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Accuracy Training
Course Description
Correcting errors made when processing client orders and
enquiries or in data entry is likely to be expensive and very
time-consuming. This course is designed to improve accuracy in data
processing, and in the handling of client instructions and
enquiries. As such, it is more focused on operational issues faced
by junior staff in the finance industry and ensuring cost-effective
data-processing by those staff.
This course will focus on increasing awareness of the impact
of mistakes. It will have a focus on learning specific tools
and techniques to improve accuracy and hence improve
efficiency and effectiveness. The course is highly
participative, combining the presentation of theory and
guidelines with individual and group exercises. It is very
high-energy and includes video clips, reviews of current
newspaper articles, case studies and visual illusions.
Learning Objectives
By the end of the course, delegates will
- be more accurate when inputting or checking deals, transfer
orders, settlement instructions and account registration information
- be more attentive to detail in their day-to-day work
- be more efficient, effective and motivated in their roles
- be able to understand the importance of accuracy in their day-to-day roles
- be able to recognise the common errors they are likely to
make, and avoid them
- make an action plan to identify their accuracy issues and
address them
Target Audience
This course is specifically targeted at junior employees working
in the Financial Services Industry. With particular agreement in
advance, the focus of the course can be re-positioned to suit
various delegate requirements.
Duration
1 day for up to 12 participants
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