In-house banking and financial services training

Designed to upskill your team

Develop future-ready professionals with Kaplan’s in-house banking and financial services training. Our tailored courses combine industry expertise with practical application to deliver measurable impact.

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Training that suits you

Our tailored in-house training equips your people with the skills and knowledge to support organisational priorities, strategies, and performance in a rapidly evolving industry.

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Accounting and tax updates

Stay ahead of regulatory change

Keep your teams current with the latest accounting standards and tax developments. Our focused updates translate regulatory change into clear, practical insight your people can apply immediately.

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Banking and capital markets

Build confidence in complex markets

Develop expertise across global banking and capital markets. Gain the knowledge and practical skills needed to interpret market shifts, assess risk, and support confident decision-making.

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Financial modelling and Excel for finance

Develop robust, reliable financial models

Enhance financial modelling and advanced Excel capability. Build structured models that strengthen forecasting, scenario analysis, and the quality of financial decision making.

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Behavioural and business skills

Build confident, influential professionals

Strengthen leadership, communication, and influencing capability. Our practical courses help teams navigate complexity, build credibility, and deliver greater impact in demanding environments.

Develop your team

Sustainable investing and ESG

Align investment with sustainability priorities

Strengthen capability in ESG analysis, reporting, climate risk, and responsible investment. Equip professionals to navigate evolving regulation and sustainability-driven market change.

Invest for the future

Not sure how to upskill your team effectively? Discuss your goals with our experts, and we'll create a tailored training solution.

Why choose Kaplan?

Choosing Kaplan means partnering with an industry leader dedicated to your team's growth. This is why globally recognised banks and investment companies trust us for their training and development needs.

Future facing

Our courses 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 impact

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.

We train top business

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

Who it's for

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

Flexible training

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.