Events

Overview:
Financial professionals realize that demonstrating mastery is not limited to preparing and presenting meeting briefings and firing off summary emails on business issues. Writing proficiency emerges from their ability to craft operational and financial inquiries, fiscal analyses, revenue forecasts, internal justifications, appropriation requests, client proposals, business cases, and a whole host of other financial documents depending on their organizational responsibilities. Their formal training in these skills has been limited to academic contexts, and their company may not necessarily use standardized methods for composing these diverse documents.

• Four levels of quality controlling finance-related messages
• Using a structure that reinforces the purpose
• Emphasizing key points through solid paragraphing
• Employing formatting devices to guide readers through complex data
• Highlighting the relevance of data through transitions
• Editing sentences for clarity through active voice
• Applying the principles of conciseness to get to the point
• Maintaining a consistent message through parallel structure
• Remedying the most prevalent sentence errors that compromise the quality of language

• Accounting Professionals
• Banking Managers
• Business Forecasters
• Economic Advisor
• Equity Researchers
• Financial Planners
• Insurance Professionals
• Investment Consultants
• Risk Analysts
• Tax Specialists