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Banking and Financial Services Training

Kaplan is a leading global provider of learning solutions to the majority of the world's top corporations, banks, building societies, insurance and asset managers. Our industry expertise and technical knowledge, and breadth of product enable us to effectively train and develop your staff.

Our credentials in Banking and Financial Services training:

  • Preparing thousands of finance & banking professionals across the UK and Europe
  • Providing FREE technically accredited Financial services Apprenticeships for both new and existing staff
  • World class suite of online learning materials, assessments, workbooks and study guides to add value to training
  • Incorporating real-life and relevant scenarios within the learning environment.

Are you an Employer?

If you would like to talk about how Kaplan can help train your staff. Please complete the form below:

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Are you a Student?

If you are a current or prospective student, please complete the form below:

Contact us

Alternatively you can call us on 01908 540064

70 years experience

"Kaplan’s Recruitment Service has saved us lots of time and money. They helped us to recruit 15 new Apprentices and gain £15,000 worth of age grants, I would highly recommend Kaplan and their service”

Jade Hetherington, HR Officer

UK general insurance group logo

We offer training towards the following Banking and Financial Services qualifications

Global Professional Designations

CAIA®
  • -Sole UK registered provider
  • -Full range of study options available
CFA®
  • -Fully integrated learning solutions with our partner Kaplan Schweser
FRM®
  • -Sole approved UK provider
  • -Highly topical subject area

Benchmark Exams

IOC
  • -Leading exam for operations staff
  • -Extensive question bank
IMC
  • -Leading fund management exam
  • -London and Edinburgh public programs
CISI Certificates
  • -Examination for front office
  • -Highly experienced tutors

Professional Development

Financial Management, Capital Markets, Regulatory and Risk Management, Personal Skills
  • - Current topical issues
  • - Delivered by industry experts
  • - In-house training available
CeMAP
  • - Accredited mortgage advisor qualification
  • - Everything your learner needs
  • - Distance Learning course for flexibility

Financial Services Apprenticeships

General Insurance
  • - FREE training
  • - CII accredited
Mortgage Administration
  • -FREE training
  • -CeMAP accredited

GARP does not endorse, promote, review or warrant the accuracy of the products or services offered by Kaplan Financial of GARP Exam related information, nor does it endorse any pass rates that may be claimed by the Exam Prep Provider. Further, GARP is not responsible for any fees or costs paid by the user to Kaplan Financial nor is GARP responsible for any fees or costs of any person or entity providing any services to Kaplan Financial. ERP®, FRM®, GARP® and Global Association of Risk Professionals™, ICBRR® and FBR™ are trademarks owned by the Global Association of Risk Professionals, Inc.

CAIAA does not endorse, promote, review or warrant the accuracy of the products or services offered by Kaplan Financial, nor does it endorse any pass rates claimed by the provider. CAIAA is not responsible for any fees or costs paid by the user to Kaplan Financial nor is CAIAA responsible for any fees or costs of any person or entity providing any services to Kaplan Financial. CAIA®, CAIA Association®, Chartered Alternative Investment Analyst℠, and Chartered Alternative Investment Analyst Association® are service marks and trademarks owned by CHARTERED ALTERNATIVE INVESTMENT ANALYST ASSOCIATION, INC., a Massachusetts non-profit corporation with its principle place of business at Amherst, Massachusetts, and are used by permission.

CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by Kaplan Financial. CFA Institute, CFA® and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Free training for 16-18 year olds, partial funding for 19+ year olds plus employer contribution.