Financial Acumen for Client Facing Professionals

PSI’s Using Financials TM programs provide sales and consulting professionals with the skills needed to:​

  • Identify new sales and consulting opportunities​
  • Initiate conversations with senior client executives​

These programs focus on:​

  • Why financial acumen is important​
  • Sources of revenue, expense and risk for companies in specific industries ​
  • Analyzing important financial metrics and financial statement line items​
  • Using financial information to pursue sales opportunities, including:​
    • What to look for​
    • Executives to target​
    • Questions to initiate conversations​
    • Solutions and services to consider​

Our Using Financials programs can be delivered as workshops, webinars or self-paced elearning courses.​