Growing the communication and leadership skills of Financial professionals

Crucial Learning's communication and leadership courses have been widely implemented across the financial services sector in Australia and New Zealand, enhancing communication, productivity, and leadership skills in banks, insurance companies, and financial advisory firms.

  • Flexible training options: public, in house, and online courses
  • Comprehensive support materials for skill reinforcement & application
  • Industry-specific scenarios for internal course facilitation
  • Trainer Certification for internal course facilitation
Trusted by the best

Some common Financial Services challenges and the Crucial Learning solutions

Regulatory compliance and risk management

Crucial Conversations for Accountability helps professionals address complex compliance issues, promoting transparency and ethical practices in financial institutions.

Customer relationship management and improvement

Crucial Conversations for Mastering Dialogue equips staff with skills to handle difficult client interactions, enhancing customer satisfaction and retention in banking and insurance.

Adapting to industry and technology changes

Crucial Influence training assists leaders in guiding teams through sector and technological transformations, while The Power of Habit helps create a culture of continuous improvement.

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Getting Things Done
October
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Getting Things Done Training
Oct 15
 - 
Oct 15, 2025
$795
Virtual
Prerequisite: you must have completed the full training course prior to Trainer Certification
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Paramount in bringing about the sustained cultural change that we needed in the organisation. It reduced our operating costs by more than ten million.

Ken Diehm
 • 
CGG
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I have wanted to do this course for 10 years after reading the book! Still relevant today. Well designed learning program, engaging and stimulating, good class size. Surprised how effective the virtual medium was, especially break out rooms etc. Chat function encouraged good class participation. Very practical exercises - liked building on my starter conversation. Facilitator upbeat and positive. Good pace and well run.

Chief People and Culture Officer
 • 
Clean Energy Finance Corporation

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