In-house Training
Learn more about TISA's in-house training offering
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Delivered exclusively for your staff, these closed sessions provide a confidential environment for open discussion. an opportunity for firm-specific questions. deeper learning.

Our in-house training workshops offer a flexible, cost-effective way to upskill your teams with expert-led, practical training tailored to your organisation’s needs. Delivered exclusively for your organisation and staff, these closed sessions provide a confidential environment for open discussion, firm-specific questions, and deeper learning.

Whether you choose virtual delivery via TISA’s Zoom training platform, or an in-person session at your offices, our in-house training enables you to access the same high-quality content as our public workshops, with added flexibility and relevance.

 

What our members say

"Highly relevant content delivered by a vastly experienced trainer."

"Really informative with lots of good examples."

What is in-house training?

In-house training allows you to book any of our existing TISA training workshops as a private session for the staff at your organisation. The content is delivered by our experienced trainers and subject-matter experts, focusing on practical application, regulatory expectations, and current industry best practice.

Our sessions can accommodate up to 20 people (depending on the course) and are ideal for firms looking to train multiple team members at once, align understanding across functions, or address specific business challenges in a confidential setting.

Key benefits

Choosing in-house training offers a range of benefits:

Flexible scheduling

We work with you to find a date to suit your business requirements and team availability.

Cost certainty

A fixed fee for up to 20 attendees, making it a cost-effective option for team training. TISA members receive preferential discounted rates across al in-house training.

Tailored focus

In some cases, workshop content can be adapted to better meet the needs of your group or sector, including the incorporation of real-life case study examples.

Confidential environment

Your attendees can ask firm-specific questions knowing the session is closed to others.

Consistent learning

Ensure a shared understanding across teams, departments, or locations.

Expert-led delivery

Training is delivered by experienced practitioners with deep regulatory and industry insight.

Delivery options

We offer flexible delivery formats to suit your organisation:

  • Virtual delivery – Live, interactive sessions delivered via Zoom.

  • In-person delivery – Face-to-face workshops delivered at your offices.

All sessions are highly interactive and include practical examples, discussion, and opportunities for questions.

Workshop topics

You can choose from our full range of TISA training workshops, including (but not limited to):

  • ISAs

  • Vulnerable Customers

  • Client Assets (CASS)
  • Pensions
  • Compliance and regulatory themes

  • NEW: Digital Innovation

If you are unsure which workshop best meets your needs, our team will be happy to help. View the full range of topics here or look at our current training schedule.

Tailoring the content

Where appropriate, we can adapt elements of the workshop to reflect:

  • Your firm’s business model or sector

  • Relevant regulatory priorities or recent developments

  • Specific challenges faced by your teams

  • Case studies aligned to your operating environment

Tailoring options will be discussed as part of the booking process to ensure expectations are clear and achievable.

Who is in-house training suitable for?

In-house training is suitable for:

  • Firms training multiple employees in the same subject area

  • Senior management and leadership teams

  • Customer-facing teams

  • Firms seeking confidential, firm-specific discussion

Pricing

In-house training is offered at a fixed fee for up to 15-20 attendees. Pricing will depend on the chosen workshop, delivery format, and any agreed tailoring.

Please contact us to discuss your requirements and receive a tailored quote.

How to book

To arrange an in-house training workshop or to discuss your requirements, please get in touch with the TISA team.

We will work with you to:

1. Identify the most suitable workshop

2. Agree delivery format and dates

3. Discuss tailoring options

4. Confirm pricing and logistics

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