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Understanding and developing your business & finance knowledge skills are fundamental to enhancing the wider business context, in areas such as: strategic planning, people & organisations, the role of marketing in business and financial management.

Knowledge, Skills and Attitudes

1. Identify and confirm personal financial and business responsibilities

2. Determine and plan relevant financial and business objectives

3. Understand financial and business responsibilities and how these fit into the wider business

4. Identify and agree key performance measures and methods for monitoring and evaluating performance against objectives

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Narrative by Numbers

Virtual training course

Develop your skills in combining stories and statistics that move others to action through a combination of emotion and logic.

Financial Services Research Conference 2026

London

Delivering research that makes an impact

Financial services research is being asked to do more than ever.

Consumers are harder to understand, financial decisions are increasingly complex, AI is transforming how advice and insight are delivered and senior stakeholders expect research to demonstrate real commercial impact.

Facilitating Action From Insight

Virtual training course

Build traction to ensure insight lives on within stakeholder teams.

Nov
16
2026

Monday
13:30–15:30

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