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Course Details

Business Writing for Financial Professionals

Webinar: ID# 1032189
Recorded CD or On-Demand
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About This Course:
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.
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Business Writing for Financial Professionals
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Course Details
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