Proven training for the financial sector.

When there’s billions hanging in the balance, the stakes are high – and excellence isn’t optional.

We work with talent at major banks, insurance companies, fintechs and regulators to develop their effectiveness, impact, communication and resilience, so work gets done right.

Our training is delivered live at your workplace or virtually, exclusively your employees.

‘I found it extremely useful.’

★★★★★ Attendee, Thinking as a Manager

‘Very informative - brilliant!’

★★★★★ Attendee, Diversity & Inclusion

‘Incredibly helpful.’

★★★★★ Attendee, Managing Upwards

Add the power of live, interactive training to your learning & development mix.

  • Aon - financial client for BiteSize training

    “Everything BiteSize Learning has delivered for us over the past year has been fantastic.”

    Julie Hyett • UK Talent Lead

  • Markel - testimonial from insurance company

    “The 1:1 coaching sessions were incredibly valuable and led to a significant increase in effectiveness at work.”

    Steven Fisher • Actuary

  • Aegis logo - financial services customer of training services

    “The service was faultless from start to finish. Each and every time, the service is great!”

    Amy Hanson • Talent Manager

  • Miller Insurance - testimonial about training company

    “It’s been great to partner with a team who really listens, is flexible and is responsive to our needs.”

    Verity Stroud • L&D Manager

Really useful training, one bite at a time.

  • Each of our bitesize training courses is a carefully-crafted two-hour experience, focused on a particular issue or learning need.

    Hosted exclusively for employees at your organisation, and delivered by experts, our sessions are full of interactive exercises and discussion, developing knowledge, confidence and shared commitment among attendees.

  • Gather your delegates at your workplace or meeting venue for live, in-person training – we’ll come to you.

    Working as a global group? Train your team leaders from Jersey to Jakarta in our geography-busting virtual sessions, using Zoom, Teams or your company’s choice of video platform. Still live and interactive –and just as glowingly-reviewed.

  • Our training specialists have honed our content to deliver the skills uplift you’re looking for. Go deeper than skimmable e-learning with memorable, actionable tactics that make a real difference to delegates’ working lives.

  • We listen deeply to understand your organisation’s learning needs.

    You’ll always be able to speak with our facilitators before the training, so we can connect our material to the way your workplace works. And if you need a training design that’s uniquely yours, we can help with that too.

Training for managers in the finance industry.

Managers set the standard, raise the bar, and represent your company. But effective management requires its own mix of skills – and in financial services, these are just too important to learn through trial and error.

Choose from 18 bitesize training courses to meet their precise learning needs, and deploy them individually or as part of a longer training programme. Examples include:

…and 15 more.

Leadership training for managers in finance

Training for graduates and employees throughout your business.

Opportunities to grow and develop are crucial for people at every level of your organisation.

Our suite of training courses in effectiveness, communication, sales and hybrid working deliver actionable tactics that can provide benefit throughout a trainee’s entire career journey.

It’s everything we wish we knew at the start of our careers.

Popular courses include:

… and over 20 more sessions to inspire your people.

Training provider for employee in financial services sector

Training to build a workplace of integrity & empathy.

Whether it’s dealing with customers or one another, an emotionally intelligent, inclusive and empathetic approach is fundamental to good business. Meanwhile, regulators like the Financial Conduct Authority take an increasing interest in issues of diversity, staff wellbeing and retention, and corporate culture. Our training in this area includes:

…and many more.

Diversity and wellbeing training for financial services companies

1:1 coaching that gets things moving.

Give your staff access to meaningful, empowering coaching, to help them navigate workplace challenges, new responsibilities, or major decision points.

Our team of experienced, accredited coaches work with individuals and groups to lead thoughtful discussions that help people take their next steps with confidence.

Coaching provider for staff and employees in financial services

Move fast – and don’t break things.


We’ve worked with dozens of leading financial institutions to raise standards – and confidence – among their workforce.

Whether you’re developing talent or a global insurance corporation, or a rapidly-scaling consumer fintech, we understand how critical working well becomes when you’re managing money and risk.

Cloudy communication and fuzzy decision-making just won’t do. That’s where our training comes in.

Popular training courses for financial companies

1. Coaching skills →
Methods for managers to develop their reports’ confidence and initiative

2. Success through change →
Learn to navigate changing priorities and ways of working, as a team

3. Building mental resilience →
Keep calm under pressure and bounce back from setbacks

4. Stakeholder management →
Keeping others in the loop and on side

5. Negotiation skills →
Striking deals that get the results you need

Our full list of bitesize training courses

Designed for impact. Delivered by experts. Custom courses also available, on request.