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MDA Training: Listen, Create, Deliver, Sustain

Listen, create, deliver, sustain.

At MDA Training we work in partnership with you to create engaging, experiential and commercially-focused learning solutions that deliver results.

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Training for the banking sector

Training for the banking sector

We offer an experiential approach to the design and delivery of your investment banking and markets training - focusing on application of learning. Our programmes don’t simply focus on what you do as a bank and your products, but also how your people do it - blending products training with people and leadership skills. This way, your people come away with skills and insights to drive your bank forward in the right way.

Private banking and wealth management

People and leadership skills

Designed to reflect the needs of private bankers and wealth managers, our people and leadership skills modules will provide your people with practical tools they can use day-to-day and skills and insights to deliver their goals more effectively. From effective listening and questioning skills to managing and growing client relationships,…

Designed to reflect the needs of private bankers and wealth managers, our people and leadership skills modules will provide your people with practical tools they can use day-to-day and skills and insights to deliver their goals more effectively. From effective listening and questioning skills to managing and growing client relationships, we have over 30 years of expertise to draw on in the design and delivery of your solution.

Our areas of expertise include:

  • Personal presence and brand
  • Relationship management
  • Making a positive impact with clients
  • Communicating with impact
  • Listening skills
  • Questioning skills
  • Being at your best
  • Handling challenging conversations
  • Coaching and mentoring
  • Effective time management
  • Pitching and presenting
  • Writing with power and impact
  • Influencing and negotiating
  • Developing your emotional resilience
  • Understanding others better using MBTI
  • Essentials of management

Digital Solutions

Our digital learning solutions are designed to offer real flexibility, supporting your people through learning on demand. From bitesize microlearning to observational films that explore best practice in client meetings – our digital learning is designed to be practical, relevant and focused. We can also custom design digital solutions to…

Our digital learning solutions are designed to offer real flexibility, supporting your people through learning on demand. From bitesize microlearning to observational films that explore best practice in client meetings – our digital learning is designed to be practical, relevant and focused. We can also custom design digital solutions to meet any specific learning need you may have.

Our areas of expertise include:

  • On-demand microlearning and e-learning – check out some of our free microlearning modules
  • Interactive PDF workbooks, manuals and handbooks
  • Custom-made training films and movies such as fly-on-the-wall observational footage, interactive case studies, company specific scenarios, corporate messages
  • Experiential film-making activities that support interventions in leadership development and assessment, employee engagement, team building and managing financial performance

New hires

Our tailored programmes will provide your new hires to private banking with relevant knowledge and insights as well as practical tools and skills to be successful ambassadors of the Bank. Our tailored programmes, designed around the context and values of your Bank, will provide your new recruits with a clear…

Our tailored programmes will provide your new hires to private banking with relevant knowledge and insights as well as practical tools and skills to be successful ambassadors of the Bank. Our tailored programmes, designed around the context and values of your Bank, will provide your new recruits with a clear understanding of your Bank’s products and services and its specific approach and proposition to clients. It will also give them the opportunity to experience what real customer interactions feel like to ensure they gain invaluable insights in how best to position themselves and build strong relationships for your Bank.

Wealth management simulation

This simulation provides your people with the opportunity to experience what real client interactions feel like and how to maximise opportunities with clients. The simulation helps develop practical skills around personal presence and impact, client focus, effective listening, fact finding, meeting preparation, conducting effective client meetings and pitching.

This simulation provides your people with the opportunity to experience what real client interactions feel like and how to maximise opportunities with clients. The simulation helps develop practical skills around personal presence and impact, client focus, effective listening, fact finding, meeting preparation, conducting effective client meetings and pitching. Skilled simulation facilitators also provide real time objective feedback to delegates around their technical and client handling skills to help build invaluable insights and embed behaviours aligned to your Bank’s values, culture and approach.

Sales and relationship management

Our practical sales programmes provide private bankers with a proven and robust approach to sales and relationship management. Participants learn best practice and put their new skills to the test through simulated activities relevant to the context of your bank. Participants come away with skills and tools to help grow…

Our practical sales programmes provide private bankers with a proven and robust approach to sales and relationship management. Participants learn best practice and put their new skills to the test through simulated activities relevant to the context of your bank. Participants come away with skills and tools to help grow their client relationships into that of a trusted partner.

  • The trust equation – route map to becoming a trusted partner
  • Sales Dimensional Model – understanding sales behaviours and the impact when engaging with clients
  • Strategies for managing client behaviours
  • Understanding and positioning the value proposition
  • Making appointments and preparing for meetings
  • Putting Bankers in the shoes of their prospects / clients
  • Handling objections effectively
  • Opening the meeting and exploring (fact finding) the client’s needs, views and opinions
  • Presenting views, closing a meeting and effective follow up activities

Investment banking

Run the investment bank simulation

Run the Investment Bank is a leading experiential simulation designed to provide participants with an overview of an investment bank, its customers and products and how the divisions work together to deliver a full service to clients. We will tailor the simulation to reflect your Bank’s specific structure, products, strategy…

Run the Investment Bank is a leading experiential simulation designed to provide participants with an overview of an investment bank, its customers and products and how the divisions work together to deliver a full service to clients. We will tailor the simulation to reflect your Bank’s specific structure, products, strategy and values.

On-boarding events

We are renowned for designing and delivering highly experiential large scale learning events centred around our clients’ specific organisational values, strategy and products. Typically used as part of our clients’ graduate induction or general on-boarding, our solutions are cost effective, flexible and can easily accommodate large numbers.

We are renowned for designing and delivering highly experiential large scale learning events centred around our clients’ specific organisational values, strategy and products. Typically used as part of our clients’ graduate induction or general on-boarding, our solutions are cost effective, flexible and can easily accommodate large numbers.

Interactive online trading simulation

Our fully interactive, online trading simulation provides participants with an opportunity to actually manage a portfolio of assets based on historic or real time market movements. Our industry leading trading platform will provide a practical learning experience for your people and is fully customisable to reflect your learning needs.

Our fully interactive, online trading simulation provides participants with an opportunity to actually manage a portfolio of assets based on historic or real time market movements. Our industry leading trading platform will provide a practical learning experience for your people and is fully customisable to reflect your learning needs.

About our simulation

Participants are split into two categories: Hedge Fund teams and Investment Bank teams. Both categories have different goals and will be ranked primarily within their peer group.

The Investment Bank teams will be judged on two aspects. Firstly, their ability to control their exposure to market movements. Ideally, the Investment Bank teams should minimise the proportion of their revenue generated through market movements and thus leave the majority of revenue to stem from commission. Secondly, teams will be judged on their ability to manage their exposure to market risk, with the ultimate target being to maximise revenues and minimise risk.

The Hedge Fund teams will be required to analyse the market, research notes and breaking news stories that are released during the session. Their aim is straightforward; they have to make a profit putting on certain positions in the market. They can buy and short sell the shares available. But what will make the difference between a good or a bad Hedge Fund is not only their ability to read and interpret the markets and the news, but also their ability to get the best price for their transaction from the competing Investment Banking teams.

