Course Overview

The Treasury Sales and Negotiating Skills course is an all-encompassing course geared towards assisting bank client facing staff in bridging the gap between understanding the characteristics and application of the various financial products offered by their bank, and the practical and suitable application thereof by their clients.
Liquid error: internal

Who should enrol?

What most salespeople lack, is the ability to step outside of their own respective product or service area, viewing a client’s risk on a holistic basis and being able to deliver the bank to the client in a product-neutral manner.

  • Front Office Sales at Banks

  • Treasury and Trade Solutions Sales Staff

  • Operations staff moving into a Front Office role

  • Support areas (such as credit, legal and compliance)

  • Corporate Treasury Staff

Key learning Outcomes

This comprehensive workshop will provide attendees with:

  • A thorough understanding of the business risks and requirements of their clients.

  • The knowledge to suggest the most appropriate product or service to address a client’s need.

  • The ability to recognize opportunities to gain market share for their bank.

  • The tools to formulate ways in which they can assist clients better, due to a thorough understanding of where a client comes from.

Course curriculum

    1. How to navigate through this course

      FREE PREVIEW

    2. Important dates and times

    3. About the course

      FREE PREVIEW

    4. Course materials

    1. 23 February 2026 | LIVE SESSION 1 | INVITATION

    2. 23 February 2026 | RECORIDNG SESSION 1

    3. 23 February 2026 | RECORIDNG SESSION 2

    1. 24 February 2026 | LIVE SESSION 2 | INVITATION 2

    2. 24 February 2026 | RECORDING SESSION 1

    3. 24 February 2026 | RECORDING SESSION 2

    1. 25 February 2026 | LIVE SESSION 3 | INVITATION

    2. 25 February 2026 | RECORDING SESSION 1

    3. 25 February 2026 | RECORDING SESSION 2

    1. Congrats! Heres's what's next...

    2. Before you go...

About this course

  • $699.00
  • 15 lessons
  • 21 hrs of live facilitator led sessions
  • Supporting workbooks & slides
  • Access replays and course materials for 30 days after last live session

Pricing

Instructor

Meet who you will learn with

Perry Fisher

Lead Facilitator

Perry is passionate about coaching and training. His services include consulting and training in the areas of risk assessment, financial modelling, deal appraisal, and financial structuring for debt and equity transactions. He previously worked in investment banking where he was involved in the structuring of multi-million dollar transactions, developing pricing models, managing investment-related risks, preparing client pitches and successfully closing deals. Before this he worked as a training facilitator for a business incubator program, taught A-level Economics, Statistics and Mathematics, and also authored a mathematics textbook for distance learning students.

Social proof: testimonials

“A great refresher!”

Debbie Hite | Nedbank South Africa | Senior Dealer

“Great introduction course!”

Phathu Matamela | Nedbank south Africa | Trainee Dealer

“Execellent course, I would highly recommend”

Siphosomhle Kamkam | Absa Africa | FX Trader

“The workshop was informative and helped me to gain a better understanding of trade and treasury products that will help me to cross sell to my clients.”

Shazmir Dhanji | Equity Bank Kenya | Business Growth

“The workshop was a great refresher and eye opener of treasury products. It improve my knowledge and skills in treasury product as we encounter/engage clients in the market. Handling clients dealing with international trade and FX made easier. I highly recommend the course to all staff in front office and marketing for cross selling and advisory services.”

Reuben Kimutai Ruttoh | Equity Bank Kenya | Business Growth

“It was very detailed, informative and would highly recommend attending.”

Irene Wanjiru Irungu | Equity Bank Kenya | Business Growth

Discover your potential, starting today

Enroll today