Templar’s coaching and training is practical, relevant and actionable. The sessions are high-impact and centre on our clients’ real business challenges. Participants are able to take new skills and techniques back to the desk immediately.


“Thanks so much for the helpful session and the materials!  I highly recommended it to our HR partners so that others in my division are encouraged to sign up for a session in the future” 

VP, Senior research analyst, US asset manager

“Truly appreciated all of your tips – the Templar session was hands down the best part of the two-day Off-site.”

VP, US private equity firm

“Amazing training session and definitely came away with a lot of good tips and more confidence. Really appreciate it.” 

Director, US advisory bank

“I am sure your seminar can take anybody’s career to the next level.”

Director, Private Wealth Management

“I thought was great.  Certainly the best of its kind I have attended.  He spoke our language and understood as much about the sales process as anyone not sitting in this type of seat can.”

Director, FX Sales – global investment bank.

“I found the course to be extremely helpful. [My firm] should hire you as a full time guy training employees and helping our clients. “

Director, US Asset Manager

“These are the kind of small group or 1:1 sessions that are truly valuable.”

Director, US global investment bank

“We have seen dramatic results after only a few sessions…The feedback couldn’t be more positive.” 

Managing Principal, Capital Formation – US asset manager
Managing Principal,

“Thank you for the very enlightening session! You make it seem so easy!” 

VP, Private Asset Management

“The session was interesting as well as helpful and will definitely utilize the techniques discussed.” 

VP, global investment bank

“Honestly, the most useful training I’ve gotten since I started at [bank].”

Managing Director, FX Sales – global investment bank
Managing Director,

“To sum the course up it was simply ‘brilliant’. It has been one of the best courses I have attended both in person and virtually.” 

VP, leading global speciality insurer

 “There was nothing that we did in that room that wasn’t helpful…” 

Global Head,  Institutional Client Group of a major bank on attending Templar training
Global Head,

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