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Designed to provide participants with a thorough grounding in the basics of lending to both private and company clients, to enhance and improve their analytical skills and enable them to maximise profitability and minimise risk when establishing credit facilities.

A beginner's guide to the how and why of derivatives that provides participants with an understanding of the products and techniques used in derivatives markets. Ideal for anyone involved in front, middle or back office as well as ancillary functions i.e. sales, marketing, IT, support services.

For those new to investment sales & management, this course offers an invaluable introduction to the world of investments with particular focus on the 'jargon'. Providing participants with the knowledge and confidence to deal with clients, enabling them to meet and exceed their expectations.

While no one can deny the speed and efficiency made possible by electronic forms of communication, all too often it results in disaffected clients suffering from depersonalised communication. However, used correctly, phone and email technology can be used to strengthen client relationships – and this course explores, in practical terms, how it can be achieved?

In an increasingly competitive service environment, everyone claims client satisfaction is their top priority. But how can you satisfy clients, if you don’t fully understand their motivations and concerns. This course represents a unique opportunity to explore client psychology – from how they take in information to how they make decisions – and how to use this information to grow your business.

In an increasingly competitive industry, the ability to negotiate and enhance profitability has become a critical business development and relationship management skill. This course highlights the integral nature of negotiation to preserving and increasing profitability whilst developing and strengthening long-term client relationships, and provides a flexible framework to enable participants to prepare and negotiate effectively with current and prospective clients and intermediaries.

A finite and increasingly competitive marketplace necessitates that we intensively cultivate each client’s business to enhance the profitability fo the relationship – and it’s particularly crucial when selling to high net worth individuals (HNWIs) and corporates. Designed to enable participants to develop and refine techniques to identify and address their clients’ needs – not only to win new business, but also to increase the the range of business completed with existing clients.

Presenting professionally is an invaluable skill when trying to win new business – particularly when you’re invited to compete in a beauty parade for a new HNWI or corporate client. There’s an art in presenting to sell and that’s precisely what this course aims to help you develop – with a practical emphasis on preparing to deliver effective and professional presentations that really sell.

For those who want to develop their people management skills, this highly practical course aims to help you maximise the performance of your team by developing your leadership skills and you ability to achieve results through others. 

A broad brush introduction to people management, defining responsibilities in relationto the team and the organisation, this course focuses on the role of supervisor/manager and how they affect individual and team performance.  It also provides a thorough basic foundation in the skills required - team leadeership, communication one-to-one and with the team, delegation and self management.