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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: Key Management Models, 3rd Edition: The 75+ Models Every Manager Needs to Know, The 30 Day MBA in Business Finance, The 30 Day MBA in Marketing

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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Exclusive Private Team Training Course

Enhance your team's effectiveness and boost productivity with this course, delivered privately to your organization or to any preferred location, including options for hybrid or all-virtual delivery via AnyWare.

This training course could be customized, and combined with other courses, to meet the specific needs of your team's training.

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Attendee Benefits

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 Learning Tree course exam on the last day of your course or online any time after class.


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.

PS Professional is a certification program accredited by APMG International that develops commercial and personal strengths to complement existing technical expertise. <a href='' class='nobr'>Read more ...</a>

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

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