TMC GROUP

Training and Management Consulting Group, Inc.

Training Programs

The following is a sample list of training programs developed for our clients:

Institutional

• Institutional Sales Development
• Institutional Training
• Strategic Planning and Sales Development

Investment and Wealth Management Business and Sales Development Strategies

Business Strategies

• Building Business in Times of Uncertainty
• Bull or Bear... Who Cares
• Business Strategy Session
• Strategic Planning and Sales Development

Wealth Management

• The Wealth Management Solution

Investment Management

• Wholesaling in the 21st Century

Performance Management

• Performance Management Reporting Strategy and Process

Product Development and Training

• Bank Investment Product Referral Trainingl
• Investment Essentials

Professional Development

Management

• Sales Management in the Bank Environment
• Strategic Planning and Sales Development Program

Sales Professionals

Banking

• Advanced Sales Skills Banker Program
• Bank Investment Product Referral Training
• Building a Referral Network
• Communication and Business Development Skills Training
• Selling Skills for the Bank Environment
• Telecommunications Skills

Investment

• Building a Referral Network
• Bull or Bear... Who Cares
• Communication and Business Development Skills Training
• Investment Management Solution Training
• Building a Resilient Business
• Telecommunications Skills

Sales Compliance

• Doing the Right Thing and Doing It the Right Way
• FIBA Sales Compliance for Private Bankers
• Sales Compliance Training for Bank Investment Representatives

Wholesaler Training

• Wholesaling in the 21st Century
• Advanced Wholesaler Training