PDP schedule

The IOB rigorously updates its continuous professional development programmes to ensure that members are kept abreast of current trends, new technology, legislation and other facets relevant to the changing face of financial services. The IOB's programmes are delivered in one to five day workshop platforms with top-level presenters combining theoretical knowledge and practical skills.

For more information,
contact Samantha Pretorius:
Tel:011 481 7000
Fax: 011 484 8716
Email

Do you have a group of delegates to train? Call us for effective tailor-made inhouse training.

Programme	Description	Length
Sales and Marketing
Highlights of Negotiation	Introduction of effective negotiations	1 day
Principles of Marketing	Understanding and applying marketing strategies	2 days
Selling on the frontline (level1)	Face to face sales skills	2 days
Professional selling skills (level2)	Techniques for effective sales	2 days
Sales and service management	Increase sales through effective customer interaction	2 days
Negotiation & assertiveness skills	Achieve both profitability and sustainable results through effective negotiations	2 days
Finance and Banking
Fundamentals of money market	Understanding basic investment principles	2 days
Personal financial planning	Planning and controlling your finances	2 days
Code of Banking Practice	Overview of the standards within the code	2 days
Fundamentals of Foreign Exchange Markets	Basic understanding of forex in the financial sector	2 days
Fundamentals of Bond Market	Understanding the process of buying and selling in the fixed income market	2 days
Credit
National Credit Act	Navigating your way through the National Credit Act	2 days
Credit Risk Assessment	Sensitive and efficient credit risk principles	2 days
Introduction to Credit	Understanding and interpretation of financial statements	5 days
Assessing Company Affordability	Effectively assess business finance applications	5 days
Customer Services
Customer Retention Management	Understanding customer needs and developing retention strategies for success	2 days
Customer service for Bank Consultants	Developing and implementing service strategies for success	2 days
Sales and Service Management	Increase sales through effective customer interaction	2 days
Customer Retention Management	Understanding customer needs and developing retention strategies for success	2 days
Management and Leadership
Corporate Governance for Senior Manager	Providing corporate directions and performance	1 day
Managing Events	Effective management of multiple integrated projects	2 days
Introduction to Risk Management	Understanding and applying principles of risk management	2 days
Management Control Procedures	Optimum performance through effective management	2 days
Project Management	Successfully manage multiple projects	2 days
Principles of Basel 2	Broad overview of Basel 2	2 days
Management Practices for New Managers	Apply and implement basic management skills	2 days
Compliance and Risk Management	Understanding the role and principles of compliance	1 day
Corporate Governance	Providing corporate directions and performance	1 day
Mastering & Managing Service Delivery	Creating and maintaining a customer centric business environment	2 days
Financial Management Non-Financial Managers	Practical application of financial skills	2 days
Supply Chain Management	Understanding and applying components of SCM	2 days
Managing Diversity and Disability	Creating a diverse workforce for competitive advantage	2 days
Techniques for Managing Change	Developing a planned approach to change in your organisation	2 days
Business Communication	Communicate effectively in a professional environment	2 days
Inter personal skills
Effective Time Management	To manage your time to maximize effectiveness	2 days
Practical approach to Problem Solving	Your problem solving kit	2 days
Professional / Powerful Presentations	Essential skills for persuasive presenting	2 days
Conflict Resolution & Assertive Skills	Skills and strategies to build stronger more cohesive relationships	2 days
Emotional Intelligence	Utilising EQ to optimize performance and productivity	2 days
Personal Corporate Image	Achieve, maintain and project a professional corporate image	1 day
Stress Management	Managing emotional wellness in the workplace	2 days
General
Call Centre Excellence	Developing and enhancing skills within the Contact Centre Industry	2 days
Business Communication	Communicate effectively in a professional environment	2 days
Business and Report Writing	Professional skills for effective written communications	2 days
Train the Trainer	Facilitating and administering successful training events	3 days
Efficient Secretary / PA	Enhanced skills and knowledge for valuable workplace contributions	2 days

Payment Policy, Confirmation and Right of Admission:
Payment & In order to secure your registration, payment is due in full upon receipt of invoice. Your registration will not be confirmed until such time as payment is received and may be subject to cancellation. IOB reserves the right to refuse admission to the programme where evidence of full payment cannot be shown.

Delegate cancellation:
All delegate cancellations must be received in writing and are subject to the following conditions:

For any cancellations received 7 working days before the start of a course, IOB will issue a 100% credit for the value paid to be used for up to one year from the issue for any future IOB training programme.
For any cancellations received less than 7 working days before the date of the course, the full fee will be payable and no refunds or credit notes will be given.
Should a registered delegate not cancel and fails to attend the programme, this will be treated as a cancellation with no refund or credit note issued.

Membership