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MDA Training: Listen, Create, Deliver, Sustain
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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 the training at your bank - focusing on the application of learning through practical workshops, activities and banking simulations and digital solutions to sustain the learning further. Our training for financial services doesn’t just focus on what you do as a bank, but also how your people do it - blending products and industry skills with people and interpersonal skills to help drive real behaviour change and ensure effective team development. This way, your people come away with skills and insights to drive your bank forward. We offer real flexibility in how your people learn too - embracing the latest virtual learning solutions and on-demand digital learning.

Private banking and wealth management

Relationship management skills for private bankers

Our private banking training and wealth management training programmes are designed to reflect your specific needs and learning objectives. Our core offering is centred around relationship management skills, providing your people with tools they can use day-to-day, as well as skills and insights to deliver their goals more effectively.

Our private banking training and wealth management training programmes are designed to reflect your specific needs and learning objectives. Our core offering for this sector is centred around relationship management skills, designed to provide your people with practical tools they can use day-to-day, as well as 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 learning and team development solution.

Deliverable as virtual learning or a face-to-face in-class workshop, our experiential learning approach focuses on seven fundamental areas that are critical to relationship management development and team development. Centred around our Private Banking Simulation, which makes extensive use of professional role-play actors, this banking simulation draws on a mix realistic client interactions including phone calls, virtual meetings and face-to-face meetings. Each of the seven areas (as below) is a blend of simulation and facilitator-led inputs/discussions designed to build up skills logically and gradually.

Effective listening – Participants are faced with a range of genuine client scenarios designed to test and develop their effective listening skills. Delegates benefit from 360-degree feedback and get a chance to replay the action to practice and refine their skills further.

Effective questioning – Participants develop their skills on questioning including learning the different types of questioning, how to structure questions and how to establish credibility and build rapport.

Managing client meetings – Participants learn through simulated client interactions that explore how to open meetings, respond to cues, manage the middle of a meeting and how to close a meeting along with the next steps.

Communicating effectively – Participants learn how to clarify the message being communicated, structuring communication, taking audio and visual cues and learning the preferred communication style of your client.

Analysing current customer needs – Applying analytical tools to discover key industry drivers and the business imperatives for the simulated clients. Your people come away with sufficient knowledge of client opportunities and needs.

Analysing future customer needs – Participants map out the future business drivers and visions for a client and come away with sufficient knowledge on how to identify likely customer needs and possible bank solutions.

Strategic relationship management – This phase helps participants map out the best methods for building credibility and earning the trust and empathy of clients. Participants gain the confidence to challenge the thinking of senior management while displaying respect and empathy to win over clients.

Our offering for business banking training also includes Client Service Skills, helping to complement our relationship management programmes. For more information on our experiential Client Service Skills programme, see the links below.

Flexible digital learning solutions for private banking

Our experiential digital learning solutions are designed to offer real flexibility, enabling your people to learn on-demand and supporting them in their day-to-day roles. We have a suite of digital learning solutions from bitesize microlearning on core business skills to observational films that explore best practice in client meetings.

Our experiential digital learning solutions are designed to offer real flexibility, enabling your people to learn on-demand and supporting them in their day-to-day roles. We have a suite of digital learning solutions from bitesize microlearning on core business skills to observational films that explore best practice in client meetings. We can also custom design e-learning solutions to meet any specific learning needs you may have by utilising our in-house digital production team and learning technologists. Also, utilising our virtual learning platform, we can also design and deliver practical management development and team development modules that compliment our technical private banking training solutions.

 Our areas of expertise include:

• On-demand e-learning and microlearning – check out some of our free microlearning modules available on our Microlearning YouTube channel

• Accredited online financial training offered by our partner company CFI (Corporate Finance Institute)

• Live virtual learning modules on technical, industry and professional skills delivered by our experienced trainers and facilitators

• Custom-designed interactive PDF workbooks and toolkits

• Custom-made training films and movies designed around specific products, services and bank initiatives

• Experiential film-making activities that support interventions in leadership development and assessment, employee engagement, team building and managing financial performance.

Tailored training for new hires to private banking

Our tailored graduate training programmes will provide your new hires to private banking with relevant knowledge and insights as well as commercial skills to be successful ambassadors of the bank. The experiential training methods we adopt will provide your new recruits with a clear understanding of your bank’s services.

Our tailored graduate training 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 your Bank. The experiential learning methods we adopt will provide your new recruits with a clear understanding of your Bank’s products and services, its proposition to clients and the wider marketplace and industry. Our banking simulations will give your new hires the opportunity to experience what real customer interactions feel like, helping to ensure they gain invaluable insights in how best to position themselves and build strong relationships for your Bank, fully immersed in the context of how your Bank does business, your values and your code of conduct.

Wealth Management Simulation

Our Wealth Management Simulation will provide your people with the opportunity to experience what real client interactions feel like and how best to maximise opportunities with clients. Centred around experiential learning, it will help develop skills around client focus, active listening, fact-finding, meeting preparation, conducting effective client meetings and pitching.

Our Wealth Management Simulation will provide your people with the opportunity to experience what real client interactions feel like and how best to maximise opportunities with clients. Centred around experiential learning, our Wealth Management Simulation will help develop practical skills around personal presence client focus, active listening, fact-finding, meeting preparation, conducting effective client meetings and pitching. Our skilled simulation facilitators, all with relevant business banking training experience, 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, along with improving critical team development skills.

Sales and relationship management skills

Our practical sales training, centred around an experiential learning approach, will provide private bankers with a proven approach to sales and relationship management. Participants learn sales best practice and put their new skills to the test through experiential activities closely aligned and tailored to the context of your Bank.

Our practical sales training, centred around an experiential learning approach, will provide private bankers with a proven and robust approach to sales and relationship management. Participants learn sales best practice and put their new skills to the test through experiential activities closely aligned and tailored to the context of your Bank. Participants improve their sales and relationship skills and come away with practical tools to help grow their client relationships into that of a trusted partner. The skills we focus on include:

  • 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

    Experiential banking simulation – Run the Investment Bank

    ‘Run the Investment Bank’ is our leading investment banking simulation. Centred around experiential learning, it is 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.

