scheduled 2.5 day financial markets overview course Challenges, Differentiation, and Innovation In Financial Markets as well as a variety of multi-day, single day, and half day courses for individual companies at the locations of your choosing worldwide. Please see the summary of our training courses for a complete list of our financial markets industry offerings.

The Cline Group also provides select advisory and consulting services in areas such as strategy, operational effectiveness, acquisition due diligence, program and RFP management, sales and marketing initiatives, and service on boards and project steering committees. Our industry experience spans all segments of the industry from front to back office, with particular emphasis on trading & execution systems, wealth management, market & reference data management, client reporting, and sourcing strategies. We also plan and execute new industry research and author white papers and studies, alone or in partnership with the Aite Group.

Mr. Cline is a frequent media commentator on major trends and developments in the global capital markets industry, having appeared on CNBC, Bloomberg TV and newswires, NPR Marketplace and Talk of the Nation, Reuters & Dow Jones Newswires, Marketwatch, Wall St. Journal, USA Today, NY Times, Securities Industry News, Information Week, BusinessWeek, Forbes, Wall Street & Technology, and many other leading publications.


 

 

 

 

 

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