Financial Services

Count on us to deliver exceptional L&D talent and services to enhance your bottom line


We provide Learning and Development (L&D) talent with specialized banking and finance experience to assist clients in delivering training in industry-specific subjects, software applications, regulatory requirements, and more.

Whether your financial institution’s goals are to develop high potential employees, improve customer satisfaction, reduce expenses, enhance operational efficiencies, or improve compliance and security, The Training Associates (TTA) has the highly qualified learning and development professionals and solutions to help your organization achieve them.

Some of Our Clients Include…

Morgan Stanley logo
Franklin Templeton Investments logo
SunTrust Bank logo
Mass Mutual logo
BBVA Compass Logo

To accomplish this unprecedented training of over 27,000 employees, we partnered with The Training Associates. They were able to source over 500 trainers for us to use for this extended period of time (3 years), who had worked in our industry, had trained adult learners, and were technologically inclined as well.

Nina M Hollon
Executive Director of Desktop Training, Morgan Stanley Smith Barney LLC

Client Project Examples

BBVA Compass Logo

New Hire Teller Training

2 Instructional Designers To Design And Develop Materials For New Tellers
Instructor-Led Training
Technical Training
Professional Skills


Retiree Transition & Professional Development Programs

Since 2014
10 IDD Projects
Instructional Design
ILT, Seminars, Webinars, Virtual Classrooms


Multiple Information Technologies

Email And Internet Basics
Excel 2000
Microsoft Windows 2000 Microsoft Word 2000


Industry Specific Training

4 Years
20 Trainers A Week
Hundreds Of Diverse Industry Courses
Proprietary Product Training

Franklin Templeton Investments logo

WebEx Certification Program

Instructional Design
75 Sales, Marketing & Training Personnel
Virtual Instructor-Led
Technical Training


Systems Upgrade

4 Trainers
100+ Employees
4 Locations
Instructor-Led Training
2 Year Project


Industry Specific Training

Bank Teller Training
Consumer Lender
Small Business Lending
Series 7
Sales & Leadership


Bank New Hire Training

Instructional Designers To Design And Develop Materials For New Hires
Instructor-Led Training
Technical Training
Professional Skills

Morgan Stanley logo

Proprietary System

26,000 Employees Trained
12,000 Locations
500 Trainers Deployed
5 Year Project
2 Week Train-The-Trainer


SalesForce Training

9 Trainers
Admin To Executive
Instructor-Led Training


Industry Specific Training

1,200 Diverse Classes
Retail Banking
Trust & Estate
Wholesale Banking
Bank Teller Operation


Proprietary Training

System Conversion
36 Trainers
Instructor-Led Training
4,800 Employees Trained
700 Locationst