E-learning

Personal skills (Bundle)

As modern roles demand stronger communication, prioritisation, and leadership capability, this comprehensive Personal Skills Bundle equips professionals with the core skills required to work smarter and make lasting impact.

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.

£78.00

Course Type

E-learning

Length

1 - 3 hours

What you’ll achieve

  • Take control of career progression by articulating value, planning growth, and making intentional career decisions.
  • Manage priorities, boundaries, and resilience to sustain performance, wellbeing, and long term career effectiveness.
  • Build and lead cohesive teams through trust, communication, motivation, and effective people management.
  • Contribute effectively to teams through ownership, communication, adaptability, and shared accountability.
  • Improve productivity and reduce stress by managing time, focus, and competing demands effectively.
  • Distinguish urgent from important tasks and plan daily and weekly priorities with clarity.
  • Plan, lead, and follow up meetings that drive decisions, engagement, and clear actions.
  • Present ideas clearly and confidently using structured messages, strong delivery, and effective audience engagement.

About this course

In today’s fast paced, high pressure working world, strong technical ability alone is no longer enough. Professionals are expected to manage time, communicate clearly, collaborate effectively, and lead with confidence. 

This comprehensive Personal Skills Bundle brings together essential, interconnected skills in one flexible, interactive learning journey, helping you work smarter, influence more effectively, and perform sustainably. Investing in the full bundle ensures consistent development across every area that modern roles demand, delivering far greater impact than standalone courses alone.

Who it's for
  • Finance professionals seeking structured personal development to strengthen core workplace skills.
  • Individuals looking to progress in their role, demonstrate leadership potential, or prepare for new career opportunities.
  • Managers or aspiring managers aiming to build strong teams through better communication, trust, and motivation.
  • Team members looking  to improve collaboration, adaptability, and feedback skills.
  • Professionals required to lead meetings, present confidently, and communicate clearly to influence decisions and outcomes.
  • Anyone wanting to manage time, priorities, and workload more effectively to reduce stress and improve work life balance.

 

Overview

E-learning

1 - 3 hours

Personal Skills

Syllabus

1. Strategic career management
•    Managing your career 
•    Progressing to the next stage 
•    Demonstrating leadership readiness 
•    Applying for jobs 
•    Building a personal brand 
•    Balancing work and life

2. Work-life balance
•    Understanding work-life balance and its importance 
•    Gauging your work-life balance 
•    Identifying personal and professional priorities 
•    Setting boundaries between work and personal life 
•    Understanding the relationship between pressure and stress 
•    The importance of perception

3. Building teams as a manager
•    Understanding team dynamics 
•    Defining roles and responsibilities 
•    Effective communication 
•    Building trust and collaboration 
•    Conflict resolution 
•    Motivating your team

4. Being an effective team member
•    Understanding team roles and responsibilities 
•    Effective communication 
•    Building trust and respect 
•    Collaboration and teamwork skills 
•    Adaptability and flexibility 
•    Contribution and participation 
•    Providing and receiving feedback

5. An introduction to time management
•    The importance of time management 
•    Some benefits of effective time management 
•    Common time-wasting habits 
•    The impact of poor time management on productivity and stress 
•    Setting SMART goals 
•    Prioritising tasks and activities 
•    Benefits of effective time management
•    Where does all the time go: Getting a clear picture of how you use every single hour in a          week
•    Strategies for immediate improvement

6. Effective prioritisation
•    Understanding the importance of prioritisation
•    The Eisenhower matrix
•    ABCDE method for prioritising tasks
•    Time blocking and scheduling
•    Eating the frog: a time management technique to help you tackle the difficult tasks first           thing
•    Efficiency vs effectiveness
•    Creating a daily and weekly prioritisation plan

7. Holding effective meetings
•    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

8. Public speaking and presentation skills
•    Understanding your audience
•    Structuring your presentation
•    Creating compelling content
•    Enhancing verbal communication
•    Utilising non-verbal communication
•    Engaging with visual aids
•    Handling Q&A sessions

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. 

Personal skills (Bundle)
E-learning

Personal skills (Bundle)

1 - 3 hours

£78.00
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