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VAT on Virtual and Online Programmes

VAT is applicable on virtual programmes to delegates attending from the UK*. If participating from the EU, a valid VAT number is required to ensure VAT will not be charged under the reverse charge mechanism. VAT is not applicable to attendees from all other countries.
*For virtual courses ran through our Asia office, VAT may be applicable to HK and Singapore residents only. Find out more by contacting


Claiming Back Your VAT

All attendees of a London based course incur VAT as a part of the cost of attendance.

Euromoney Learning have partnered with VAT IT to allow you the unique opportunity to recoup the VAT incurred.

Using VAT IT's extensive experience and simple sign-up and refund process, every invoice can be turned into cash for your business.

Claim the VAT that's rightfully yours in four simple steps:

1. Register your interest

2. Sign a few simple documents

3. VAT IT processes your claim

4. Receive your refund

Why choose VAT IT 

VAT IT have spent two decades identifying, researching and perfecting the foreign VAT Reclaim process and built the best back end technology in the industry. By partnering with Euromoney Learning, we can provide you with a fast and effective way to reclaim your VAT which helps reduce the cost of your training.

VAT IT will charge a percentage of the VAT refund if/when it is successful. 

Can I claim back the VAT myself?

You can claim back VAT directly from the UK Tax Authority (HMRC) by completing the following form. 
For European clients, please refer to form VAT 65
All other clients, please refer to form VAT 65A.


You may also be able to claim back your VAT against courses taking place outside of the UK, and we would recommend contacting VAT IT, our specialist partner, to discuss how to do this.

Management and Leadership Certificate

Strengthen your leadership skills in management & strategic direction

    Management and Leadership Certificate  has been the go to destination for aspiring and senior leaders globally for over a decade. Steeped in the financial services heritage of Euromoney, this programme has built a reputation for its interactivity and ability to focus on real world problems. We will have an in person facilitator who will bring leading speakers into the room from all areas of Leadership. This will be a unique opportunity to gain insight on areas such as communication, strategic direction, business co-ordination, communication of key business messages and motivating others to change.

    The benefits from coming on this programme:

    • The programme will be led by Graeme I’Anson who has over 25 years of experience of developing leaders in over 35 countries. He will create an interactive and transformational learning experience.
    • Every day: different speakers from around the world will speak on different areas of leadership
    • You will get to hear from, question and interact with senior bankers and other thinkers from around the world
    • Case studies, games and team activities will ensure this will be experience will be on you will never forget
    • At the end of the week you will be awarded the Euromoney "Leadership and Management Certificate"
      By end of this course participants will be able to:
    • Align the team around key management objectives
    • Drive strategic direction
    • Create innovation in the organisation so that the business manages change effectively
    • Communicate effectively with personality types
    • Lead your team towards continuous improvement
    • Influence others in the organisation to create more effective outputs
    • Manage change effectively
    • Create a high performance culture
    • Effectively deal with conflict in the organisation
    • Drive a culture of excellence
    • Describe the key motivational needs that drive behaviour and influence performance
    • Assess your own motivational profile, and determine its impact on your management practices
    • Identify ways to determine the motivational profiles of others
    • Develop strategies and tactics to broaden your own management practices and to support the motivational needs of individual employees
    • Apply these to more effectively manage your own direct reports


    In Person Course Director: Graeme I’Anson
    The course will be facilitated by Graeme I’Anson who has trained with Euromoney Learning for over 25 years. Graeme has worked with banks,  Financial Institutions and Corporates in over 35 countries and is well known globally for his highly interactive and innovative learning interventions. Working alongside leadership experts from across the globe Graeme will facilitate a unique learning journey that will energize, provoke and inspire those attending. A different expert will guest each day of the course and will focus on a different area of leadership.
    Trainer: Simon McAuliffe
    For over 20 years, Simon has facilitated management and leadership with the tools and training needed to deliver outstanding teams and results. Specializing in fast-paced, complex corporate environments, Simon works with you to achieve the desired goals, teamwork, participation and consensus. How does he do this? : With a no-nonsense, quantitative and proven methodology. Clients include Dell, Microsoft, HP, McAfee, GE Healthcare, Johnson & Johnson, Pfizer, Sky, Aviva, Credit Suisse, NBK and Kerry Group.
    Trainer: Bryan Stiles
    Bryan is the former deputy CEO of HSBC China and Head of Audit for HSBC Europe. In his illustrious leadership career with HSBC, Bryan worked at senior leadership positions globally. Bryan will share stories on how developed his leadership skills and some of the “war stories” of being at the top of the business. Bryan is known as an inspiring speaker who will really help you on your leadership journey.
    Trainer: Ellen Riches
    Ellen Riches has worked inthe area of prodfessional and personal development for over twenty five years.  Ellens has of designed and developed a wide range of soft skills programmes for prblic and private sector organisations including;   Fidelity Investments, Kroll,  Siemens and Brewin Dolphin.

