The Art of Influence: Transforming Financial Relationships

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CPD Hours: 7 |

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The Art of Influence: Transforming Financial Relationships
The Art of Influence: Transforming Financial Relationships

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Summary

     

    Overview:

    In today's dynamic and diverse financial landscape, leadership and influence are essential for success. This immersive course equips financial professionals with the mindset, skill sets, and tool sets needed to effectively influence individuals and teams. Through exploring the power of authentic influence, you will discover the keys to creating value and driving results in a multi-generational and multi-cultural environment.

    Taking this course on Influence Skills for Financial Professionals will equip CPAs with the necessary tools, strategies, and mindset to become influential leaders, build strong client relationships, resolve conflicts, and thrive in today's dynamic financial landscape. By enhancing their influence skills, CPAs can elevate their professional impact, unlock new opportunities, and achieve long-term career success as well as strengthen their personal brand. It provides practical strategies, insights, and tools to enhance their ability to influence and drive positive change in today's rapidly evolving financial landscape.

    By the end of this course, you will have the knowledge, skills, and confidence to effectively influence others, drive positive change, and establish a powerful personal brand within your organization.

     

    Course Content:

    In this course, you will gain knowledge about the following topics:

    • Understanding the Neuroscience of Influence: Unleashing the Power of Human Behavior for Successful Influence
    • Influence Skills: Elevating Your Leadership, Conflict Resolution, and Personal Brand
    • Five Core Strategies for Earned Influence in a VUCA World
    • Effective Influence in Stressful and Emotionally Charged Situations: Best Practices and Pitfalls
    • Facilitation as a Signature Skill: Influencing Stakeholders on Every Level
    • Personal Behavioral Change: Unlocking Your Potential through Self-Directed Learning

     

    Learning Objectives:

    By the end of this course, you should be able to:

    • Understand the underlying principles of neuroscience that drive human behavior and how they relate to influence
    • Apply the required mindsets, skill sets, and tool sets to effectively influence others in various organizational contexts
    • Recognize the critical role of influence skills in effective leadership, conflict resolution, and building a strong personal brand
    • Implement five core strategies to earn the right to influence in today's volatile, uncertain, complex, and ambiguous environment
    • Navigate and influence effectively in stressful or emotionally charged situations by employing best practices and avoiding common pitfalls
    • Develop facilitation as a signature skill to influence stakeholders on a 360-degree basis
    • Identify personal behaviors that need to be stopped, started, or continued as part of a personal change strategy
    • Create a self-directed learning action plan to further enhance and refine your influence skills beyond the course

     

    Who Will Benefit: 

    This course is designed to cater to the unique needs and challenges of financial professionals across different roles and levels within the industry.


     

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    Competency Leadership and Professional Skills