Investment Bank Sales Traders communicate with Hedge Fund Traders via telephone throughout the session with traders then executing orders into the market using the bespoke simulated trading software provided.

People and interpersonal skills

Our people and leadership skills modules are fully immersed in the context of the banking world. We also go a step further by tailoring our solutions to reflect scenarios specific to your workplace. This way, your people come away with skills and practical tools they can apply immediately to the…

Our people and leadership skills modules are fully immersed in the context of the banking world. We also go a step further by tailoring our solutions to reflect scenarios specific to your workplace. This way, your people come away with skills and practical tools they can apply immediately to the workplace.

Our areas of expertise include:

  • Personal presence and brand
  • Communicating with impact
  • Listening skills
  • Questioning skills
  • Being at your best
  • Handling challenging conversations
  • Coaching and mentoring
  • Effective time management
  • Pitching and presenting
  • Writing with power and impact
  • Influencing and negotiating
  • Developing your emotional resilience
  • Understanding others better using MBTI
  • Essentials of management

New Hires

Our programmes for new hires, whether this be graduates, interns, apprentices or general on-boarding, all have a proven track record of helping to develop technical and interpersonal skills essential for anyone entering a role in investment banking. We will work with you to design and deliver a solution that supports…

Our programmes for new hires, whether this be graduates, interns, apprentices or general on-boarding, all have a proven track record of helping to develop technical and interpersonal skills necessary for anyone entering a role in investment banking. We will work with you to design and deliver a solution that supports your people right from the start.

Products workshops – delivered in-class or virtually

Our suite of products workshops give participants the opportunity to apply their learning, firmly focused on providing a practical learning experience that is relevant to the workplace. Our modules can be delivered in-class or virtually.

Our suite of products workshops give participants the opportunity to apply their learning, firmly focused on providing a practical learning experience that is relevant to the workplace. Our modules can be delivered in-class or virtually.

Bonds, FX and commodities

  • Bonds – products, markets, yield curves, pricing and duration, repo and futures, credit spread metrics, DV01 hedging and forward pricing
  • Commodities – overview, energy sector and futures, drivers of commodity prices, commodity swaps and diversification benefit
  • Fixed income risk management
  • FX – spot and forward contracts, cross rates, forwards and currency swaps

 
Equities and credit

  • Accounting and financial analysis
  • Complex financial instruments and off-balance sheet finance
  • Equities – characteristics and jargon
  • Equity valuation and modelling
  • Financial forecasting in Excel
  • Modelling the impact of financial transactions
  • Regulatory and accounting capital for financial institutions
  • The impact of derivatives on client’s accounts

 
Derivatives

  • Credit derivatives – credit risk and CDS, pricing
  • CFS and total return swaps
  • Equity derivatives – CFDs and equity swaps, equity index swaps, warrants and convertibles
  • Futures – structure and applications, single stock and equity index futures
  • Interest rate derivatives – swaps, forwards, futures and options
  • Swaptions – structure, terminology and applications
  • Options – vanilla options, structures and applications, pricing, Greeks

 
General CIB

  • Economics of markets
  • Excel for financial markets
  • Investor psychology
  • Structured products – main classes of investment products, exotics
  • Technical analysis and behavioural finance
  • Trade finance – products and solutions, client solutions
  • Trading strategies
  • Treasury – capital, cash and liquidity management, managing risk

 
Financial modelling and corporate finance

  • Analysis of financial statements
  • Building enterprise value models
  • Building a DCF model
  • Comps modelling
  • Debt structuring
  • EVA modelling
  • LBO modelling
  • Leverage Finance Structuring
  • M&A modelling
  • Project finance modelling
  • Real estate valuation
  • Strategic business analysis
  • Valuation modelling
  • VBA

 
Risk

  • Assessing financial risk
  • Capital adequacy
  • Conduct risk
  • Counterparty risk
  • Credit risk management
  • Introduction to risk
  • Management risk
  • Market risk management
  • Operational risk management
  • Regulatory risk
  • Understanding the cost of risk capital
  • Value at Risk (VaR)

Digital training solutions for investment banks

We offer our clients flexibility in how they want their people to learn. Our digital learning solutions include MS Office microlearning and industry leading corporate finance training via our dedicated e-learning company – CFI. We can also custom design modules in any format to meet a specific learning need, along…

We offer our clients flexibility in how they want their people to learn. Our digital learning solutions include microlearning and industry leading corporate finance training via our dedicated e-learning company – CFI. We can also custom design modules in any format to meet a specific learning need, along with tailored virtual classes and online banking simulations.

  • On-demand microlearning and e-learning – check out some of our free modules
  • Corporate Finance Institute – CFI
  • Custom-designed interactive PDF workbooks, manuals and handbooks
  • Custom-made training films and movies such as fly-on-the-wall observational footage, interactive case studies, company specific scenarios, corporate messages
  • Experiential film-making activities that support interventions in leadership development and assessment, employee engagement, team building and managing financial performance.

Corporate and commercial banking

Practical credit skills training

Our practical credit skills training is always closely aligned with our clients’ credit culture and internal processes, and fully reflective of the current marketplace and trends. We develop skills that will enable your people to make better, more informed financial decisions and build stronger client relationships through robust interpersonal skills.

Credit Skills Pathway

Our practical credit skills training is always closely aligned with our clients’ credit culture and internal processes, and fully reflective of the current marketplace and trends. We develop skills that will enable your people to make better, more informed financial decisions and build stronger client relationships through robust interpersonal skills.

Credit Skills Pathway

Know Your Customer (KYC) training

Tailored to reflect your Bank’s Know Your Customer and financial crime policies, this activity-based programme heightens participants understanding of what information your Bank requires to be obtained to make an informed decision, the triggers for additional due diligence and also the signals to look for in evaluating the on-boarding of…

Tailored to reflect your Bank’s Know Your Customer and financial crime policies, this activity-based programme heightens participants understanding of what information your Bank requires to be obtained to make an informed decision, the triggers for additional due diligence and also the signals to look for in evaluating the on-boarding of customers.

This half day experiential activity is tailored to focus on your Bank’s Know Your Customer and financial crime policies. It will provide your participants practical experience in meeting clients and establishing whether they should be on-boarded or not. In this half day simulation, participants are given an overview of your Bank’s KYC and financial crime policies. They then attend a networking event where they meet three to five potential client prospects of the Bank. The clients are role played by experienced actors and the clients are all based on real-life potential prospects to the Bank. They reflect a range of profiles and backgrounds including one or two that have committed financial crimes. The participants are required, in pairs, to meet a number of the client prospects, and through effective listening and questioning, obtain sufficient information to determine whether the client should be on-boarded.

The module concludes with the actors all standing in a row at the front of the room. Each team is then required to identify whether or not they would on-board or exit the customer together with the specific reasons why.

Finally, the actors reveal their true identity and those who should not have been on-boarded (i.e. those who have committed financial crimes) step forward
to the surprise or expectation of the participant teams. This simulation heightens participants understanding of what information your Bank requires to be obtained to make an informed decision, the triggers for additional due diligence and also the signals to look for in evaluating prospective customers.

