Team Development 03 – Personal Effectiveness
Overview
This module focuses on helping you deliver high-quality results efficiently—a key driver of success in your finance career. You’ll learn how to prioritize tasks, manage time and resources effectively, and stay focused on achieving your goals, all while building the confidence and gravitas needed to stand out as a high performer. Key topics include the habits of highly effective people, workload management, delegation, and exceeding expectations. With practical techniques to boost your impact and strengthen your professional reputation, this module equips you with a toolkit to work smarter, lead with credibility, and add measurable value to your team and organization.
Learning Objectives:
After completion of this course, participants will be able to:
- Manage their workload
- Delegate effectively
- Demonstrate confidence and Gravitas
- Deliver their responsibilities efficiently and effectively
Lessons:
Lesson 1: The importance of personal effectiveness
Personal effectiveness is your ability to achieve goals efficiently by prioritizing, organizing time and resources, and staying focused.
Lesson 2: Personal effectiveness behavioural traits
This section explores ten key behavioural traits for finance professionals, with tips and examples to help you develop each one.
Lesson 3: The seven habits of highly effective people
This section applies Stephen Covey’s seven habits to a finance career, showing their relevance and offering practical ways to build each habit for professional success.
Lesson 4: Confidence and gravitas
This section covers key symptoms, impacts, and practical ways to overcome Imposter Syndrome—boosting your confidence and professional impact.
Lesson 5: Delivering your responsibilities
Timely, accurate delivery is essential in finance—this section shares simple ways to overcome common challenges and consistently meet expectations.
Lesson 6: Managing your workload
In fast-paced finance teams, managing workloads and meeting deadlines is crucial—this section shares key tips to help you stay on track.
Lesson 7: Delegating effectively
Effective delegation in finance ensures tasks match skill levels, boosts team development, and frees senior leaders to focus on strategic priorities.
Lesson 8: Exceeding expectations
To succeed in finance, go beyond expectations by consistently delivering high-quality work, adding value, and standing out as a top performer—without necessarily working longer hours.
Additional Information
CPE Credit/CPD Hours: 4.6
Field of Study: Personal Development
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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