    ‘Run the Investment Bank’ is our leading experiential training 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. The business simulation is flexible and scalable – allowing us to tailor the programme to reflect your bank’s specific structure, principles, strategy, governance framework and financial reporting.

    Our business banking training methods aim to equip your people with the necessary skills to succeed in investment banking, while also improving management development and team development to meet your requirements. The four areas of your bank the simulation focuses on are:

  • Research
  • Asset Management
  • Sales and trading
  • Corporate finance
  • In each round, in addition to running a specific area of the investment bank, they have five key areas they also have to manage, helping to develop their wider commercial skills and interpersonal skills. These include:

    Risk management – Operating within a strict regulatory framework to satisfy capital, liquidity and stability ratios.

    Financial management – Financial statements for a number of investment banks are provided, with participants working to assess the critical business metrics.

    Business transformation through the use of technology – Participants work in teams to consider utilising digitalisation to improve banking services, create products that are easier to use and streamline operational processes.

    Leadership – Relevant leadership roles within your investment bank are given to each participant to develop an understanding of these positions to improve commercial skills and interpersonal skills.

    Organisational values – Tailored to your specific objectives and values, participants learn about your Bank and its products and also how they need to conduct their business and day-to-day roles in the context of your Bank’s values and way of doing business.

    Participants also take on operational support roles as part of the banking simulation and maintain these throughout. These roles cover HR, corporate governance, risk and finance and group audits.

    As well as ‘Run the Investment Bank’, we also offer a wide range of other banking simulations, centred on experiential learning. These include:

  • Know your control framework
  • Know your products
  • Know your customer
  • Run the universal bank
  • Run the retail and commercial bank
  • Experiential on-boarding solutions for banks

    We are renowned for designing and delivering unique, large scale experiential learning events. Working in partnership with our clients, we create on-boarding programmes that are centred around the Bank’s specific organisational values, strategy, products and leadership standards.

    We are renowned for designing and delivering unique, large scale experiential learning events and banking simulations. Working in partnership with our clients, we create on-boarding programmes that are centred around the Bank’s specific organisational values, strategy, products and leadership standards. We take a fresh and creative approach to the design and delivery of on-boarding programmes, embracing compelling experiential in-class and digital banking simulations that engage participants and connect them with your bank. Our learning solutions are typically used as part of graduate induction programmes or general on-boarding and offer a cost-effective, flexible and scalable solution that can comfortably accommodate large numbers. Get in touch today to find out how we can help design an investment banking training programme for you.

    Interactive online trading simulations

    Our fully interactive, online trading business simulation provides participants with an opportunity to manage a portfolio of assets based on historical or real-time market movements. Our industry-leading investment banking training platform will provide your people with a practical learning experience to improve their commercial skills.

    Our fully interactive, online trading banking simulation provides participants with an opportunity to manage a portfolio of assets based on historical or real-time market movements. Our industry-leading trading platform will provide your people with a practical learning experience to improve their trading and commercial skills, and is fully customisable to reflect your investment banking training needs.

    About our trading banking 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 break 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.

    Developing interpersonal skills relevant for banking professionals

    As part of our investment banking training portfolio, we also offer a suite of focused and relevant interpersonal skills modules essential for developing effective people and team skills. Our experiential learning solutions are practical and built around scenarios and context of an investment bank.

    As part of our investment banking training portfolio, we also offer a suite of focused and relevant interpersonal skills modules essential for developing effective people and team skills. Our experiential learning solutions are practical and built around scenarios and context of an investment bank. This way, your people come away with insights and practical tools they can apply immediately to the workplace to drive individual contribution and team development.

    Our experiential training methods focus primarily on:

  • Effective personal impact – Building a unique brand to help grow your career and develop long term relationships
  • Communicating with impact – Communicating and presenting ideas in a clear and impactful way
  • Being at your best – Organising your work and behaviours to improve productivity and team development in the workplace
  • Handling difficult conversations – Gain confidence to take responsibility and be accountable for challenging issues
  • Coaching and mentoring – Management development strategies to experience a step change in effective coaching in the workplace
  • Our other areas of expertise include:

  • Client service skills
  • Listening skills
  • Questioning skills
  • 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
  • Experiential training programmes for new hires to investment banking

    Whether it’s for graduates, interns, apprentices or general on-boarding, our experiential learning programmes all have a proven track record of helping to develop technical and interpersonal skills necessary in investment banking training. We work with you to design and deliver a solution that supports your people.

    Whether it’s for graduates, interns, apprentices or general on-boarding, our experiential learning solutions for new hires all have a proven track record of helping to develop technical and interpersonal skills necessary in investment banking training. We will work with you to design and deliver a bespoke learning solution that supports your people right from the start which can draw on a mix of experiential banking simulations and activities and delivered as an online digital solution, as virtual learning or as an interactive in-class workshop. With over 30 years’ experience to draw on, we will design and deliver an investment banking training solution that is right for your bank and your people, and which embeds and sustains the learning effectively.

    Banking products training – in-class and virtual workshops

    Our suite of business banking training workshops provide participants with the opportunity to understand banking products, and more importantly, apply their learning by creating a practical experience that is relevant to the workplace. Our experiential training modules or business simulations can be delivered in-class or virtually.

    Our suite of investment banking training workshops provide participants with the opportunity to really understand banking products. We adopt a learner-centred approach to achieving the development ambitions of our clients. In our workshops, we encourage delegates through an experiential cycle of learning that creates new personal insights, providing delegates with plenty of opportunities to apply their learning – paving the way for real behaviour change. As such, our workshops are built around experiential learning methods and banking simulations – which can be delivered flexibly as either in-class workshops or as virtual learning.

    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)

    Downloads

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    Digital training solutions for investment banks

    We offer flexibility in our business banking training programmes to provide our clients with systems based on how they want their people to learn. Our virtual learning solutions include microlearning and industry-leading corporate finance training via our dedicated e-learning company – CFI. We also experiential training modules to meet specific learning needs.

