Presentation Skills in Private Banking course outline from Russell and Associates

Presentation Skills in Private Banking
- Course Outline

Aim

Presentation skills are vital to success in today’s fast-paced work environment. We need aspects of these skills everyday when we

contribute in team meetings
motivate groups and individuals
persuade others to take actions
deliver bad news to staff
facilitate meetings
work with regulators, superiors, customers and suppliers
and so much more….

Objectives

This course sets out to introduce participants to the various types of presentation that a young professional is likely to have to contend with in the business and social environment. It is sometimes said that good presenters are born but not made. However the truth is that anyone can learn the skills and techniques necessary to become a good presenter. With practice and feedback, even the most timid person can look like a professional.

At the end of the day, participants will be able to

Apply a series of basic guidelines to deliver both formal and informal presentations
Describe their audience and it’s expectations and wishes
Define the purpose of their presentations based on the outcomes they need or seek
Prepare a variety of presentations, and produce effective openings
Design evidence and visual aids, structure bridges and transitions from subject to subject, and prepare a memorable closing
Identify and apply a series of effective questioning techniques
Feel more confident about speaking in public through rehearsal and practice

Audience

This course will be particularly beneficial to those in client-facing roles, to junior managers and team leaders, and to those who represent their organisation on committees and in other fora

COURSE PROGRAMME

Course Introduction and Objectives

What types of presentation do we encounter in financial markets?

Key characteristics of formal and informal presentations

Different audience, different expectations

Some common ground: The Four P’s

Individual Exercise

Each participant will prepare either an informal or part of a formal presentation on a topic of the instructor’s choice.

Presentations will be made and video-recorded.

Feedback and observations will be offered.

Some conclusions will be drawn, and key learning points recorded.

Planning for your Presentation

Recognise how planning improves the effectiveness of a sales presentation.

Identify how knowledge of the prospective audience can assist the planning of a presentation.

Identify why it's necessary to understand the prospect's objectives for the sales presentation to be able to plan effectively for the event.

Distinguish the resources that must be planned in advance to adequately support an executive-level sales presentation.

Preparing the Presentation

Recognise the benefits of taking a structured approach to the preparation of a sales presentation.

Identify how content and/or structure can be used to achieve objectives common to all executive-level sales presentations.

Determine the logical format being used to present information.

Identify how to reduce stress, thereby improving the ability to deliver an executive-level presentation.

Identify how delivery of an executive-level presentation can be improved by various practice and rehearsal methods.

When Others Speak

Recognise the advantages of allowing the input of others during an executive-level sales presentation.

Exercise: in a given scenario, apply the most appropriate approach to answering client questions.

Distinguish the appropriate methods of ensuring a cohesive and effective team presentation.

Group exercise

Prepare and deliver formal team presentations.

Instructor feedback and criticism