What will you learn about?

Aligned with industry competencies and delivered through our interactive online modules, People and Team Management offers a highly effective alternative to classroom study. Specific topics of study include Employee Engagement, Performance Management, Human Resource Management, Designing and Recruiting, Leading Change and Shaping Culture.

Each chapter ends with a learning activity and a case scenario. The case scenario allows you to apply what you learned in the context of a real-world situation.

What is the course syllabus?

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Section 1 - Human Resource Management in Financial Services

Chapter 1 - The People Advantage in Financial Services

Topics covered in this chapter are:

  • People and Performance
  • Trends in Financial Services
  • Becoming Client Centric
  • Building a Partnership
  • Individual Performance
  • Human Resource Management and
    Team Performance

Chapter 2 - Human Resource Planning

Topics covered in this chapter are:

  • Strategic Analysis
  • Linking Strategy to People
  • Human Resource Planning
  • Human Resource Demand
  • Human Resource Supply
  • Balancing Human Resource Supply and Demand
  • Being Proactive

Section 2 - Designing and Recruiting for Roles

Chapter 3 - Designing Roles

Topics covered in this chapter are:

  • Defining the Role or Function
  • Job Design
  • Job Redesign

Chapter 4 - Attracting and Selecting Talent

Topics covered in this chapter are:

  • Global Talent Pool
  • Staffing Delivery
  • Hiring for the Position or the Organization?
  • Recruitment
  • Selection
  • Orientation and Socialization

Section 3 - Employee Engagement

Chapter 5 - Employee Engagement

Topics covered in this chapter are:

  • The Psychological Contract
  • Rewards and Recognition Strategies
  • Financial Rewards and Recognition
  • Non-financial Rewards and Recognition

Chapter 6 - Learning and Development

Topics covered in this chapter are:

  • Career Development
  • Career Anchors
  • Career Development Programs
  • Training Investments and Organizational Performance
  • Training and Development
  • Training the Adult Learner
  • Training Process
  • Transfer of Learning
  • Ensuring Training Success

Chapter 7 - Performance Management

Topics covered in this chapter are:

  • Motivation and Performance
  • Organizational Tools for Performance Management
  • Rating Pitfalls
  • Rating Scale Formats
  • Dealing with Underperformance


Section 4 - Human Resource Management

Chapter 8 - Management Style

Topics covered in this chapter are:

  • Managing
  • Coaching
  • Building High Performing Teams
  • Managing Meetings

Chapter 9 - Leading Change and Shaping Culture

Topics covered in this chapter are:

  • Types of Change
  • Managing Change
  • The Impact of Change
  • What is Organizational Culture?
  • Shaping Organizational Culture

How will you learn?

CSI’s online learning system helps you meet your study goals. You’ll benefit from:

  • Textbook readings available in PDF and printed format
  • Course materials accessed through your computer or laptop
  • Learning objectives that help you to keep the learning focused
  • Online activities that include review questions for each chapter to help you assess your progress
  • Online assistance from CSI’s academic support specialists

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