When staff are new to sales it can seem daunting, especially when they have targets to meet. If the staff you need to promote your products and services get it wrong then it can knock their confidence and negatively impact how your customers see you as an organisation. This programme provides staff with the basic skills they need to sell. This course will help participants: Profile customers Research and identify potential new customers Use the consultative sales process Build effective rapport with customers Identify customer needs through effective questioning and listening Position products and services effectively Close the sale or gain commitment to further action Manage their customer portfolio to maximise sales 1 Introduction Aims and objectives of the training Personal introductions and objectives Self-assessment of existing sales skills Overview of content 2 Knowing your customers Who are your customers, and what do they want from you? What are your strengths, compared to your competitors? Who are your new potential customers? How do you communicate with new customers? What do you need to know about your customers before you start to sell? Making the initial approach Planning your pipeline - keeping the customers coming 3 The four-step sales process Overview of the consultative sales process Key benefits of using the consultative sales process Focusing on behaviours not targets The behaviours of a good salesperson Common pitfalls and mistakes Personal strengths and weaknesses 4 Building rapport First impressions - Mehrabian theory of communication Short cuts to building rapport Looking out for clues as to how the customer is thinking Looping back to keep the conversation flowing Acknowledging past communication Dealing with emotions such as anger Setting the agenda to keep control Getting past gatekeepers 5 Questioning and listening How to ask open questions to uncover information Left brain questions When closed question can be useful What stops us listening? The four levels of listening How to develop your listening skills 6 Presenting products and services to customers When to present Using benefits not features Making it personal Using reciprocity The tendency towards the middle Using consistency 7 Gaining commitment Testing the water Dealing with objections using ACLEO Asking for the business Getting referrals Ending with a personalised close Following-up 8 Managing your customer pipeline Spotting opportunities for cross-sales Managing your portfolio Maximising sales proactively Review meetings Customer satisfaction measures and surveys Mystery shopping 9 Putting it all together Skills practice Personal learning summary and action plans
This programme provides an intensive, one-day overview of the key concepts and techniques of project management. The project management methods presented can be applied to a wide range of projects and the course emphasises both the task and the team-related aspects of project management. The aims of the programme are to: Present the key concepts of project management Provide a structured approach for managing projects Demonstrate tools and techniques for planning and controlling project work Enable participants to apply the techniques to their own projects At the end of the programme, participants will: Recognise the benefits of a structured approach to project work Be able to apply a range of practical tools and techniques to improve their personal effectiveness in project work Have a means of determining the status of current projects and know what actions are needed to ensure success 1 Introduction Why this programme has been developed Review of participants' needs and objectives 2 Key concepts The characteristics of projects and project work The four key phases of a project Essential lessons from past projects Key success factors Achieving success through the 'Team-Action Model' Challenges of the multi-project situation 3 Setting project goals Understanding 'customer' requirements Managing project stakeholders and gaining commitment Using questioning skills to define goals and success criteria Defining and documenting the scope of the project 4 Project planning Defining what has to be done Creating a work breakdown Agreeing roles and responsibilities for the work Developing a programme using networks and bar charts Estimating timescales, costs and resource requirements Planning exercise: participants develop a project plan Identifying and managing project risks Using project planning software Managing and updating the plan 5 Project implementation and control Creating a pro-active monitoring and control process Techniques for monitoring progress Using latest estimates Managing project meetings Resolving problems effectively Managing multiple projects Personal time management 6 Course review and action planning Identify actions Sponsor-led review and discussion of proposals Conclusion
Overview Learn how to price equity options and the features that make them different from other asset classes. Explore how to use these products for taking equity risk, yield enhancement and portfolio protection Who the course is for Risk managers Bank treasury professionals Finance Internal Audit Senior management Fixed Income, FX, Credit and Equities traders Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This 1 day course focus on comprehensive review of the current state of the art in quantifying and pricing counterparty credit risk. Learn how to calculate each xVA through real-world, practical examples Understand essential metrics such as Expected Exposure (EE), Potential Future Exposure (PFE), and Expected Positive Exposure (EPE) Explore the ISDA Master Agreement, Credit Support Annexes (CSAs), and collateral management. Gain insights into hedging strategies for CVA. Gain a comprehensive understanding of other valuation adjustments such as Funding Valuation Adjustment (FVA), Capital Valuation Adjustment (KVA), and Margin Valuation Adjustment (MVA). Who the course is for Derivatives traders, structurers and salespeople xVA desks Treasury Regulatory capital and reporting Risk managers (market and credit) IT, product control and legal Quantitative researchers Portfolio managers Operations / Collateral management Consultants, software providers and other third parties Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
