An intensive professional development training course on

Emotional Intelligence
for Finance Professionals

Developing your EI, Interpersonal, and Communication Skills

30 Jun-04 Jul 2025
Online
$3,950
Register
27-31 Oct 2025
Online
$3,950
Register
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Why Choose this Training Course?

In the realm of finance, where quantitative skills often take precedence, the role of emotional intelligence (EI) can be overlooked. Yet, the brain's emotional centers are integral to every decision we make and interaction we have, influencing our work performance and career progression. For finance professionals, lacking EI skills can pose significant challenges, particularly when transitioning into leadership roles.

This comprehensive five-day course is tailored specifically for finance professionals and focuses on integrating EI into their work environment. Emotional Intelligence encompasses the ability to recognize, manage, and leverage emotions effectively to enhance personal and professional relationships.

Through this course, participants will gain practical insights into how EI impacts financial decision-making and leadership. The training will emphasize skill development in self-awareness, emotional regulation, and interpersonal communication, providing tools and techniques to improve both work performance and personal relationships. This enhanced emotional skill set will empower finance professionals to navigate complex workplace dynamics and advance their careers with greater confidence and effectiveness.

This online training course will feature:

  • Understanding your and others’ Emotions
  • The essentials components of Emotional Intelligence (EI)
  • The Transition from Finance Professional to Leader
  • Giving feedback the EI way
  • Developing your EI as a Finance Professional

What are the Goals?

At the end of this AZTech online training course, participants will be able to:

  • Identify EI competencies
  • List skills needed to transition from a Finance Professional to a leadership role
  • Describe ways to improve personal EI
  • Understand how to motivate yourself and others
  • Display improved competency in EI

Who is this Training Course for?

This AZTech online training course is suitable for a wide range of professionals but will particularly benefit:

  • All finance professionals in any organisation who are transitioning to a People Management or Leadership role
  • Those professionals who would benefit from an understanding of the topics
  • Anyone recently promoted into a people management role

How will this Training Course be Presented?

Participants in this course will receive thorough training on the subjects covered by the course outline, with the facilitator utilising various proven adult learning teaching and facilitation techniques.

The online course is very participatory and experiential. It involves a lot of skill practice in a group setting. Training methodology includes individual and group activities that will intersperse the sessions.  Various practical sessions, relevant case studies and group interactions are programmed into this course. As this is coaching-based, participants will be given activities to complete and work on after the face-to-face training.

The Course Content

Day One: Why Emotional Intelligence (EI)Matters
  • What is Emotional Intelligence (EI)?
  • EI Competencies for Finance Professionals
  • Understanding yourself and others
  • Assessing your own EI
  • Using the Jo-Hari Window for self-awareness
Day Two: Transiting from a Finance Professional to People Manager
  • The role of the Finance Professional
  • From financial expert to leader
  • The difference between managing and leading
  • Transformational leadership explored
  • The unique needs of the Finance Professional as a leader
Day Three: Improving your EI Competency as a Finance Professional
  • Understanding the psychology of people
  • Improving your own EI
  • Practical ways to improve your EI
  • EI as a Finance Professional
  • Career development SWOT
Day Four: Using EI as a Finance Professional
  • Giving feedback using EI methods
  • Cross-cultural issues
  • Practical skills in listening
  • Using open and closed questions
  • Being EI online
Day Five: Developing Your Skills in EI
  • Understanding motivation
  • Motivating yourself and others
  • Using EI with your team
  • Avoiding the dangers of groupthink
  • Personal action planning

The Certificate

  • AZTech Certificate of Completion for delegates who attend and complete the training course

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