CPD
Managing a Portfolio of Clients
15 Jul, 25 Nov 2010
Time: 9.30-5.00
Location: 100a Chalk Farm
Road, London, NW1 8EH
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Who should attend
Staff who have recently, or will soon, take responsibility for a portfolio of clients.
Why you should attend
Managing a portfolio requires different skills from those learned so far. As well as sound technical skills, as an effective manager you need to manage yourself and your time, other staff, clients, partners, budgets …
Remember: The best managers are not the ones who do the most work, but those who get the most done.
This session provides sound advice and chance to practise the right skills, through practical exercises, video and group discussions.
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Course content
- Manage yourself
By staying in control and having the right mind set
- Manage Time
Too much to do, not enough time to do it?
Learn how to plan time, establish priorities, and delegate
- Manage staff
Become an effective leader by staying in control of what’s going on
- Manage the client
Building up the relationship, utilise budgets, achieve targets
CPD: 6 Hours
FEE: £290 plus VAT or 4 'Block Places' (from £216 plus VAT)
For further details:
To book on this course please complete the form below, and an invoice will be sent to you for payment.
(* required fields)
Terms: A full refund (less 20% administration charge) will be made for cancellations received in writing or by email not less than 15 days prior to the course. Cancellations after this time are charged at the full fee.
Please click here for full terms and conditions.
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"Given different perspective on how to manage clients"
VN., Arram Berlyn Gardner |
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"Clearly explained and presented"
RT., Defries Weiss |
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"Excellent lecturer. Very relevant to current situation. Good run through of manager skills"
RD., Carter Backer Winter |
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"Excellent content"
LC., Wingrave Yeats |
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"Very good"
ST., CLB Littlejohn Frazer |
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"Excellent trainer"
CJ., Charterhouse |
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"Concise accurate and good practical examples"
SS., Intrust Ltd |
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"Very good"
BC., Charterhouse |
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If you would like to receive weekly details of our courses by email please enter your email address here:

SWATUK Block 2, Angel Square, London, EC1V 1NY (UK)
Tel: 020 7843 1281 Fax: 01752 725725
Email: info@pass.co.uk
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