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.
Meridian Training Solutions Limited
Registered Office: 35 Mindelheim Avenue, East Grinstead, West Sussex, RH19 3US
Registered in England | Company No. 6772799