Time management in financial services course
This course is designed to help professionals in the financial services industry master effective time management skills. By learning how to prioritize tasks, eliminate distractions, and manage deadlines, participants can increase productivity, reduce stress, and provide better service to clients. The course blends time-tested strategies with industry-specific scenarios, making it highly relevant for roles like financial advisors, bankers, auditors, insurance agents, and investment analysts.
Importance of Time Management in Financial Services
Time management is crucial in financial services due to the fast-paced, deadline-driven nature of the industry. Financial professionals often juggle multiple client accounts, regulatory requirements, and high-stakes decisions. Without strong time management, it’s easy to fall behind, make costly errors, or damage client relationships. This course helps participants build habits and workflows that increase efficiency and accuracy.
What You Will Learn in This Course
The course provides practical skills and tools to better manage time, specifically tailored for financial professionals. Key topics include:
Task Prioritization: Learn how to identify high-value tasks and focus on what matters most.
Scheduling Techniques: Master calendar management, time blocking, and batching techniques to streamline your day.
Dealing with Interruptions: Get strategies to minimize distractions in client-heavy or office environments.
Digital Tools: Explore time-tracking, project management, and automation tools relevant to finance roles.
Goal Setting: Set and achieve both short-term and long-term career and client goals.
Who Should Take This Time Management Course in Financial Services
This course is ideal for anyone working in or aspiring to join the financial services industry. Whether you’re a financial planner managing multiple portfolios or a junior analyst looking to stay organized, these skills are universally valuable. Employers can also offer this training to improve team performance and time accountability.
Overview
This unit standard introduces techniques of time management that will enable learners to be efficient workers in a financial services workplace. The focus is knowledge, skills, values and attitudes in the learner’s own work context.
Description
The qualifying learner is capable of using a task list as a means of managing the work process, demonstrating the use of a diary in a financial services context, and prioritising tasks effectively. Additionally, they are skilled in planning a work schedule to manage the work process within specified timeframes, ensuring that all tasks are completed efficiently and on time.
- Reasons for using and maintaining a task list are explained in terms of planning and organising our own work
- Steps or stages are identified in a familiar set of tasks and information and documentation required at each stage are identified and flagged for action
- Additional information received is captured electronically or processed manually and completed tasks are reported to the appropriate authority
- An action plan is drafted to ensure that outstanding requirements are completed timeously
- The purpose of maintaining an organisational diary system is explained and an indication is given of how an electronic diary system can facilitates time management in an organisation
- Relevant information is recorded and updated in the diary system
- Diary entries are used to create an action plan
- Tasks are prioritised according to type and required deadlines
- Time needed to complete tasks is scheduled to allow for specified deadlines
- Regular daily, weekly and monthly activities are identified and recorded on a work schedule
- Time is allocated to daily, weekly and monthly activities to ensure that all the activities can be completed timeously
- The consequences for internal clients if a work schedule is changed are explained and indication is given of why it is necessary to communicate with people affected by the change
- The schedule is followed and adjusted when necessary, to allow for unexpected interruptions
- The consequences of changing a work schedule are explained in terms of the impact up and down the line and the need to communicate with people affected by the change
- Non-accredited: Short course only
- Duration: 1h 30m
- Delivery: Classroom/Online/Blended
- Access Period: 12 Months
