Contact Us
    Tel:
  • 01777 710 134
  • 07967 682 055
    Address:
  • Peak Performance
  • Riverside Lodge
  • London Road
  • Whitehouses
  • Retford
  • Notts
  • DN22 7JG

Financial Services

The Financial Services industry has worked hard to establish a professional image.

A competency framework should be in place to show that advisers,
supervisors coachers, and managers are able to do their job. The foundation for this is the core knowledge and skills of the individual.

We aim to ensure this core knowledge is attained with application skills, right from induction, and on through CPD revision and testing.

Make The Business Succeed.

Our programmes can be tailored to suit advisers, supervisors, coachers and managers.
We build the training on an assessment framework to cover:

  • Telephone contact
  • Fact find meetings
  • Presentation meetings
  • Feedback and coaching skills

The programmes are competency based, with optional modules for managers to raise their game beyond a "flat T&C" approach; to motivate the advisers to attain new heights of performance.


Our training programmes are designed to suit your needs. The subjects below are an overview of the types of training we offer, and have drawn on our experience in the industry.

Click here to see training types [+/-]
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