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Corporate training · Finance and insurance

Language training for finance and insurance

In banking and insurance, an imprecise explanation can cost a client’s trust. My Sherpa trains your teams to discuss technical and regulatory topics with confidence, with clients and international partners alike, in Dutch, French and English.

Discuss technical and regulatory topics with confidence, in the language of the people you deal with.

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A financial adviser answers his trainer’s question during a one-to-one lesson in a meeting room
On the programme

The situations your teams work on

A few examples. The final programme starts from your teams’ real situations.

Client advice

Explain a product, a contract or a guarantee simply, answer questions.

Regulation and compliance

Read and discuss a regulatory text, present a procedure, report back.

Meetings and negotiation

Speak up in a meeting, defend a position, close a deal in English.

Writing

Write precise e-mails, reports and summaries.

Languages, format, follow-up

Training built for your teams

The languages

Dutch and French for Belgian clients, English for international exchanges.

The format

One-to-one lessons for managers and advisers, or small groups, mostly online.

The follow-up

Regular assessments and a final report detailing each participant’s progress.

The steps, from needs analysis to final report: how a training programme works.

Small group language training: one participant speaks while her colleagues listen around the table
Frequently asked questions

Finance and insurance: your questions

Another question? Call the Corporate team or ask for a call back.

Yes. The programme uses materials adapted to your company; your documents (presentations, standard letters) can serve as the basis for exercises.

Yes. One-to-one lessons suit busy diaries: online sessions, flexible hours, objectives specific to each participant.

Through regular assessments, interim reviews and a final report with recommendations, sent to the company.

Each programme is quoted individually: the price depends on the number of participants, the format (one to one or small group, online or at your premises) and the number of hours. You receive the quote with the training plan, after the analysis of your needs.

Your project

Training for your advisers and managers

Bank, insurer, broker or financial service: tell us about your needs, and we will propose a programme and a quote.

Other sectors: Industry and construction, Pharma and healthcare, Hospitality and tourism, Transport and logistics, Public sector and institutions, Embassies and expats. And for office software and AI: our Microsoft 365 training and our AI training.

Discuss your project

Contact us

Let’s discuss your project

A programme to build, a quote to request? Call the Corporate team Monday to Friday, 9 am to 5.30 pm, or leave your details: an adviser will call you back to analyse your needs.

They trust us

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