Managing People in Finance

by Alan Nelson

Updated for 2024. For many businesses, people are the largest cost. This course will help you to get everyone lined up and enthusiastic about achieving the organisation's goals, and ensure they are as productive as they can be.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Provide personal leadership to your team and financial leadership to your colleagues
  • Align your team with the organisation’s strategy to get them focused on the right outcomes, encouraging team cohesion for hybrid and remote workers to keep them on track
  • Become an effective coach, motivating your team and improving their performance through constructive coaching, understanding that people are motivated differently generationally
  • Strike an appropriate balance between managing and doing, deciding how to delegate effectively, using available technology and AI to improve personal and team efficiency

About the course

For many businesses, people are the largest cost. So, it makes sense that we should apply the same rigour to our investment in them as we do to an investment in a new project or plant and equipment. Despite our changing corporate landscape with hybrid and remote working now the norm for many, this course will help you to get everyone lined up and enthusiastic about achieving the organisation’s goals, and ensure they are as productive as they can be.

The course focuses on two key concepts: alignment – how to get everyone pushing in the same direction – and productivity – increasing the productivity of your team by helping them get as good as they can be, making use of rapidly evolving AI and all the technological tools available to aid development and efficiency. The course will help you to grow as a leader, a coach and an effective member of the team.

Look inside

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Contents

  • Management
    • Management in finance
    • The meaning of management
    • Organisational structure
  • Leadership
    • Leadership in finance
    • The meaning of leadership
    • What makes a good leader?
    • Leadership styles
  • Alignment
    • Alignment and goal translation
    • The art of creating alignment
    • Our role in creating alignment
    • Mission statements, goals and objectives
    • Be SMART about objectives
  • Setting expectations
    • Performance criteria in finance
    • Defining accountabilities
    • The importance of accountabilities
    • Setting standards
    • Standards in practice
    • Competencies
    • Utilising competencies in feedback
    • Personal development plans
    • Aligning personal development with company goals
  • Coaching
    • The manager as coach
    • The importance of coaching
    • Motivation - which theory works for you?
    • What makes us tick?
    • Motivating people
  • Effective feedback
    • Providing feedback
    • The power of feedback
    • Feedback pitfalls
    • Structuring a formal feedback session
    • A different perspective
    • Root causes of performance problems
    • Dealing with difficult situations
  • Leading from within the team
    • Doing vs managing
    • Balancing your workload
    • Rules for effective delegation
    • Being a role model
    • Communication - the key skill of every manager
  • Performance appraisals
    • Handling performance appraisals
    • Don’t mess it up - tips on handling appraisals

How it works

Author

Alan Nelson

After studying economics, Alan began his career in accountancy before moving into senior management positions in the book trade. He founded Nelson Croom, the publisher of accountingcpd.net which he has run ever since. He is currently Chair of ICAEW’s Practice Assurance Committee and a member of IFA’s Regulatory Committee.

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Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team’s needs
Learn moreLearn moreLearn more
Recommended

Why not upgrade?

Find the best way to complete your CPD

Licence

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Why not upgrade?

Find the best way to complete your CPD

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Why not upgrade?

Find the best way to complete your CPD

Licence

Recommended

All you need for this year and more.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Course

Need just a few unitshourshours?

Access to this course
Total CPD unitshourshours4 unitshourshours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs

Pick n Mix

All you need for this year's CPD.

Access to this course
Total CPD unitshourshours21 units20 hours21 hours
Access period120 days
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours800+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Exclusive news and CPD every week plus monthly webinars, all year round
Account manager on hand to support your team's needs
Learn more

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