EMOTIONAL INTELLIGENCE FOR PROFESSIONALS IN FINANCIAL POSITIONS

 TRAINING OVERVIEW

Emotional Intelligence for Professionals in Financial Positions” is a specialized training program offered by DixonTech, aimed at equipping financial professionals with the essential skills of emotional intelligence (EI) to excel in their roles. In today's dynamic financial landscape, where interpersonal skills and effective communication are paramount, emotional intelligence has emerged as a critical factor for success. This course provides participants with a comprehensive understanding of EI concepts, including self-awareness, self-regulation, social awareness, and relationship management. Through engaging sessions, case studies, and practical exercises, participants will learn how to apply emotional intelligence principles to navigate complex financial scenarios, enhance decision-making processes, and foster positive relationships with colleagues and clients. This training program is designed to empower financial professionals with the tools and insights needed to thrive in their roles and drive success in the competitive financial industry.

TRAINING TOPICS

• Understanding your and others’ Emotions
• The essentials components of Emotional Intelligence (EI)
• The Transition from Finance Professional to Leader
• Providing feedback to the EI way
• Developing your EI as a Finance Professional

 By the end of this training course, delegates will be able to

• Identify EI competencies
• List skills needed to transition from a Finance Professional to a leadership role
• Describe ways to improve personal EI
• Understand how to motivate yourself and others
• Display improved competency in EI

TRAINING IS TAILORED TO

• All finance professionals in any organisation who are transitioning to a People Management or Leadership role
• Those professionals who would benefit from an understanding of the topics
• Anyone recently promoted into a people management role

TRAINING METHODOLOGY

The training methodology employed in the “Emotional Intelligence for Professionals in Financial Positions” course by DixonTech is carefully designed to optimize learning outcomes and skill development. Through a combination of interactive lectures, group discussions, case studies, and practical exercises, participants will engage in experiential learning tailored to enhance their emotional intelligence (EI) capabilities. The course will utilize various tools and techniques to facilitate self-reflection, self-assessment, and skill-building activities aimed at fostering greater self-awareness and self-regulation. Participants will also have the opportunity to practice applying EI concepts in simulated financial scenarios, allowing for real-time feedback and reflection on their decision-making processes. Additionally, guest speakers and industry experts may be invited to share insights and perspectives on the importance of EI in financial positions. By incorporating a blend of theoretical knowledge and hands-on practice, this training methodology ensures that participants gain actionable insights and practical skills that can be directly applied in their professional roles within the financial sector.

DAY ONE:

WHY EMOTIONAL INTELLIGENCE (EI)MATTERS

• What is Emotional Intelligence (EI)?
• EI Competencies for Finance Professionals
• Understanding yourself and others
• Assessing your own EI
• Using the Jo-Hari Window for self-awareness

DAY TWO:

TRANSITING FROM A FINANCE PROFESSIONAL TO PEOPLE MANAGER

• The role of the Finance Professional
• From financial expert to leader
• The difference between managing and leading
• Transformational leadership explored
• The unique needs of the Finance Professional as a leader

DAY THREE:

IMPROVING YOUR EI COMPETENCY AS A FINANCE PROFESSIONAL

• Understanding the psychology of people
• Improving your own EI
• Practical ways to improve your EI
• EI as a Finance Professional
• Career development SWOT

DAY FOUR:

USING EI AS A FINANCE PROFESSIONAL

• Providing feedback using EI methods
• Cross-cultural issues
• Practical skills in listening
• Using open and closed questions
• Being EI online

DAY FIVE:

DEVELOPING YOUR SKILLS IN EI

• Understanding motivation
• Motivating yourself and others
• Using EI with your team
• Avoiding the dangers of groupthink
• Personal action planning