Essentials of Asset Finance

We have over 30 years experience of working closely with asset finance companies and also asset finance divisions of major banks. We create practical learner-centred training solutions that are tailored to your needs, offering a cost effective alternative compared to industry bodies and associations.

Run the Asset Finance Company Simulation Enhancing Commercial Agility Simulation

We have over 30 years experience of working closely with asset finance companies and also asset finance divisions of major banks. We create practical learner-centred training solutions that are tailored to your needs, offering a cost effective alternative compared to industry bodies and associations.

Introductory modules

  • Introduction to asset finance
  • Asset Finance key products
  • Types of contracts
  • Basics of financial reporting
  • Customer interview and questioning skills

 
Intermediate modules

  • Affordability and underwriting
  • Commercial, legal, structural and financial impact of contracts
  • Presenting an effective credit application
  • The FCA regime
  • Effective selling and treating the customer fairly

 
Advanced modules

  • Contracts and specific contract clauses
  • Understanding your customer
  • Technical considerations

 
Run the Asset Finance Company Simulation

A challenging one day simulation set in the context of an asset finance business. The simulated focuses on four interlinked areas, and to be successful, teams need to work together effectively to grow their business and maximise value creation.
 
Relationship management:

  • Grow the business through meaningful relationship with customers
  • Win new, profitable business
  • Identify customer needs and offer customer centric solutions
  • Submit and support applications from customers

 
Finance and risk management:

  • Manage profitability and balance sheet funding
  • Record company’s activities
  • Produce MI and report on financial performance
  • Liaise with parent company in funding issues

 
Credit:

  • Determine the credit strategy
  • Approve or reject funding requests
  • Ensure relationship management team understand key drivers of credit policy
  • Promote and focus on affordability

 
Relationship management:

  • Grow the business through meaningful relationship with customers
  • Win new, profitable business
  • Identify customer needs and offer customer centric solutions
  • Submit and support applications from customers
Run the Asset Finance Company Simulation Enhancing Commercial Agility Simulation

Understanding the market developments in banking

Whether you are new to financial services or simply want to broaden your knowledge and understanding of the changing market developments in Corporate and Commercial Banking – our programme fits the brief. The structured programme builds from a review of the causes and repercussions of the financial crisis, which laid…

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Whether you are new to financial services or simply want to broaden your knowledge and understanding of the changing market developments in Corporate and Commercial Banking – our programme fits the brief. The structured programme builds from a review of the causes and repercussions of the financial crisis, which laid the foundations for the change in today’s market, through to the wider macro economic impact on financial services and the ever tightening regulations. The retail sector has suffered due to changing consumer expectations and unsustainability of retail business models. Similar challenges are impacting on financial services – digitalisation, AI, Open Banking and frictionless customer interface. The programme will consider the strategic options that are available to both existing players in the market and new entrants. What will the successful bank of tomorrow look like and what skill sets will be required to deliver the business values?

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New hires

We bring an experiential approach to new hire programmes, helping to develop practical skills fully immersed in the way you do business, your products, your values and your leadership behaviours. Designed bespoke to your needs, our on-boarding and new hire programmes seamlessly bridge the generational gap, engaging participants emotionally and…

We bring an experiential approach to new hire programmes, helping to develop practical skills fully immersed in the way you do business, your products, your values and your leadership behaviours. Designed bespoke to your needs, our on-boarding and new hire programmes seamlessly bridge the generational gap, engaging participants emotionally and intellectually.

Digital solutions

We offer a wide range of digital learning solutions that can take the form of a blended learning solution or standalone module. Our digital offering includes technical credit skills through to a wide range of sector specific interpersonal skills, delivered in a variety of formats including microlearning, online films, digital…

We offer a wide range of digital learning solutions that can take the form of a blended learning solution or standalone module. Our digital offering includes technical credit skills through to a wide range of sector specific interpersonal skills, delivered in a variety of formats including microlearning, online films, digital workbooks, apps and virtual workshops.

  • On-demand microlearning and e-learning – check out some of our free modules
  • Interactive PDF workbooks and handbooks on core commercial banking subject areas
  • On demand training films such as fly-on-the-wall observational footage that demonstrates good and not so good behaviours in meetings with clients and colleagues, effective fact-finding and questioning techniques, building rapport, dealing with difficult conversations, giving and receiving feedback
  • Custom-designed interactive digital case studies
  • Bespoke corporate messages
  • Virtual workshops and webinars

Understanding the products of your bank

Do your people have a practical understanding of the products your Bank offers and how these products add value to a customer? For instance, when would a business benefit from a finance lease, invoice discounting, a rights issue or trade finance? Whether new to the industry or an experienced professional,…

Do your people have a practical understanding of the products your Bank offers and how these products add value to a customer? For instance, when would a business benefit from a finance lease, invoice discounting, a rights issue or trade finance? Whether new to the industry or an experienced professional, we offer a full suite of products and industry skills workshops that we can tailor to the needs of your Bank and the development needs of your people.

We also have a unique experiential simulation that can be adapted to your needs. This simulation involves taking over the management of an international business. The simulation allows participants to use a wide range of your Bank’s products to help them grow their business. It enables participants to see for themselves how, and why clients use the products on offer.

Over the course of the simulation trading years, the participants are charged with growing the business internationally and using the appropriate banking products at each stage of the business’ growth.

The typical products that participants might use are:

  • Notional/physical pooling
  • Letters of credit
  • Receivable financing
  • FX management
  • ECM/DCM – equity and bond issues
  • Derivative and FX hedging
  • IPOs
  • Asset finance
  • Bank financing
  • Corporate finance – valuation and acquisition search.

 
After each year, a full set of industry accounts are published and business performance is assessed based on KPIs such as revenue, market share, EBIT, EBITDA, ROE, gearing and debt.

The simulation helps participants better understand and experience first hand how your Bank’s products are used and applied by clients and when/where they are appropriate. It also highlights circumstances where clients could easily be treated unfairly through poor decisions and the business consequences – growing their awareness and appreciation.

Infrastructure and operations

Client service skills

Relationship management sits at the heart of good client service. Your people may have strong technical expertise, but without strong relationship management skills internal projects can break down. Our approach to developing these vital skills focusses on effective listening, questioning and communication skills as well as building rapport and setting…

Relationship management sits at the heart of good client service. Your people may have strong technical expertise, but without strong relationship management skills internal projects can break down. Our approach to developing these vital skills focusses on effective listening, questioning and communication skills as well as building rapport and setting out clear expectations.

Our typical approach explores:

  • Effective listening
  • Effective questioning
  • Building rapport
  • Networking
  • Influencing effectively
  • Rising to the challenge of client service.

Understanding your Bank’s products and services

This simulation-based programme allows participants to step into the shoes of a typical corporate customer, experiencing a wide range of banking products and services from the other side of the fence. Participants get to experience, first hand, how and why clients use various products and services, gaining practical insights into…

This simulation-based programme allows participants to step into the shoes of a typical corporate customer, experiencing a wide range of banking products and services from the other side of the fence. Participants get to experience, first hand, how and why clients use various products and services, gaining practical insights into what is appropriate for each stage of the business’ growth and financing needs. The programme covers the product suite for start-up businesses through mid-sized corporates to large multinational businesses.

