Client Solutions

Customizing outcomes through our
virtual or in person training experiences

TCC’s core competency is delivering both virtual and live learning outcomes to the financial services industry. We customize each learning and development solution to meet our client partner’s goals by focusing on the Who, What, and How of every training engagement.

WHO? – Our TCC XP3RTs

Successful instructors know their subject matter and are captivating to their audience. We match our XP3RT’s content expertise and their ability to reach learners, from interns to C-Suite executives, with our partner’s specific needs and training goals.

WHAT? – Commanding content expertise

We deliver customized learning solutions around six core areas of financial services.

ASSET MANAGEMENT
  • Asset Liability Management (ALM)
  • Liability Driven Investing (LDI)
  • Active v. Passive Management
  • Indexing, Enhanced Indexing, ETFs
  • ESG (Environmental, Social, Governance) Investing
  • Factor Investing
  • Alternative Investments
  • Wealth Management
  • Portfolio Theory
  • Risk and Return
CAPITAL MARKETS
  • Equity Capital Markets
  • Fixed Income Capital Markets
  • Commodities
  • Macro Markets
  • Derivatives
  • Foreign Exchange
  • Credit Analysis
  • Short-term Interest Rate Derivatives
  • Fixed Income Capital Markets
  • Interest Rate Swaps
  • Credit Default Swaps (CDS)
  • CLOs, MBSs
  • Structured Products
  • Distressed Debt
INVESTMENT BANKING
  • Financial Modelling
  • Valuation
  • Merger Modeling
  • LBO Analysis
PROFESSIONAL (SOFT) SKILLS
  • Leadership
  • Ethics
  • Diversity Training
  • Communications
  • Presentations (PPT)
  • Personal Brand
  • Presentation Skills
  • Business Writing
SALES AND TRADING
  • HFT (High Frequency Trading)
  • Market Making
  • Settlement Cycle
  • Financial Products
  • Modelling Instruments
SUPPORT FUNCTIONS
  • Operations
  • Legal
  • Compliance
  • Human Resources

HOW? – Custom solutions tailored to each partner’s specific needs and goals

TCC’s XP3RT in-person and virtual training solutions are core to our comprehensive, outcome-oriented approach. We consult with client partners to customize detailed training programs which include:

  • Interactive Online Modules
  • Interactive Live Learning
  • Precourse Modules
  • XP3RT Industry Content
  • Integrated Videos
  • Knowledge Checks
  • Feedback Loop to the Learner
  • Reporting to HR and L&D

Learn more

Discuss your training needs with a TCC XP3RT