Build a stellar team with The Institute's on-site training program!  Let The Institute bring customized training to your door.  What better way to build the knowledge, skills and professionalism of your entire financial operations team.

The Institute's on-site training program is designed to educate financial operations professionals on proven solutions to address today's ever-changing challenges.  Conducting an on-site program gives your staff an opportunity to collectively identify dramatic opportunities for improvement on a multitude of processes.  All of The Institute's on-site programs can be fully customized to fit your organization and every discussion point will be relevant to your company's specific issues.

Benefits of the program abound including:

  • Qualified, top-notch instructors, delivering hot topics directly to you
  • Highly interactive training modules
  • A wide array of dozens of course offerings
  • Economic options for substantial savings on training and travel costs
  • The ability to develop customized program combinations to meet your specific training needs
  • Convenient means of obtaining continuing education credits

Qualified Facilitators

Our team of leading industry experts have more than 30 years of experience in the financial, shared services, and AP professions.  This expertise delivers professionals who understand your every day challenges and can help build a program to meet your needs.  Through hands-on training coupled with high-level interaction, discussion, and review, your trainers will provide the best of both worlds with textbook study and practical knowledge.

What's included?

  • An expert AP content leader
  • An educational program delivered at your designated location
  • Pre-event planning to develop a customized agenda
  • Copies of all program material, including the presentation
  • Complete coverage of your requested topic, its impact, and implementation steps
  • CPE credits awarded to each attendee

On-Site training program options

AP topics
Nearly 30 basic AP course offerings have been assembled for your on-site organizational training.  Keep in mind that your team can mix and match offerings, as well as request specific training topics to meet your needs!  New courses are continuously being offered, so click on the link above to check out our most up-to-date listing.

Certification exam review

Customize an on-site exam review program delivered right to your office.  Ensure your team is prepared for the CAPP and CAPA exams with this insightful domain-by-domain review, tailored to meet the needs of your candidates.

Operational review program

Allow our experts to evaluate your AP department's operational efficiency, measure your alignment with leading practices in the profession, and compare your processes to The Institute's standards and code of ethics to enhance your value to your organization.

How do I schedule an on-site program?

Contact a representative from The Institute to build your organization's ideal program today!  Our representative will provide customized package options, pricing, and confirm availability.  To get started, please contact 1-407-351-3322 or certification@financialops.org.