Finance Business Partner Course

The Business Partnering Mindset workshop rewires finance pros to think, act, and be valued as strategic collaborators—not number-crunching bystanders.

• Adopt the IMPACT mindset: pivot from reactive reporting to proactive influence, commercial alignment, sharp communication, and rock-solid trust.

• Swap reputation killers for credibility builders: recognise behaviours that tank Finance’s image and replace them with empathy, clarity, curiosity, and other high-impact traits drawn from top Sales, Marketing, Ops, and HR playbooks.

• Create a personal FBP roadmap: leverage the self-assessment to identify strengths, close skill gaps, and craft weekly actions that turn financial insight into tangible business value.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Elevating Brand & Presence transforms finance professionals from background supporters into visible, sought-after strategic voices.

• Targeted visibility, not vanity: map who actually needs to see your value, use the S.E.E.N. framework to pinpoint gaps, and commit to high-impact moves that make your expertise indispensable.

• Craft a magnetic personal brand: build your “BRAND Shield” to clarify reputation, audience, narrative, and delivery—so every interaction consistently signals Insight, Influence, and Impact.

• Activate influence in every room: practise real-world scenarios and the Strategic Spotlight game to show up, engage, and be needed before decisions are made, boosting confidence and presence across the business.

Field of Study Personal Development — 2 CPE Credits (2 CPD Hours)

This workshop helps finance professionals build collaborative relationships that drive influence and strategic outcomes.

• Learn how to quickly build rapport and handle challenging conversations professionally

• Explore techniques for managing conflict and fostering long-term collaboration

• Map key relationships and create targeted engagement plans to build trust and alignment across the business

Field of Study Personal Development — 2 CPE Credits (2 CPD Hours)

Unlocking Power Data Insights turns raw numbers into laser-focused guidance that drives smarter commercial decisions.

• Spot the real performance levers: isolate volume-price-mix and other key drivers, then bring them to life with “power dashboards” and the right chart for every story.

• Move from “what” to “so what”: use the 3 Magic Questions, Funnel of Whys, and Volcano of Value to expose root causes and shape clear, action-ready insights.

• Influence without friction: coach stakeholders, escalate issues diplomatically, and transform routine reporting into strategic conversations that steer the business forward.

Fields of Study:
Finance 1 CPE Credit (1 CPD Hour) and  Management Services 1 CPE Credit (1 CPD Hour)

Financial Storytelling that Inspires equips finance professionals to turn dense numbers into concise narratives that spark understanding and decisive action.

• Turn data into a three-part story: apply the Power of 3 to distil complex analyses into “what we saw, why it matters, what we recommend” that audiences remember and act on.

• Connect through structured empathy: use the CARE framework and stakeholder maps to frame messages around real ambitions, concerns, and contexts—so non-finance partners lean in, not tune out.

• Lead with a hero’s journey: structure presentations as a clear arc of challenge, struggle, and resolution, elevating your role from reporter of facts to storyteller who moves the business forward.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)

Influencing Critical Decisions equips finance business partners to shape conversations that turn insight into action.

• Shift mindsets, not just metrics: master persuasion tools to reframe resistance, earn trust fast and guide stakeholders from doubt to commitment.

• Sell ideas that stick: apply proven sales and messaging frameworks so recommendations land clearly, emotionally, and memorably.

• Drive confident decisions under pressure: diagnose the real sources of hesitation, tailor your challenge without triggering defensiveness, and move teams from analysis paralysis to decisive next steps.

Fields of Study:
Personal Development 1 CPE Credit (1 CPD Hour) and Communications and Marketing 1 CPE Credit (1 CPD Hour)

Delivering Strategic Impact turns finance professionals into strategy-shaping partners who move the business from insight to decisive action.

• Think and coach strategically: flex the 5 Critical Muscles, use the LENS method, and facilitate S.O. WHAT conversations that reframe numbers into forward-looking choices.

• Communicate hard truths with confidence: apply the BRAVE framework to deliver tough messages, justify trade-offs, and keep stakeholders engaged even when the news hurts.

• Persuade with concise narrative: combine market insight, a 5-Slide Influence Deck, and practiced presentation techniques to sell recommendations and guide high-stakes decisions.

Field of Study Finance — 2 CPE Credits (2 CPD Hours)