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Advanced Presentation Skills for Financial Services Professionals

Experienced presenters will move to new levels of increased confidence by consolidating basic skills and learning advanced presentation techniques.

Businessmen and women collaborating on a presentation to a client

A one-day course

Advanced Presentation Skills Training: First Impressions

  • The ABC of first impressions
  • The key opening line
  • How to begin confidently
  • Handling nerves
  • Owning the “stage”
  • Initial feedback

Exercise: Introductory presentation -who I am, where I am from, why I am here 

Essential Physiology of the Skilled Presenter

  • Physiology – the data
  • What defines confidence from an audience perspective?
  • Using eye contact to build a connection
  • Stance – presidential or casual?
  • The importance of stillness – and movement
  • Open body language
  • Using hand gestures to develop engagement

Exercise: Short presentations and feedback

Presentation Preparation

  • The race is won in training not just on the track
  • Defining your objectives
  • Using the 3Cs to construct your presentation
  • Building objectives into your opening
  • Using the “3 Ps” to start your message
  • Gaining audience buy-in – before you begin
  • Using the audience's point of view
  • Achieving audience attentiveness
Exercise: Applying the 3Cs and 3Ps to your presentations

Advanced Presentation Skills Training: Audience Interaction and Engagement

  • Questions to encourage participation
  • Techniques to increase and reduce participation
  • Handling audience responses
  • Connecting participation with objectives
  • Controlling comments and responses
  • Developing interaction with what you say and do
  • Inviting audience interaction
  • Better alternatives to “any questions?”

Exercise: Short interactive presentations on a given topic, or a topic of your choice, with feedback

The Importance of Visuals – Slides

  • Essential PowerPoint skills
  • Using the AIDS technique to build engagement
  • Handling large amounts of data on slides
  • Drawing attention to key elements
  • Connecting your slides with your objectives
  • Using images instead of words

Example: Short PowerPoint presentation of your choice with individual feedback

Using Visuals to Support Communication – The Power of Flip

  • Another medium of communication
  • Using images to help imagination
  • Linking images to objectives
  • Improvising image building & engagement
  • Key colour choices
  • Quick techniques to build images
  • Preparation and improvisation – prepare your ad hoc moments

Exercise: Fun session. Drawing your objectives

Handling Objectives and Objections

  • Practical application of tools & advanced presentation techniques
  • The power of the 3-minute presentation
  • Opportunity for preparation and best practice in delivering presentations
  • Individual feedback
  • Audience participation
  • Building confidence in you and your audience

At Redcliffe, our advanced presentation skills training leader has vast experience working with financial management at all levels. Helping professionals further enhance existing and develop new methods, this trainer has a single vision; to help you and your organisation reach its goals. He does this cleverly and effectively via advancing the development of the actual person. As such, sales are directly impacted, positively.

With a repertoire of impressive recent projects including Finance for Sales with Tata Steel, Finance & Commercial Negotiation Skills for ESPO, and a “mini MBA” programme for Oman Broadband, our expert is fully equipped. Projects are in addition to presentation, leadership and communication skills programmes for financial services, manufacturers and healthcare professionals.

Our advanced presentation skills course specialist has been producing relevant training specifically for management and leaders. Courses have been successfully delivered in 25 countries across Europe and the Middle East. Training ensures an in-depth understanding of how decisions affect overall performance. Learning can be combined with coaching and leadership skills whilst our trainer takes heavily into consideration how communication skills must develop surrounding existing responsibilities.

As a specialist in his field, our trainer works with a minimum of 150 organisations including insurance, energy service and automotive companies, banks, hotels, retailers, agriculturalists, charities and the public sector. With an extensive background in financial services, this trainer is committed to developing the communication skills of his clients.

Qualifications held by this trainer include an MBA from Cranfield University and he holds the Financial Planning Certificate. In addition, he is a Master's Practitioner in NLP and Level A qualified in Psychometric Testing through the British Psychological Society. The trainer is a Fellow of the Chartered Institute of Personnel & Development, a member of the Institute of Training and Occupational Learning, a member of The Chartered Institute of Bankers, an Associate Member of the European Mentoring & Coaching Council, and a Fellow of the Professional Speaking Association. Delegates are in very safe hands when learning advanced presentation techniques at Redcliffe Training.

Redcliffe’s advanced presentation skills course is ideally suited to professionals working in finance alongside any industry requiring competence in the ability to communicate with various groups of people, effectively. During the session, participants will:
  • Deliver presentations more confidently and with impact using advanced techniques
  • Build clarity on the key audience message
  • Identify best practices for visual aids
  • Become familiar with complex data presentation techniques
  • Learn and develop techniques to increase audience engagement
  • Practice delivering financial services presentation & management presentations
  • Receive individual coaching, helping to enhance your skills on a 1-2-1 level
  • Develop strategies to handle audience questions
  • Manage audience dialogue to develop engagement
  • Identify key messages within an advanced presentation
  • Refine audience message takeaways
  • Increase confidence as a presenter
  • This advanced presentation course will help improve confidence in your audience in you as a communicator

  • This advanced course includes many varying scenarios applicable to the use of advanced presentation skills; not just PowerPoint
  • Understanding everyone presents differently, you’ll experience a tailored approach to developing your unique style
  • Training is delivered online, live, in a virtual classroom, across two half days giving participants the opportunity for reflection
  • Advanced sessions are delivered in the morning allowing you to test your new-found skills during the working afternoon
  • Combining the application of basic techniques alongside advanced skills, participants leave this course with a clear understanding of how to push their style forward successfully
  • Advanced presentation training is combined with individual feedback and coaching

This advanced course is a must-know for:
  • Wealth Managers engaged in competitive client presentations
  • Senior Executives making investor presentations
  • Financial services professionals using ‘data heavy’, complex presentations
  • Private equity professionals seeking to raise finance through pitches
  • Financial Services professionals seeking greater buy-in from team meetings
Advanced presentation skills training is beneficial for:
  • Financial services professionals seeking greater self-confidence, easier preparation and more engaged audiences

Effective communication is at the heart of every good organisation and all business professionals must play their part. From informal team briefings to the strategic delivery of messages to a large audience, you will learn to quickly and effectively hone in on existing skills whilst reading the audience and switching to more advanced methods where required.

Whilst many will dedicate hours to slide preparation, the key human element of communication confidence is often forgotten. Redcliffe’s highly interactive, one-day advanced presentation training focuses on developing that confidence for application in realistic scenarios based on job roles.

A huge facet of effective presentation is the feeling an audience is left with. Whether presenting in a small group or to hundreds at a seminar, there is a wide range of tools and techniques designed to help. Taking these into consideration during preparation allows presenters to send the right message based on the audience whilst handling questions on the go.

To develop advanced presentation techniques effectively, new skills require practice and feedback. This course has everything covered including advanced PowerPoint possibilities. It’s important to remember, not everyone likes being ‘talked at’. Building rapport and engaging the audience are key skills to develop here. This course provides a safe and professional environment to practise and thrive.

Redcliffe’s online training session consolidates basic skills with more advanced techniques, allowing experienced presenters to reach new levels of confidence, competence and skill. Participants are asked to give short, pre-prepared presentations to apply learning and develop confidence during this live and interactive course. Attendees require computer access with a camera and microphone. Full instructions are provided in advance.
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