Do you have questions?
Monika Keller will advise you:

Selling financial solutions

Present numbers convincingly

Why this is a must

Visualise any money matter with just a pen, paper and calculator, and lead your client to the solution to their problem.

You will be considered a financial wiz.

Languages: English or German (Genial einfach rechnen®)

Who benefits

All sales personnel and advisors in the financial services sector who want to be more self-confident when dealing with clients – by providing outstanding solutions to (mathematical) financial issues and by reinforcing the client relationship and facilitating closing.

For individuals - public dates
In-house seminars are the best value for groups of 5 or more.

Dates in German: Genial einfach rechnen®

Date Location Duration You invest (excl. VAT)
AT, 1070 Wien 2 days
Waiting list
€ 1,810.00 € 2,172.00 incl. 20% VAT

All prices exclusive VAT. Plus board and lodging.

Key facts

2 days of intensive training with up to twelve participants

Day 1: 09:00 – 19:30

Day 2: 08:30 – 17:00

Do you have questions?
Monika Keller will advise you:
For teams - in-house seminars

In-house seminars are a great option (and the best value) for groups of 5 or more.

a confidential environment

your ideal date & location

teambuilding effects

learning partnerships

tailor-made solutions

real individualisation

Do you have questions?
Alexander Dietz will advise you:
For executives - individual coaching

Don’t have the time to attend a seminar? Or perhaps you are working in a highly confidential area?

With our Executive Coaching programme, we can offer you a bespoke service.

Your benefit

We will work with you on your presentation, ensuring that your next public speaking performance is a success.

This won’t take much time, and will be highly specific, discreet and effective.

Do you have questions?
Elke Flux will advise you:

How to explain figures openly and clearly in order to build confidence.

Inhalt

Contents & methods

Training course content

Key interconnections in commercial and financial mathematics – understand 100% and apply confidently in consulting

Visualisation of all of your clients’ money matters – with just a pen and a sheet of paper, spontaneously and professionally

Calculation of complex financial issues with a simple financial calculator – fast, correct, and together with the client

Lead clients to the right decision by means of an active financial dialogue – dynamic, respectful and convincing

All of this is achieved by exclusively working on practical case studies – from retirement provisions to zero-bonds

Training methods

An initial check determines the existing level of knowledge without any loss of face

Easy-to-remember rules for spoken signals and calculations are practised with partners and then applied to case studies

Synchronous learning: a special video set up that allows all participants to see what is visualised and calculated in a one-on-one discussion

A clear didactic structure that develops skills step by step and anchors newly acquired knowledge

Consistent documentation of all calculated examples in the participants’ manual ensures a lasting learning transfer

>Training details download as PDF

Focus areas

Focus areas

  • Be confident and poised
  • Structure your talk well
  • Write enthralling stories
  • Master any ad hoc situation