Mastering Financial Negotiations: Skills for those on the Sales Side

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This course is designed for the financial professional who is taked with negotiating a deal which pleases their client whilst also creating a deal that creates value for their organisation. In a market place where it can be challenging to create a competitive adavantage participanyts will be shown how to create intangible value in the negotiation process. The course is informed by some of the key theories from Behaviourial Finance and the case studies have designed exclusively for the financial industry.

By end of this course delegates will be able to:

  • Deal effectively the particular sales  negotiation issues in the financial services environment
  • Explain the role that negotiation has within your organisation banking strategy
  • Describe the strengths and weaknesses of their own selling style and identify specific areas of behaviour to be developed/changed so as to improve their performance in future negotiations
  • Effectively close deals
  • Deal effectively with different types of negotiators
  • Effectively cross sell
  • Prepare and plan for a negotiation in a systematic, flexible and effective way
  • Positively close deals
  • Communicate more effectively by using questioning, listening and observation skills
  • Face with confidence their next negotiation / sale 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