Presenting to Investors

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Presenting to Investors

This tailored presentation training course will focus on how you present your story to a financial audience and how you convince them of your investment opportunity. Although certain theory elements would be covered the majority of the session will focus on your presentation and how you handle questions.

Course Content:
We advise covering the following presentation skills training modules before concentrating on your performance to our financial experts.

The Theory:

Your Content: Research and Audience / Your messages / The structure / Making an impact
Your Soft Skills: Body language / Voice / Eye contact
Q&As, Visual Aids and Problems: Where, when and how to deal with questions / PowerPoint / Props / Handouts / Handling nerves

The Practice Scenarios:
These trials will take place throughout the training so that you can develop and grow your approach as you progress. We advise as much practice as possible of the presentation but can also devise suitable questions, which will test your ability to deal with difficult audience members or Q&As. These bespoke scenarios are normally recorded by cameraman to provide a playback facility.

The Trainers:
We have a range of expert presentation trainers on our team and we would select those most appropriate for your session. However, as an example, our team includes a former fund manager, former analysts from various sectors, a specialist soft skills coach and a former investment banker with experience of IPOs

What is Included in Your Session?

A training course tailored to your requirements
Our Guide to Presenting booklet
A cameraman to film the interviews and provide a DVD of your recordings
Written and oral feedback to both delegate and client
Free face to face or telephone consultations for a year after the training

To Book Your Presentation Training Course:
To book your presentation training course please click here. We can have your tailored session outline over within the next 24 hours and the course will be delivered as soon as you're ready.

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Top tips for Presenting:

1.    Know your audience; make sure you do your research to understand what they want (e.g. customers will have very different requirements from investors).

2.    Be yourself; play to your own style and strengths to win over your audience, don’t feel you have to pretend to be something/someone you’re not.

3.    Tell them what you want; make sure you have a call to action, even if this just means hammering home your main message.

4.    Work together; if you are presenting as a team, make sure you have practiced and prepared as one, so that you will work well together during the pitch.

5.    Body-language; make the most of non-verbal language by holding eye contact, firmly planting your feet and using an authoritative but open stance.

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