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Effective Business Writing for Financial Professionals  

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Seminar Summary:

Financial professionals have started to realize that demonstrating mastery of their profession is not limited to preparing and presenting meeting briefings and firing off summary emails on business issues. (see full course description)

 
 
 

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Training Course Syllabus:


Effective Business Writing for Financial Professionals

Overview

Financial professionals have started to realize that demonstrating mastery of their profession is not limited to preparing and presenting meeting briefings and firing off summary emails on business issues.

True risk assessment and forecasting proficiency emerges from their ability to draft and edit operational and financial inquiries, fiscal analyses, sales forecasts, revenue forecasts, internal justifications, appropriation requests, client proposals, business plans, and a whole host of other financial documents depending on their organizational responsibilities.

Meanwhile their formal training in these vital skills has been limited to academic contexts, and their company may not necessarily use standardized methods for composing these diverse documents.

Thus, specialized training in financial business writing is essential to ensure that financial professionals write business reports which express their organizational objectives and business purposes.

Why Should You Attend

A study by the College Board’s National Commission on Writing concludes that a third of employees in United States blue-chip companies write poorly, causing corporations to spend as much as $3.1 billion annually on remedial training.

This problem is especially significant as the flattening of the global marketplace has increasingly burdened financial professionals to write high-profile, complex business reports for diverse audiences on the fly. They often perform this essential work in diverse locations, such as commuter trains, hotel lobbies, and conference rooms; during fast-paced, noisy business meetings, and under exceedingly tight time pressures.

While many financial professionals benefit from using templates when developing major business plans, circumstances often demand they think on their feet by either adapting the template to the situation or abandoning it for an alternative method.

As a result of these demands, writers ranging from tax consultants and investment risk analysts to equity research reporters and sales fore-casters, need a toolbox of memorable and practical strategies, techniques, and tips that will guide them through the financial writing process.

This webinar includes the key principles of focused, high-impact business writing regardless of the financial document. Working through the phases of revising (ideas), editing (expression), and proofreading (overlooked errors), this session looks at the rewriting process from levels: 1) the document level of purposefulness; 2) the paragraph level of emphasis, unity, coherence, and visual appeal; 3) the sentence level of impact, clarity, conciseness, consistency, and correctness; and 4) the word level of diction.

This systematic, top-down approach will prove invaluable when applying the webinar principles to their unique business-writing situations.

Areas Covered in this Webinar

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

Learning Objectives

Attending this webinar will enable you to:

Focus the audience on the purpose of the message
Determine the appropriate level of content
Organize data to focus the reader
Heighten the importance of facts to address the reader’s concerns

Who Will Benefit

Accounting professionals
Banking managers
Business forecasters
Economic advisors
Equity researchers
Financial planners
Insurance professionals
Investment consultants
Risk analysts
Tax specialists

Speaker Profile

Philip Vassallo, Ed.D. has provided comprehensive communication consulting to over 25,000 employees across diverse professional disciplines. His services include teaching and coaching writing and presentation skills, designing interactive courses, assessing professional writing, and writing or editing for numerous organizations. He holds a B.A. in English (Baruch College), an M.S. in education (Lehman College), and a doctorate in educational theory (Rutgers University).

Course Instruction - Dr. Vassallo has taught on the undergraduate and graduate levels since 1977, most recently as a faculty member of the Beijing International MBA program. He has taught, coached, and supervised in-person and online communication training programs to executive, administrative, managerial, supervisory, scientific, and technical professionals.

Seminar Summary:

Financial professionals have started to realize that demonstrating mastery of their profession is not limited to preparing and presenting meeting briefings and firing off summary emails on business issues. (see full course description)

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