Use time management techniques to manage time in a financial services environment

Time management in financial services course

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.

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.

Course Content

  • 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 
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