    Ellen trained a session on Emotional Intelligence very recently for the Euromoney Management and Leadership in London and was highly acclaimed by the participants.


    Trainer: Grant Metcalfe-Smith
    Grant brings a combination of long and successful front-line leadership experience in international financial institutions (investment banks and development institutions), strong financial expertise, recent masters-level studies in coaching, psychology, leadership and a passion for training and education.
    Until August 2021 he was in the European Bank for Reconstruction and Development (‘EBRD’) leading teams and delivering a wide range of multi-industry client solutions (loans, debt, equity capital markets and derivatives) across 38 emerging markets. Grant worked closely with the EBRD’s CRO and CFO as advisor and subject matter expert for the Bank’s Treasury department, capital markets, local currency finance, derivatives and client education activities.
    Grant has successfully built businesses in banks and diverse teams in Europe and a common thread in his work is leading and coaching talented, client-facing professionals in navigating uncertainty and with a focus on growth.





  • Day 1:

    Leadership in the 21st century Financial Institution

    Session 1
    Leadership in the 21st Century Financial Institution
    • What are the key challenges for the 21st century FI leader
    • What are the key challenges in facing leaders in the financial sector
    • Are there any universal leadership characteristics


    Discussion: Graeme I’Anson and Bryan Stiles
    Session 2
    Leadership and Power
    • What are the key attributes of great leaders?
    • What can we learn from great leaders and what attributes can we use to lead the people reporting to us?
    • The history of leadership and the concepts we can adopt as best practice in the 21st Century
    • What are the key attributes required to be an effective leader
    • Sources of Power and how to use them
    • Benchmarking your performance against the best
    • Leadership across different cultures

    Session 3
    Creating Strategic Alignment in the Organisation: Organisational co-ordination
    • Creating and communicating our performance objectives
    • Creating a metric driven team
    • Using key performance indicators


    Practical Exercise: Team will build a performance pyramid for the organisation


    Session 4
    Management Simulation

    A management structure (3 managers) is agreed amongst the participants and observers are assigned to each manager. (The rest of the participants are team members) A number of tasks are given tty to thwo the senior manager to be completed within a fixed timescale. Observers monitor the style and communication of the 3 managers during the whole exercise.

    During the debriefing session, managers, observers, team members and the course director will give their assessment of the performance of the tasks and their feelings on the management style

    Session 5
    Situational Leadership 

    The ability to manage people in differect situations according to:

    • Their maturity in the task
    • Different personalities
    • Different cultures
    • Different countries (managing across borders)
    • Working from home


    Day 2 :
    Strategic Thinking and Decision Making

    Session 1
    Strategic Leadership
    • Differentiating your “Leadership Brand”-building a leadership reputation
    • Visionary leadership
    • Taking a closer look at examples of Strategic Leaders
    • Key elements of leadership: goal setting, delegation, coaching, facilitation, accountability, celebrating success, building energy, balancing strategy and tactics, changing direction and communication, “strategic listening”
    • What is a strategic business leader


    Exercise: Identifying strategic leaders from the public domain and from history

    Session 2
    Strategiic Leadership and Managing Risk in a time of Disruption?

