Selling and Business Development Skills for Finance

in-house CPD training course

Business Development and Sales
In-house Training Course

Sales is not just for sales people. Finance professionals must also contribute to organisational sales processes and many are closely involved in client relationships.

This one day selling & business development skills for finance professionals workshop is a practical course designed to provide finance professionals with proven techniques and strategies to help them understand how they can contribute to their organisation’s sales.

The course looks at the sales process itself and the key selling skills of prospecting, establishing interest, building the client relationship, presenting matching benefits and negotiation & closing techniques.

This course provides a practical and relevant approach to selling and is designed to be comprehensive, highly interactive and fun.

Objectives of our Sales for Finance Professionals Course

Sales for Finance Professionals In-house Training Course

• A clear understanding of the sales process itself and the qualities & skills needed for successful selling.

• How to Approach clients and build, as well as maintain, client relationships.

• Confidence in generating sales within their own work situations.

• Key selling skills using the techniques covered during the course.

Course Outline for
Selling & Business Development Skills

• Understanding selling & the sales process

• Confidence, enthusiasm and belief

• Establishing interest, rapport and trust

• Listening for buying signals

• Questions that lead to business; effective questioning & listening techniques

• Common objections and how to respond; understanding & overcoming concerns & resistance

• Securing the decision

Sales for Finance Professionals Course Delivery

Sales for Finance Professionals

We take an open friendly and enthusiastic approach to learning finance. We believe that people learn more effectively when they are enjoying themselves. We make learning about sales interesting for you. We love questions and welcome as many as possible.

We encourage an open atmosphere which in our experience accelerates the learning process. We always use lots of exercises, case studies and real life examples in our training as we believe this really helps our clients to understand concepts.

We find that people only really learn when they test their understanding through practice. We offer traditional training, facilitation, interactive simulations, coaching and online training.

Tailored Professional Development Courses

All our courses are tailored to meet our client’s specific needs. We like to spend time getting to know our clients as we strongly believe that training is most effective and valuable when tailored and focused.
In-house Sales for Finance Professionals

In-house Sales Skills Training

Our training can be held within your office or an external venue of your choice.

We can also secure venues on your behalf through our venue sourcing agency.


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    Individual Learners
    Please note that this is an in-house course offered to organisations.
    For individual learners, we offer:
    • a selection of open / public courses
    • a range of over 150 online courses
    • a range of finance and tax publications.