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Professional Services Professional: Business Executive



Course Number



3 Days

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Achieve your Professional Services Executive Foundation Certification in this training course by learning the key skills and competencies of strong professional service executives. As a professional services executive, you understand the importance of knowing all parts of the business — from operations, to finance and marketing — and learn how to formulate and execute strategic business plans.

You Will Learn How To

  • Prepare for and pass the PS Professional Executive certification exam
  • Enhance your knowledge of what is going on in the economy and the implications on your industry
  • Recognize the basics of financial management, and determine the general health of a business
  • Assess the key elements of marketing and identify the key fundamentals to any business strategy
  • Assemble a marketing strategy and plan using all types of media

Important Course Information

Course Preparation:

  • The following books are provided for pre-course reading: Praxis Framework, Managing Expectations: Working with People Who Want More, Practical People Engagement

Course Outline

  • Developing Your Industry Sector Skills

Assessing the playing field

  • Identifying the forces that drive competition in your industry sector using Porter’s five forces
  • Examining the prevailing market structure in your industry
  • Using perceptual mapping to position products/services relative to competitors and highlight potential market gaps

Knowing your playing field

  • Appraising your organization’s cash cows, stars, dogs and question marks using a Boston matrix
  • Knowing where your product/service is in its life cycle – R&D, introduction, growth, maturity and saturation, decline
  • Sourcing and comparing information on company and competitor performance

Recognizing the key players in the field

  • Classifying the key players in the business-to-business chain that links to end-consumers
  • Diagnosing the current Political, Environmental, Social and Technological (PEST) factors that influence the sector
  • Determining the underlying trends, cyclical factors and random movements that underpin your market sector
  • Enhancing Your Financial Acumen

Deciphering financial statements

  • Cash flow statement
  • Profit and loss account
  • Balance Sheet

Analyzing accounts

  • Determining if the four criteria for making a satisfactory return on investment are being met
  • Identifying whether a sound financial position is being maintained, avoiding risks from overtrading or heavy borrowing
  • Selecting an appropriate growth strategy, either by becoming more efficient, gaining economies of scale or improving quality of products

Appraising investments

  • Investigating the internal rate of return for an investment
  • Applying discounted cash flow to an investment to determine the value of future returns
  • Utilizing break-even analysis to determine the payback period for an investment
  • Establishing Marketing Fundamentals

Selecting your strategy

  • Choosing the strategic position of your product/service in the marketplace using Kotler’s 4Ps
  • Selecting and analyzing which of Porter’s three marketing strategies is most effective for your product/service: differentiation, cost leadership or focus
  • Developing a growth strategy using the Ansoff matrix

Researching your markets

  • Selecting the marketable features and benefits of your product/service
  • Specifying the needs of the three categories of business buyer
  • Deciding the 20% of customers that account for 80% of your profit

Sending your message to your people

  • Determining which of your market segments are worth trying to sell to
  • Knowing your unique positioning proposition
  • Applying the five questions that underpin all advertising and promotion activities
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Convenient Ways to Attend This Instructor-Led Course

Hassle-Free Enrollment: No advance payment required to reserve your seat.
Tuition due 30 days after you attend your course.

In the Classroom

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Private Team Training

In the Classroom — OR — Live, Online

Tuition — Standard: $2650   Government: $2355

Sep 13 - 15 (3 Days)
9:00 AM - 4:30 PM EDT
Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

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Live, Online

Nov 29 - Dec 1 (3 Days)
9:00 AM - 4:30 PM EST
New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

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Jan 31 - Feb 2 (3 Days)
9:00 AM - 4:30 PM EST
Herndon, VA / Online (AnyWare) Herndon, VA / Online (AnyWare) Reserve Your Seat

How would you like to attend?

Live, Online

Mar 14 - 16 (3 Days)
9:00 AM - 4:30 PM EDT
Rockville, MD / Online (AnyWare) Rockville, MD / Online (AnyWare) Reserve Your Seat

How would you like to attend?

Live, Online

May 30 - Jun 1 (3 Days)
9:00 AM - 4:30 PM EDT
New York / Online (AnyWare) New York / Online (AnyWare) Reserve Your Seat

How would you like to attend?

Live, Online

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Private Team Training

Enrolling at least 3 people in this course? Consider bringing this (or any course that can be custom designed) to your preferred location as a private team training.

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Course Tuition Includes:

After-Course Instructor Coaching
When you return to work, you are entitled to schedule a free coaching session with your instructor for help and guidance as you apply your new skills.

Free Course Exam
You can take your course exam on the last day of your course and receive a Certificate of Achievement with the designation "Awarded with Distinction."


Training Hours

Standard Course Hours: 9:00 am – 4:30 pm
*Informal discussion with instructor about your projects or areas of special interest: 4:30 pm – 5:30 pm

FREE Online Course Exam (if applicable) – Last Day: 3:30 pm – 4:30 pm
By successfully completing your FREE online course exam, you will:

  • Have a record of your growth and learning results
  • Bring proof of your progress back to your organization
  • Earn credits toward industry certifications (if applicable)

Enhance Your Credentials with Professional Certification

Learning Tree's comprehensive training and exam preparation guarantees that you will gain the knowledge and confidence to achieve professional certification and advance your career.

Earn 17 Credits from NASBA

This course qualifies for 17 CPE credits from the National Association of State Boards of Accountancy CPE program. Read more ...

Earn 17 PDUs

PMI, the Registered Education Provider logo, PMP, CAPM, PMI-ACP,
and PMBOK are marks of the Project Management Institute, Inc.

This course is approved by PMI® for 17 professional development units (PDUs). For more on the Project Management Institute and a full list of courses approved for PDUs.

Business & Strategic : 17 PDUs

Read more ...

PS Professional is a certification program accredited by APMG International that develops commercial and personal strengths to complement existing technical expertise. Read more ...

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