Course overview

six-day programme spread over six months designed for emerging leaders and aspiring investment marketers to prepare for future leadership roles and c-suite roles. 

The Future Leaders programme develops commercial acumen, strategic thinking and planning skills as well as the soft skills to present, influence and negotiate with senior stakeholders. 

Spread across five, intensive one-day sessions, each day is focused on a core marketing subject chosen following extensive research from within the industry. This CIM recognised certification is delivered using a combination of one-day workshops, webinars, online resource, accountability groups and 1:1 coaching. The roundtable style sessions provide a demanding, valuable learning environment where each delegate is expected and encouraged to contribute. 

The ultimate goal is to become an influential senior marketer in the investment management industry. 

Learning outcomes

  • Improve soft skills and leadership style

  • Increased commercial acumen and stakeholder management

  • Advanced strategic thinking and planning abilities

Who is this for?

For marketers with 8-12 years’ experience, senior managers and heads of team.

Register your interest


6 days


8 - 12 years' experience

Key features

1:1 coaching

In such a small group, individual needs and learning requirements can be met to ensure development 

Industry focused assessments

Learning strategies for situations relevant the industry that can be put into practice instantly. 

On-going accountability

The small group dynamic produces continuous discussion and development of themes outside of the classroom.

Leadership recognition

Improving your leadership skills and recognition of your aims internally.

What you'll learn


Communication for leaders

Learn how to communicate more effectively up, down and sideways. 

How to manage crucial conversations 

How to negotiate effectively 

How to build your professional network. 

  • Understand what a leader is? 
  • Understand of core principles of Impact and Influence 


Digital marketing strategy

Learn how the latest digital disruption trends (e.g., AI, IOT, NPL etc.) will impact your marketing strategy. 

Learn how to create a compelling digital marketing strategy suitable for main board presentable 

Create a strategy marketing plan using the SOSTAC framework suitable for main board presentation. 


Commercial acumen

Learn the key metrics, behaviours, approaches and language required to succeed with ‘C’ suite executives (am) 

Understand the importance of ESG and future trends in the investment industry (pm) 

  • Understanding the latest industry dynamics 
  • Demystifying the sales process 
  • Decision-making process 
  • Current thinking on customer retention. 
  • Why marketing is and will be at the heart of commercial success  
  • Understand how marketing can play an increasing role in the Fund Management industry. 
  • Understand industry terminology 
  • Learn skills to persuade skeptical ‘C’ to invest in marketing 


Customer Experience and Functional Innovation

Applying Customer Journey Mapping techniques to create compelling Value Propositions (am) 

Develop techniques to be more innovative at an individual and as a team leader (pm) 

Understand the latest trends in challenger Cx-focused business models. 

Map current Customer Journeys, identify MOTs. 

Use innovation techniques and ideas from outside the industry to create WOW and improved Value Propositions. 


Strategic marketing competencies

Crisis Management (am) 

Presentation and Writing Skills (pm) 

Progressing from core functional skills (brand, campaign, data) to more strategic activities (specifically crisis management). 


Stakeholder management

B2B stakeholder management techniques. 

Assertiveness and the ‘Challenger’ mindset 

Optional - Negotiation 

Productivity tips 

Identifying and prioritizing stakeholder types. 

Exploring techniques to sell ideas into challenging stakeholders. 

Wrapping and reflecting 

Meet your instructors

Charlie Walters

Charlie is hugely experienced in financial learning and development, including running Schroders' Learning & Development department. He works closely with Quentin across the Academy, Future Leaders and Leadership courses, facilitating, developing and evolving the course content.

PR Smith

PR Smith is an international speaker, integrated digital marketer, author (6 books in 8 languages) and founder of SOSTAC® Planning system, voted in the Top 3 business models worldwide by the Chartered Institute of Marketing’s Centenary Poll and now adopted…

Quentin Crowe

Quentin is an award-winning marketer with more than 25 years' experience. Developing White Marble Learning's suite of courses and programmes, he brings his skills and experience of being a coach, facilitator, mentor, trainer and consultant to develop the unique format…

Farley Thomas

Farley is a C-Suite coach accredited at Masters level in executive coaching. He branched out of financial services around six years ago to work with business leaders and their teams across a wide range of sectors, from cutting-edge fintech to old-school print…

Other courses

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The Leaders programme is designed to build individual profile, skills & confidence in senior marketers aiming for the c-suite, providing development across technical skills, soft skills and strategic perspectives in an exclusive group.

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The Academy provides a five-day training and development programme for marketing professionals typically with 3-5 years’ experience to develop key industry specific skills across the marketing mix and introduce a toolkit of soft skills to aid development.

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The Induction is a four half-day introduction course to marketing in the investment industry. Perfect for fast tracking those new to the industry, it provides learning and development, as well as an opportunity to begin building a network of peers within the industry.

Team booking

Think your team could benefit from this course? We are able to deliver this course, or even specific versions of our courses, to groups as and when required. Find out how we can tailor our programmes to your needs. 

How can we help you with learning?

Benefits to employers

As well as developing individuals, our bespoke training gives your team the ability to use practical skills and knowledge in their roles. This helps them contribute further to projects and continue their personal development. Your business will gain: 

  • Improved competency and industry nous 
  • Confident and engaged employees 
  • A team with a wider and improved skillset

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