Case Studies

We are proud of the work we have achieved with our clients; we have worked with a very broad range of national and international clients – from energy companies to charities to food manufacturers. All of whom approached Complete Financial Training with a need and desire to create a bespoke learning programme for their employees to make a real difference to achieving the company’s financial and commercial goals.

Our case studies below detail what we have achieved with the clients that we have worked with; what challenges they faced, how we worked alongside them to create a solution in the form of a programme based around their requirements and what the result was.

Click on the case studies below to find out how we’ve helped their employees get a solid handle on their organisation’s finances.



This fresh, energetic and relatively new energy company asked us to design two courses for them: “Boosting Your Financial Know-How” and “Understanding the Jargon”…

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Tate & Lyle

Tate & Lyle Plc is a global provider of distinctive, high-quality ingredients. Our initial meeting with them highlighted that this was a business looking for a consistent approach to large-scale investments and was keen to upskill middle and senior managers

Johnson Matthey


Our blended learning package helped Johnson Matthey to improve the financial capabilities of their time-pressured global senior team. We started by undertaking a large-scale training needs analysis to pin down gaps in knowledge…



A long-term client, LandSec trust us to deliver engaging classroom training courses, complemented by effective e-learning modules. This includes learning resources allowing staff all across the UK to learn more about the impact they have on business finances…



We redesigned an existing financial training programme within a very tight timeframe, tailoring it precisely to the National Trust’s needs. They had just updated their financial systems and processes, so we were set the challenge to reflect this within the course materials…



PwC have offices in 158 countries and employ more than 250,000 people. They are among the leading professional services networks in the world. In 2011, the Chartered Institute of Management Accountants (CIMA) asked us to partner with them to design and facilitate a one-day business appreciation workshop for PwC consulting graduates…

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This Fortune 1000 company benefitted greatly from one of our classroom workshops, followed up with some personal mentoring. The learning process started with a classroom-based workshop to help participants feel confident with implementing financial techniques…


A True Partnership Approach

One of the world’s largest privately-owned property businesses – developing, managing and investing in properties across a range of sectors – approached us with the requirement of improving their employees business acumen in order to support their business strategy. The initial broad remit of ‘we need our people to improve their business acumen’ to support their business strategy, was given to us…



You’ll never speak to a sales person – get in touch directly with one of our trainers for a no-obligation chat about your team’s learning requirements.

Not sure what training you need yet? We help organisations like yours identify where your employees might need development.