Personal skills: career foundations (Bundle)
Learn practical, applicable personal skills to progress your career with this practical e-learning bundle designed for modern finance professionals.
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
1 - 3 hours
What you’ll achieve
- Learn how to manage your career proactively, create a personal brand and maintain a healthy work-life balance
- Gain the tools to identify your priorities, set boundaries, and incorporate self-care into your daily routine
- 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 a meeting
- Discover how to follow up a meeting with documentation and action items.
- Learn methods to create compelling content, structure your talk and enhance verbal communication.
- Utilise non-verbal communication and visual aids to further amplify your message
- Find out how to handle Q&A sessions effectively.
About this course
Career success depends on more than technical expertise. As professional demands evolve, skills such as career planning, effective communication, personal resilience, and leadership are becoming increasingly important for long-term growth and impact. This comprehensive e-learning bundle equips professionals with the practical tools and insights needed to manage their careers proactively, communicate with confidence, and thrive in a fast-paced working environment.
Covering everything from strategic career management and personal branding to work-life balance, productive meetings, and impactful presentation skills, this flexible, on-demand course bundle allows you to build expertise at your own pace. Whether you're looking to progress your career, strengthen your professional presence, improve team collaboration, or communicate ideas more effectively, you’ll gain the essential skills needed to enhance performance, influence stakeholders, and achieve sustainable career success.
- aiming to advance in your current role, demonstrate leadership potential, or apply for new opportunities
- wanting to manage your career proactively, build a personal brand, and maintain a healthy work-life balance
- seeking to host meetings that are productive, engaging, and outcome-focused, fostering better communication, collaboration, and decision-making within your team.
- looking to engage in professional development by brushing up on your knowledge of personal skills
- a finance professional needing to deliver engaging, clear, and impactful presentations
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. 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
4. 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.