This experiential simulation-based programme will help build knowledge and understanding around your Bank’s offering to clients. Short masterclasses help build knowledge, insights and skills which delegates then apply in an engaging simulation – where they are actually running a business similar to that of their customers. The simulation helps delegates to contextualise their learning and offers practical learning takeaways. The programme is designed to build up knowledge incrementally – carefully aligned to the business lifecycle of a typical business – from start-up to multinational trading. In each phase of the business lifecycle, different banking products are relevant, and delegates experience the financing pressures customers face and in doing so gain first hand experience of banking products that would help solve customer business issues. The programme offers a really powerful and memorable learning experience for delegates.

Typical programme structure explores:

  • How does a Bank generate a return?
  • Retail banking
  • Commercial banking
  • Transaction banking
  • Global Markets
  • Fixed income securities
  • Derivatives
  • FX and currencies
  • Corporate finance
  • Private wealth
  • Institutional clients

Compliance in banking

We offer a number of compliance modules for professionals working in the financial services industry faced with an increasingly challenging regulatory environment. Whether it be insider dealing, market manipulation or failures in information barriers, lessons can be learnt from past failures of internal control. Our series of lessons learnt modules…

SAMPLE PROGRAMMES

We offer a number of compliance modules for professionals working in the financial services industry faced with an increasingly challenging regulatory environment. Whether it be insider dealing, market manipulation or failures in information barriers, lessons can be learnt from past failures of internal control. Our series of lessons learnt modules give participants the chance to explore well known examples of banking failures and consider how to apply these insights to their own area of banking.

SAMPLE PROGRAMMES

Building mindsets for the bank of the future

Building the right mindset and capabilities to challenge the status quo and embrace change are increasingly becoming an essential skillset given the pace of change in banking and the evolving needs of customers. Our programmes help develop the right mindset – positive, proactive, flexible and eager to learn and seek…

Building the right mindset and capabilities to challenge the status quo and embrace change are increasingly becoming an essential skillset given the pace of change in banking and the evolving needs of customers. Our programmes help develop the right mindset – positive, proactive, flexible and eager to learn and seek out new ways to contribute to the success of your Bank.

Technology and innovation in banking

Anyone can have innovative ideas that help drive your bank forward and meet the needs of tomorrow’s customers. Quite often it is the little, day-to-day things that create the most value. Ensuring your people have the skills to seek out new and better ways to create value in your Bank…

Anyone can have innovative ideas that help drive your bank forward and meet the needs of tomorrow’s customers. Quite often it is the little, day-to-day things that create the most value. Ensuring your people have the skills to seek out new and better ways to create value in your Bank is key. Our programmes help build these vital skills, providing your people with practical tools to generate new ideas, apply logical decision making and see ideas through to fruition.

Product Control in banking

Ensuring people from all functions within a bank understand the control issues around specific products is a requirement of today’s more regulated banking environment. Our practical programmes offer employees from any area of the Bank to confront the control risks their activities give rise to, as well as the policies,…

The programme explores:

  • How Risk Management is critical to safeguarding the assets of your Bank
  • How HR is crucial in ensuring your Bank has the right human resources in place
  • How Finance is central to ensuring the Bank has the right information to drive the business forward
  • How Group Audit provides independent assurance on the effectiveness of the Bank’s control framework
  • How the Regulatory Department provides the environment that ensures the Bank conforms to legal, regulatory and internal codes of conduct.
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Asset management industry training

Asset management industry training

Our programmes are built around fun, interactive and informative simulations and activities that keep participants engaged to maximise learning retention. Your people leave with a skills toolkit they can apply immediately. We will work in partnership with you to tailor your programmes based on your funds, investment methodologies, reports, processes and systems. Building the programmes around your business means that the learning is transferred more easily and effectively to the workplace.

Introduction to asset management

Introduction to asset management

An experiential programme that covers the key aspects of a fund management business. Ideal for on-boarding or more experienced staff who want to broaden their knowledge of your organisation, the range of products and solutions you provide for your clients and the wider industry.

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Skills toolkit and learning takeaways:

  • Clearly and easily summarise the range of products and solutions you provide for your clients
  • Articulate how you manage money and how your approach differs from your competition
  • Understand the main distribution channels for wholesale and institutional clients
  • Read a prospectus and identify the key parties involved in the governance of an investment fund
  • Walk through the life cycle of a trade and appreciate how all the steps fit together.

 
Experiential activities in the programme include:

  • Running a multi-asset portfolio, analysing economic and sectoral information, generating investment ideas and constructing portfolios
  • Review of your product portfolio, fact sheets and publications
  • Working in teams to design and pitch a new fund idea
  • Running the operations for a simple fund, capturing and confirming trades, settling them in the market and ensuring all accounting and reconciliations are complete
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Derivatives in Fund Management

Derivatives in Fund Management

Your people hear about or work with derivatives on a regular basis. This programme will help boost their knowledge and confidence by better understanding the mechanics of any derivative, how they are used in fund management and articulating jargon to clients and colleagues in clearer, everyday language.

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Skills toolkit and learning takeaways:

  • Be able to use a simple framework to understand the mechanics of any derivative
  • Understand how derivatives are used for hedging, income enhancement and investment purposes
  • Articulate jargon in clear, simple everyday language.

 
Experiential activities in the programme include:

  • Exploring specific examples of how derivatives are used in fund management generally (or in your funds in particular)
  • Competing in a derivative trading game
  • Stepping through the life cycle of a derivative trade
  • Exploring how the use of derivatives are reported in your fact sheets, risk and performance reports.
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Focus on fixed income

Focus on fixed income

This programme will help your people understand the drivers of performance for your fixed income funds. From interpreting research and news to understanding your fact sheets more easily – this programme will provide your people with confidence when discussing fixed income with colleagues and clients.

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Skills toolkit and learning takeaways:

  • Interpret research and news and its impact on the fixed income markets
  • Read and understand your fixed income fact sheets and performance reports
  • Replace jargon with everyday language
  • Have confidence discussing fixed income with colleagues, clients and third parties.

 
Experiential activities in the programme include:

  • Running a simulated strategic bond fund, investing in government, inflation linked, investment grade and high yield bonds
  • Reviewing your fund fact sheets and performance and attribution reports to understand the metrics and language used
  • Identifying fixed income products to meet a range of investment objectives
  • Interpreting economic and asset specific research and link market events to fund performance.
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Focus on equities

Focus on equities

Designed around your equity funds, fact sheets and reports, this programme will help your people understand how you manage equity funds for your clients. Your people will come away with a clear picture of how your organisation differentiates itself in the marketplace and a practical understanding and familiarity with equity…

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Skills toolkit and learning takeaways:

  • Be able to articulate your investment process and methodology
  • Understand the jargon used in the equity markets
  • Have a framework to fit together the components of financial performance such as margins, return on investment, EBIT and funding
  • Use powerful frameworks for analysing a company’s strategic position and direction
  • Be confident using your factsheets, performance reports and other information available for your clients.