    Our digital solutions for investment banking training offer an experiential learning experience coupled with real flexibility. Our digital offering includes virtual learning, microlearning, online banking simulations and industry-leading corporate finance training via our dedicated e-learning company CFI. We can also custom design digital learning solutions to meet the needs of a specific project drawing on our dedicated team of in-house media experts and learning technologists. Our digital learning solutions include:

    • On-demand microlearning and e-learning – check out some of our free modules
    • Accredited online financial training through our e-learning partner company Corporate Finance Institute – CFI
    • Live virtual learning modules on technical, industry and professional skills delivered by our experienced trainers and facilitators
    • Custom-designed interactive PDF workbooks, manuals and handbooks
    • Custom-made training films and movies designed around specific products, services and bank initiatives
    • Experiential film-making activities that support interventions in leadership development and assessment, management development, employee engagement, team building and managing financial performance

    Downloads

    Get in touch

    Corporate and commercial banking

    Practical credit skills training

    Our approach to credit skills training is different. We focus on changing behaviours around how your people give loans. We achieve this by creating experiential learning solutions that are closely aligned with our clients’ credit culture and internal processes, and fully reflective of the current marketplace and trends.

    Our approach to credit skills training is different. We focus on changing behaviours around how your people give loans. We achieve this by creating experiential learning solutions that are closely aligned with our clients’ credit culture and internal processes, and fully reflective of the current marketplace and trends.

    Our tried and tested approach will help your people to make better, more informed financial decisions and build stronger client relationships through robust technical and interpersonal skills. Our solutions draw on a blend of engaging learning interventions including:

  • Interactive in-class workshops led by highly experienced trainers centred around facilitated discussions, exercises and group work
  • Experiential activities and banking simulations that closely emulate genuine scenarios credit managers and relationship managers are regularly faced with – allowing them the first-hand opportunity to practice new skills (technical and interpersonal skills) and easily transfer the learning back to the workplace
  • Digital solutions such as online microlearning, interactive PDF workbooks and observational films that support delegates pre and post learning – helping to embed and sustain the learning.
  • We offer a flexible approach to meet the learning ambitions of our clients. And working in close partnership with our clients, we tailor our solutions to ensure they meet their learning outcomes.

    We have set out below our sample ‘7 Step Credit Skills Learning Pathway’ which clients can pick and choose elements from depending on their learning needs.

  • Business Alignment Survey – participants are surveyed to understand the extent to which the key business skills and knowledge are used effectively within the Bank. The results then enable us to assess their current effectiveness and the impact of the training interventions. It also allows us to tailor an appropriate learning journey along with progress reports for each employee to help them maximise the learning.
  • Digital learning toolkit – Interactive solutions such as microlearning, movies and workbooks are designed to build foundation knowledge and give your people unlimited access to relevant e-learning materials.
  • Modular technical workshops – Modules delivered in-class or through virtual learning are structured to equip employees with interpersonal skills to complement credit skills in the workplace.
  • Banking simulation – ‘Enhancing the customer experience’ – A highly interactive and experiential banking simulation that is designed to develop an understanding of how to have more effective conversations and build trust with clients.
  • Banking simulation – ‘The lending challenge’ – This banking simulation is designed around challenges surrounding current lending and credit challenges in your bank and marketplace. Participants are required to analyse financial and non-financial information about clients and make credit decisions.
  • Sustaining the learning back in the workplace – We would suggest running phase two of the Business Alignment Survey some time after the programme to allow measurement of how knowledge, skills and attitudes have changed and measure the impact of the training on the business. It could signpost the need for coaching/mentoring or simply highlight the need for access to e-learning and microlearning to provide your people with flexible, on-demand digital learning solutions to help embed their credit skills learning on a regular basis.
  • Mentoring/coaching workshop for line managers – A one-day workshop designed to reinforce credit skills and behaviours in the workplace by learning how to support colleagues and take practical steps for reinforcement. This could also work alongside management development initiatives.
  •  
    Whether you are looking to create or enhance your commercial banking training programme or corporate banking training programme – would be happy to explore your training needs and share our ideas. Please do get in touch or take a look through some of our infographics on this page.

    Know Your Customer (KYC) training

    Tailored to reflect your Bank’s KYC and financial crime policies, this banking simulation will heighten understanding of what information your Bank requires to be obtained to make informed decisions, the triggers for additional due diligence and also the signals to look for in evaluating the onboarding of customers.

    Tailored to reflect your Bank’s KYC and financial crime policies, this banking simulation, centred on an experiential learning approach, will heighten understanding of what information your Bank requires to be obtained to make informed decisions, the triggers for additional due diligence and also the signals to look for in evaluating the on-boarding of customers.

    The half-day banking simulation will provide your participants with practical experience in meeting clients and establishing whether they should be on-boarded or not. Participants are given an overview of your policies and 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. 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 active 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 onboard 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 experiential banking simulation heightens participants’ banking and commercial skills and understanding of what information needs to be obtained to make an informed decision.

    Tailored experiential learning programmes for asset finance

    We have over 30 years experience of working closely with asset finance companies and asset finance divisions of major banks to provide bespoke business banking training. Our practical learner-centred training solutions are tailored to your needs and offer a cost-effective alternative compared to industry bodies and associations.

    We have over 30 years’ experience of working closely with asset finance companies and asset finance divisions of major banks to provide bespoke training solutions centred around experiential learning. Our practical learner-centred training solutions are tailored to your needs and offer a cost-effective alternative compared to industry associations which offer similar training. From foundation modules that introduce asset finance to new joiners through to unique asset finance business simulations designed specifically for the asset finance industry – we can help!

    Our asset finance modules are split into three learning pathways; foundation, intermediate and advanced and are designed to equip your people with the technical, interpersonal and commercial skills necessary to add value and progress in asset finance.

