Essential Meeting Skills

2.5 CPD


This module has been designed for the individual or small groups but can be used as a guideline by anyone wishing to learn more about essential meeting skills.  People in small businesses do not have the luxury of free time to attend a meeting that has not been properly planned; is badly facilitated with the wrong people in attendance.

A substantial amount of time each year is spent in meetings.  Unfortunately, there is no scientific formula by which a meeting can be measured for success e.g. meeting outcome minus preparation time minus travel time minus actual meeting time = successful meeting.  Rest assured if it were that simple, we would be attending a lot fewer meetings


Focus Area

  • Understanding that, while meetings are a fundamental part of business life, there are a number of advantages and disadvantages to business meetings.
  • Ability to select the correct mode in which to conduct the meeting to be cost-effective and efficient.
  • Able to properly prepare for meetings and facilitate productive meetings.
  • Understand how to produce minutes that are of value to all interested parties which accurately reflect the discussions and decisions arising from the meeting.

Who should register?

Financial advisors, Consumers.

CPD information



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