TrainBanking

Business Writing for Financial Professionals

This training on business writing will provide attendees tools and tips for effectively writing financial documents for diverse audiences. Learn best practices for getting an immediate response to any written document.

Recorded Version

$249.00
1x Person - Unlimited viewing for 6 Months (For multiple locations contact Customer Care)
Recorded Link and Ref. material will be available in My Account Section
Last Recorded Date: Nov-2020

Training CD / USB Drive

$299.00
One CD/USB is for usage in one location only.
(For multiple locations contact Customer Care)
CD/USB and Ref. material will be shipped within 15 business days
Customer Care

Fax: +1-650-362-2367

Email: [email protected]

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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 documents 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 documents, 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 forecasters need a toolbox of memorable and practical strategies, techniques, and tips that will guide them through the writing process. This webinar includes the key principles of focused, high-impact 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 these 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;
Learning Objectives:

Attending this webinar will enable participants 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
Areas Covered in the Webinar:

This webinar includes the following learning points:

  • 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
Who Will Benefit:

This webinar will provide valuable assistance to:

  • Accounting professionals
  • Banking managers
  • Business forecasters
  • Economic advisors
  • Equity researchers
  • Financial planners
  • Insurance professionals
  • Investment consultants
  • Risk analysts
  • Tax specialists
Instructor Profile:
Phil Vassallo Phil Vassallo

Consultant, Philip Vassallo

Philip Vassallo, Ed.D., has designed, delivered, and supervised communication training programs for more than 20,000 executive, managerial, supervisory, administrative, and technical professionals internationally over the past three decades. Dr. Vassallo is the author of the books How to Write Fast Under Pressure, The Art of E-Mail Writing, and The Art of On-the-Job Writing. He has edited major reports for the US government, City of New York, and the corporate world. He also writes the blog Words on the Line, which offers practical tips for developing writers. He has taught internationally, currently as a faculty member of the Beijing International MBA program.

Topic Background:

Financial professionals 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 writing proficiency emerges from their ability to draft and edit 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. 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 documents which express their organizational objectives and business purposes.

Refund Policy

Registrants may cancel up to two working days prior to the course start date and will receive a letter of credit to be used towards a future course up to one year from date of issuance. TrainBanking would process/provide refund if the Live Webinar has been cancelled. The attendee could choose between the recorded version of the webinar or refund for any cancelled webinar. Refunds will not be given to participants who do not show up for the webinar. On-Demand Recordings can be requested in exchange.

Webinar may be cancelled due to lack of enrolment or unavoidable factors. Registrants will be notified 24hours in advance if a cancellation occurs. Substitutions can happen any time.

If you have any concern about the content of the webinar and not satisfied please contact us at below email or by call mentioning your feedback for resolution of the matter.

We respect feedback/opinions of our customers which enables us to improve our products and services. To contact us please email [email protected] call +1-888-771-6965 (Toll Free).

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