    • What is strategic business leadership?
    • In a time of disruption - Covid, Ukraine, energy crises - how do we create strategy?
    • How are we as an executive team delivering on our strategy?
    • Market analysis, thinking strategically, and creating and critiquing strategy
    • Horizon scanning - staying up date with industry trends,  and the competition

    Round-table discussion led by Bryan Stiles

    Session 3
    Making Effective Strategic Presentations
    • How CEOs like to “think strategically”?
    • Lessons from Leading CEOs
    • The role of Strategic Mindfulness in Strategic Leadership - becoming a mindful manager: monitoring and managing your psychological and emotional state.
    • The science behind making effective presentations
    • Managing your energy, your anxieties, and your levels of commitment to a course of action
    • The power of concentration and single mindedness in sticking to a direction


    Exercise: The team makes a strategic presentation and receive feedback
    Session 4
    Decision Making
    • Problem Analysis
    • Problem analysis tools
    • HBR – The hidden traps in decision making – analysis of the article.
    • Examples of poor decision making that have caused disaster
    • Guide to effective decision making


    Case Study – Priority Order Major case study - describing a serious production problem which requires analysis and then key decisions to be made.
    Presentations of decisions and feedback.

    Day 3:

    Developing your Emotional Intelligence and Resilience

    Session 1
    Understanding emotional intelligence
    • What is Emotional Intelligence and how can you use it in your leadership
    • The history of thinking on Emotional Intelligence
    • The work of Daniel Goleman on Emotional Intelligence
    • An attempt at a definition of emotional intelligence: Self-awareness, Emotional resilience, Motivation, Interpersonal sensitivity, Influence, Intuitiveness, Conscientiousness
    • Can you measure EQ as well as IQ? How important is EQ?

    Session 2
    Leading with Emotional Intelligence – Being an Effective & Inspirational Leader
    • Styles of leadership
    • Situational leadership model
    • The concept of “maturity in the role”
    • Approaches:- directing, coaching, supporting, delegating
    • The implications of using an inappropriate style
    • Adopting a different style of leadership depending on the person
    • Effective communication - How do I come across?
    • How does my style of communication affect the team?
    • Am I a good communicator?
    • Tools for effectively communicating with the team

    Session 3
    Mental Agility and Well-being
    • Your mood is contagious!
    • Re-framing difficult and challenging situations
    • Working out your areas of control and influence
    • The concept of positive expectancy
    • Energy management


    Exercise: Reducing decision making fatigue

    Session 4
    Developing your Imnfluence and Persuasive Skills

    • Robert Cialdini's work on Persusaion and Influence
    • How to get others to "move in your direction"
    • The laws of reciprocity,  scarcity,  commitment and consistency
    • The laws of scical proof, liking and authrity - and how to use them in order to increase your influence on colleagues,  clients and bosses.
    • Being assertive, rather than aggressive or submissive in opne's dealings with others


    Session 5
    Developing Intuitiveness abd Creativity
    • Left brain vs right brain thinking
    • Using brainstorming - but using it right
    • How mind-mapping can help you to develop your creativity when you are on your own and not in a team
    • Using Edward de Bono's Six Thinking Hats process to generate creative ideas
    • Implementing these techniques in practice

    Erecises :  can you use different parts of brain to solve puzzles 


    Session 6
    Competitive Game to Exercise Strategic Thinking, Decision Making and Teamwork

    Day 4:  

    Building a Team Focused Culture

    Session 1
    Building Trust and Integrity in the team
    • The importance of getting the start right: the concept of rapid trust
    • What builds trust in a team
    • The trust team development cycle: how the team develops and matures


    Exercise: Building trust in the team
    Session 2
    How to break silos in your organisation? Creating a “Teaming” model
    • Delegates will be asked to analyse your corporate culture model using the Cameron and Quinn culture model
    • Case Study on silo mentality in banking
    • Reducing the “Silo Mentality” in the organisation using Lencioni’s five dysfunctions of a team model


    Major Exercise: A high energy “teaming” game will be played by the executive team. Some delegates will play the C-suite team, middle managers and individual contributors. The game will be based around rapidly forming teams, executing strategy and collaboration.

    After the exercise the facilitators will feedback on what their observations were? What do we do as an executive team well? What do we need to change so we can encourage more collaboration across the organisation?

