When working in banking and financial services, understanding the business and financial information of customers is a must. Being able to engage effectively and being confident when discussing business finance is key to making an effective lending decision, to providing excellent customer service and in
Our programmes are more than ‘Finance for non-finance managers’. Building confidence in financial ability is key for commercial awareness. Our workshops aim to make financial information accessible to all and always address the specific needs of the client. Whether the focus is understanding cash flow,
At Insight Training we spend a lot of our time helping finance professionals to get the numbers right.
So that the people who use those numbers can take useful and appropriate action – whether that be to inform commercial decision making or to fulfil regulatory obligations (such as paying tax or publishing annual accounts).
Our client in the financial services sector needed a programme to help its HR and support department staff improve their financial awareness. Specifically they wanted them to understand and appreciate the issues their customer facing colleagues were dealing with. A series of two hour workshops was delivered over a number of weeks, engaging participants in
Following a financial fraud, our client needed to build financial awareness and highlight risk assessment and control -a hugely important area, though one that can be dry. An interactive case study was delivered, based on the real business. This allowed participants to work in multi-disciplinary teams and
Our client, a card acquirer, wanted its fraud team to understand the fundamentals of business and accounts. Participants were experts in investigating card fraud but needed to also be able to understand fraud triggers and poor financial control in the merchants they dealt with. A
To assess the credit worthiness of their customers, relationship managers need to understand their customers’ business and sector and to analyse financial and management information effectively. Our programmes use a blended approach, combining pre-course, online and workbook learning and practical workshop application.
Our client, a major UK charity, needed its senior care workers and service managers to engage with budget setting and management. Appetite and interest in the area were lacking. A highly practical and interactive case study day was designed so that participants could actively engage
Our client, an educational body, was implementing a new system of budgetary control. A programme was developed that explained the fundamental principles of budgeting, planning and cost control and gave participants the opportunity to practise using a bespoke case study.