Training Courses for Financial Services Staff
Instructor-led Microsoft, admin and management training for finance, lending and accounts teams – delivered at your offices, remotely via Teams or at our public venues, with confidentiality built in.
Finance Sector Staff Training · UK-wide
Instructor-led Microsoft, admin and management training for finance, lending and accounts teams – delivered at your offices, remotely via Teams or at our public venues, with confidentiality built in.
Certificated training
Onsite, remote or public
Half-day or full-day sessions
Volume discounts on 5+ courses
Training Courses for Financial Services Staff
Keys Training® provides instructor-led Microsoft Office, Copilot, admin and management-skills training for staff working in financial services, lending and accounts teams.
Business skills training delivered for a finance sector team
Training delivered for
Lenders & bridging finance firms
Accountancy & bookkeeping practices
Credit control teams
Financial advisers & brokers
Fintech & payments businesses
Corporate finance teams
Courses built around finance and accounts teams
Every course below can be delivered in-house at your offices, or remotely via Teams – useful for compact finance teams who can’t all step away at once. Click a course for the full outline or browse the full course finder.
Microsoft & digital skills
Microsoft Excel (Intro to Advanced)
Reconciliation, reporting and modelling spreadsheets, built around your data.
View courseMicrosoft Copilot (AI)
Practical, safe use of Copilot in Outlook, Word, Teams and Excel.
View courseMicrosoft Power BI
Turning finance data into clear, shareable dashboards.
View courseAdministration & communication skills
Credit Control Course
Confident, professional collections and payment conversations.
View courseGDPR Training
Handling client and financial data correctly and confidentially.
View courseReport Writing for Business
Clear client and management reporting.
View courseManagement & personal effectiveness
Finance for Non-Financial Managers
For operations and support managers working alongside finance.
View courseManagement Skills for Emerging Managers
For newly promoted team leaders in finance and accounts.
View courseAssertiveness & Confidence Skills
Clear, professional communication with clients and colleagues.
View courseTime & Priority Management
Managing deadlines, month-end and client demands.
View courseIn-house, remote or public: you choose
In-house at your offices
Delivered in your own meeting room, built around your systems.
- Content built around real client data types
- Trainer travel included nationwide
- Group sizes from 4 to 20
Remote via Microsoft Teams
Ideal for compact finance teams who can’t all be out at once.
- Small group or 1-to-1 sessions
- No cover gaps during the working day
- Teams invites managed by us
Public courses with volume discounts
Send individuals to our UK venues when group training doesn’t fit.
- Preston, Manchester, Liverpool, Leeds, London, Birmingham
- Discounts on multiple bookings
- Same certificated outcome
From enquiry to certificates in four steps
Tell us what your team needs
Call or email with the course, rough numbers and location. We’ll recommend the right level and format – no hard sell.
Pick a date, confirm the quote
We send available trainer dates and a written quotation. You confirm with a PO or payment and we reserve your trainer.
Pre-course tailoring
Your trainer calls to understand attendee roles and gather real examples, so the course fits how your team actually works.
Training day and follow-up
Course delivered 9:30 to 4:30 (or times to suit shifts). Attendees receive certificates, reference material and free post-course support.
Support before, during and after
- A dedicated point of contact for your booking
- Pre-course evaluation forms to set the right level
- Help planning and customising closed courses
- Course certificates for attendee training records
Nationwide, at your site or ours
Our trainers travel to finance sector offices across England, Scotland and Wales. Public courses run at venues in:
PrestonLiverpoolManchesterLeedsBirminghamLondon
- Post-course management feedback reviews
- Free post-course telephone and email support
- Trainer matched to your team’s experience and pace
- Quality reference material attendees keep
Why finance sector teams choose Keys Training
We’ve been training UK financial services and accounts teams for over two decades. Here’s what that means in practice.
Over 25 years training lenders, accountancy practices and financial advisers across the UK.
Company history
No hard sell – every enquiry starts with a free call to understand what your finance team needs.
Our approach
Small-group and 1-to-1 formats designed around compact teams who can’t all step away together.
Flexible delivery
Questions L&D teams ask us
Is our client and financial data kept confidential during training?
Yes. Trainers work with anonymised or sample data during exercises unless you choose to use your own, and any materials shared with us are treated in confidence.
Can training run for a small team without leaving anyone uncovered?
Yes. Many finance teams choose our remote or 1-to-1 formats so only one or two people are out of action at a time, rather than closing the desk for a full day.
How much does finance sector staff training cost?
In-house Microsoft 365 and Copilot courses start from £695 + VAT for up to 8 attendees. Business and management skills courses start from £845 + VAT. A bespoke 1-to-1 remote day is around £495 + VAT.
Can Excel training be built around our own spreadsheets and reports?
Yes, tailoring is included. Your trainer will discuss the reports, formulas and reconciliation processes your team actually uses.
Do you offer GDPR and data-handling training relevant to financial services?
Yes, our GDPR course covers handling personal and financial data correctly, and can be tailored to your regulatory environment.
How many staff can attend a course?
Group sizes are flexible, from 1-to-1 coaching up to around 20 delegates for a classroom-style session.
Do you offer discounts for multiple courses?
Yes. Book five or more courses on a single purchase order and arrange them across the next 12 months at a discounted rate.
Which finance businesses have you worked with?
We’ve delivered training for lenders and bridging finance firms, accountancy practices, credit control teams and financial advisers across the UK.
Arrange training for your financial services team.
Tell us the course, rough numbers and where you are. A training advisor will reply within one working day with options and a fixed fee.