    Session 3
    Understanding Your Psychometric Profile and that of your Team
    • All delegates will have complete a psychometric tool
    • During the course, the facilitators will give feedback on the overall behavioural profile of these styles
    • Individuals reveal their behavioural profile to each other on course
    • The team receive feedback on their overall team interaction
    • How does this psychometric feedback change the way team needs to communicate and execute


    Trainer facilitated discussion: How do we use behavioural feedback to improve the way we lead
    Session 4
    Analysing your Culture: What is it? What is good about it? What do we need to change?
    • Culture as the key driver of ethics, behaviour and performance
    • Delegates will be asked to analyse your corporate culture model using a well known culture model
    • Using this model, the team will action using the Stop, Start, Continue, do more of , do less of model


    Practical exercise: Using the culture model the executive team will work together to create an analysis and action plan on cultural transformation in your organisation  

    Day Five
    Leading Change and Managing Conflict

    Session 1
    Driving effective change
    • Understanding how people deal with change
    • Moving people from their comfort zone
    • Obtaining buy in
    • Executing the change


    Case Study: “Change Management in a Retail Bank”
    Session 2
    The History of Modern Motivation
    • The gurus of motivation
    • Hierarchy of needs
    • Motivators and hygiene factors
    • Intrinsic and extrinisic motivation
    • Key Motivation Laws

    What are the Key Motivators for most People?

    • What motivates the people in your team?
    • Recognition;  praise;  promotion; responsibility; job satisfaction; incentives;  teamwork; achievement;  feedback; growth nd development.
    • How do we used these motivators effectively?

    Case study:  what motivates Mohamed Morsi? 

    Session 3
    The Thomas-Kilmann Conflict Mode Questionnaire – Your Preferred Conflict-Handling Style
    • What is your preferred conflict-handling style?
      • Competing – getting you own way at the expense of the other party
      • Avoiding – pretending that the conflict is not there
      • Accommodating – letting the other party get their way
      • Compromising – meeting the other party in the middle
      • Collaborating – finding a WIN/WIN solution
    • Which, if any, of these conflict-handling styles is best according to the situation
    • Analysis of your working relationships and your personal use of conflict handling modes
    • Which do you prefer (scoring the questionnaire)


    Final Session
    Review of the 5 days
    • Participants discuss their key learning points
    • Presentation of Euromoney - Management and Leadership Certificates 
  • Our Tailored Learning Offering

    Do you have five or more people interested in attending this course? Do you want to tailor it to meet your company’s exact requirements? If you’d like to do either of these, we can bring this course to your company’s office. You could even save up to 50% on the cost of sending delegates to a public course and dramatically increase your ROI.

    If you want to run this course at a location convenient to you or if you want a completely customised learning solution, we can help.

    We produce learning solutions that are completely unique to your business. We’ll guide you through the whole process, from the initial consultancy to evaluating the success of the full learning experience. Our learning specialists ensure you get the maximum return on your training investment.

  • We have a combined experience of over 60 years providing learning solutions to the world’s major organisations and are privileged to have contributed to their success. We view our clients as partners and focus on understanding the needs of each organisation we work with to tailor learning solutions to specific requirements.

    We are proud of our record of customer satisfaction. Here is why you should choose us to help you achieve your goals and accelerate your career:

    • Quality – our clients consistently rate our performance ‘excellent’ or ‘outstanding’. Our average overall score awarded to us by our clients is nine out of ten.
    • Track record – 10/10 of the world’s largest banks have chosen us as there training provider and we have delivered training across the largest banks and have trained over 25,000 professionals.
    • Knowledge – our 100+ strong team of industry specialist trainers are world leading financial leaders and commentators, ensuring our knowledge base is second to none.
    • Reliability – if we promise it, we deliver it. We have delivered over 25,000 events both in person and online, using simultaneous translation to delegates from over 99 countries.
    • Recognition – we are accredited by the British Accreditation Council and the CPD Certification Service. In an independent review by Feefo we scored 4.2/5 on service and 4.7/5 on Coursecheck
This course can be run as an In-house or Tailored Learning programme


  • Graeme I'Anson


    The course will be facilitated by Graeme I’Anson who has trained with Euromoney Learning for over 20 years. Graeme has worked with banks in over 35 countries and is well known globally for his highly interactive and innovative learning interventions. Working alongside leadership experts from across the globe Graeme will facilitate a unique learning journey that will energize, provoke and inspire those attending. A different expert will guest each day of the course and will focus on a different area of leadership.