 
Experiential activities in the programme include:

  • Managing a simulated equity fund, making investment decisions and seeing the impact of stock selection and portfolio construction on performance
  • Practicing answering clients’ questions on your fact sheets and performance reports
  • A team activity to analyse two well-known retailers – which stock should you buy?
  • Identifying the key drivers of value for companies across a range of sectors.
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Digital solutions

Digital solutions

On demand learning designed to support your people with practical tools, tips and business skills when they need it. From a quick two minute refresher on creating a pivot table to practical tips on how to better handle an upcoming client meeting – our solutions are easily accessible on all…

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On demand learning designed to support your people with practical tools, tips and business skills when they need it. From a quick two minute refresher on creating a pivot table to practical tips on how to better handle an upcoming meeting – our solutions are easily accessible on all platforms and devices.

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Focus on people

Focus on people

We focus on interpersonal skills closely aligned to the needs of a fund management business. No generic one size fits all approach. Instead, our interpersonal skills programmes are practical, relevant and useful. From writing skills that focus on writing fund fact sheets to speaking confidently about fixed income with clients…

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Practical workshops designed to enhance participants personal and interpersonal skills. Workshops include:

  • Being at your best
  • Coaching and mentoring
  • Communicating with impact
  • Developing your emotional resilience
  • Effective delegation
  • Effective time management
  • Essentials of management
  • Handling challenging conversations
  • Influencing and negotiating
  • Investment writing
  • Listening skills
  • Managing projects better
  • Personal presence, impact and brand
  • Pitching and presenting
  • Questioning skills
  • Relationship management
  • Running effective meetings
  • Understanding others better using MBTI
  • Working collaboratively
  • Writing with power and impact.
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Insurance industry training

Insurance industry training

Our learning solutions for the insurance industry are built around relevant and creative activities that will engage your participants and maximise learning retention. Designed around your business and organisational values, and set in the context of your approach to underwriting and claims, your values and your internal reporting and processes - our programmes will ensure learning is transferred easily and effectively to the workplace.

Insurance business simulations

 

Insurance business simulations

Experiential learning through simulations and practical activities designed to replicate key functions of your insurance business. Tailored to reflect your needs, our simulations can be used for leadership development, to introduce new joiners to insurance or to develop practical financial and commercial skills.

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Running an international insurance business

This simulation gives your people the opportunity to run an insurance business and experience first-hand the strategic, operational and leadership challenges involved. Do they have a practical understanding of the key products and services an insurance company offers? Do they really understand the financial consequences of their decisions? Can they work together to keep proper control over risks and performance? Will they live your organisational values whilst demonstrating a commercially sound approach?

Skills toolkit and learning takeaways:

  • An understanding of the fundamental roles and divisional functions of an insurance and reinsurance business
  • Practical tools to deal with challenges, change, stretch and emotional resilience as an individual and as part of a team
  • Easily identify the critical business, leadership and financial drivers of an insurance business.

 
The simulation helps bring a practical context to:

  • Your company’s strategic and operational plans for sustainable growth by running an insurance company that mirrors your organisation and the marketplace
  • The competing priorities of an insurance business in a market of changing needs and emerging distribution channels
  • The challenge of driving efficiency in business processes and the effective allocation of resources in the pursuit of operational excellence and world class results
  • The strict regulatory environment that insurance companies operate within as well as the wider plans for managing other key stakeholders.

 
Risk management in insurance

Products, channels, regulations and market events all play their part in the complex risk frameworks that define the insurance sector. This workshop brings risk management to life though an engaging and insightful risk simulation designed to equip participants to understand risk and learn how to apply straightforward processes for the management of risk throughout the business.

Skills toolkit and learning takeaways:

  • Understand the role and value of risk specialists in the business while also taking responsibility for risk management themselves in their everyday activities
  • Identify the main elements of a typical risk management process to identify, analyse, evaluate and handle risks
  • Build confidence to speak out if they consider a workplace risk to be unacceptable and where to flag potential issues and seek support.

 
The simulation helps bring a practical context to:

  • The risk management culture and processes within your insurance business
  • The key risks faced by the business, who is responsible for each risk, and at what point the risk team should be brought into the decision making process
  • The key risks an insurance company faces including insurance risk (P&C and Life), credit risk, market risk, liquidity risk and operating risk
  • Addressing the risks involved in an insurance business, the nature and impact of those risks, and putting risk management plans into action.
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Commercial skills in insurance

Commercial skills in insurance

Our commercial skills programmes will enable your people to understand the performance drivers of an insurance business and how to make better decisions in their day-to-day activities to ultimately improve their contribution to the underlying performance of your business.

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Introducing insurance
This workshop helps build participants knowledge and insights of a general insurance business and the insurance industry landscape. It explores, at a high level, the insurance company operating model, how it makes money, manages risk and handles premiums and claims, whilst providing an overview of the key players in the marketplace and their respective roles.

Introducing reinsurance
This workshop explores the important role that reinsurance plays in the insurance marketplace. It provides a practical context as to why insurers use reinsurance, the key players, the buyers and sellers, types of reinsurance and the main reinsurance policies.

Measuring and managing value in an insurance business
This workshop explores how performance drivers of an insurance company are quantified in a commercial setting, helping participants understand what drives value creation for insurers and clients.

The commercial drivers of insurance value and performance

This workshop equips participants with practical financial and commercial skills to analyse the needs of insurance and non-insurance clients and determine how their objectives can be best satisfied. The workshop provides participants with practical risk and financial tools, frameworks and models to utilise back in the workplace.

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Specialist commercial skills

Specialist commercial skills

Our commercial skills programmes will give your people the skills and insights to make more informed business decisions to help drive performance. Internally, your people may have particular responsibility for building relationships, making sales, assessing risks, or handling claims – our specialist insurance training programmes support them all.

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The impact of claims on insurance performance
Effectively managing the claims process can make a big difference to an insurance business. This workshop explores the fundamental drivers of GI performance that support Claims teams in their work in an insurance business.

Investment management in insurance
This workshop helps participants to understand the key underlying concepts of all investment decisions in a modern insurance business including the expected return and the associated risks, and the contribution of both to an overall investment portfolio.

Practical portfolio optimisation
This workshop helps build expertise and market insight to better collaborate with others in order to identify actions that are critical when managing portfolios of risks rather than individual policies.

Understanding insurance for Brokers
This workshop will provide participants with an insight into the insurance industry from the other side of the desk, and the specialised role that brokers play for both insurance companies and clients.

Understanding the drivers of Life business results
This workshop helps participants identify how meaningful conclusions can be drawn from the financial statements of a life insurer regarding their business performance, current position and future financial health.

