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…

“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 HollonExecutive Director of Desktop Training, Morgan Stanley Smith Barney LLC

Project Examples

  • BBVA Compass

    New Hire Teller Training

    2 Instructional Designers to design and develop materials for new tellers
    Instructor-Led Training
    Technical Training
    Professional Skills

  • Edward Jones

    Retiree Transition & Professional Development Programs

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

  • edwards logo

    Industry Specific Training

    4 Years
    20 Trainers a Week
    Hundreds of Diverse Industry Courses
    Proprietary Product Training


  • Essex Bank

    Multiple Information Technologies

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

  • Franklin Templeton Investments

    WebEx Certification Program

    Instructional Design
    75 Sales, marketing & training personnel
    Virtual Instructor-Led
    Technical Training

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