Personal skills: productivity basics (Bundle)
Build productivity basics that will transform your output with this applicable 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
- Understand the importance of time management and the effects of poor time management on stress and productivity
- Discover how to set SMART goals and prioritise tasks with the Eisenhower Matrix
- Implement strategies for immediate improvement including time blocking, the Pomodoro Technique, task batching and the 2-minute rule
- Learn how to create effective daily and weekly prioritisation plans
- Explore the key pillars of physical wellbeing, including nutrition, exercise, sleep, hydration and preventative healthcare
- Learn methods to create compelling content, structure your talk and enhance verbal communication
- Identify practical ways to develop healthier habits that can improve energy levels, focus and day-to-day wellbeing
- Create a sustainable approach to wellbeing by integrating positive physical health practices into daily life
About this course
Time management, prioritisation and personal wellbeing are essential skills for maintaining performance in today’s demanding working environment. This comprehensive e-learning bundle equips professionals with the practical techniques and strategies needed to manage workloads effectively, improve productivity, and build sustainable habits that support long-term success.
Covering everything from time management fundamentals and effective prioritisation techniques to work-life balance, resilience, and physical wellbeing, this flexible, on-demand course allows you to develop valuable skills at your own pace. Whether you're looking to reduce stress, improve focus, manage competing demands, or enhance your overall wellbeing, you’ll gain the knowledge and confidence needed to work more effectively while supporting both personal and professional success.
- wanting to learn to effectively manage your time for the sake of prioritising tasks, reducing stress, and enhancing work-life balance
- a finance professional seeking to set a positive example for your team and create an environment where everyone can thrive
- a finance professional seeking to apply various prioritisation techniques to manage your tasks and responsibilities efficiently
- seeking to acquire the tools to identify your priorities, set boundaries, and incorporate self-care into your daily routine
- a finance professional wanting to build resilience and improve your overall quality of life
Overview
E-learning |
|
1 - 3 hours |
|
Personal Skills |
Syllabus
1. 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
2. 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
3. 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
4. Physical wellbeing
• The importance of physical health in overall wellbeing
• Nutrition and its impact on energy and resilience
• Developing a regular exercise routine
• The importance of sleep
• Hydration and its effects on wellbeing
• Preventative healthcare and regular check-ups
• Integrating physical wellbeing practices into daily life
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.












