Unlock your full potential with Expert soft skills Training in Financial, Relationship & Portfolio Management

Susan Kay-Sanna in training

About KaySanna Consulting

KaySanna Consulting is a team of experts in Wealth, Portfolio Management, Relationship Management, and Digital Finance. We offer soft skills training to banking organizations and individuals to help them achieve their financial goals. Our training is designed to improve communication, Relationship Management, Leadership, Financial Literacy, Teamwork, and problem-solving skills.

Training Methodology

  • Pre-coursework, self-assessment surveys with personal feedback, case studies, video, and audio resources before training begins

  • Face-to-face or Virtual engagement sessions with activities, simulations, gamification, and break-out rooms

  • Progress and habit tracking, practical next steps and practicing new skills in the workplace

Let’s Get Started

Please share your details and allow us to partner with you in your transformation journey