Investment Management Academy Science of Share Selection
All of the Investment Management Academy courses are delivered by Senior Group Leaders who have beaten the FTSE100 by at least 300% over at least a full seven year period, ending not less than 6 months ago. This means our course leaders are extremely successful investors who have achieved more than 400% of the FTSE100. They are also completely up to date as regards the current stock market trends and developments.
To be certain that that the Group Leaders can identify with the investment situation of their attendees, they must personally have at least £0.5m invested and should not have an investment portfolio currently worth more than £3m. In addition they should have originally started with a relatively small investment that they grew into their current successful portfolio.
To ensure that the delegate investors attending this training course will get the maximum possible benefit from their time and that the discussions will be at their most effective; the delegate numbers are limited to a maximum of 15.
Leaders should be provided with the necessary skills, development and knowledge to truly fulfil their full leadership potential. Outstanding leadership is critical to be able to successfully initiate and implement real corporate change. Without top class leaders performing at the top of their game, real ongoing strategic change tends very difficult for most organisations. This often leads to a general strategic approach of, “how do we do better, what we did last year”, which is not really a strategy at all, it is merely a tactical plan.
This means that a strategy, which may have determined many years ago, can often become a sacred cow, which must be protected and implemented at all costs. Given that change is a constant, being frozen into what must eventually become an outdated strategy, suited to a world that may no longer exist in its previous form, can never be a recipe for long term success. This is why Excellence in Leadership is essential to become or remain an outstandingly successful company.
Investment Management Academy Course Overview
Leadership is about inspiring and motivating groups of people to perform at their peak. We all know that team performance can often be improved or made worse simply by changing the team leader. Good leadership encourages a better outcome from the group, than they would otherwise produce.
Good Leadership creates a sense of purpose and belonging amongst the group. Everybody knows what the overall organisation purpose is and where they fit in. Team work is promoted and respected, alongside individual talent. All the team members strive for the success of the organisation, and their own particular team, as well as their personal success. Nobody wants to let anybody else down and everyone is client/customer focussed.
It is clear that good leadership is invaluable to any organisation. It increases sustainable profits, helps to motivate and retain good people, as well as increasing customer satisfaction and retention. Everybody wins and the workplace generally becomes a much happier and more successful business environment.
To ensure that the Leaders attending this training course will get the maximum possible benefit from their time and that the discussions will be at their most effective; the delegate numbers are limited to a maximum of 12 for in person courses and only 8 for the live online courses.
However, for internal single company courses, if requested to do so, we would be prepared to accommodate more attendees.
Investment Management Academy
We will be exploring the implications, responsibilities, challenges and opportunities for leaders; as well as the main styles and attributes of good leadership. The day will be based on best practice examples, drawn from a variety of environments and built around a succession of practical exercises and relevant discussion points. The course looks at a range of leadership ideas from a broad variety of perspectives. In every case we emphasise what will work in practice and any limitations in some of the theoretical approaches. There is a great emphasis on the real world and what generates genuine sustainable success.
What is Leadership all about?
• A general overview of some of the crucial aspects of leadership.
• Why do we need leaders?
• Internal and external leadership
Does leadership make a difference?
• Are leaders born or made?
• Is it mainly the qualities of leadership or the activities of leadership that are important?
• What is the first task of a leader?
• Setting directions and how to proceed.
• Leadership and change
Three Areas of Leadership:
• Technical, Administrative, People
• People responsibilities include?
• Management versus leadership
• Manage the people not the task
- Situational and functional requirements
- What do good leaders do?
- What do they have in common
- What do you do?
- What are the gaps and why do they exist?
- Could you modify your own leadership style
- Would modification be desirable
- The task, the team and the individual – Action Centred and other leadership approaches
- Top Leadership styles today, with exercises to demonstrate
Personal preferred leadership style?
• Weaknesses and strengths of your preferred style
• Suggest a personal action plan to minimise your own leadership weaknesses and to maximise your leadership strengths
- What does the latest research say?
- Provide a motivating purpose – enhance the pride of your team in the value and importance of their work
- Create a sense of belonging to a group. Consciously use “belonging cues”
Values and signals
- What should the values of good leaders be and how should they signal these?
- Should you lead by example?
- Is collective cabinet responsibility best, or would a presidential style produce better results?
- What do organisations with widely accepted best of breed Leadership do?
The Senior Course Leader is a former Finance Director of Microsoft (until late 2019). He was in charge of their Seattle based Commercial Windows Application division, a $4bn annual turnover business. During his last two years with Microsoft Inc. he was also a designated internal Leadership Coach.
He holds an Oxford University M.Sc. and is an accredited international executive coach. He is also a Fellow of the Institute of Chartered Accountants of England and Wales, an FCA. He has extensive experience in Leadership training and coaching and in the UK has delivered leadership training courses and coaching for the Institute of Chartered Accountants, the ICAEW.
Another Course Leader is a Chartered Director; the Institute of Directors Board Director qualification, a Fellow of the Institute of Consulting, a Fellow of the Institute of Directors and a Fellow of the Institute of Chartered Accountants of England and Wales. He is a former member of the European Management Consultancy Committee of KPMG Management Consulting Europe, the EMCC. He has also served as the FD and later the CEO of a Plc.
