Essential Soft Skills for Banking & Finance Professionals: Online Course

person icon CA Raja Classes

Essential Soft Skills for Banking & Finance Professionals: Online Course

Mastering Communication, Leadership, and Teamwork Skills for Banking & Finance Professionals.

updated on icon Updated on Dec, 2023

language icon Language - English

person icon CA Raja Classes

architecture icon Personal Development,Career Develoment,Soft Skills

Lectures -11

Duration -46 mins


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Course Description

Welcome to our comprehensive online course on Essential Soft Skills for Banking & Finance Professionals. In today's competitive world, having a strong set of technical skills alone is no longer sufficient to succeed in the finance industry. Employers are increasingly seeking professionals with well-developed soft skills, such as effective communication, leadership, teamwork, cross-cultural communication, networking, and relationship building.

Our course is designed to equip you with the essential skills needed to thrive in the banking and finance industry. With six modules, you'll learn everything from the importance of soft skills in finance to building meaningful professional relationships.

In Module 1, you'll receive an introduction to the course and an overview of the importance of soft skills in finance. This will lay the foundation for the rest of the course, ensuring you understand why possessing these skills is critical to succeeding in the finance industry.

Module 2 focuses on effective communication, a critical skill for any finance professional. You'll learn about the different types of communication, common barriers to effective communication, and strategies to improve your communication skills.

Module 3 covers leadership in finance. You'll gain an understanding of the role of leadership in finance, the different leadership styles, and ways to develop your own leadership skills.

Module 4 explores the importance of teamwork in finance. You'll learn about team dynamics, how to build effective teams, and why teamwork is essential in the finance industry.

Module 5 dives into cross-cultural communication in finance. With the increasing globalization of finance, it's crucial to understand cultural differences and overcome communication challenges when working with people from different cultures. You'll learn how to communicate effectively with people from diverse backgrounds and cultures.

Lastly, Module 6 covers networking and relationship building in finance. You'll discover the importance of building a professional network and ways to develop meaningful professional relationships.

Our pre-recorded course provides you with the flexibility to learn at your own pace and on your own schedule. You'll have access to high-quality video content, interactive quizzes, and assignments to help you apply what you've learned.

Enroll in our Essential Soft Skills for Banking & Finance Professionals course today and take the first step towards becoming a well-rounded finance professional.


What will you learn in this course:

  • Understanding the importance of soft skills in finance
  • Different types of communication and strategies for improving communication skills
  • Leadership styles and how to develop leadership skills
  • Building effective teams and understanding team dynamics
  • Cross-cultural communication and how to communicate effectively with people from different cultures
  • Networking and relationship building in finance, including how to build a professional network and develop meaningful professional relationships.


What are the prerequisites for this course?

  • There are no specific requirements or prerequisites for taking the Essential Soft Skills for Banking & Finance Professionals course. This course is designed for anyone who wants to improve their soft skills and excel in the finance industry, regardless of their current level of experience or education.
  • Whether you're a beginner in the finance industry or a seasoned professional, this course will provide you with valuable insights and strategies to enhance your soft skills.
  • All you need is an internet connection and a device that can access the course content.
Essential Soft Skills for Banking & Finance Professionals: Online Course


Check out the detailed breakdown of what’s inside the course

Introduction to Soft Skills
1 Lectures
  • play icon What are Soft Skills and why they are important? 02:39 02:39
Effective Communication
4 Lectures
Leadership in Banking and Finance
1 Lectures
Team Work
2 Lectures
Cross-cultural communication
2 Lectures
Networking and Relationship Building
1 Lectures

Instructor Details

CA Raja Classes

CA Raja Classes

Passionate Chartered Accountant and Educator, bringing finance to life

I am a Chartered Accountant with tonnes of passion for teaching. 

I teach Financial Management & Strategic Financial Management for Chartered Accountancy, Cost and Management Accountancy and Company Secretary students in Ernakulam, India. I also hold Post Graduate Diploma in Business Administration in Finance from Symbiosis, Pune and Bachelors in Commerce, from Loyola College, Chennai. 

I worked in State Bank of India as Assistant Vice President - Credit for a period of four years after which i started my Chartered Accountancy Practice. During the stint in State Bank of India, I worked on credit proposals of Mid Corporate Units and gained good experience in Financial Analysis, Risk Assessment, Viability Study, Evaluating business models, Project Finance, Working Capital Management, etc. 

I conduct work shops for Entrepreneurs, Chartered Accountancy / Cost and Management Accountancy Students on the topics like Project Finance, Credit Risk Assessment, Entrepreneurship Development, Finance for Non Finance Executives, etc. 

I love teaching and i want fundamentals of accounting and finance to reach students and so i am here.

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