Finance Training Courses and Workshops
School(s) providing training of Finance Knowledge,Skills and Tools

Managing Personal Effectiveness Workshop
Course Format: On-site
School/Trainer: Gold Seal Practice Management Pty Ltd [>>]
Training Center(s)/Venue(s): Melbourne, Australia

As every single day flashes by faster and faster, we all need to find new perspectives on how to manage our time more effectively. This popular half day session aims to increase the effectiveness and/or efficiency of personal and corporate time use. Key Topics �?Applying an analytical framework to time-management challenges to produce an objective rather than emotional view �?Establishing......

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Designed as a follow up to Building Client Relationships, this workshop covers the establishment and leadership of a sound client service-oriented team, and helps you to establish systems and measurement of client service principles. Key Topics �?What is quality customer service? �?The importance of focusing on customer service �?Assessing the current level of customer focus in the organ......

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This workshop introduces people involved in sales to specific behaviours and techniques aimed at building their record of success. It enhances existing confidence and competence to enable increased closing rates on a sustainable basis, and the building of strong client relationships and greater client satisfaction levels. Key Topics �?Overview of the Sales Process �?Setting the scene �?......

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Managing interpersonal differences isn’t easy. Signs of mismanagement are everywhere �?backbiting rivalry, bitter divorces, bickering coworkers. Mishandling these differences leaves emotional scars, diverts energy from where it’s really needed and undermines morale. In the face of all this difficulty, many people walk away from conflict. Despite the risk of pain and irritation, however, the r......

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The world of professional business can place many demands on our abilities �?often in areas that are not in our range of core skills. This workshop is designed to help participants to improve their day-to-day writing skills and deal with any writing tasks they may come across, in order to get ahead in the business world. Key Topics �?Planning a document �?Types of words to use and avoid w......

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This course will help delegates and teams to create and maintain rapport with clients and team members, demonstrate a range of communication techniques to build client relationships and initiate action plans for continued self-development to ensure transfer of new skills to the workplace. It is designed to build a solid client service orientation in individuals and teams, to help differentiat......

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The Gold Class Broking Workshop series builds on core skills and knowledge obtained in mandatory accreditation courses (RG 146) enabling brokers to develop high quality broking skills. It assists in the building of communication and analytical behaviours required in each broking transaction, ensuring that maximum value is obtained from each client contact. Key Topics �?Improved understan......

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Here’s an opportunity to find out just how far reaching the Insurance Contracts Act is for Brokers and their clients. This half-day workshop offers an in-depth look at the Insurance Contracts Act, examining how the Act affects every stage of insurance transactions including pre-contractual negotiations, formation, policy terms and claims. Changes and amendments to the Act will be highlig......

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This workshop assists participants by providing a clear understanding of each of the elements of an insurance transaction, how to integrate retail client disclosure requirements and improve the quality of broking practices. �?Key Topics �?Material covering any recent FSR refinements. �?How the ‘E.A.G.E.R.�?Broker goes about the broking transaction including: - Client Engagement - Renew......

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Many Responsible Managers worry about protection and liability in their critical roles, and are concerned that there is very little relevant training around to help them come to grips with their obligations. Retaining senior staff or appointing new employees in Responsible Manager roles is proving difficult in many businesses. This course is designed to raise the awareness of Responsible M......

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