Advanced Presentation Skills for Financial Services Professionals

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 Advanced Presentation Training

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Download: Course Outline

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

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: Exploring Slides

This advanced presentation skills course covers 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 and 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 concludes our advanced presentation skills training course

A leader with vast experience working with financial management delivers Redcliffe Training's Advanced Presentation Skills course.

This trainer has a single vision: to help you and your organisation reach its goals. He does this by advancing the development of the actual person. As a result, sales improve and confidence grows. Helping professionals further enhance existing and develop new methods.

Our advanced presentation course expert has a repertoire of impressive projects. These include Finance for Sales with Tata Steel, Finance & Commercial Negotiation Skills for ESPO, and a “mini MBA” programme for Oman Broadband.
Besides presentation, leadership and communication skills programmes for financial services, manufacturers and healthcare professionals, this specialist produces relevant training for management and leaders. Courses have been successfully delivered in 25 countries across Europe and the Middle East.

Learning can be combined with coaching and leadership skills, whilst our trainer takes into consideration how communication skills must develop surrounding existing responsibilities throughout this advanced session.

As a specialist in his field, our advanced presentation skills training expert works with at least 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, he is committed to developing the communication skills of his clients.

He has an MBA from Cranfield University and holds the Financial Planning Certificate. Also, he is a Master's Practitioner in NLP and Level A qualified in Psychometric Testing through the British Psychological Society.

Our advanced presentation course leader 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
A Fellow of the Professional Speaking Association

Redcliffe’s advanced presentation training will suit professionals working in finance, alongside any industry requiring competence in the ability to communicate with various groups of people. During the session, participants will:

Deliver powerful presentations with confidence and impact using advanced presentation 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 presentations and management presentations
Receive individual coaching, enhancing 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
Improve confidence in your audience and yourself as a communicator

Presentation skills training is an advanced course. It includes many varying scenarios applicable to the use of advanced skills, besides PowerPoint.
Understanding that everyone presents differently. You’ll experience a tailored approach to developing your unique style.
Training is online, live, in a virtual classroom, across two half days. Participants have the opportunity for reflection in this format.
Sessions run in the morning, allowing you to test your newly acquired skills during the working afternoon.
Combining the application of basic techniques alongside advanced skills, participants leave this advanced presentation skills training with a clear understanding of how to push their style forward.
Sessions include individual feedback and coaching.

Redcliffe's Advanced Presentation Skills 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 training is also 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. All business professionals must and can play their part effectively.

From informal team briefings to the strategic delivery of messages to a large audience, Redcliffe’s advanced presentation skills course will teach you how to hone in on existing public speaking 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. We focus on developing that confidence for application in realistic scenarios based on job roles. A huge facet of a powerful 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, new skills need practice and feedback. This course has everything covered, including advanced PowerPoint possibilities. It’s important to remember that not everyone likes being ‘talked at’. Building rapport and engaging the audience are key skills to develop here.

Advanced presentation training provides a safe and professional environment to practise and thrive.

Consolidating your basic skills with more advanced techniques, experienced presenters will reach new levels of confidence, competence and skill. Participants will give short, pre-prepared presentations to apply learning and develop confidence during this live and interactive course.

Please note: attendees need computer access with a camera and microphone. We will provide full instructions in advance.

It was my first ever go at a presentation in that style - what we learnt throughout the day made that part much easier than I had imagined.
My main aim was to feel more confident giving presentations, and this was certainly achieved. The difference in the way I felt giving the first presentation compared to the last was miles apart. I was very apprehensive about the day, but that quickly settled, and I found it very useful. The feedback - getting instantaneous feedback was brilliant for me.
I found the course very informative. I have done some presenting before, but have never received training. I felt the tips and guidance were very relevant, and with loads of practice and feedback, it made for a good learning environment.

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