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New hire programmes

New hire programmes

Our tailored programmes ensure your new hires benefit from an insightful blend of commercial, industry and interpersonal skills ready for their roles in insurance. From graduate programmes ranging from one week to programmes structured around rotations and phased over one or two years – we can share our ideas and…

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We offer complete flexibility in the design and delivery of your new hire programme, including:
 
…a blend of modules designed to meet your learning needs such as…

  • Industry and product skills
  • Financial and commercial skills
  • Interpersonal skills

 
…a duration that meets your needs…

  • Whether this be a series of micro-learning modules, a modular graduate programme phased over several years or simply a two-day workshop designed to slot into an existing curriculum

 
…delivered in a format that is right for your people…

  • Ranging from simulations, tutor-led workshops, case studies, team activities, on-the-job projects, facilitated discussions, e-learning, micro-learning, films, virtual workshops

 
…and sustained through tried and tested methods…

  • Aligned to your commercial context from outset
  • Tied back to the workplace throughout
  • On demand digital solutions to embed learning back in the workplace
  • Follow-up tools and workshops
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Focus on Solvency II and IFRS 17

Focus on Solvency II and IFRS 17

Major changes are being made to the way insurance companies calculate and report information about their capital adequacy and financial performance. An understanding of these changes is vital for anyone seeking to understand the financial position of their own or any other insurance company.

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Our programmes will help participants navigate the range of new financial reporting requirements introduced by Regulators. It will show where to find the new financial information and how to interpret it in order to find new business opportunities, enhance strategic decision making and inform company analysis and evaluation.

  • Be able to calculate available capital under Solvency II
  • Better explain the principles of calculating the Solvency Capital Requirement under a Solvency II internal model and a standard model
  • Use a simplified model to calculate the SCR of a company using the Standard model
  • Show how IFRS 17 requires accounts to be constructed and how this differs from US GAAP and Solvency II approaches.
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People skills in insurance

People skills in insurance

In a complex sector based on relationships but also facing change, disruption and regulatory pressures, first rate interpersonal skills are critical. At MDA Training we offer a comprehensive suite of modules, each tailored to reflect the context and the needs of an insurance business.

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Effective personal impact
Build a brand that helps you grow your career and develop your relationships and network

Communicating with impact
Communicate and present information, ideas and vision in a clear, structured and impactful way

Being at your best
Individual and corporate productivity are improved when your people are at their best most of the time. The ability to be at your best can be life changing for individuals and transformational for organisations

Coaching and mentoring
Effective coaching and mentoring will transform the talent in your organisation by inspiring and motivating your people. Experience a step change through this session

Handling difficult conversations
Handling difficult conversations effectively will improve the performance of all your people – gaining confidence, taking responsibility and accountability for dealing with challenging issues

Delivering powerful presentations
Challenge your existing presentation strengths and weaknesses, and so build more effective ways to select, structure and deliver your material

Developing your emotional resilience
Develop your emotional intelligence at work by providing an insight into managing your emotions and behaviour to maximise success in the workplace

Effective delegation
Mastering delegation is a fundamental skill all managers must possess to prevent them from doing everything themselves, especially as their roles grow.

Working collaboratively
Creating high levels of ambition and drive around your organisational values, culture and business model is key to ensuring your people work together effectively and conduct themselves in the right way

Writing with power and impact
Write in ways that address the original business needs behind each information request, and structured in ways that make the findings clear and the next steps easy to determine

Understanding others better using MBTI
Recognise the differences in the ways people think and react as individuals through MBTI, building interpersonal effectiveness and leading to constructive interactions with clients and colleagues

Running effective meetings
This session is designed to develop practical meeting skills that your people can utilise for everyday meetings as well as more formal meetings to ensure successful outcomes are achieved every time

Managing projects better
Build a practical understanding of the key elements of project management to help everyone to understand their role and impact in a team, and so contribute most effectively to project success

Influencing and negotiating
Reach effective business solutions by thinking, acting, influencing and negotiating in a collaborative way with colleagues to achieve sustainable success

Effective time management
Develop your time management skills, optimising your approach to your efficiency, effectiveness and your environment inside and outside of work

Essentials of management
Apply the fundamental roles and responsibilities when managing individual and teams equipped with the essential tools of management

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Digital learning

Digital learning

Digital learning does not need to be asynchronous and one way. Instead, we extend our experiential approach to digital learning by creating e-learning, microlearning and virtual classes that are fun, engaging and effective. Our solutions are perfect for new joiners as well as CPD for more experienced staff.

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E-learning

Our short 20 minute e-learning modules are perfect for on-boarding programmes, blending into wider programmes or simply as refreshers for more experienced staff. Our pre-existing modules include:

  • Introduction to the insurance industry
  • Introduction to reinsurance.

 
The modules can be hosted on your in-house LMS or accessed from the MDA Training LMS. We can also custom design any module to meet your precise needs.
 
Microlearning

Our microlearning is accessible across all major platforms and devices, providing easy access to bitesize 2-5 minute modules. Our microlearning comes complete with digital support guides and assessments. Our pre-existing modules include:

  • Excel modelling
  • Outlook
  • PowerPoint
  • Word.

 
Just like our e-learning, we can also custom design any module to meet your precise needs.
 
Virtual learning

Our virtual workshops are approximately two hours in duration. By-and-large, the virtual sessions can be drawn from any of the modules included in this brochure.

We can accommodate up to three sessions in a day with clients having a choice, in advance, of which three they would like delivered in that day.

Our virtual sessions can be delivered in all geographical markets and time zones.

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Training for the service industry

Training for the service industry

The focus of our training solutions for our service industry clients very much evolves from their specific needs and ambitions. Working in partnership with our clients, we invest our experience and expertise to tailor our interventions and firmly ground them in the context of their business offering, the markets and clients they serve and their way of work. We have extensive experience across the services sector and our expertise ranges from tailored graduate programmes through to leadership development.

Developing your managers

Developing your managers

Our approach to management development is centred around developing skills that will be relevant and useful to managers back in the workplace, helping them to better contribute to the success of your organisation. We create learner-centred solutions that will provide your managers with the opportunity to learn by doing, engaging…

MANAGEMENT ESSENTIALS BROCHURE

Our approach to management development is centred around developing skills that will be relevant and useful to managers back in the workplace, helping them to better contribute to the success of your organisation. We create learner-centred solutions that will provide your managers with the opportunity to learn by doing, engaging with them emotionally and intellectually through engaging solutions such as practical workshops, experiential simulations and forum theatre, and insightful films.

Our approach is centred around managing self, managing others and managing the business. These key areas can either work together to form a more structured programme, or be used on a modular basis to address a more specific need.

Managing self

  • Authenticity
  • Communicating with impact.
  • Emotional maturity
  • Influencing for success
  • Making a positive impact
  • Personal brand
  • Personal effectiveness
  • Personal resilience

 
Managing others

  • Attitude as a driver of performance
  • Building rapport
  • Coaching skills for managers
  • Delegation
  • Generating emotional loyalty
  • Giving balanced feedback
  • Handling challenging and difficult conversations
  • Managing change
  • Mentoring for performance
  • Motivating and engaging your team
  • Practical negotiating
  • Understanding yourself and others.

