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Tailored in-house training for Banking and Financial Services

We offer customised training that will give you and your staff key updates of technical changes. Our in-house training can equip your people with the skills and knowledge to support your organisational plans and strategies, with topics on the latest issues impacting the industry.

Kaplan is a strategic learning partner for thousands of organisations across the banking and financial services sector. We work closely with our clients to identify opportunities and skills gaps that impact individual, team, and organisational performance.

Any business that wants to get ahead of the curve in an industry undergoing unprecedented change. Our range of courses cover a wide range of topics suitable for many professionals including Investment and Wealth Managers, Investment Bankers and Regulators, to name a few.

Kaplan can deliver training in a number of formats, from a series of live webinars, to a workshop or masterclass in your office. Our flexible approach means we can find a solution to best suit your team's working patterns, wherever they are based in the world. It’s a limited commitment of your time, for a potentially high return on investment.

Interested in in-house training?

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Topics covered

Kaplan’s in-house course content developed is in direct response to your company. We can work with you to understand your requirements and tailor short courses delivered where and when you need. Covering the key topics to empower your employees to keep up-to-speed with the latest requirements, and have the know-how to drive transformation.

Just some of our recent most popular in-house courses cover topics such as:

FinTech and Digital Transformation

  • FinTech and Cryptocurrencies
  • Algorithms and Blockchain: Implications for the future of the workplace
  • Big data, AI and machine learning
  • Financial services in the cashless economy
  • Banking and financial services for generation z and millennials
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ESG and Sustainable Finance

  • Introduction to and the history of ESG and SRI
  • Sustainable FinTech
  • ESG analysis, valuation and portfolio management
  • ESG reporting, regulation and performance assessment
  • Managing climate change related risk
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Financial Modelling and Excel

  • Introduction to Excel functionality
  • Excel features for financial management
  • Introduction to financial modelling with Excel
  • Financial statement analysis using Excel
  • Budgeting and forecasting
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AI in Finance

  • AI, machine learning, and cognition modelling: Fundamental logic
  • Scenario modelling with AI and big data
  • NLP applications for trading strategies
  • Fraud detection and credit assessment with AI
  • Risks in high-frequency trading (HFT)

Risk Management

  • Credit risk
  • Market risk
  • Operational risk
  • Liquidity risk
  • Asset liability and capital management

Investment Analysis

  • Introduction to financial statements
  • Financial statements analysis
  • Bank analysis
  • Valuation toolkit
  • Mergers and acquisitions

Project Finance

  • Principles of project finance
  • Power industry project finance
  • Project finance for infrastructure
  • Project finance in the oil and gas industry
  • Advanced project finance

Capital Markets

  • Equities
  • Derivatives
  • Bonds and fixed income
  • Foreign exchange

Compliance and Regulation

  • Conduct of business rules
  • Basel IV
  • IFRS
  • Market abuse
  • Anti-money laundering

Why choose Kaplan for tailored in-house training?

Future facing

Our programmes and support tools are developed with market leading employers. We understand the current and future needs of the industry and how to equip individuals to be ready for change.

Real world practicality

Our courses help develop essential knowledge and technical skills that can be applied in the real world, and cover a range of vital and emerging topics.

Flexibility for you

Our courses are delivered when and where best suits your employees. We can deliver online or face-to-face, anywhere in the world.

We train top business

We work with some of the most globally recognised banks and investment companies to deliver a variety of training and development.

Interested in tailored in-house training?

Get in touch