Professional Development for Finance

ur Professional Development service operates like a boutique consulting firm with the express aim of helping our clients retain and develop their employees. Highly customized and deeply informed by our knowledge of the financial services industry, our professional development work is focused on soft skills. With flexible, scalable and bespoke solutions, we help organizations anywhere on the spectrum, from start-ups to multi-billion dollar funds. Our expertise in a wide variety of employee development topics ensures our clients get well-rounded and effective solutions.

Areas of Expertise

Our Practice focuses on: 

• 1-on-1 Executive Coaching
• Small Group Facilitation
• HR & People Management Consultancy projects.

Coaching

• Executive/Senior Leader
• New Leader/Manager Transition

Skills Development

• Communication Skills (Presenting, Influencing, Writing, Media Preparation, Conducting Meetings)
• Interpersonal Skills (Handling Conflicts, Building Relationships)
• Resilience & Mindset (Emotional Intelligence, Responding to Change & Ambiguity)

Leadership Development

• Driving Change
• Developing a Flexible Leadership Style
• Managing Team Dynamics
• Developing Others (Coaching Skills, Giving Feedback Effectively, Inspiring & Motivating Others to High Performance)
• Managing Performance (Conducting Year-End Reviews, Delegation & Empowerment)

Team Development

Customized Team Effectiveness Workshops/Off-sites

HR Consulting

• Creating and Implementing an Effective Performance Management Process
• Performing a Training/Professional Development Needs Assessment for a firm or department
• Establishing a Succession Plan and a Top Talent Program