 
Managing the business

  • Building and managing budgets
  • Commercial decision making
  • Commercial selling skills
  • Decision making through finance
  • Delivering presentations and pitches
  • Effective project management
  • Financial skills for managers
  • Practical Excel
  • Risk management
  • Understanding and using management information.
MANAGEMENT ESSENTIALS BROCHURE

Maximising your Apprenticeship Levy

Maximising your Apprenticeship Levy

With the introduction of the Apprenticeship Levy, the landscape has very much changed. We can help take the complexity out of apprenticeship lifecycle and make the most of your Levy. In conjunction with one of our trusted and long-term partners, we offer a one stop shop for your apprenticeship programme.…

With the introduction of the Apprenticeship Levy, the landscape has very much changed. We can help take the complexity out of apprenticeship lifecycle and make the most of your Levy. In conjunction with one of our trusted and long-term partners, we offer a one stop shop for your apprenticeship programme. From understanding the funding options available at the start of your journey to evaluating the success of your apprentices at End Point Assessment – we can help at all stages in the journey.

Developing financial and commercial skills

Developing financial and commercial skills

We develop the financial and commercial skills of your people based around the business environment and commercial context in which they operate. This way, your people develop skills that are relevant to their workplace, helping them better deliver their personal responsibilities to your business. We have over 30 years experience…

SAMPLE PROGRAMMES

We develop the financial and commercial skills of your people based around the business environment and commercial context in which they operate. This way, your people develop skills that are relevant to their workplace, helping them better deliver their personal responsibilities to your business. We have over 30 years experience of helping our clients create value through their financial and commercial skills programmes and our approach is highly experiential and practical.

Our approach is centred around ensuring your people come away with a clear and practical understanding of how to apply their new financial and commercial skills insights back in the workplace.

We have over 30 years experience of designing and delivering tailored financial and commercial skills programmes for a wide range of companies in the services sector, and depending on your needs, we can closely tailor and combine any of the following themes:

  • Building and managing budgets
  • Commercial decision making
  • Commercial selling skills
  • Company valuation
  • Corporate finance
  • Creating shareholder value
  • Decision making through finance
  • Financial analysis
  • Financial modelling in Excel – practical tools and tips
  • Financial reporting
  • Identifying and managing business drivers
  • Improving financial performance
  • Making solutions financially compelling
  • Risk management
  • Using management information to improve performance
  • Value creation.
SAMPLE PROGRAMMES

Developing your leaders

Developing your leaders

Our approach to leadership development focuses on three core areas – leading self, leading others, leading the business – all of which are inextricably linked. And we develop these core leadership skills through our unique experiential business simulation ‘Leading Commercial Success’.

Our approach to leadership development focuses on three core areas – leading self, leading others, leading the business – all of which are inextricably linked. And we develop these core leadership skills through our unique experiential business simulation ‘Leading Commercial Success’. Find out why so many leading companies choose to partner with us for their leadership development.

Our approach to leadership development focuses on three core areas – leading self, leading others, leading the business – all of which are inextricably linked. And we develop these core leadership skills through our unique experiential business simulation ‘Leading Commercial Success’. Find out why so many leading companies choose to partner with us for their leadership development.

Our ‘Leading Commercial Success‘ programme will provide your people with a real-time opportunity to practice and focus on the key skills, attitudes and behaviours they need to adopt to drive commercial success. Centred around a unique business simulation, in teams, participants are responsible for setting up, managing and growing their business. Each business has to wrestle with the complexities of strategy, solution design and delivery, customer service, stakeholder management, procurement, finance and a changing competitive landscape whilst working collaboratively and effectively as a team to deliver against their strategic goals and KPIs. Working in close partnership with you, we would tailor the simulation to focus on your specific leadership standards, organisational values and commercial context.

Many of our clients also choose to blend short masterclasses, workshops and coaching sessions around the simulation to really help embed key commercial and leadership behaviours. These themes can include:
Leading self

  • Authenticity
  • Personal resilience
  • Clearing the mind/mind talk
  • Emotional maturity
  • Influencing for success
  • Making the right personal impact
  • Personal courage
  • Personal identity, values and visioning

 
Leading others

  • Building emotional loyalty
  • Building high-performing teams
  • Communicating with impact
  • Building emotional loyalty
  • Giving and receiving difficult feedback
  • Leading change
  • Managing performance
  • Taking people with you
  • Visionary leadership

 
Leading the business

  • Commercial decision making
  • Driving projects for success
  • Financial management
  • Understanding financial performance
  • Understanding the value drivers of your business

Developing your graduates

Developing your graduates

At MDA Training we offer graduate development solutions that really engage with today’s millennials. Drawing on our 30 years experience of successfully delivering graduate training to some of worlds leading companies – we offer our clients complete flexibility on the content, duration and delivery of their programme. We will work…

We offer complete flexibility in the design and delivery of your graduate programme, including:
 
…a blend of modules designed to build robust skills around…

  • Your service offering
  • Your industry and marketplace
  • Financial and commercial awareness
  • How you do business i.e. values, leadership standards, personal and interpersonal behaviours

 
…a duration that meets your needs…

  • Whether this be a series of digital modules, a modular graduate programme phased over several years or simply a two-day workshop designed to slot into an existing curriculum

 
…delivered in a format that is right for your people ranging from…

  • Experiential simulations, interactive workshops, case studies, team activities, on-the-job projects, facilitated discussions, e-learning, micro-learning, films, virtual workshops

 
…and sustained through tried and tested methods…

  • Aligned to your commercial context from outset
  • Tied back to the workplace throughout
  • On demand digital solutions to embed learning back in the workplace
  • Follow-up tools and workshops
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Training for manufacturers

Training for manufacturers

Our experiential programmes have a proven track record of helping clients improve their financial and operating performance through highly engaging and commercially-focused in-house programmes. Our wide range of leading global clients is testament of our ability to listen and create relevant, powerful and unique learning solutions that deliver a substantial return on investment.

Leading commercial success

Leading commercial success

Our hugely popular leadership programme that’s centred around a unique, powerful and experiential business simulation. Tailored to reflect the commercial and leadership context of your business, this transformational programme will provide your people with a real-time opportunity to practice and focus on the key leadership skills, attitudes and behaviours they…

Centred around a unique business simulation, in teams, participants are responsible for setting up, managing and growing their business. Each business has to wrestle with the complexities of strategy, solution design and delivery, customer service and stakeholder management, sourcing and procurement, finance and a changing competitive landscape whilst working collaboratively and effectively as a team to deliver against their strategic goals and KPIs. Working in close partnership with you, we would tailor the simulation to focus on your specific leadership standards, organisational values and commercial context.

Achieving operational excellence

Achieving operational excellence

Achieving operational excellence is a key imperative for businesses in a hyper-competitive global marketplace. Our operational simulations explore how process design and process improvement can be harnessed to deliver optimised financial results. The simulations apply best practice process modelling and quality management tools to demonstrate the criticality of design accuracy…

Achieving operational excellence is a key imperative for businesses in a hyper-competitive global marketplace. Our operational simulations explore how process design and process improvement can be harnessed to deliver optimised financial results. The simulations apply best practice process modelling and quality management tools to demonstrate the criticality of design accuracy and developing a ‘left shift’ mindset to ensure that ‘right first time’ becomes more than just a mantra.

The simulation places delegates in a project bidding environment where they are required to identify detailed customer requirements (internal or external customers) and identify the critical issues that will either mean success or failure in delivering to the customer.

