Examples of work undertaken:

Below are a number of examples of training design and delivery work that we have completed for various clients:

• The co-design of a 340-page distance learning manual, to be used by new entrants to the financial services industry. Readers would be able to successfully attempt the SII's "Introducing Investments" qualification.
• The design and delivery of one, two and three day J0-exam revision workshops for J01 (Personal Tax), J02 (Trusts), J04 (Pension Funding Options) and J05 (Pension Income Options).
• The design of a support programme for advisers using the ifs DipFA qualification route to RDR-compliance.
• A Training Needs Analysis (TNA) and design for a workshop for use by one of the leading bodies for the provision of education and life-long career support services to the financial services industry.
• Designed and assisted in the project management of a major bank's Financial Planning Depolarisation project.

Whatever your design or delivery needs, please contact us to find out how MTS can help you achieve your goals.