• Course
    Presentation for impact in Financial Services (PS)
  • Dates
  • Venue
  • Course Fees (excl. VAT)
  • CPD Credits

Total Price:

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Get this course in-house
Or call 0203 178 4230
or email info@fstp.co.uk today.


Course Overview

It doesn’t matter who you are delivering the message to, presenting in a formal situation seems to come with a feeling of anxiety and for some it turns into a fear.

Presenting should be about communication, whether it be the features and benefits of a service or product, an update to colleagues reviewing an event you attended or to explain the changes and business risks of new regulation, policy or process to the management team. This often includes the use of considerable amounts of data with PowerPoint or Keynote.

The key is to prepare, consider your audience and practice saying the words out loud; you will then see an improvement in your confidence and personal impact.

This interactive one day course will guide you through the fundamental skills of presenting, led by an experienced consultant with a background in professional speaking.

“There are always three speeches, for every one you actually gave. The one you practiced, the one you gave, and the one you wish you gave.”

Dale Carnegie


Attending this course will enable you to:

  • Understand what makes an effective presentation
  • Prepare effectively with your audience in mind
  • Understand how people communicate and strategies to deal with these
  • Decide when and how to use visual aids or presentation software
  • How to achieve maximum impact using financial information – and avoid “death by PowerPoint”
  • Anticipate audience questions and possible responses
  • Practice presentation techniques in a safe environment

Increase your confidence in creating and delivering excellent presentations

The Course Agenda

Pre-Workshop activity

  • Delegates should prepare a 5-10 minute presentation based on a scenario provided. This should include the use of PowerPoint slides

Introduction and Welcome

  • To ensure the group is clear about the aims and objectives of the course and what can realistically be achieved in a day

Presentation review

  • Define what makes an effective presentation
  • Describe the way in which the confidence is transmitted to an audience

Essential skills revisited

  • Define the basic physical skills and their influence
  • Describe methods of improving confidence when presenting and pitching

Using visual aids

  • Describe the effective use of PowerPoint
  • Defining ways to highlight key messages

Facilitating discussion

  • Demonstrating ways to involve the client
  • Relating their involvement to pitch your objectives

Handling questions

  • Describing methods of generating client questions
  • Demonstrating ways of answering while maintaining client interest

Using financial information

  • Tips & techniques to focus audience attention on relevant data

Presentation preparation

  • Define a method of preparation so that positive results are obtained


  • Demonstration of skills, tips and techniques by each delegate

Learning review

  • Review of learning and steps to ensure application


Download PDF
Get this course in-house

Or call 0203 178 4230 or email info@fstp.co.uk today.

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Meet The Tutor

Who is this course for?

This is an ideal course for the personal development of all staff. Whether they are responsible for delivering presentations to internal teams and board members or stakeholders and clients.

'This training helped me understand better how to approach vulnerability and will be useful to design training courses internally.'

Head of Personal Loans
Finance and Leasing Firm

Training that makes a difference

Experienced engaging trainers

With first hand industry knowledge and an intimate understanding of the regulatory environment, we always guide you with an expert (and friendly) hand.

Packed with relevant information

We know you’re busy, so we’re careful not to waste a minute of your time. Our training courses are fast paced, insightful and filled with valuable information.

Get personalised attention

Sessions are practical workshops not PowerPoint lectures. All courses are limited to no more than 14 attendees, so we’re able to explain concepts in the context of your business.

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