    Foundation modules in asset finance

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

  • Affordability and underwriting
  • The 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 in asset finance

  • Contracts and specific contract clauses
  • Understanding your customer
  • Technical considerations
  • Run the asset finance company – our unique business simulation

    This challenging one-day business simulation is set in the context of an asset finance business. The simulation focuses on four interlinked areas, and to be successful, teams need to work together effectively to grow their business and maximise value creation. The simulation works at multiple levels developing technical and commercial skills as well as promoting strong team development. The simulation focuses on:

  • Relationship management – Growing the business through meaningful relationships with customers to identify needs and centric solutions to win new, profitable business
  • Finance and risk management – Manage profitability and balance sheet funding while liaising on funding issues with the parent company to report on financial performance
  • Deal completion and operations – Focus on completing regulatory documentation and ensuring deposit security before asset delivery along with managing business operations and maintaining customer satisfaction levels
  • Credit – Determining the credit strategy and approving or rejecting funding requests while focusing on affordability to ensure the relationship management team understands the key drivers that define your credit policy
  • Understanding the market developments in banking

    Whether your people are new to financial services or need to broaden their knowledge and understanding of market developments, our corporate and commercial banking training programme fits the brief.

    Whether your people are new to financial services or need to broaden their knowledge and understanding of market developments, our corporate and commercial banking training programmes fit the brief. Our structured ‘Understanding market developments’ 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 broader macroeconomic 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 like digitalisation, AI and open banking are also impacting on financial services. 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? Our training approach utilises perceptual thinking and breaks the information down into nine sections to increase retention. These are:

  • The catalyst for change in financial services
  • Economic developments and their impact on commercial banking
  • How do banks make money?
  • Volume of differentiation
  • Digitalisation
  • Digital stresses on the retail model
  • Drivers of banking strategy and equity returns
  • Immediate impact
  • Fragmentation of the market
  • Experiential learning programmes for new hires to banking

    We bring an experiential training 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 to your needs, our on-boarding and graduate training programmes seamlessly bridge the generational gap.

    We offer an experiential learning approach for 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 to your needs, our on-boarding and graduate training programmes seamlessly bridge the generational gap, engaging participants both emotionally and intellectually, equipping them with the technical, interpersonal and commercial skills required to succeed at your Bank. We offer a full suite of modules that we can customise to your needs including:

  • Technical products and industry skills
  • Business, financial and commercial skills
  • People and interpersonal skills
  • Our programmes range from unique banking simulations and interactive workshops to a wide range of digital learning solutions such as virtual learning, e-learning and microlearning.

    Digital learning solutions for banks

    We offer a wide range of digital learning solutions for banks. Our methods include technical credit skills through to a range of interpersonal skills delivered in a variety of formats including microlearning, online films, digital workbooks, e-learning and virtual learning.

    We offer a wide range of experiential digital learning solutions for banks that can take the form of a blended learning solution or a standalone module. Our methods include 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, e-learning and virtual learning.

    Our areas of expertise include:

  • On-demand e-learning and microlearning – check out some of our free microlearning modules available on our Microlearning YouTube channel
  • Accredited online financial training through our e-learning partner company CFI (Corporate Finance Institute)
  • Live virtual learning modules on technical, industry and professional skills delivered by our experienced trainers and facilitators
  • Custom-designed interactive PDF workbooks and toolkits
  • Custom-made training films and movies designed around specific products, services and bank initiatives
  • Experiential film-making activities that support interventions in leadership development and assessment, management development, employee engagement, team building and managing financial performance
  • Banking Simulation – Understanding the products of your bank

    Do your people have a practical understanding of the products your Bank offers? Whether new to the industry or an experienced professional, we offer a full suite of products and workshops that we can tailor to reflect the learning needs at your Bank, designed to enhance individual and team development.

    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 reflect the learning needs at your Bank, designed to enhance individual and team development.

    
We also have a unique banking 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 enabling them to experience how and why clients use the products on offer.

    The simulation helps participants to develop a practical understanding 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 mistreated through poor decisions and the business consequences – growing their commercial skills and appreciation.

    Infrastructure and operations

    Enhancing relationships with strong client service skills

    Relationship management sits at the heart of excellent client service. Without strong relationship management skills, internal projects and external relationships can break down. Our approach to developing these vital skills is centred around experiential learning activities and can be delivered as an in-class solution or as virtual learning.

    Relationship management sits at the heart of excellent client service. Your people may have strong technical expertise, but without strong relationship management skills, internal projects and external relationships can break down. Our approach to developing these vital skills is centred around experiential learning activities and can be delivered as an in-class solution or as virtual learning. Our approach embraces a number of interactive activities designed to help build and embed skills and behaviours around active listening, questioning and communication as well as building rapport and setting out clear expectations.

    Our typical experiential learning approach focuses on:

    Effective listening – Learning the habits of a good listener and developing an understanding of how to break the barriers to effective learning.

    Effective questioning – Learning how to be clear on the purpose and intent of your questions and communicating them with clarity.

    Building rapport – Beginning and maintaining relationships with essential banking clients along with making a favourable impression.

    Networking – Developing the skills necessary to express ideas and values relevant to your bank effectively at networking events.

    Influencing effectively – Understanding the people involved in a banking situation and responding to opportunities with clarity, building trust as you do this.

    Rising to the challenge of client service – Experiential training activities to allow your people to develop the skills they need to deliver client service expectations to a professional standard.

    Other experiential programmes that explore relationship skills

    We have a wide range of banking simulations that also explore relationship skills, in various banking contexts – helping to enhance individual effectiveness and team development at your bank. These include:

  • Know your control framework
  • Know your products
  • Know your customer
  • Run the universal bank
  • Run the retail and commercial bank
  • Run the investment bank
  • Digital learning solutions designed to embed and sustain the learning

    Our digital learning solutions offer a flexible and on-demand platform to embed and sustain learning. Drawing on our existing modules or designed bespoke to your needs we can offer digital experiential learning solutions to compliment a learning journey as pre- or post-learning or as a standalone solution. These include virtual learning, e-learning, microlearning and digital workbooks. For more information, contact us today.

    Understanding your Bank’s products and services

    Our programme is based around a unique banking simulation and will enable participants to step into the shoes of a typical corporate customer, experiencing a range of banking products and services. This experiential programme covers the product suite for start-up businesses through mid-sized corporates to large multinational businesses.

    Our programme, based around a unique banking simulation, will enable participants to step into the shoes of a typical corporate customer, experiencing a wide range of banking products and services as a client would do. 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. This experiential programme covers the product suite for start-up businesses through mid-sized corporates to large multinational businesses.

