PROFESSIONAL TRAINING COURSES
Designed for professionals aiming to enhance their managerial, technical, and/or specialised skills for both personal and career growth.
Leading with Harmony: 6 Core Practices for Effective Managers:
A structured, practical leadership development program designed to equip managers with the essential skills to lead with confidence, engage their teams, and drive results.
Delivery Options:
✔ Standalone Workshops: 6 x 2.5-hour sessions, flexible scheduling.
✔ In-House Intensive: 2-day workshop covering all six practices with interactive exercises and real-world application.
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Develop a leadership mindset, build trust, and lead with confidence.
- Understand leadership styles and when to adapt them.
- Build credibility and trust with your team.
- Overcome common leadership challenges with a strategic mindset.
Duration: 2.5 hours -
Master feedback, active listening, and managing tough conversations.
- Deliver clear, confident communication.
- Learn techniques for giving and receiving feedback effectively.
- Navigate difficult conversations with professionalism.
Duration: 2.5 hours -
Take control of your workload and create a culture of sustainable performance.
- Apply prioritisation techniques to manage workloads effectively.
- Lead by example in preventing burnout and stress.
- Delegate with confidence and free up time for strategic thinking.
Duration: 2.5 hours -
Motivate, coach, and create a high-performing culture.
- Build a culture of trust, ownership, and accountability.
- Use coaching techniques to develop your team.
- Recognise and reward performance effectively.
Duration: 2.5 hours -
Think strategically, solve problems, and drive business success.
- Apply critical thinking to business challenges.
- Improve decision-making with structured frameworks.
- Balance short-term needs with long-term strategy.
Duration: 2.5 hours -
Navigate uncertainty, overcome resistance, and manage transitions smoothly.
- Develop a proactive change management approach.
- Communicate effectively during transitions.
- Overcome resistance and lead your team through uncertainty.
Duration: 2.5 hours
In-House 2-Day Workshop Structure
📅 Day 1:
✅ Think Like a Leader
✅ Communicate with Impact
✅ Master Time, Priorities & Preventing Burnout
📅 Day 2:
✅ Empower Your Team
✅ Make Smarter Decisions
✅ Lead Through Change
Includes interactive exercises, real-world case studies, and action planning.
Next Steps:
🔹 Standalone Workshops – Book individual sessions based on your needs.
🔹 In-House Training – Contact us for a custom 2-day program for your organisation.
Half-Day Workshop – Beating Burnout & Self-Development for Managers
Develop emotional intelligence, build resilience, and create a culture of sustainable high performance.
Strengthen self-awareness and emotional control in leadership.
Recognise and prevent burnout in yourself and your team.
Learn how to manage stress effectively and build resilience
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Recognising and managing emotions effectively.
Building empathy and strong interpersonal relationships.
Developing self-awareness and emotional control.
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Identifying early signs of burnout in yourself and others.
Creating a workplace culture that reduces stress and promotes wellbeing.
Setting healthy boundaries and improving work-life balance.
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Techniques for maintaining composure under pressure.
Practical strategies for staying motivated and productive.
Leading teams through high-pressure situations with confidence and care.
Duration: Half-day (3.5 hours)
Duration: Half-day (3.5 hours)
Cost: Pricing based on delivery format
Next Steps:
Standalone Workshop – Book individually.
Custom Leadership Development – Contact us for a bespoke training package.
Bitesize Workshop (1.5 Hours) – Beating Personal Burnout
A practical, high-impact session designed to help individuals manage stress, avoid burnout, and regain balance.
✔ Understand the science behind burnout and how it affects performance.
✔ Recognise early warning signs and take proactive steps.
✔ Build habits to maintain wellbeing in high-pressure environments.
Core Topics
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What burnout really is – and what it isn’t.
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Identifying personal stress triggers and burnout warning signs.
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Practical stress management techniques for immediate relief.
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Setting personal boundaries to improve work-life balance.
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Simple daily habits to maintain mental and physical wellbeing.