This one-day workshop is designed to build upon skills already acquired using Microsoft Word, whether participants are self-taught or have previously attended a course. It gives participants a good understanding of managing different types of paragraph indents, and managing automated numbered paragraph lists. This course will help participants: Create and manage the layout of paragraphs Create and manage multi-level numbered paragraphs Effectively insert, use and manage section breaks Create and manage columns Find, create and apply styles Create and update a table of contents from styles Work with styles to manage formatting Work with sums in tables and use table headings Input and edit text using AutoText Work with SmartArt graphics Link to other files using paste special 1 Managing paragraph layout Controlling paragraph layouts with indents Creating and managing paragraph hanging indents 2 Numbering paragraphs Creating a new multi-level numbered paragraph Managing existing multi-level numbered paragraphs 3 Inserting columns Creating columns from existing paragraphs Setting up columns Managing columns 4 Document section breaks Controlling document layout using section breaks Managing page orientation using section breaks Managing page numbering using section breaks 5 Using styles Applying quick styles Finding existing styles Creating and saving styles Modifying styles Creating a table of contents from styles Updating a table of contents 6 Using quick parts Saving content to quick parts Modifying saved quick parts Inserting content using AutoText Editing AutoText entries Inputting text using AutoCorrect 7 Advanced table features Sorting table columns Running sums in tables Repeating table headings at top of page Importing Excel content in tables Using table properties 8 Creating a mail merge Creating letters, labels and emails Merging addresses from external files Using Outlook's address book to merge Merging to email 9 SmartArt graphic Visually communicate content with SmartArt Choosing a SmartArt graphic Inputting into SmartArt Modifying and formatting SmartArt graphics 10 Linking to other files Linking to files using paste special Linking an Excel chart to a document Managing linked content from Word
Overview Explore trading and hedging applications of barrier options across interest rate, FX, and equity markets. Who the course is for Executives of listed companies who want to enhance their knowledge and skills in ESG and sustainability. Corporate professionals who want to integrate ESG initiatives into their organizations and improve their ESG programs. ESG professionals who want to gain a deep understanding of ESG frameworks, reporting standards, and best practices Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview This is a 2 day applied course on XVA for anyone interested in going beyond merely a conceptual understanding of XVA and wants practical examples of Monte Carlo simulation of market risk factors to create exposure distributions and profiles for derivatives used for XVA pricing Learn how to do Monte Carlo simulation of key market risk factors across major asset classes to create exposure distributions and profiles (with and without collateral) for derivatives used for XVA pricing. Learn how to calculate each XVA. Learn sensitivities of each XVA and how XVA desks manage these. Learn regulatory capital treatment of counterparty credit risk (both for CCR and CVA volatility) and how to stress test this within ICAAP or system-wide external, supervisor-led capital stress test. Who the course is for Anyone involved in OTC derivatives XVA traders XVA quants Derivatives traders and salespeople Risk management Treasury staff Internal audit and finance Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
Overview A 1-day course on inflation-linked bonds and derivatives, focusing on the UK market in particular. We examine how inflation is defined and quantified, the choice of index (RPI vs. CPI), and the most common cash flow structures for index-linked securities. We look in detail at Index-linked Gilts, distinguishing between the old-style and new-style quotation conventions, and how to calculate the implied breakeven rate. Corporate bond market in the UK, and in particular the role of LPI in driving pension fund activity. Inflation swaps and other derivatives, looking at the mechanics, applications and pricing of inflation swaps and caps/floors. The convexity adjustment for Y-o-Y swaps is derived intuitively. Who the course is for Front-office sales Product control Research Traders Risk managers Fund managers Project finance and structured finance practitioners Accountants, auditors, consultants Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now
At times, everyone involved with a business will find themselves in a position where they are faced with difficult decisions. Being able to deal with these situations effectively and confidently is an important interpersonal skill. This is especially true for managers who will be forced to make tough decisions on a regular basis, but need to ensure that the business continues to perform both during and after the difficult decisions have been made. The manner in which they approach and implement these decisions can sometimes be the difference between success and failure. Course SyllabusThe syllabus of the Dealing with Difficult Situations with Confidence course is comprised of four modules, covering the following: Module OneSelf Awareness Attitude towards challenges - self-resilience Going into a challenging scenario - how to prepare Recognising the signs of contention Giving feedback constructively Module TwoHaving Difficult Conversations with Confidence Behaviour labelling - preparing the approach Assertiveness techniques Dealing with a difficult issue focussing on behaviour & consequences Keeping objective and professional throughout Module ThreeExamining Your Preferred Communication Style Recognising the different communication styles Analysing your preferred style - Paradigm FitIn Profiler review Identifying the most appropriate situations for each style Module FourHelpful Interpersonal Skills Effective questioning techniques Active listening Body language Recognising and dealing with behaviours Displaying and creating positive attitudes Remaining Assertive and in control
Overview This course covers distressed debt analysis and investing, focusing primarily on corporates but also including financial institutions and sovereign debt as special topics. The programme begins with the foundations of the distressed debt market, causes of and early warning signals, possible outcomes and how to evaluate the probability of outcomes in different scenarios. Restructuring is reviewed in detail, as well as estimation of sustainable debt levels, business valuation and the importance of capital and group structure. Differences between active control and passive non-control investments are highlighted, including stakeholder tactics and due diligence. Case studies cover a variety of companies across sectors and geographies, challenging delegates to make investment decisions on real distressed debt situations. Who the course is for Distressed debt investors, Loan portfolio managers and Private equity investors Hedge fund managers High yield credit analysts and Equity analysts High yield asset managers and Mergers and acquisitions bankers Debt capital markets/leveraged finance bankers Business turnaround/restructuring accountants/corporate finance professionals Lawyers Strategy consultants Course Content To learn more about the day by day course content please click here To learn more about schedule, pricing & delivery options, book a meeting with a course specialist now