Instructor for this course

This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business. Many financial professionals suffer from a lack of confidence as a whole, but also a lack of confidence in building relationships, communicating in a way other non-financial people understand, overcoming challenges, leading teams, and developing their personal brand.

This course teaches financial professionals how to build confidence and competency in the 6 traits executives need: Confidence, Relationship Building, Communication Skills, Resilience, Credible Leadership, and Personal Branding.

Learning Objectives

  • Discover how to complete a competency-based assessment of your financial executive potential, explore how to unlock your full potential by recognizing your personal presence, and recognize how to tap into your personal power to unlock personal empowerment and empowerment of others.
  • Identify ways to train your brain to recognize "showtime" moments to deliver executive-level performance, discover how to assess and develop your own level of emotional and social intelligence, and recognize how to read body language and facial expressions to improve your empathetic response.
  • Explore how to navigate the dangerous minefield of office politics, discover how to make lasting first impressions that initiate positive, lasting long-term relationships.
  • Explore how to have a conversation with anyone.
  • Identify a proactive approach to establishing, building, and maintaining deep relationships with key contacts in your personal and professional lives.
  • Discover Ethos, Logos, & Pathos and recognize how to incorporate the principles of persuasion into every important message to initiate action and response.
  • Explore how to connect with your audience using storytelling.
  • Discover how to improve your writing skills and recognize how to write like a business journalist to express your opinions with tact and clarity.
  • Explore ways to strengthen your presentation skills to get a standing ovation the next time you present to an audience.
  • Discover how to assess your own level of passion and perseverance.
  • Recognize how to clarify your personal values and establish a fool-proof mechanism to live your values and move toward your personal goals every day.
  • Identify the 4 ingredients of grittiness that help you persevere over long periods of time, and explore how to make deliberate practice and nudging a daily routine to achieve amazing results.
  • Recognize the differences between managers and leaders, and explore how to let go of the manager mindset and become a leader.
  • Discover the leadership effect, and identify ways to measure the results of leaders and their importance to every organization.
  • Explore how to lead using your personal power in the absence of fancy job titles.
  • Recognize how to protect and elevate your level of credibility with all your important stakeholders.
  • Discover how to define your personal brand to stand out from an overly crowded marketplace, and recognize how to improve your appearance, look the part, and dress for success.
  • Explore how to differentiate your brand and make it compelling and discover how to communicate your executive brand to the world.
Last updated/reviewed: December 08, 2017

7 Reviews (41 ratings)Reviews

Member's Profile
Great focus on leadership and breaking it down into actual ways to measure and assess leadership skills. I greatly appreciate the focus on personal branding and import of relationships.
Member's Profile
I really enjoyed this course and think the concepts and examples will be relevant for where I am at in my career now, as well as in the future.
Anonymous Author
This is a very thorough an encompassing model for improving yourself to pursue executive leadership roles.
Anonymous Author
This is one of the more useful and practical lessons I have utilized. Very well done. Thank you!
Member's Profile
This was a very useful class with a lot of good insight towards forward movement in ones career.
Anonymous Author
Great course, really appreciate the insights and will work on some of these points. thank you.
Member's Profile
Good insight in personalities and leadership. Excellent explanations of human behavior


Course Complexity: Intermediate

No advanced preparation or prerequisites are required for this course, but managerial experience is beneficial.

Education Provider Information

Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
  31:086 Traits of Executive You: Confidence
  46:296 Traits of Executive You: Relationship Building
  51:576 Traits of Executive You: Communication Skills
  39:076 Traits of Executive You: Resilience
  36:206 Traits of Executive You: Credible Leadership
  22:106 Traits of Executive You - Personal Branding
  ZIP6 Traits of Executive You Supporting Materials