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Award winning training provider

Award winning training provider

Excellent pass rates

Tutor support until late

Market leader

Looking up past skyscrapers to the sky

In-house Banking and Financial Services training

We partner with you to understand your business needs and will support you to deliver on your training requirements. Whether, this is a qualification, technical update or the latest developments in your industry. Our learning solutions can be tailored to meet your needs.

In-house training


Kaplan are able to produce a range of engaging learning programmes which address individual and organisational needs that are delivered on time and within budget.

Our learning solutions are designed to solve the common issues faced by our clients. We work with you to ensure you are:

  • Improving technical competence
  • Driving commercial success
  • Increasing your return on learning

We offer a range of tailored programmes, workshops, and masterclasses that provide a uniquely holistic, personally challenging, and professionally relevant learning experience. All of these components are interwoven to provide a complete professional development framework for your organisation. They collectively set us apart from, and above, anyone else in the industry.

What we can deliver

We have a range of resources available to successfully design and deliver in-house programmes no matter the size and complexity of the requirement.

Our comprehensive range of courses are spread across nine key areas:

  • Risk and Asset Liability Management
  • Financial Product and Trading Knowledge
  • Investment Management and Private Banking
  • Project Finance
  • Trade Finance
  • Financial Modelling and Valuation
  • Credit
  • Reporting, Compliance and Regulatory
  • Financial and Business Analysis

Our qualifications include: CFA, FRM, CAIA, IMC, CISI and Excel.

Our approach

The most important part of training is not what is learnt in formal workshop environments, but rather how this knowledge is applied to individual roles in everyday situations. Our training programmes are fully customised according to the required shift in knowledge, attitudes and behaviour.

  • We understand your business objectives and challenges.
  • We build collaborative and customised programme designs.
  • We have the tools and assessments to diagnose any skills gaps.
  • We implement the programme with a range of delivery tools.
  • We do post programmes measurement.

Our expertise

All of our tutors have strong academic backgrounds, plus practical work experience in banking and finance.

Our faculty combines professional expertise in areas as diverse as Fund Management, Corporate Finance, Alternative Investments, Derivatives, Technical Analysis and Foreign Exchange. This hands-on experience enables them to bring the learning to life, and incorporate real-life and relevant scenarios within the classroom environment.

Lecturer teaching a class

Kaplan Banking and Finance training brochure

View our full range of business courses.

Download brochure

Interested? Contact the team for more information
Get in touch 

What happens next?

If you've requested further information, a member of the Kaplan team will be in touch in the next few days.

To discuss your in-house requirements in more detail please call us on 020 7920 3060.

Our courses

Discover our range of courses to suit your business, including CFA, CAIA, FRM and CISI

More of our business services

We can offer you further support, centred around your business requirements.