Delegates experience a number of phases in the project’s life-cycle: a pre-bid phase, the bid phase, detailed design phase and prototyping and manufacturing/construction phase.
The simulation rewards left shift thinking – the more robust the design, the more robust the process/product delivered to the customer. Delegates are encouraged to spend sufficient time in design to mitigate quality issues that would otherwise occur downstream in their business.

The simulations demonstrate the inter-relationship between time, cost and quality and provides delegates with tools and techniques to help them manage what at first appear to be competing demands. Ultimately the simulations demonstrate that time in design is rarely wasted as it leads to less quality issues in manufacturing which speeds up delivery and ultimately reduces cost and hardens margins.

Skills toolkit and learning take-aways:

Delegates are confronted with a project or task that is a simulated version of a scenario that they encounter in their day to day activities. They are required to:

  • Accurately identify customer’s requirements
  • Construct a resource budget that realistically allows the business to meet the customer’s requirements and also generate an adequate return for the business
  • Use and apply process mapping in the design phase of a project and process improvement tools in the manufacturing phase
  • Apply six sigma quality management tools such as FMEA, 8D, XXXX fishbone analysis, Root cause analysis
  • Develop an understanding of LEAN manufacturing principles and how to develop a culture of ‘right first time’
  • Use a balanced approach appropriate to KPIs to ensure that all stakeholders in a project have their expectations met
  • Develop an applied understanding of learning through failure and prototype iterative development principles, essential in developing as laminar a commercial environment a possible.

People skills

People skills

Our approach focuses on developing practical interpersonal skills so that your people can deliver their personal responsibilities to the business more effectively. We focus on supporting people within their genuine work environment and facilitating the effective transfer of learning to the workplace.

Our approach focuses on developing practical interpersonal skills so that your people can deliver their personal responsibilities to the business more effectively. We focus on supporting people within their genuine work environment and facilitating the effective transfer of learning to the workplace.

Effective personal impact
Build a brand that helps you grow your career and develop your relationships and network

Communicating with impact
Communicate and present information, ideas and vision in a clear, structured and impactful way

Being at your best
Individual and corporate productivity are improved when your people are at their best most of the time. The ability to be at your best can be life changing for individuals and transformational for organisations

Coaching and mentoring
Effective coaching and mentoring will transform the talent in your organisation by inspiring and motivating your people. Experience a step change through this session

Handling difficult conversations
Handling difficult conversations effectively will improve the performance of all your people – gaining confidence, taking responsibility and accountability for dealing with challenging issues

Delivering powerful presentations
Challenge your existing presentation strengths and weaknesses, and so build more effective ways to select, structure and deliver your material

Developing your emotional resilience
Develop your emotional intelligence at work by providing an insight into managing your emotions and behaviour to maximise success in the workplace

Effective delegation
Mastering delegation is a fundamental skill all managers must possess to prevent them from doing everything themselves, especially as their roles grow.

Working collaboratively
Creating high levels of ambition and drive around your organisational values, culture and business model is key to ensuring your people work together effectively and conduct themselves in the right way

Writing with power and impact
Write in ways that address the original business needs behind each information request, and structured in ways that make the findings clear and the next steps easy to determine

Understanding others better using MBTI
Recognise the differences in the ways people think and react as individuals through MBTI, building interpersonal effectiveness and leading to constructive interactions with clients and colleagues

Running effective meetings
This session is designed to develop practical meeting skills that your people can utilise for everyday meetings as well as more formal meetings to ensure successful outcomes are achieved every time

Managing projects better
Build a practical understanding of the key elements of project management to help everyone to understand their role and impact in a team, and so contribute most effectively to project success

Influencing and negotiating
Reach effective business solutions by thinking, acting, influencing and negotiating in a collaborative way with colleagues to achieve sustainable success

Effective time management
Develop your time management skills, optimising your approach to your efficiency, effectiveness and your environment inside and outside of work

Essentials of management
Apply the fundamental roles and responsibilities when managing individual and teams equipped with the essential tools of management

Financial and commercial awareness

Financial and commercial awareness

Generic ‘finance for non-financial managers’ is no longer an adequate way to address finance training within your business. Instead, our tailored financial and commercial skills training provides a practical insight into the levers that drive value in your business and how your people can influence them in their day-to-day roles.…

Our programmes are always designed and developed around our clients’ actual business and commercial context. This way participants come away with a clear and practical understanding of how to apply their new knowledge, skills and insights back in the workplace.

We have successfully designed and delivered tailored financial skills programmes for a wide range of manufacturing clients. Depending on your learning needs, we can closely tailor and combine any of the following areas:

  • Building and managing budgets
  • Commercial decision making
  • Commercial selling skills
  • Company valuation
  • Corporate finance
  • Creating shareholder value
  • Decision making through finance
  • Financial analysis
  • Financial modelling in Excel – practical tools and tips
  • Financial reporting
  • Identifying and managing business drivers
  • Improving financial performance
  • Making solutions financially compelling
  • Risk management
  • Using management information to improve performance
  • Value creation.

Digital solutions

Digital solutions

We can custom design digital learning solutions to meet your specific needs. Utilising our inhouse team of learning technologists, films makers and media specialists, you can trust us to deliver cost effective solutions that meet your learning needs. From online training films and virtual classes to e-learning and microlearning on…

FREE MICROLEARNING
  • Microlearning and e-learning – check out some of our free practical Microsoft Office microlearning modules on our dedicated YouTube channel (link opposite)
  • Interactive PDF workbooks, manuals and handbooks custom-designed to your needs
  • Custom-designed training films and movies such as fly-on-the-wall observational films, interactive case studies, corporate messages, product launches, company initiatives
  • Experiential film-making activities designed to support change management, leadership development and assessment, employee engagement, team building and managing financial performance
  • Virtual reality simulations and activities designed for the classroom
  • Virtual Instructor-Led Training (VILT) and webinars
  • Custom-designed, highly interactive 3D simulations and models.
FREE MICROLEARNING

Tailored programmes for graduates and new hires

Tailored programmes for graduates and new hires

Our new hire programmes go beyond simply exploring the products and services your business offers. We also focus the training on how, as an organisation, you do business and the behaviours expected of your people. That’s why our new hire programmes are centred around ‘learning by doing’ immersing your people…

We offer complete flexibility in the design and delivery of your new hire programme, including:
 
…a blend of modules designed to meet your learning needs such as…

  • Industry and product skills
  • Financial and commercial skills
  • Interpersonal skills

 
…a duration that meets your needs…

  • Whether this be a series of micro-learning modules, a modular graduate programme phased over several years or simply a two-day workshop designed to slot into an existing curriculum

 
…delivered in a format that is right for your people…

  • Ranging from simulations, tutor-led workshops, case studies, team activities, on-the-job projects, facilitated discussions, e-learning, micro-learning, films, virtual workshops

 
…and sustained through tried and tested methods…

  • Aligned to your commercial context from outset
  • Tied back to the workplace throughout
  • On demand digital solutions to embed learning back in the workplace
  • Follow-up tools and workshops
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