Consultative Selling Skills

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Aims and Objectives

This programme is aimed at bankers and financiers who would like to generate additional revenues for their employer without compromising their integrity.   

Whether you are in banking, insurance, asset management, or another part of the financial world, you will benefit from this programme if your job is to generate more clients on behalf of your employer.   

The fundamental principle of this programme is that there is no inherent contradiction between revenue generation and high standards of ethics.  In fact, the opposite is true: winning long-term, relationship clients in the banking and financial sector implies putting oneself in the “client’s shoes” and understanding their perspective through effective and active listening.  Once the requirement of the client has been fully understood, then it is possible to offer solutions to clients which they will appreciate and benefit from. 

Attending this training will provide you with the skills and techniques you need to optimise revenues on behalf of your employer whilst simultaneously staying on the right side of modern compliance requirements – and whilst remaining ethical in every way.   

Programme objectives:

  • Describe the skills necessary to understand the requirements of corporates, high net worth individuals, institutional investors, or other clients in the banking and financial sector
  • List various techniques to describe financial solutions in the language of the client
  • Utilise effective and ethical methods to counter client concerns
  • Close more deals on behalf of their organisations
  • Describe how to influence and persuade others effectively on behalf of the bank or financial firm that they work for


Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company's exact requirements? If you'd like to do either of these, we can bring this course to your company's office. You could even save up to 50% on the cost of sending delegates to a public course.

To find out more about running this course in-house:

Our Tailored Learning Offering

If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

We produce learning solutions that are completely unique to your business. We'll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.


We can offer any of our public courses delivered at your office or we can devise completely tailored solutions:

Read more about our offering or complete a call back request to speak to a learning specialist.


Why us

We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

  • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
  • Track record – we have delivered training solutions for 95% of worlds’ top 100 banks and have trained over 250,000 professionals.
  • Knowledge – our 150 strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
  • Reliability – if we promise it, we deliver it. We have delivered over 20,000 events both in person and online, using simultaneous translation to delegates from over 180 countries.
  • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 96% on service and 95% on product