Workforce Programmes

The workforce programmes financial services relies on.

Occupational qualifications delivered as workplace-integrated learnerships, CHE-accredited higher-education credentials, and focused skills programmes, all built around the capability the sector actually pays for. 25 years of doing nothing else.

Pick a category below, or talk to us about combining programmes into a workforce pathway tailored to your team.

CPS programmes are designed to support working professionals through structured, workplace-relevant learning. Your staff are guided through the journey, supported through key milestones and encouraged to apply learning back into their roles.

Your team's experience
from start to finish.

Step 01

Structured onboarding

Students are introduced to the programme, platform and expectations before they begin.

Step 02

Programme delivery through CPSLearn

Learning materials, assessments, feedback and progress tracking are managed in one platform-supported environment.

Step 03

Facilitated learning

Where applicable, students are supported by facilitators and programme teams who help connect learning to workplace practice.

Step 04

Workplace application

Programmes are designed to help students apply knowledge and behaviours in real working environments.

Step 05

Progress monitoring

Student progress can be tracked so risks, delays and support needs are identified earlier.

Step 06

Completion and reporting

CPS focuses on completion and measurable progress, giving organisations better visibility into the development journey.

Occupational qualifications (Learnerships)

Workplace-integrated qualifications. Built for the sector's actual roles.

QCTO-aligned occupational qualifications delivered as workplace-integrated learnerships, business banking, insurance, investment, claims and risk. The capability banks, insurers and broker networks ask us to build, year after year.

BankingNQF 5SAQA 61589

Banking in 5IR

Preparing client-facing banking professionals to thrive where human insight meets digital innovation, across digital banking, fintech, consultative engagement, risk and data-driven advisory.

NQF 5120 credits
12 months5 modules
61589SAQA ID
BankingNQF 4SAQA 20185

Banking in the Digital Economy

A 12-month vocational qualification that prepares young South Africans for entry-level roles in modern, digital-first banking environments.

NQF 4125 credits
12 months5 modules
20185SAQA ID
BankingNQF 5SAQA 96100

Leading in 5IR

Preparing banking leaders to harness human and technological synergy, driving agile, ethical and high-performance teams in the rapidly evolving digital financial landscape.

NQF 5163 credits
14 months7 modules
96100SAQA ID
Credited Skills Programmes

Short programmes that carry NQF credits.

Registered short programmes used by financial services organisations to build digital innovation capability, credits that ladder into wider qualification pathways.

BankingNQF 630 creditsCredit-bearing

Digital Innovation: Transformation

Implement digital change with confidence. A QCTO-aligned skills programme (SP-240206, based on Digital Innovation: Implementer) for entry- and middle-level professionals who turn tools, data and innovation into real operational impact.

BankingNQF 740 creditsCredit-bearing

Digital Innovation: Accelerator

Leadership, governance and strategic alignment for managers and innovation leads driving responsible digital transformation. QCTO-aligned (SP-250406, based on Digital Innovation: Driver), anchored in a single integrated case study.

Strategic Short Programmes

Focused 3-6 month programmes for sector-specific capability shifts.

Strategic Short Programmes (SSP), non-credit, focused programmes for the capability shifts banks, insurers and financial services groups need fast: sales performance, leadership, client experience, relationship management and digital change.

Universal

Foundations of Value Selling

Move client-facing teams from transactional selling to value-led client conversations.

Banking

RM for Affluent Market Banker

Develop relationship management capability for bankers serving affluent client portfolios.

Banking

RM for BCC Market Bankers

Develop relationship management capability for business and commercial client (BCC) market bankers.

Banking

Portfolio Management for Portfolio Managers

Build portfolio management capability for active portfolio managers across client books.

Banking

Relationship Management for SME

Add relationship management capability for SME-focused banking teams.

Banking

Relationship Management for Private Bankers

Deepen relationship management capability for teams serving private banking clients.

Universal

Thrive Track Workplace Development

Workplace readiness, confidence and practical capability for early-career hires across all sectors.

FP&I

Principles of Sustainable Investments

Build foundational ESG and sustainable investment capability for advisory and investment teams.

Banking

Branch Manager Development Programme

Strengthen people leadership, performance management and operational delivery for branch leaders.

Banking

Sales and Client Experience: Call Centre

Strengthen sales and client experience capability for call-centre banking teams.

Banking

Sales and Client Experience: Branch

Strengthen sales and client experience capability for branch banking teams.

Banking

Sales: Outbound Call Centre

Build outbound call-centre sales capability for banking client acquisition and retention.

Banking

Business Banking Foundation Programme

Foundational business banking capability for teams new to commercial banking environments.

Need a programme for a team or cohort?

Tell us the capability gap. We'll design the pathway.

We've been combining qualifications, learnerships and skills programmes into bespoke workforce pathways for banks and insurers for 25 years. If you're unsure which combination fits your team, talk to us, chances are we've already built something close to it.

Request a conversation