He serves on the Thames Valley Board of the Chartered Management Institute and has completed 12 years on the Chartered Director and the Standards Committees of the Institute of Directors. The Chartered Director Committee of the Institute of Directors advised the Institute of Directors for more than 12 years, as to what UK Board Directors should know and do, in order to properly fulfil the role of a company director. He has been closely involved, at a senior level, for more than 20 years in all aspects of the professional development of UK Directors and Leaders.
He has over 30 years of successful UK and International experience, including 7 years as the Finance Director, Company Secretary and then the Chief Executive of a Plc, as well as 14 years with KPMG Management Consulting, IBM and Arthur Andersen.
The course tutors are very well qualified and highly experienced individuals. Both of these will be involved in the delivery of your workshop. The Senior Course Leader will assume the lead role. Their delivery styles are dynamic, approachable and highly interactive, enabling them to deliver a workshop that you will benefit from and equally importantly, one that you will remember and be able to put into practice in your company enjoy. Their courses are typically assessed as “Excellent” by their delegates.
"Outstanding" Delegate Comments on Courses
“Excellent overview of leadership skills with practical tools and suggestions for implementation”
Chief Financial Officer – Bexley Care Trust
“Very well presented, good content”
Personnel Manager – Adviser Breakthrough
“Good trainer – liked the humour”
MD – NHS Bexley
“This is my second workshop with this trainer who is absolutely fantastic. He makes the workshop fun, interesting and is very knowledgeable”
Community Development Manager – London Borough of Camden
“Excellent, relevant and real.”
Vice Principal, West Cheshire College
“Energetic, interesting, captivating, inspiring – very enjoyable day! Thank you.”
Head of Design
“Good refresher on leadership, time to think with some excellent anecdotes.”
Deputy Principal, BHASVIC
Some Investment Management points to consider:
• Most people become leaders with very limited or perhaps no formal leadership training or advice
• Leadership is not easy; although anyone might do a decent job of steering the ship when the waters are calm; it takes a leader to handle choppy waters
• The final 20% of individual work effort is said to be discretionary and therefore requires extra encouragement and motivation from the leadership team
• Some teams and organisations, undoubtedly perform much better than many others, even when facing apparently similar competitive forces and regulatory procedures, with equally qualified and experienced staff
• Levels of sickness or absence vary enormously between teams and organisations employing similar people to fulfil the same roles within the same sectors
• Change is constant; whilst some leaders welcome and embrace change, looking for the new opportunities within it. Others pointlessly fight against it. The tide cannot be held back, no matter how hard you try
• Some organisations demand blind obedience, often confusing it with real workforce commitment and engagement
• Some leaders work to the wrong time horizon; chasing ever greater short term success at the expense of real long term sustainable success
• Some organisations fail to define what success looks like and how they are going to measure it, which makes it very difficult to recognise when they get there, or even when are progressing in the right direction
Investment Management Academy Course Learning Objectives
Through exploring several practical leadership exercises, by the end of the workshop delegates will:
• Have a clear idea of why we need leaders
• Fully understand the roles and responsibilities of good leaders
• Recognise and understand the characteristics and attributes of good leaders
• Have a very good understanding of their own natural leadership style, and its strengths and weaknesses
• Know and understand the impacts of the main leadership styles
• Recognise how to adjust their own leadership styles to suit the strengths and weaknesses of their own team members
• Fully understand the roles and responsibilities of leaders
• Recognise how to determine the best ways to improve their own performances as leaders and the performances of their teams and how to develop the individuals within those teams
• Be able to understand the requirements their own style of leadership and how that impacts the performance of their teams
• Have a clear idea of how to tackle essential matters such as motivation, discipline, communication etc.
Who Should Attend This Training Course
This programme is ideal for Highly experienced and competent leaders, who would like to become even better leaders, who want to ensure they’re ‘doing it right’; and for those looking for ‘best practice’ of leadership activities and attitudes. Leadership is not primarily about charismatic characters, but it is about what good leaders “DO”.
This programme is also well suited for newly-appointed senior leaders and for those about to be appointed senior leaders.
To ensure that the Leaders attending this training course will continue to get the maximum possible benefit, delegate numbers for in person courses will be limited to a maximum of 12 and for the live Online Courses a maximum of 10.
In-House Course for Staff Training and Development
This training workshop, along with most of our other best practice training workshops, can be delivered as an internal training course at your premises. Even with groups as small as 6 delegates, the course fees per person for internal training workshops can be lower than for open events. The potential savings are even greater, if the travel time and the travel costs of the delegates are included.
Running training workshops internally is very convenient many of our clients and allows the participants to explore how key issues will impact on them and their organisation. Then as a team they can begin to agree upon development action plans and assign priorities. This approach is favoured by many of our clients as it combines a high quality service with excellent value for money and is a highly effective route for staff development.
Certificates of Professional Development
This course is recognised for CPD purposes by most professional institutes and associations including the Law Society, the CIM, the CMI, the ICAEW, the Institute of Learning and the CIPD. Formal Certificates of Professional Development will be issued to all participants who successfully complete this course.
These certificates will enable participants to evidence the update of their CPD records. The workshop will consider how to best apply the knowledge gained by the delegates upon their return to the workplace. This element of the programme is designed to maximise the benefits of attending and enable participants to make valued judgements when recording CPD activities.