Managing People in Finance

(59 customer reviews)
by

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.

£150 +VAT

4 CPD hours

365 days’ access

Use ACPD101 for 10% off any purchase.

Managing People in Finance

(59 customer reviews)

£150 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

Managing People in Finance

(59 customer reviews)

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

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.

59 reviews for Managing People in Finance

  1. Kerry Weaver –

    A practical course, actually tailored to the real-life challenges of managing a finance team, rather than generic management models.

  2. James Warren –

    This training was broader in scope that I expected and I would strongly recommend it, especially for people who have recently become people managers or those on a career path to people leadership.

  3. Anastasija JankauskaitĖ –

    Information in one place on all relevant topics

  4. Ntsholeng Thabana –

    The course guides in managing people.

  5. Beth Clarke –

    .

  6. Mairead O’Flynn –

    Very useful and relevant. I really liked Alan’s contribution, he has lots of experience and good advice

  7. Fergal Molloy –

    It was v practical and identified some specific areas where I can improve as a manager & leader.

  8. Kimberley Estwick –

    VERY INFORMATIVE

  9. Lisa Warner –

    great content

  10. Aruni Premadasa –

    It was a very useful course. Lot of information I can use in my current role and things I can realte to.

  11. Jermyl Jn Baptiste –

    Very clear and detailed course. The language was very precise and the material was very fluent.

  12. Zhuo Li Li –

    very helpful

  13. Joseph Miller –

    Good course for providing an end to end overview of various topics managers should at least be aware of if they are trying to improve their own managerial style and/or capabilities.

  14. David Machin –

    Very good course

  15. Jacqueline James –

    Good balance of course presentation i.e. reading, video and questions. Very relevant to most individuals and organisations. Offered great reminders of how to manage performance constructively.

  16. Hoang Phuong Tran –

    really good course

  17. Jennah Knapp –

    Some very helpful suggestions.

  18. Angela Petrelis –

    Covered the topic very well.

  19. Juliet Mercer –

  20. Rishi Sharma –

    A relevant course!

  21. anne Marshall –

    Very well broken down into different sections with all being very detailed. it has given me some very good pointers and i will take away some excellent managing tips from this

  22. Thelma Acheampong –

    I really enjoyed this course. It really put management in very practical and approachable manner.

  23. Jana Todd –

    Great tips

  24. Martin French –

    Excellent and very useful course.

  25. Rowena Wattrus –

    Food for thought. Great to know what you are doing right as well as areas for improvement.

  26. Nicole Summerfield –

    It was very useful practical advice which can be applied in my finance team. Worth a second watch to reinforce information.

  27. Rikesh Ballah –

    Very enriching and interesting

  28. Anita Harper –

    I chose the course rather reluctantly but actually found it really engaging and useful. There is a good mix of videos and text so it doesn’t feel like reading just another handout.

  29. Elizabeth Finney –

    I found this course really helpful. Having completed a lot of technical training, I have been promoted into a managerial role. The course covered a good range of topics, with helpful, practical tips using real-world scenarios. I particularly liked how the course is split into different modules and with different ways of presenting the material across each module, with some bits to read and listen to at each stage.

  30. Adam Samson –

    Quite useful information, speaker on the videos was very knowledgable and brought the subject to life

  31. Mireia Corredor Marcos –

    Very productive and useful course. He never lets us down!

  32. Robert Deeming –

    Good examples, easy to understand.

  33. Carol Bloor –

    the structure of the course was excellent and the content really useful

  34. Mark Dinsdale –

    Very well structured course, a lot of positive take homes.

  35. Kathryn Brown –

    Videos informative and easy to follow

  36. Ben Barrett –

    Some really good principles and outlooks on managing people. Very useful to have a a real focus for Finance Teams as well

  37. Lisa Evans –

  38. Katarzyna Piekarczyk –

  39. Sze Hwee Goh –

    Informative and develop existing needs of the skills

  40. Nicole Crisp –

    Addressed areas where I would like further development.

  41. John Mwanza –

    I had expected that there would be templates to guide

  42. David McPherson –

    Very relevant and informative

  43. Chandana Mukherjee –

    Very relevant to my role as Finance Manager.

  44. Iryna Zakliuka –

    good blend of theory and real life examples

  45. Ulrike Niederle –

    Very honest and concise videos with Alan approaching difficult subjects

  46. Kathryn Baxter –

  47. Peter Corrish –

  48. Hamilton Bell –

    Good take aways and lists of items to focus on

  49. Lynne Wood –

    I have recently become manager of the team I have worked in as a Financial accountant with no Managerial training

  50. Valerie O’Mahony –

  51. Robert Falk –

  52. Lisa Black –

    Really engaging, a range of ways to read/ listen and tests to ensure knowledge picked up

  53. Steve Davies –

    Reinforced previous learnings and introduced new ideas

  54. Lebogang Khwarae –

    I have learnt to deal with my short falls and also realised my other weaknesses and now have a way to work on them

  55. Richard King –

    Mix of Video, text and quiz format

  56. Chamith Hashan Ekanayaka Mudiyanselage –

    Video speed is fast. I had to read transcript separately to understand content. I took more time

  57. Brian Oliver –

    It gave me some good ideas on how to approach the difficult parts of management

  58. Annvey Lewis –

    It touched on all the key areas – appraisals, feedback etc.

  59. Leggy Bojosi –

    It met my objectives, some areas I was refreshing I appreciated the most, the appraisal handling. I realized that it is something that i have just being doing because its part of my job without enough knowledge. I really needed the knowledge of managing the appraisal process and i believe I will do better going forward.

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