Duration: 1.5 hours
Location: Online / In-person
Cost: Pricing based on delivery format
Next Steps:
Standalone Workshop – Ideal for individuals seeking quick, effective burnout prevention strategies.
Company Wellbeing Initiative – Offer this as part of workplace mental health programs.
Technical / Specialist
Summary of courses offered
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1- Early Excel for Professionals (3 hours)
2- 1 Advanced Excel for Finance Professionals (Two Days – 12 hours)
2- 2 Advanced Excel for Finance Professionals (Lite) (Full Day – 6 hours)
3- Power BI: Introduction to Dashboards (Full Day – 6 hours)
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4- Introduction to Leveraging AI in Finance (Full Day – 6 hours)
5- PowerPoint Presentations & AI Integration (3 hours)
6- Unlocking Microsoft Office Potential – 2-Day Masterclass (Full Course – 12 hours)
7- Bitesize – MailMerge – Letters, Labels, Emails, and Forms (1.5 hours)
8- Bitesize – Outlook: Working Smarter (1.5 hours)
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9- IFRS 18: Presentation and Disclosure in Financial Statements (Full Day – 6 hours)
10- IFRS 16 Lease Accounting incl. Excel Modelling & UK GAAP Comparisons (Full Day – 6 hours)
11- Mastering IFRS 16 Lease Accounting (Full Day – 6 hours)
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1. Early Excel for Professionals
Master Excel essentials, time-saving shortcuts, and data best practices.
- Customise your Excel setup for productivity.
- Use key formulas for calculations and data management.
- Improve formatting, conditional formatting, and data organisation.Topics Covered:
- Excel setup and efficiency shortcuts.
- Everyday functions (SUM, SUMIFS, AVERAGE, COUNTIF, VLOOKUP, XLOOKUP).
- Data formatting, conditional formatting, and data validation.
- Sorting, filtering, and best practices for working with large datasets.Duration: 3 hours
Location: Online / In-person
Cost: [Pricing based on delivery format
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Take your Excel skills to an expert level for financial modelling, data analysis, and reporting.
✔ Apply advanced lookup functions for financial reporting.
✔ Use PivotTables, Power Query, and Scenario Analysis for decision-making.
✔ Build financial models and dynamic reports, including Waterfall Charts.Topics Covered:
Advanced Formulas: SORTBY, CHOOSECOLS, HLOOKUP, XLOOKUP, FILTER
Financial Functions: NPV, IRR, XIRR, Forecasting models.
Data Analysis: PivotTables, Goal Seek, Scenario Manager.
Excel Visualisation: Creating Waterfall Charts, dashboards, and custom visuals.Duration: 2-day intensive course (12 hours)
Location: Online / In-person
Cost: [Pricing based on delivery format].
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Develop key Excel skills for financial modelling, analysis, and reporting in a streamlined one-day session.
✔ Master essential lookup and reference functions for financial reporting.
✔ Use PivotTables, Power Query, and Goal Seek for financial analysis.
✔ Create professional financial reports, including Waterfall Charts.Topics Covered:
Essential Advanced Formulas: XLOOKUP, FILTER, SORTBY, CHOOSECOLS.
Key Financial Functions: NPV, IRR, Forecasting models.
Data Analysis Techniques: PivotTables, Goal Seek.
Excel Visualisation: Waterfall Charts and dashboards for financial reporting.Duration: Full-day course (6 hours)
Location: Online / In-person
Cost: [Pricing based on delivery format]
3. Power BI: Introduction to Dashboards
📌 Learn to create interactive dashboards, connect data sources, and generate insightful reports.
✔ Introduction to Power BI desktop screen, menus & toolbars.
✔ Understand Power BI’s interface and core functions.
✔ Load, clean, and transform data for reporting.
✔ Design interactive dashboards and publish reports.
Topics Covered:
Power BI desktop, menus, and toolbars.
Connecting data sources, transformation, and loading data.
Creating and publishing dashboards with slicers, filters, and visuals.
