Time Management in Financial Services | Online Course
This course is designed to help professionals in the financial services sector optimise their time usage through proven time management techniques. It equips learners with the skills to plan, prioritise and execute tasks efficiently within high-paced environments, improving both individual productivity and overall organisational performance.
The course focuses on the principles of effective time management tailored to the financial services environment. It explores tools and strategies for setting realistic goals, scheduling tasks, avoiding common time-wasters and balancing competing deadlines. Learners are introduced to practical methods for improving focus, managing interruptions and ensuring accountability.
Why Take This Time Management Course
Time is a critical resource in the financial services industry. This course helps professionals use it more effectively by building strong organisational habits and systems. You will learn how to balance workloads, respond to unexpected changes and maintain high productivity in demanding environments. The skills gained here are also applicable to professionals pursuing supply chain management courses who need structured time strategies to manage complex logistics and coordination tasks.
What You Will Learn
- Core principles of time management
- How to set priorities and plan tasks
- Managing workloads in high-pressure environments
- Delegation and scheduling techniques
- Building time-conscious habits for long-term success
Who Should Enrol
- Financial advisors and consultants
- Banking and insurance staff
- Financial administrators and clerks
- Anyone in the financial services sector looking to improve productivity
This online course teaches proven time management techniques specifically for professionals in the financial services sector. Learners will gain practical strategies to prioritise tasks, meet deadlines and enhance productivity. It’s ideal for anyone balancing competing demands in dynamic work environments. This course also complements supply chain management courses, offering structured time planning techniques that apply across roles and industries.
Course Content
- Reasons for using and maintaining a task list are explained in terms of planning and organising our own work
- Steps or stages are identified in a familiar set of tasks and information and documentation required at each stage are identified and flagged for action
- Additional information received is captured electronically or processed manually and completed tasks are reported to the appropriate authority
- An action plan is drafted to ensure that outstanding requirements are completed timeously
- The purpose of maintaining an organisational diary system is explained and an indication is given of how an electronic diary system can facilitates time management in an organisation
- Relevant information is recorded and updated in the diary system
- Diary entries are used to create an action plan
- Tasks are prioritised according to type and required deadlines
- Time needed to complete tasks is scheduled to allow for specified deadlines
- Regular daily, weekly and monthly activities are identified and recorded on a work schedule
- Time is allocated to daily, weekly and monthly activities to ensure that all the activities can be completed timeously
- The consequences for internal clients if a work schedule is changed are explained and indication is given of why it is necessary to communicate with people affected by the change
- The schedule is followed and adjusted when necessary, to allow for unexpected interruptions
- The consequences of changing a work schedule are explained in terms of the impact up and down the line and the need to communicate with people affected by the change
Accreditation
- Non-accredited: Short course only
- Duration: 1h 30m
- Delivery: Classroom/Online/Blended
- Access Period: 12 Months