    The programme will also 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 banking 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 with 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 provides an engaging and memorable experience helping to develop technical, interpersonal and commercial skills while also improving team development.

 Our 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 training for banks

    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.

    We offer a number of compliance modules as part of our business banking training offering 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 products and lessons learnt modules, which embrace the perceptual thinking learning approach, 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. The areas of compliance we focus on are:

  • Foundation in compliance
  • Derivatives
  • Equities and credit
  • Fixed income, FX and commodities
  • Lessons learned case studies
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    Our programmes can be tailored to meet the needs and context of your organisation, as well as the audience, whether this be as part of graduate training, management development or general CPD.

    Developing the mindset for the bank of the future

    Building the right mindset to challenge the status quo and embrace change are increasingly becoming essential given the pace of change in banking and the evolving needs of customers. Our experiential solutions help develop the right mindset to seek out new ways to contribute to the success of your bank.

    Building the right mindset and capabilities to challenge the status quo and embrace change are increasingly becoming an essential skill set given the pace of change in banking and the evolving needs of customers. Our experiential solutions 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.

    Our experiential learning approach for compliance training includes banking simulations, interactive workshops and virtual learning webinars, offering clients flexibility in which to create an effective learning journey.

    We can also create digital learning solutions that will allow your people to access relevant, on-demand learning including microlearning, e-learning and workbooks for compliance training.

    Technology and innovation in banking

    Ensuring your people have the skills to seek out new and better ways to create value in your bank is vital. Our experiential learning programmes help build these critical skills, providing your people with practical tools to generate new ideas, apply logical decision making and see ideas through to fruition.

    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 vital. Our experiential learning programmes help build these critical skills, providing your people with practical tools to generate new ideas, apply logical decision making and see ideas through to fruition.

    Our experiential approach, which draws on principles of perceptual thinking includes unique banking and business simulations designed to really immerse delegates into the learning, engaging with them emotionally and intellectually to develop robust business and commercial skills essential in making effective decisions. We also have a suite of digital learning solutions designed to support delegates throughout their learning journey including e-learning and microlearning.

    Understanding products and control issues in banking

    Ensuring people from all functions within a bank understand the control issues around specific products is a requirement of today’s regulated banking environment. Our programme, built around an experiential learning approach, explores a number of critical aspects to understanding the products that a bank offers along with a control framework.

    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 experiential training programme assesses a number of critical aspects to understanding the products your bank offers along with your control framework. Our typical programme explores:

  • How Risk Management is essential 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 correct 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
  • Know your products banking simulation

    Participants experience first-hand how and why clients use the various products on offer at your bank and learn when and where banking products are appropriate for a company based on its size, business lifestyle and commercial situation.

    Know your control framework banking simulation

    Your people gain a better understanding of the fundamentals of your bank control framework, the importance of a holistic control culture and oversight and the significance of HR issues and how to challenge behaviour that is not consistent with the cultural context of your bank.

    Experiential on-boarding programmes for infrastructure divisions

    We bring an engaging and experiential approach to on-boarding and graduate training programmes. We fully immerse your programme around your Bank’s infrastructure and operational divisions, your products and your values and leadership standards. This way, your people develop practical and relevant technical, industry and interpersonal skills right from the start.

    We bring an engaging and experiential approach to on-boarding and graduate training programmes. We dedicate time to ensure we fully immerse your programme into your bank’s context, your products, your values and your leadership standards. This way, your programme develops relevant and practical leadership development skills and insights that your people will be able to apply right from the beginning of their careers.

    We have identified seven experiential training features critical to equipping your graduates and new hires with the commercial skills and insights they need to succeed at your bank. These are:

  • Bank strategy – In this simulation, participants review three video calls made by simulated desk heads looking to invest in technology solutions, testing each idea against your banking strategy, the quality of the decisions they make and the rationale for their decisions.
  • On-boarding the client – This simulation is built around three real client scenarios where delegates either meet three actors, or view three films, where potential clients express an interest in working with your Bank. Delegates must decide, in groups, whether to on-board the clients or not. The activity focuses on delegates decision-making skills to ensure they have the skills, insights and tools to make accurate and well-informed recommendations. As well as developing robust technical and commercial skills, this experiential activity also helps build team development.
  • Delivering client service – In this banking simulation, participants process and trace the flow of information for several client trades. Delegates must clear and settle trades quickly and efficiently and are assessed on how effectively they achieve this, as well as areas where they could improve.
  • Measuring and managing risk – This experiential activity requires participants to assess and choose their risk appetite in the performance of a task, managing their approach to avoid risk management breaches in order to earn the highest return. Ultimately, they are assessed on how well they work as a team, their appraisal and management of all the risks and the risk-adjusted returns they deliver for the bank.
  • Forensic audit activity – In this experiential activity, delegates are confronted with a number of exhibits from a real, and well known, control failure and asked to identify as many of the root causes as possible. Delegates are assessed on their appraisal and subsequent identification control issues.
  • Client communication surveillance – In the simulation, delegates are required to review a number of client related communications (including recorded calls, emails, social media interactions, etc) to identify what, if anything, was inappropriate in the interactions. Delegates are assessed on their ability to identify and justify what they deemed as inappropriate. The simulation closes with a facilitated discussion led by the facilitator.
  • Dealing with code of conduct breaches – In this experiential activity, teams are faced with a number of scenarios, each of which represents an example of behaviour/breaches being exhibited by a colleague. The delegates have to rank the severity of the breaches and also agree as a team, recommendations for the most appropriate action to be taken.
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    Asset management industry training

    Asset management industry training

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

    Introduction to Asset Management

    Introduction to Asset Management

    Our ‘Introduction to Asset Management’ training programme offers a practical and insightful experiential learning experience that is ideal for new hires as well as experienced staff who want to broaden their knowledge of your asset management business.

    Our ‘Introduction to Asset Management’ training programme offers a practical and insightful experiential learning experience that is ideal for new joiners as well as experienced staff who want to broaden their knowledge of your asset management business. Tailored around your business to ensure we meet your specific asset management training needs, your people will leave with commercial skills and industry insights relevant to the workplace.

