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Course/Product Description
Title:

Business Writing for Financial Professionals

SKU:WC-1032189
Date / Time: Recorded
Format: Webinar
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Description:

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

Writing proficiency emerges from an ability to draft and edit operational and financial inquiries, fiscal analyses, revenue forecasts, internal justifications, appropriation requests, client proposals, business cases, and a other financial documents depending on organizational responsibilities.

This webinar provides a systematic, top-down approach to business-writing situations that includes the key principles of focused, thorough, organized, and articulate financial documents.

Covered Topics:

  • 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 Should Attend

Managerial or auditing staff who write audit reports on programs or business units for internal and external clients or regulatory agencies.

The Presenter

Philip Vassallo has designed, delivered, and supervised communication training programs for a wide range of executive, managerial, administrative and technical professionals in major multinational organizations for more than 30 years. He 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 also writes the popular blog Words on the Line, which offers practical tips for developing writers. Dr. Vassallo holds a B.A. in English, an M.S. in education, and a doctorate in educational theory.

Cannot Attend The Live Presentation?

This presentation is also available in a recorded format, in On-Demand Or CD versions, as shown in the pricing options below.

About Webcasts / Audio Conferences / Podcasts:

Webcasts, audio conferences, and podcasts are presentations that you attend via the Internet, phone, or mobile device at a specified date and time for "live" versions, or at your convenience for "recorded" and "On-Demand" versions.

The live versions are interactive, meaning that participants can ask questions in real time, plus are a very cost-effective form of training because 1) you receive fast, convenient learning without any out-of-office time; 2) you can invite as many colleagues as you'd like to listen in on a single phone line; 3) you incur no travel expenses; and 4) you and your colleagues are back at work immediately after the session ends!

And though with recorded versions you do lose the ability to ask questions, you gain the ability to hear the presentation numerous times and to share it with others in your office.

Handout materials and the phone number for live presentations are made available to you prior to the event via email from the presenter and from the "MyAccount" link on the menu bar. Copies of the presentations are included with recorded versions.

Licenses / Designations / Educational Credits:CEU
All US States: 2.5
All Canadian Provinces: 2.5
About The Provider: Since 1983 Total Training Solutions has produced dozens of videotapes, CD-Roms, DVD's and web-based training modules. In addition to off-the-shelf products, Total Training Solutions also develops custom training products and consults with financial institutions to develop their own training curriculum.

For timely delivery of training topics, webinars or web conferencing is an unbeatable option. We now offer over 100 live programs per year and you can even purchase the recorded or ondemand session if you are unable to attend the live program.

We have worked exclusively with the financial industry since our founding. Because of this, we understand the needs of training departments in financial institutions and are alert to changes which affect the industry.

Webinar Descriptions:

Live Session:
Attend the live session with the opportunity to ask questions to the presenter. You also receive a link to the handouts. All registrations for a live event will be given access to the OnDemand recording, at no additional cost, for seven days following the event. This will allow a flexible alternative when last minute conflicts intrude on scheduled events.

Recorded CD:
CD-Rom includes audio and video of recorded webinar plus hard copy handouts. You will also receive 6 months access to the OnDemand weblink as an added free bonus.

OnDemand:
Includes a weblink for unlimited viewing for 6 months after the date of the webinar as well as a link to handouts.

Live + Recorded:
Includes all three options above. Live session, OnDemand Weblink, and CD-Rom plus Hardcopy Handouts.

Live + OnDemand:
Includes two of the options above. Live session and 6 months access to OnDemand Weblink plus link to handouts.
More Info: Contact Us For More Information
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