Managing People in Finance

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Managing people is one of the biggest challenges in finance. This course explores how to lead, coach, and support your team to stay aligned, motivated, and effective.

£100 +VAT

4 CPD hours

120 days’ access

Use ACPD101 for 10% off any purchase.

Managing People in Finance

£100 +VAT

4 CPD Course 120 days’ access
Use ACPD101 for 10% off any purchase.

Managing People in Finance

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Provide leadership that aligns finance teams with strategic goals
  • Coach and motivate individuals using proven feedback techniques
  • Set clear expectations and performance standards
  • Delegate effectively and manage hybrid or remote teams
  • Balance operational tasks with your leadership responsibilities

About the course

People are often the biggest cost in a business – and the most powerful asset when managed well. For finance professionals, balancing personal workloads with team leadership can be difficult, especially when working under pressure. But investing time in managing people pays off in performance, productivity, and team cohesion.

This course explores what effective people management looks like in a finance context. You’ll learn how to align your team with the organisation’s goals, coach individuals to improve performance, and build clarity around roles, expectations, and development. It also tackles the challenge of delegation, hybrid working, and giving feedback with confidence.

You’ll come away with practical tools to strike the right balance between managing and doing, build stronger relationships with your team, and support a culture of continuous improvement.

Contents

Management

Management in finance
The meaning of management
Organisational structure

Leadership

Leadership in finance
The meaning of leadership
What makes a good leader?
Leadership styles

Alignment

Alignment and goal translation
The art of creating alignment
Our role in creating alignment
Mission statements, goals and objectives
Be SMART about objectives

Setting expectations

Performance criteria in finance
Defining accountabilities
The importance of accountabilities
Setting standards
Standards in practice
Competencies
Utilising competencies in feedback
Personal development plans
Aligning personal development with company goals

Coaching

The manager as coach
The importance of coaching
Motivation – which theory works for you?
What makes us tick?
Motivating people

Effective feedback

Providing feedback
The power of feedback
Feedback pitfalls
Structuring a formal feedback session
A different perspective
Root causes of performance problems
Dealing with difficult situations

Leading from within the team

Doing vs managing
Balancing your workload
Rules for effective delegation
Being a role model
Communication – the key skill of every manager

Performance appraisals

Handling performance appraisals
Don’t mess it up – tips on handling appraisals

How it works

Author

Alan Nelson

Alan Nelson

Alan Nelson is the founder of accountingcpd and has a keen interest in economics and in management skills training in the accountancy profession. He has been Chair of ICAEW’s Practice Assurance Committee, and a member of ACCA’s SME Committee and of IFA’s Regulatory Committee. He is currently a member of the Bank of England’s Decision Making Panel.