the client is a major international corporate and investment bank. As part of a change programme to improve penetration of their investment banking and advisory services into their international large-cap clients, CCT designed a programme to cross-train the relationship managers in the relevant areas. The audience comprises regional team heads and senior RMs. The classroom- based programme uses a series of case studies where the managers are required to spot the opportunity presented by the client’s needs and circumstances and propose the best solution for the client. The cases span the range of transaction types – syndicated lending; senior; hybrid and convertible bonds; ECM; ratings advisory; acquisition structuring; and leveraged financing. The programme runs globally using regionally tailored case studies.
Relationship manager training
the client is a UK high street bank. The client was seeking to improve financial analysis skills amongst its assistant relationship manager population, most of whom have come from a retail banking background. The course covers the basics of integrated financial statements, core risk and value metrics, working capital analysis, the analysis of management information and the use of the Bank’s internal analytical pro formas. In the course delegates progressively analyse and contrast a trio of case study companies with varying operating models and performances. The course has run for the entirety of the bank’s analyst population and is a continuing programme for new and lateral hires.
The client is a German Landesbank. The Bank wanted to improve understanding and communication between their Risk and Finance teams around the bank’s very large derivative portfolios. Using an interdisciplinary team from CCT we developed a programme to explain the derivative structures in terms of their profit and loss dynamics and their risk and accounting profiles. Critically we looked at the range of risks potentially embedded – cash flow risk, mark to market, credit and “wrong-way round” risk and also the discrepancies that can occur under International Accounting Standards (IAS) between the commercial reality and accounting presentation and tax treatment of profit and losses on derivatives.
Risk Team training
Why do we love to design and innovate?
Designing and innovating is what we do best, our learning solutions are bespoke and tailored to meet the client’s needs. Our approach to learning and training is consultative and creative. We deal with each client requirement on an individual basis ensuring we deliver the most effective and efficient training to meet their needs.
We are very familiar with the key challenges L&D professionals face when putting together learning solutions: we are able to come up with training that is cost effective, minimum time away from the desk, interactive and with the right level of content.
Relevance to you the client:
A critical factor in ensuring the course lands well with the audience is making it relevant, topical and interactive. We avoid using generic off-the-shelf material and case studies and at CCT we pride ourselves on creating tailor made materials and case studies and where possible using internal case studies.
What does this mean for the client? When we deliver technical training to your employees we are able to showcase your firms best in class deals and ensure that the training delivered is current and relevant to the firm and them. We also ensure this by making the content applicable to the organisation, demonstrating what is best in class and link the organisations learning objectives to the content and the individual employees.
We thrive on engaging first-hand with the business and working in partnership to run and debrief on real client examples. Delegates gain confidence and get a large amount of knowledge from listening to the business in how they created a solution to real-life client problems and going through a detailed debrief of the problem and solution. This helps in breaking down the “silos” and barriers within the organisation and creates a more collaborative collegiate environment where knowledge sharing and peer to peer learning is paramount.
We often get asked “how do you know so much about the business? Did you used to work here?” the simple answer is that we work tirelessly to ensure our content is highly relevant and applicable to the organisation
Blending Behavioural training and technical training
We are seeing a number of clients including soft skills into the technical training programme. There seems to be a shift in the way learners are wanting to learn and shifting the balance between technical hard skill training to the more soft/behavioural topics.
At CCT we have a strong trainer faculty that has the ability to blend skills such as teamwork, peer to peer learning, time management, communication and presentation skills throughout the programme through interactive case studies in small groups and various interactive learning interventions. throughout the technical programme.
We have a team of behavioural training specialists that are able to deliver soft skills training as stand alone modules either at the beginning of the programme, post programme or as individual training modules.
Managing Change – the hearts and minds piece:
Change in an organisation involves not only changing resources and organisation charts, but adapting skills and winning the hearts and minds of employees. .
We have extensive experience in working with organisations to upskill staff or “reskill” staff as they adapt to change. The success of our approach is demonstrated by the initial impact of our programmes and in their longevity, many of our change-oriented programmes have ended up becoming long -running core curriculum programmes that are repeated regularly
Our core offering is focussed on the technical skills within financial services organisations including (but not limited) to the following: Corporate Banking, Investment Banking, Global Market and Fund and Wealth management, our faculty have a wealth of experience and first hand experience of the roles these individuals play within the organisation.
We are able to run Training Needs Analysis on employees, to understand the technical knowledge gaps this helps us in tailoring the content so the learners will get the most out of the training delivered.
Our continued success in this area is our strong faculty, partnership approach, commitment to quality and creating new and innovative case studies this keep our programmes relevant, topical and reflecting your business as it is today.
At CCT we provide full support to all of your training, our trainer and admin teams will ensure the smooth running of all programmes. No request is too big and we will happily work with the client to solve for any issue. We are able to support in the following ways:
- Programme Management
- Pre programme learning
- During Programme support
- Post Programme
Our admin team have extensive experience in managing the end to end logistics and support for big and small training programmes. From portal management, usage of eLearning modules, day to day support (sign in sheets) post programme feedback we are able to support the client.
As part of pre-programme support we have a library of targeted and focussed self-study (elearning and webinar) modules. When these foundation modules are completed as part of the pre programme activities it allows participants to go deeper during the programme, Pre programme self-study when completed is an impactful way of learning and provides an excellent foundation to the in-class programme.
Including regular testing throughout the programme is a way for trainers to assess how the learners are doing and who is in need of additional support. Our trainers are available pre training and we have optional tutorials at the end of each day for those that require additional support. Throughout the programme we include informal tests in the form of knowledge checks/pop quizzes.
Regular testing is a useful way to collect data for reporting purposes, but it is also an excellent way for trainers to assess where the knowledge gaps are how the class is performing.
Post programme feedback is increasingly becoming a requirement from clients, we are able to support with feedback including both qualitative (attendance, contribution, team work, attitude, business acumen ) and quantitative (exam/test scores) feedback. This feedback is used to report to line managers, as part of graduate scorecards/performance reviews and for HR/L&D to address key areas of development. We work with each client to deliver feedback in the format/manner that meets the requirements.