Who We Are Consulting content development training Open Enrollment

Effective Financial Writing

Duration: One and one half days  
 

This program stresses essential writing skills for analysts who want to prepare more persuasive, focused summaries and recommendations. Participants learn how to organize their thoughts so that they can present and support their key points quickly, clearly and confidently. This program can be designed for those new to the analyst position, or for experienced analysts who wish to hone their skills.

Please note, this program is not a grammar review or a basic writing course; it deals solely with the skills needed to produce clear writing on complex financial issues.

Topics include:
• Creative clear sentences: Is there an optimal   sentence length? Are short sentences clearer than   long ones?
• Deductive vs. inductive thought and deductive vs.   inductive writing
• Including graphs and other visuals in the text
• Providing the correct type and amount of support   for each key point
• Understanding your reader’s biases

Benefits of attendance:
Assemble the correct amount and type of support for each   argument
Create easy-to-read, lively summaries and   recommendations
• Improve ability to create powerful arguments
• Reduce need for re-writes or extensive editing
• Understand the reader’s biases

Staff from the following areas should attend:
• Accounting
• Compliance
• Credit
• Finance
• Internal Audit
• Risk

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