    The training programme covers the key areas of a fund management business and will help your people understand the range of products and solutions you provide for your clients and the wider industry. It is available as an in-class workshop or as a virtual learning solution.

    Learning takeaways from our ‘Introduction to Asset Management’ training programme:

  • 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 deal and appreciate how all the steps fit together
  • Experiential training activities blended in our ‘Introduction to Asset Management’ training
    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
  • Understanding derivatives in Fund Management

    Understanding derivatives in Fund Management

    We help your people develop a deeper understanding of derivatives, tailored to the specific needs of your business model and portfolio. Our asset management training courses blend experiential learning activities and business simulations to ensure your people gain practical and relevant insights.

    We help your people develop a deeper understanding of derivatives, tailored to the specific needs of your business model and portfolio. Our asset management training courses blend experiential learning activities and business simulations to ensure your people gain practical and relevant insights.

    Your people hear about or work with derivatives on a regular basis. Our ‘Derivatives in Fund Management’ course is centred around experiential learning. It will boost participants knowledge and confidence by enabling them to better understand the mechanics of any derivative, how they are used in fund management and articulating jargon to clients and colleagues in clearer, everyday language.

    Learning takeaways from our ‘Derivatives in Fund Management’ training programme:

  • 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 training activities blended in our ‘Derivatives in Fund Management’ 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.
  • Understanding why Fund Managers use fixed income in portfolios

    Understanding why Fund Managers use fixed income in portfolios

    Our ‘Focus on fixed income’ training 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 – this training programme will provide your people with confidence when discussing fixed income with colleagues and clients.

    Our ‘Focus on Fixed Income’ asset management training 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, centred around experiential learning activities such as simulations and interactive exercises, will provide your people with both the commercial skills and confidence when discussing fixed income with colleagues and clients.

    Learning takeaways from our ‘Focus on fixed income’ training programme:

  • 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 training activities blended in our ‘Focus on Fixed Income’ training 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.
  • Understanding how equities are used in Asset Management

    Understanding how equities are used in Asset Management

    Designed around your equity funds, fact sheets and reports, our ‘Focus on Equities’ training 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 fund management business differentiates itself in the marketplace.

    Designed around your equity funds, fact sheets and reports, our ‘Focus on Equities’ asset management training programme will help your people understand how you manage equity funds for your clients through relevant and highly engaging activities centred around experiential learning. Your people will come away with commercial skills and insights around how your fund management firm differentiates itself in the marketplace. Delegates will also gain a practical understanding of, and familiarity with, equity markets jargon commonly used in the asset management industry.

    Learning takeaways from our ‘Focus on Equities’ experiential training programme:

  • 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 fact sheets, performance reports and other information available for your clients
  • Experiential training activities blended in our ‘Focus on Equities’ programme include:

  • Managing a simulated equity fund, making investment decisions and seeing the impact of stock selection and portfolio construction on performance
  • Practising 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
  • Digital learning solutions for asset management training

    Digital learning solutions for asset management training

    Our flexible digital learning solutions are designed to support your people with practical tools, commercial skills and asset management industry insights. From a quick two-minute refresher to tips on how to better handle an upcoming client meeting – our solutions are easily accessible on all platforms and devices.

    

We can custom design virtual learning, e-learning and microlearning modules to meet specific business needs, along with online business simulations and asset management simulations. Our digital learning solutions include:

  • On-demand microlearning and e-learning – check out some of our free microlearning modules available on our Microlearning YouTube channel
  • Accredited online financial training offered by our partner company CFI (Corporate Finance Institute)
  • Live virtual learning modules on technical, industry and professional skills delivered by our experienced trainers and facilitators
  • Custom-designed interactive PDF workbooks and toolkits
  • Custom-made training films and movies designed around specific funds and products
  • Experiential film-making activities that support interventions in leadership development and assessment, employee engagement, team building and managing financial performance.
  • Developing people skills relevant for a Fund Management business

    Developing people skills relevant for a Fund Management business

    Our asset management training focuses on people and interpersonal skills closely aligned to the needs of a fund management business. We believe that no generic one size fits all approach. Instead, our interpersonal skills programmes are practical, relevant and useful for people working in fund management.

    Our asset management training focuses on people and interpersonal skills closely aligned to the needs of a fund management business. We believe that no generic one size fits all approach. Instead, our interpersonal skills programmes are practical, relevant and useful for people working in fund management. From effective investment writing skills that focus on writing fund fact sheets to speaking confidently about fixed income with clients or colleagues – we can help.

    People learn most effectively by doing. As such, our training solutions are centred around experiential learning methods. Our most popular people and interpersonal skills programmes for asset management comprise of:

  • Effective personal impact – This module will help delegates to build their brand – developing powerful skills for use in everyday working life, meetings, networking and building effective business relationships.
  • Communicating with impact – This module will help delegates to communicate and present information, ideas and vision in a clear, structured and impactful way. Centred around experiential learning activities, this module is designed to immerse delegates into genuine workplace scenarios so that they gain first-hand insights and experience to easily apply back to the workplace.
  • Being at your best – Productivity is improved when your people are at their best most of the time. Attitude, being authentic, remaining resilient and the ability to prioritise effectively, are among some of the key areas this interactive module will develop to ensure delegates work effectively individually and as part of team development.
  • Handling difficult conversations – This module immerses delegates into experiential forum-theatre activities designed to provide them with the opportunity to apply their learning from the module and gain first-hand experience to take back to the workplace.
  • Coaching and mentoring – Practical and insightful modules designed to transform the talent in your organisation by inspiring and motivating your people. This module will provide a step change in coaching and mentoring skills by using effective questioning, listening and structured feedback models.
  •  
    Our other areas of expertise include:

  • Effective delegation
  • Investment writing
  • Developing your emotional resilience
  • Working collaboratively
  • Writing with power and impact
  • Understanding others better using MBTI
  • Running effective meetings
  • Delivering powerful presentations
  • Managing projects better
  • Influencing and negotiating
  • Effective time management
  • Essentials of management
  • Commercial leadership development
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    Insurance industry training

    Insurance industry training

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

    Insurance business simulations

     

    Insurance business simulations

    Our business simulations give your people the opportunity to run an insurance business and experience first-hand the strategic, operational, commercial and leadership challenges involved, developing an understanding of the functions and drivers that lead to success in the industry.

