Background

In today’s competitive landscape, strong communication skills are a distinguishing factor for professionals. Financial services involve complex products and concepts. Skilled communication allows professionals to explain financial information clearly and concisely, ensuring clients understand their options and make informed decisions. Strong communication skills are essential for building strong client relationships. By actively listening, addressing concerns, and tailoring communication styles, professionals can create lasting and positive relationships. Learning effective communication strategies for online platforms, social media, and video conferencing allows professionals to stay relevant and connect with clients. Communication plays a vital role in regulatory compliance. Understanding clear and concise communication protocols helps professionals avoid misunderstandings and potential legal or financial risks.

Course Objectives

• To develop core communication competencies essential for success in the financial services sector.
• To provide participants with skills to develop compelling narratives that distil complex financial concepts into clear, concise language tailored to diverse stakeholder groups.
• To enable participants to navigate intricate communication challenges, including crisis management, regulatory compliance, and reputation management in the financial sector.

Course Content

• Effective communication principles
• Financial writing and reporting
• Financial storytelling
• Crisis and Reputation Management
• Leveraging Digital and Virtual Communications for finance
• Crafting compliant communications & Managing regulatory relationships
• Developing a communication strategy
• Change management and communication
• Financial literacy and inclusion
• Communicating ESG performance and progress
• Metrics and measurement for communication effectiveness
• Media relations and management

Target Group

Financial advisors, wealth managers, loan officers, client service representatives, account managers, financial analysts and researchers marketing and branding teams, financial journalists and media,

*NB Tuition fees cover tuition, training materials, lunch and refreshments only.