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    Personal Development

    Wisdom, Productivity, Enthusiasm!

    Working in the financial services industry requires the same level of proficiency in soft skills as in the more technical aspects of the job.

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    Leadership & Management Skills

    Strong, Effective Leadership!

    The ethos of Financial Charisma is really all about the CHARISMA......having personal appeal!

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    Sales Training 

    Sales Confidence, Authenticity!

    I work with corporate bankers to develop a consultancy
    ethos, helping potential

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Project Management

In the past few decades, organizations have discovered something incredible: the principles that have been used to create enormous successes in large projects can be applied to projects of any size to create amazing success. As a result, many employees are expected to understand project management techniques and how to apply them to projects of any size.

The Project Management workshop will give participants an overview of the entire project management process, as well as key project management tools that they can use every day. Working with project planning documents, such as needs assessments, risk management plan, and a communication plan will provide benefits throughout your organization.

Workshop Objectives:

  • Define projects, project management, and project managers
  • Identify the five process groups and nine knowledge areas as defined by the PMI
  • Describe the triple constraint
  • Perform a project needs assessment and write goals, requirements, and deliverables
  • Create key project documents.
  • Build a project schedule by estimating time, costs, and resources
  • Understand and use the work breakdown structure
  • Create project planning documents, such as a schedule, risk management plan, and communication plan
  • Use planning tools, including the Gantt chart, network diagram, and RACI chart
  • Establish and use baselines
  • Monitor and maintain the project
  • Perform basic management tasks, including leading status meetings and ensuring all documents are complete at the end of the project

Personal Development

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Working in business requires the same level of proficiency in soft skills as in the more technical aspects of the job. I work with your executives and senior managers to improve their performance ... Read More

Leadership & Management Skills

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Strong and effective leadership skills are a necessity in today's volatile business environment. For you to maintain a competitive advantage, you need to be on top of your game ... Read More

Sales Training

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I work with business executives to develop a consultancy ethos, helping potential customers to solve a problem or fill a need. This approach to selling focuses on your customer and adds value to the client ... Read More

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Financial Charisma is all about making your company or business a productive, thriving and innovative environment in which to work. The corporate world has undergone ... Read More