    We understand that insurance companies are different from any other business and are faced with a unique set of commercial issues and challenges. Our Running an insurance company business simulation is specifically designed with this in mind. It will give your people the opportunity to run a simulated insurance company and experience first-hand the strategic, operational, commercial and leadership challenges involved. It brings the unique world of insurance to life in an engaging, fun and insightful way – perfect for on-boarding, graduate development and leadership development.

    Running an effective insurance business is not just about playing with numbers on a computer screen where decisions are made and an algorithm delivers a pre-set outcome. Instead, in our insurance simulation all results are delivered by people working together to make things happen. In teams, participants have to manage and underwrite risk, manage relationships, manage finances and resources, work within a regulated environment, deal with a changing competitive landscape, manage investments. Will your participants work together to keep proper control over risks and performance? Will they live your organisational values while demonstrating a commercially sound approach? Our insurance simulation offers the opportunity to find out!

    Learning takeaways:


    • A practical understanding of the key products and services an insurance company offers
    • The fundamental roles and divisional functions of an insurance and reinsurance business
    • Better appreciation and understanding of the financial consequences of decisions and how these can ripple through a business
    • Easily identify the critical business, leadership and financial drivers of an insurance business
    • Practical tools to deal with challenges, change, stretch and emotional resilience as an individual and as part of a group, improving team development

    The business simulation helps develop commercial skills and 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 broader plans for managing 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. Centred on experiential learning, this workshop brings risk management to life through an engaging and insightful risk insurance simulation designed to help participants to understand risk and learn how to apply straightforward processes for the management of risk throughout the insurance business.

    A typical risk management programme explores: The commercial implications of risk management, creating a risk culture, understanding the various types of risk in the organisation, identifying risks, assessing risks and tolerances, responding to risks, reporting and reviewing risk, mitigating risks, practising the application of risk management to business processes.

    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 business simulation helps develop commercial skills and 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

    Commercial skills in insurance

    Commercial skills in insurance

    Our insurance industry training workshops are centred around experiential learning, comprising a range of simulations and activities, facilitated discussions, group work, case studies and exercises – all designed to build practical skills and give participants an opportunity to really apply their learning and easily transfer skills to the workplace.

    Our commercial skills programmes will enable your people to understand the performance drivers of your insurance business and how to make better decisions to help improve their contribution to business performance. Our insurance industry training workshops are centred around experiential learning, comprising a range of simulations and activities, facilitated discussions, group work, case studies and exercises – all designed to build practical skills and give participants an opportunity to really apply their learning and easily transfer skills to the workplace. Our workshops focus on a number of key areas:

    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, while providing an overview of the key players in the marketplace and their respective roles.


    Introducing reinsurance – This workshop embraces a number of experiential learning approaches to explore 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. This experiential workshop also provides participants with practical risk and financial tools, frameworks and models to utilise back in the workplace.

    Specialist commercial skills for insurance

    Specialist commercial skills for insurance

    Our specialist commercial skills programmes will give your people the skills 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 tailored training programmes for the insurance industry support them all.

    Our specialist 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 tailored training programmes for the insurance industry support them all. Our programmes build practical skills and insights through experiential learning methods such as insurance simulations and interactive workshops. Our programmes include:



    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 fundamental 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 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.

    Experiential training programmes for your new hires to insurance

    Experiential training programmes for your new hires to insurance

    Our bespoke experiential training programmes for the insurance industry will ensure your new hires benefit from an insightful blend of industry, interpersonal and commercial skills. From graduate training programmes ranging from a two day insurance simulation to a modular programme structured around rotations – we have the expertise to help.

    Our bespoke experiential training programmes for the insurance industry will ensure your new hires benefit from an insightful blend of industry, interpersonal and commercial skills ready for their new roles. From graduate training programmes ranging from a two day insurance simulation to a modular programme structured around rotations and phased over two years – we have the expertise to help. Our tailored approach helps ensure that your programmes are always designed and delivered around your organisational and commercial context and tied back to the workplace throughout – helping to build practical skills, knowledge and insights to really help your new hires in their new positions and careers.

    We also offer a bespoke digital learning design service where we can create a learning solution such as e-learning, microlearning or virtual learning based around your specific needs. Our digital learning solutions have proven to be popular for general new joiner programmes where an introduction to the insurance industry and a general orientation to the business is required. Our digital learning solutions offer real flexibility and are also very cost effective.

    Our portfolio of experiential learning solutions include:

    • Business simulations / Insurance simulations
    • Interactive tutor-led workshops – delivered in-class or by virtual learning sessions
    • Workplace/company specific case studies
    • Team activities / Action learning sets
    • On-the-job projects
    • On-demand digital learning solutions – e-learning, micro-learning, training films/movies.

    Focus on Solvency II and IFRS 17

    Focus on Solvency II and IFRS 17

    Our training programmes, firmly grounded in experiential learning methods and centred around building robust commercial skills, will help participants navigate new financial reporting requirements introduced by regulators.

    Our training programmes, firmly grounded in experiential learning methods and centred around building robust commercial skills, will help participants navigate new financial reporting requirements introduced by regulators. Our programmes will show where to find further financial information and how to interpret it to find new business opportunities, whilst helping better inform company analysis, evaluation and decision making.

    Learning takeaways:

    • 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

    People skills in insurance

    People skills in insurance

    In a complex sector based on relationships but also facing disruption and regulatory pressures, interpersonal skills are critical. As part of our comprehensive suite of insurance industry training, we have a wide range of interpersonal skills modules that are tailored to reflect the context and needs of an insurance business.

    In a complex sector based on relationships but also facing change, disruption and regulatory pressures, first rate interpersonal skills are critical. Part of our comprehensive suite of insurance industry training, we have a wide range of interpersonal skills modules that are tailored to reflect the context and the needs of an insurance business. Our modules offer a flexible learning pathway that can work as a standalone solution to address a specific learning need or blended with some of our commercial skills modules to provide a more complete learning solution.