Duration: Full-day course (6 hours)
Location: Online / In-person
Cost: [Pricing based on delivery format]
Microsoft Office & Productivity Courses
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Discover how AI is transforming finance through automation, analytics, and predictive modelling.
✔ Learn how AI integrates with financial processes.
✔ Explore AI tools such as ChatGPT, Microsoft Copilot, and FinanceGPT.
✔ Use AI for forecasting, automation, and financial modelling in Excel.Topics Covered:
Introduction to AI and demystifying the jargon
AI-driven financial forecasting and analytics.
Using AI for automation in Excel and data processing.
Ethical considerations and security risks in AI adoption.Duration: 2-day intensive course (12 hours)
Location: Online / In-person
Cost: [Pricing based on delivery format] -
Master professional slide design, dynamic visuals, and AI-powered enhancements.
✔ Design engaging and structured presentations.
✔ Create advanced visuals, including Waterfall Charts.
✔ Use AI tools to automate and enhance slide creation.Topics Covered:
Slide design principles for impact.
Step-by-step guide to building and formatting waterfall charts.
Step-by-step guide to building and formatting timelapse graphs.
Integrating PowerPoint with Excel data for dynamic updates.
Enhancing presentations with AI-powered automation.Duration: 3 hours
Location: Online / In-person
Cost: [Pricing based on delivery format] -
A structured, hands-on training program to enhance workflow efficiency across Excel, PowerPoint, Word, and Outlook.
✔ Improve efficiency through shortcuts, automation, and seamless integration.
✔ Learn advanced data processing and reporting techniques.
✔ Increase productivity with Outlook and workflow optimisation.Course Breakdown:
Day 1: Advanced Excel – Modelling, automation, and reporting.
Day 2: Outlook & PowerPoint – Productivity hacks and presentation skills.
Day 3: Word & Workflow Integration – Document automation and best practices.Course Summary
Total Duration: 3 days (18 hours)
Location: Online / In-person
Cost: [Pricing based on delivery format]Next Steps:
Ideal for professionals who manage reports, financial data, and corporate documents.
Available as a standalone 3-day course or as individual daily modules.
6. Unlocking Microsoft Office Potential – 3-Day Masterclass – DETAILED VERSION
A structured, hands-on training program designed to maximise efficiency in Excel, PowerPoint, Word, and Outlook.
✔ Increase productivity through shortcuts, automation, and seamless integration.
✔ Learn advanced data processing, reporting, and workflow automation techniques.
✔ Optimise Outlook email and calendar management to save time.
✔ Enhance presentations with PowerPoint design best practices and Excel integration.
Target Audience:
Finance & Business professionals
New hires & existing staff looking to improve productivity
Prerequisites:
Basic knowledge of Microsoft Office applications
Familiarity with the Windows operating system
Total Duration: 3 days (18 hours)
Location: Online / In-person
Cost: [Pricing based on delivery format]
Day 1: Advanced Excel Best Practices
Master Excel’s advanced features for financial modelling, automation, and data management.
✔ Learn time-saving shortcuts and Excel setup customisations.
✔ Apply advanced formulas for financial analysis.
✔ Build interactive dashboards and automate reports using Power Query.
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Customising the Quick Access Toolbar & File Menu.
Navigation shortcuts & Quick Keys for efficiency.
Leveraging Function Keys for fast workflows.
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Lookup & SUM functions: SORTBY, CHOOSECOLS, VLOOKUP, HLOOKUP, XLOOKUP, FILTER.
Financial functions: NPV, IRR, XIRR, Forecasting models.
Using Wildcards, Array formulas, and automation techniques.
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Creating PivotTables & PivotCharts for financial summaries.
Using Data Tables for scenario planning.
Introduction to PowerPivot & PowerQuery for advanced data analysis.
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Creating Waterfall Charts for financial storytelling.
Using Conditional Formatting to highlight key trends.
Introduction to building Financial Dashboards.
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Summary of key topics covered.
Overview of additional learning resources.
Action plan for applying new skills.
Hands-On Exercise:
Build a mini financial model and automate a reporting dashboard.Duration: 6 hours