Professional Development for Finance


Professional skills have taken more of a center stage in new hire training. This is because graduates often find the transition from campus to workplace challenging.

Integrating professional skills into technical training allows for the immediate application of presentation and management abilities. and participants benefit from feedback directly related to their everyday work.

Case Study: Professional Development in Tandem with Technical Training

It is not unusual for graduates entering the workplace to have little to no business acumen.

One global investment bank asked us to design a professional development curriculum that could be fully integrated into the technical skills program. Their aim was to get new hires up to speed as quickly as possible to help them easily transition into the business.

Our Solution

We designed a program that covered the following professional development topics:

  • Making an Impact
  • Career Management and Managing Teams
  • Presentation Skills
  • And more

The syllabus was delivered over a few months and included individual participant feedback with coaching. Rather than using generic case examples, participants worked on client-oriented transaction presentations. This helped them to put team management skills into practice. Presentations were rehearsed, critiqued, and finally presented to senior colleagues and external consultants.

The Result

Practical exercises incorporating desk specific content made all sessions immediately applicable to the participant’s career path. In addition, teams were able to learn from each other through group recordings. The presentations also helped our clients identify further development needs.


Participants each year
Presentations delivered by participants
Sessions over six months
Years' of industry experience from our professional development instructor



  • Management and leadership effectiveness
  • Presentation skills
  • Building your impact and brand
  • Influence and persuasion
  • Virtual communication skills
  • Project management
  • Client management and sales skills
  • High impact feedback and coaching
  • Developing a resilient mindset

Types of client




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