    Just like all of our learning solutions, our people skills modules are centred around experiential learning, offering participants the opportunity to learn by doing, apply new skills, and build robust plans to transfer this learning back to the workplace. Our popular people and interpersonal skills modules for the insurance industry include:

    Effective personal impact

    Building 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

    Experiential workshops to drive team development and improve leadership skills, allowing your people to be as productive as possible.

    Coaching and mentoring

    Effective coaching and mentoring to transform the talent in your organisation by inspiring and motivating your people.

    Handling difficult conversations

    Training to gain confidence, take 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 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

    Learning to 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

    Recognising the differences in the ways people think and react as individuals through MBTI, and building interpersonal effectiveness and leading to productive interactions with clients and colleagues.

    Running effective meetings

    Developing 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

    Building a practical understanding of the critical 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

    Reaching effective business solutions by thinking, acting, influencing and negotiating collaboratively with colleagues to achieve sustainable success.

    Effective time management

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

    Essentials of management

    Applying the fundamental roles and responsibilities when managing individual and teams equipped with the essential tools of management.

    Digital learning solutions for the insurance industry

    Digital learning solutions for the insurance industry

    Digital learning does not need to be asynchronous and one way. Instead, we extend our experiential learning approach to digital learning solutions by creating e learning, microlearning and virtual learning courses that are fun, engaging and interactive.

    Digital learning does not need to be asynchronous and one way. Instead, we extend our experiential learning approach to digital learning solutions by creating e learning, microlearning and virtual learning that are fun, engaging and interactive. Our digital learning solutions are perfect for training new hires or used as part of graduate training programmes, and equally effective for CPD programmes for more experienced staff.

    E-learning

    Our short 20-minute e-learning modules are perfect for on-boarding programmes, blending into broader 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 digital 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 needs.

    Virtual learning

    Our virtual learning workshops are approximately 1.5 to 2 hours in duration and can be drawn from any of the modules included on our site and brochure. Our virtual learning workshops are embrace our experiential learning approach – enabling participants to learn by doing through practical exercises, case studies, group work and activities. We can accommodate up to three sessions in a day with clients having a choice, in advance, of which three sessions they would
    like delivered on that day. Our virtual courses can also be provided 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 tailored 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 and leadership development to a wide range of financial and commercial skills programmes.

    Developing an agile mindset in your business

    Developing an agile mindset in your business

    To be agile, businesses need to be structured as fluid and evolving value streams rather than business units. Transforming your business to an agile mindset requires colleagues who are skilled, collaborative and curious. The traditional model of managers and leaders passing on their experience and wisdom to colleagues is disappearing.…

    To be agile, businesses need to be structured as fluid and evolving value streams rather than business units. Transforming your business to an agile mindset requires colleagues who are skilled, collaborative and curious. The traditional model of managers and leaders passing on their experience and wisdom to colleagues is disappearing. Today, managers and leaders need to create space for others to think and apply some core skills to ‘ignite the mind’, to over-come fixed and rigid mindsets to embrace growth and curiosity fostering a culture of rapid and adaptive thinking. Our virtual and physical experiential interventions help drive this shift, providing an environment where delegates can experience ‘market disruptive’ factors and how to embrace these using agile skills to turn threat into opportunity.

    Essential skills for new and experienced managers

    Essential skills for new and experienced 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…

    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 practical workshops that embrace experiential activities and simulations, forum theatre and insightful digital solutions such as observational films and interactive case studies.

    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.

    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…

    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.

    Leading Commercial Success Simulation

     

    Leading Commercial Success Simulation

    Our ‘Leading Commercial Success‘ Simulation 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…

    Our ‘Leading Commercial Success‘ Simulation 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

    Programmes for graduates joining professional services

    Programmes for graduates joining professional services

    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 world’s leading companies – we offer our clients complete flexibility on the content, duration and delivery of their programme. We will work…

    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 world’s leading companies – we offer our clients complete flexibility on the content, duration and delivery of their programme. We will work in partnership with you to create a solution that is right for your graduates and your company – and set in the context of your business, your services and your culture.

    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…

    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 need to adopt to drive the commercial success of your business.

    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 in manufacturing

    Achieving operational excellence in manufacturing

    Achieving operational excellence is a key imperative for businesses in a hyper-competitive global marketplace. That’s why our training programmes go beyond simply talking about concepts, approaches and processes. Instead, we take an experiential approach. Utilising our unique operational simulations we explore how process design and process improvement can be harnessed…

    Achieving operational excellence is a key imperative for businesses in a hyper-competitive global marketplace. That’s why our training programmes go beyond simply talking about concepts, approaches and processes. Instead, we take an experiential approach. Utilising our unique operational simulations we explore how process design and process improvement can be harnessed to deliver optimised financial results. Our 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.

    Our ‘Achieving operational excellence 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.

    Developing people skills in the manufacturing industry

    Developing people skills in the manufacturing industry

    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 we achieve this by designing training solutions that are closely aligned and relevant to your business. This…

    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 we achieve this by designing training solutions that are closely aligned and relevant to your business. This way, we ensure the effective transfer of learning back to the workplace and see more immediate results from our development interventions.

    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 programmes provide a practical insight into the levers that drive value in your manufacturing business and how your people can influence them in their day-to-day…

    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. We can even blend your internal reports and finance packs into the training to make it even more relevant.

    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 learning solutions for manufacturers

    Digital learning solutions for manufacturers

    We can custom design digital learning solutions to meet your specific needs. Utilising our in-house 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…

    We can custom design digital learning solutions to meet your specific needs. Utilising our in-house 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 demand – we can help.

    • 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.

    Experiential graduate training for the manufacturing sector

    Experiential graduate training for the manufacturing sector

    Our tailored graduate training 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 graduate programmes are centred around ‘learning by doing’ immersing your graduates…

    Our tailored graduate training 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 graduate programmes are centred around ‘learning by doing’ immersing your graduates into experiential simulations, activities and workshops designed specifically around your manufacturing business and aligned to your organisational values. We have a proven track record of designing and delivering highly engaging and experiential graduate development solutions that will elevate your programmes and develop your leaders of tomorrow.

    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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