Project Management in Financial Services

The services industry encompasses various domains such as financial planning, corporate finance, investment banking, hedge funds, private equity, venture capital, and public accounting. In today’s business landscape, projects are increasingly utilized to drive strategic initiatives and optimize operations. As a result, project management has become an essential skill for professionals seeking to improve performance and achieve success.

To excel in this ever-changing field, it’s vital to continuously develop your skills. Enroll in a project management course to equip yourself with the tools to enhance performance and effectively handle strategic initiatives.

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Importance of Project Management in Financial Services

In the financial services industry, project managers are responsible for overseeing the entire project life cycle, from its inception to its completion. This encompasses various tasks such as budget management, schedule development, progress monitoring, and result verification. Furthermore, there is often a requirement for adaptable solutions to cater to evolving needs or emerging challenges. It is therefore important to develop a solid understanding of the process and utilize effective techniques to ensure success.

To stay ahead of the competition, it’s essential to continually assess and upgrade your project management skills. Investing in professional development opportunities is one way to keep current with changing trends and industry best practices. Another option is to pursue a degree or certification program.

Project Management Training for Financial Services

Whether you’re currently a project team member or have been entrusted with managing a project on your own, you may find yourself unsure about the available tools and techniques. In such cases, reaching out to a Velopi advisor can provide you with valuable guidance. Our diverse range of courses is specifically designed to support project managers at any stage of their career journey, catering to both newcomers and seasoned professionals.

While those in the financial services sector often excel in budgeting and external procurement, they may encounter challenges when it comes to project definition, stakeholder management, and ensuring project quality. To address these areas with confidence, consider enrolling in a project management training course offered by Velopi. It can equip you with the necessary skills and knowledge to handle the full spectrum of project management effectively.

Why Study with Velopi?

Since our foundation in 2007, Velopi has carved a niche in the project management training space that is based firmly on close relationships with both companies and individuals. As our clients’ needs have evolved, so have our project management training courses. Today, we offer a comprehensive range of project management courses that are designed to meet the needs of any organisation or individual.

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“Velopi helped us achieve our first objective – gaining a high-level overview and common understanding of project management across the Team. We found the learning particularly useful in examining the versatility of our product and methodologies to meet our customer needs.”

Aisling Creedon
Team Lead, Enterprise Customer Success, Teamwork

“The biggest impact that the Velopi course had on me was learning how the science and framework of project management can help in managing people as well as through interpersonal and direct communication- the penny really dropped about this for me during the course.”

Ann Heffernan

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Everything you need to know about the course. If you can’t find the answer you’re looking for, chat with our team.

Yes, we are! Our relationship with the Project Management Institute goes back to 2011 when we became a Registered Education Provider (REP). We became an Authorized Training Partner (ATP) in 2020.

Project management is an applied discipline and many of today’s project managers have developed their own ways of working and have achieved great things through trial and error. However, by learning about the industry-standard, tools and techniques available to you, you can avoid a lot of expensive mistakes.

By taking a project management training course with Velopi, you will learn an internationally-recognized vocabulary and will discover how to approach the management of projects in a way that would work in any setting.

Overall, we find that our students, particularly the ones that have earned either professional or academic credentials, feel more confident in their roles and find themselves eager to expand their spheres of influence.

Ireland is no different from any other country in terms of project management. However, many US multinationals have facilities here in Ireland and, for the most part, they embrace the teachings of the Project Management Institute and, as such, are interested in hiring people who understand this way of working.

If you are new to the country and seeking employment, we recommend taking one of our public courses. Not only will you gain project management knowledge and skills, you will also have ample networking opportunities to establish contacts with organizations that take project management seriously.

Also, if you are currently out of work, many of Velopi’s courses are delivered through the Skillnets organizations and they provide very attractive discounts, particularly for the unemployed.

Project management is a transferable skill. Thus these courses are relevant to all industries from Medical Devices, through Pharmaceutical, Financial Services, Construction & Engineering, the Public Sector, to Information & Communications Technologies.

This is reflected in the nature of our case study exercises. Students quickly realize that the problems they have faced in the workplace are very similar to those outlined in class.

Students also meet project managers from other industries and networking with these brings home the universal nature of most project management issues.

Yes we do! Please contact us to discuss your requirements. Many of our courses can also be delivered, face-to-face, at your own facility.

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