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Strategic Business Development in Finance

Understand your client's mindset behaviors and expectations to satisfy their needs and grow your business through assuring their continued investment.

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About the Course

Your success in business is defined by your clients. When it comes to assuring the sustainability of your business, no amount of expertise can make up for a lack of paying clients. A clients’ choice to work (or continue to work) with you or not is significantly determined by simple behavioral rules. Knowing how to leverage these rules gives you a critical competitive edge in growing your business.

You will learn how to fully understand your client’s mindset, behaviors, and expectations to better satisfy their needs.

Course Snapshot

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    Intermediate level

    Investment committee members, CIOs, Board of Directors, Investors with fiduciary duty, 10 years + investment experience.

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    Gain technical skills

    Understand and leverage the reasons why clients decide to work with you or not.

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    Certificate of completion

    Upon completion of the course you will receive a certificate of completion.

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    Online instructor led training

    Live training delivered online in boot-camp style, hands-on learning.

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    3 hours to complete

    One 3-hour long small group session delivered by Luca Signoretti, from Panthera Solutions.

Meet the instructor

Luca Singoretti

Luca Signoretti

Luca is a former international corporate leader with a 25+ year experience with large companies such as Unilever, Danone, Ferrero and Heineken. Over the last decade, he has built on his corporate experience and has become a corporate advisor and executive coach to individual leaders and Leadership Teams and an expert in ‘Agile Leadership’.

Luca works with Global Fortune 500 organizations such as Deloitte, Carrefour, Volkswagen and Barclays among others. Luca is also a leadership university professor at EDHEC (France) and IUM (Monaco) and he speaks at top-ranked business schools around the world including HEC Paris, London School of Economics, London Business School and NYU-Stern.

What You'll Learn

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    Understanding the decision-making process every client goes through
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    The client’s decision influencing factors you must know about
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    Selecting the right client approach
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    The key psychological levers to convince new clients to join you
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    How to maintain great relationships with existing clients
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    Applying the learning within your own professional context, in order to come up with implementable solutions to grow your client base 
Session Date Time
Session 1

1 Jul 2022

10:00 AM CET (GMT -2)

4:00 PM HKT (GMT +8)

Session 2

1 Jul 2022

10:00 AM EST (GMT -4)

4:00 PM CET (GMT +2)

Session 1

Member Enrollment Fee

EUR 249
Members save EUR 30. Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.
Learn More

Non-Member Enrollment Fee

EUR 279
Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.
Learn More

Session 2

Member Enrollment

EUR 249
Members save EUR 30. Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.
Learn More

Non-Member Enrollment Fee

EUR 279
Enrollment includes access to course recordings and the presentation deck through Panthera Solutions.
Learn More

For information about the relationship between CFA Institute and Panthera Solutions SARL, please visit our Terms and Conditions page.