Holding effective meetings
In fast-paced organisations, ineffective meetings come at a real cost, this engaging, self-paced online course equips finance professionals with practical skills to plan, lead, and follow up meetings effectively. It’s part of our Personal skills series which can be purchased as a discounted bundle.
AAT professional members:
This course is included within your CPD e-learning benefits via the AAT Lifelong Learning Portal. Please log in to access rather than purchasing.
Course Type
E-learning
Length
10 - 30 mins
What you’ll achieve
- Understand the purpose of meetings
- Be able to set clear objectives, prepare an effective agenda and invite the right people
- Find out how to facilitate participation and manage time effectively during the meeting
- Discover how to follow up a meeting with documentation and action items
About this course
Poorly run meetings waste time, dilute focus, and slow decision-making. This interactive, flexible e-learning course helps finance professionals run meetings with purpose; setting clear objectives, preparing effective agendas, involving the right people, managing time well, and following up with clear actions that drive meaningful outcomes.
- looking to engage in professional development by brushing up on your knowledge of personal skills
- a finance professional seeking to host meetings that are productive, engaging, and outcome-focused, fostering better communication, collaboration, and decision-making within your team.
Overview
E-learning |
|
10 - 30 mins |
|
Personal Skills |
Syllabus
- Understanding the purpose of meetings
- Setting clear objectives
- Preparing an agenda
- Inviting the right participants
- Facilitating participation
- Managing time effectively
- Documenting decisions, action items, and following up
How to access
Once purchased you will be able to access the AAT Learning Portal where you'll have 12 months from the date you access the learning materials. AAT Learning Portal allows you to view all the courses you’ve purchased in one place, monitor your latest training activity and create goals to help you achieve your training aims.







