Our Offers for CFA Members
MSB Executive are communications skills partners of the CFA Society UK.
Below is a selection of coaching programmes specially tailored to
CFA members. We are delighted to offer them to you at a discounted rate.
You are here: Home »
About Us
MSB Executive are communication skills specialists. We combine deep financial services experience with professional theatre training. Our feet firmly in both worlds, we understand the work, people and culture of financial services and draw on our storytelling and performance skills to transform your team’s communications.
Since our founding in 2008, MSB Executive has helped financial services professionals to pitch, present and communicate confidently. We have an excellent track record of helping people to handle difficult questions, speak with authority and gravitas at client meetings, engage an audience by using storytelling techniques and numerous other communications challenges.
To find out more about us and our work, please get in touch with us. We’d love to discuss the kinds of support we could give you and your team.
The MSB Executive team works regularly with the CFA, CAIA and the Royal Economic Society on communicating with impact in the financial services sector. Below are two examples of the programmes we offer, with reductions for CFA members.
Exclusive Offers
Presenting With Impact In The Financial Sector
Format: Coaching Programme (4 x 1 hour)
Price: £1120 for CFA UK members / non-members £1400
The ability to deliver a strong presentation in a high-pressured situation can supercharge your career. Unfortunately for many, it is a challenge they struggle with or avoid altogether. This workshop focuses on how to present with impact, particularly within the financial sector. We will work on how to turn complex data into a meaningful story. Specific areas covered will include:
- Using confident body language to reinforce your message
- Using your voice effectively to speak with authority and clarity
- Techniques to overcome nerves
- Developing effective strategies to answer difficult questions
- Using storytelling techniques to make data meaningful to your audience.
You’ll also gain personalised feedback from one of our communication experts.
Communicating Successfully with Clients
Format: Coaching Programme (4 x 1 hour)
Price: £1120 for CFA UK members / non-members £1400
This coaching programme is designed for people who are experts in their field and need to communicate this expertise to clients. In the financial services sector, many of the strengths that make technical experts successful in their roles can make communicating with clients difficult. Outstanding analytical skills and the ability to focus on detail can make it challenging when we need to deliver clear and engaging messages to clients. During these sessions, participants gain a framework to focus on their clients, harness their technical knowledge and handle challenging questions.
Specific areas covered will include:
- Understanding what your client cares about and adapting your communication style accordingly
- Being clear on your key messages
- Building the relationship as well as delivering the message
- Dealing with challenging situations e.g. handling questions when you don’t know the answers, dealing with different levels of sophistication within your audience and handling aggressive questions
- What happens when things go wrong: how to turn the moment of crisis into an opportunity to build trust for the future.
Communications partners of
