Future of Finance: Are You Ready?
This workshop will serve as the starting point for a deep-dive discussion on where the finance industry is headed and how individuals and teams can strategically position themselves for success. With 60% of current jobs in finance projected to no longer exist in 10 years—and only 10% of those affected aware of this shift—this workshop is both a wake-up call and a roadmap for action.
Participants will explore the future state of finance, identify the skills they’ll need to thrive in new roles, and create actionable plans to future-proof their careers and departments.
This workshop isn’t just about understanding change—it’s about equipping participants with the tools to lead it. Join us to ensure you and your team are ready to shape the future of finance.
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- Field of Study: Finance (2 CPE Credits) 2 CPD Hours
Course Testimonials



Course Overview
What we Cover:
- The evolving landscape of finance and what it will look like over the next decade
- Strategic positioning in a rapidly changing industry
- Skills required to succeed in the finance roles of tomorrow
- Translating insights into clear, actionable steps for development and growth
The Challenges:
- Disruptive technologies such as data science, AI and automation reshaping the finance function
- A significant portion of the workforce unprepared for these shifts
- The need for forward-thinking strategies to adapt and thrive in an uncertain future
- Rapid obsolescence of traditional finance roles
The Barriers:
- Lack of awareness about industry changes and personal impact
- Resistance to change within teams and organizations
- Insufficient access to reskilling and upskilling opportunities
- Misalignment between current skill sets and future industry demands
Learning Objectives:
By the end of this workshop, participants will be able to:
- Develop a strategic action plan to address skill gaps and prepare for transition
- Understand the key trends shaping the future of finance and their implications
- Identify personal and organizational goals in alignment with upcoming industry changes
- Pinpoint the critical skills required for future finance roles
Business Benefits:
- Proactive teams equipped to adapt and excel in a changing financial landscape
- Enhanced strategic alignment with long-term business goals
- Improved ability to attract and retain top talent prepared for the future
- Greater resilience in the face of industry disruption
Course Facilitator

Oliver Deacon
Course Facilitator
Prerequisites: No Prerequisite knowledge is required to be successful in this course
Advanced Preparation: No advanced preparation is required
Program Level: Basic
Delivery Method: Group Live
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