Learn how to talk finance with customers

Our two-day Financial Literacy for Business course will take your business skills to the next level

Do you wish you could understand finance enough to discuss it comfortably with clients?

Are you confused by financial jargon?

Could you strengthen your relationship with customers if you had better financial know-how?

If so, you’re in the right place. The CPD accredited Financial Literacy for Business course will give you the financial confidence and knowledge needed to improve customer relationships and advance profitability.

After successful delivery in the UK, Spain, France, Turkey, China, India, US and the Middle East, this training course is being offered in Australia for the 1st time – in Sydney and Perth in December. Courses have also been scheduled for London and Birmingham in early 2017.

“Absolutely brilliant in taking the fear out of finance with my customers.” Head of UK Supply Chain, Automotive.

What You’ll Learn

  • How to use published company accounts to create hooks for conversations with clients around their needs
  • Financial language and jargon
  • How to interpret financial statements and annual reports
  • An understanding of corporate finance decision making principles and tools
  • How to identify customers who are financially strong and growing
  • How to develop financial insights for discussion with customers (or suppliers)
  • How to determine strategic solutions for customers
  • How to create an appropriate action plan matched to the growth of your customers

“Mandatory for all account managers in our organisation.” (Director, Europe).

What you’ll get from the course

2 x days small-group coaching

Groups of 10 or less. Led by international investment consultant, Paul Walker, who has helped over 500 companies from 50 markets across private and public sectors grow their businesses internationally.

5 x account plans

You’ll take home an action plan for up to 5 customer accounts. Start out the new year with a whole new way of understanding and working with customers.

3 x 2-hour ongoing coaching sessions

Coaching support sessions that provide practical advice to help ensure lessons from the 2-day training course are applied at the coalface of your business, maximising the ongoing value for your customers and organisation.

“This program enables us to change how we work with our customers, on enhancing their value and ours. I am booking the rest of our business development team on the course.” Government Trade Agency, UK.

Build Your Skillset

Financial Literacy for Business complements other finance training programs, such as:

  • Finance for Non-Financial Managers
  • Key Account Management

Meet the Instructor

Paul Webster

Paul has helped over 500 companies from 50 markets across private and public sectors to grow their businesses internationally.

With International Investment Services, he has worked with global clients across 20 countries in the areas of consulting and international investment facilitation.

Paul co-founded FutureNet Business Leaders and has held senior management roles in a broad range of areas including commercial banking, corporate finance, credit management, corporate treasury, group risk and insurance, M&A and strategy. Prior to starting International Investment Service, Paul was Director, Australia and NZ for UKTI Inward Investment.

His academic qualifications include: Advanced Management & Leadership Program at Oxford University; Intensive MBA Program: International Management & European Integration at WHU Otto Beisheim Graduate School of Management; Advanced MBA in International Management at UWA; Chartered Accountant, Australia; FX Spot Dealing Certificate.

“Absolutely brilliant in taking the fear out of finance with my customers.” Head of UK Supply Chain, Automotive.

About International Investment Service

International Investment Service logo
Our international business facilitation experience and expertise combines our team’s financial, legal and consulting careers with international trade and investment promotion.

We are experienced business executives proven in financial performance optimisation, business unit transformation, culture change, stakeholder engagement, leading teams, strategic design and programme implementation.

We are suppliers to the Australian Advanced Manufacturers Council, as well as business and banking specialist to the global network of the UK’s Department for International Trade.

“I wish our MBA professor made it this clear.” Construction company, Spain

Ready to talk finance?

  • 2-day on-site Financial Literacy for Business training course
  • 5 x take-home action plans that match up business solutions with customer growth
  • 3 x 2-hour post course coaching sessions to help you convert strategies learned into practical tactics to use in your workplace.

Australian Courses:
AU$1,500 per person (no GST payable)
AU$12,000 for up to 10 staff (Contact us to enquire)
Reserve your place now:

UK Courses:
£800 plus VAT per person
£6,400 plus VAT for up to 10 staff (Contact us to enquire)
Reserve your place now:

If you have any enquiries, call +61 02 8075 4563 regarding the Australian courses or +44 (0) 207 786 6718 regarding the UK courses.

Please get in touch with us

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