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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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