Managing People in Finance

by Alan Nelson

Managing people is one of the biggest challenges in finance. This course explores how to lead, coach, and support your team to stay aligned, motivated, and effective.

price £100+vat
cpd hours 4 CPD hours
access 120 days' access

This course will enable you to

  • Provide leadership that aligns finance teams with strategic goals
  • Coach and motivate individuals using proven feedback techniques
  • Set clear expectations and performance standards
  • Delegate effectively and manage hybrid or remote teams
  • Balance operational tasks with your leadership responsibilities

About the course

People are often the biggest cost in a business – and the most powerful asset when managed well. For finance professionals, balancing personal workloads with team leadership can be difficult, especially when working under pressure. But investing time in managing people pays off in performance, productivity, and team cohesion.

This course explores what effective people management looks like in a finance context. You’ll learn how to align your team with the organisation’s goals, coach individuals to improve performance, and build clarity around roles, expectations, and development. It also tackles the challenge of delegation, hybrid working, and giving feedback with confidence.

You’ll come away with practical tools to strike the right balance between managing and doing, build stronger relationships with your team, and support a culture of continuous improvement.

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

Alan Nelson is the founder of accountingcpd and has a keen interest in economics and in management skills training in the accountancy profession. He has been Chair of ICAEW's Practice Assurance Committee, and a member of ACCA's SME Committee and of IFA's Regulatory Committee. He is currently a member of the Bank of England's Decision Making Panel.

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Team

Keep your whole team up to date.

Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours1,500+ unitshourshours1,500+ unitshourshours
Access period120 days120 days12 months12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12 months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
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 unitshourshours1,500+ unitshourshours
Access period12+ months
Audit-proof CPD completion certificate
Immediate access to our entire CPD catalogue
Monthly webinars, 15-minute CPD Bites, video interviews with industry leaders, and more!
Account manager on hand to support your team's needs
Learn more

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