Mastering Financial Negotiations: Skills for those on the Buy Side

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Aims and Objectives

This course looks at the skills needed for the investment / financial professional to negotiate and influence successfully in the global business environment.  The course will assist those attending to influence and persuade counterparts to successfully achieve mutual business objectives.  Using proven strategies such as the “Harvard” negotiation technique delegates will receive evidence based advice on how to create enhanced value for your organisation. 

Programme objectives:

  • Explain the role that negotiation has within your organisation strategy
  • Describe the strengths and weaknesses of their own negotiating style and identify specific areas of behaviour to be developed/changed so as to improve their performance in future negotiations
  • Explain the phases and stages involved in a negotiation
  • Deal effectively with different types of  negotiators
  • Use the Harvard technique to improve your negotiations
  • Prepare and plan for a negotiation in a systematic, flexible and effective way
  • Distinguish between “Concession trading” and “Concession making”
  • Communicate more effectively by using questioning, listening and observation skills
  • Distinguish between tactics which are acceptable and those which are not
  • Face with confidence their next negotiation using ideas generated during the workshop



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