Course description
In the finance industry, how you present a piece of information is as good as the information you are giving. Effective presentation skills and highly developed accounting and finance knowledge will take you far in your career.
What are the vital skills for effective financial presentations?
The presentation involves communicating data in ways that are informative and interesting. Today, presentation skills are needed in virtually all industries to help businesses deliver factual and critical information to target audiences. The top presentation skills every presenter needs to possess include honesty and enthusiasm, which involves excitingly delivering messages to the audience. Secondly, strong focus on the audience, effective presenters provide information in ways centered around the audience and not themselves. The third effective presentation skill is keeping messages straightforward. Finally, ensure you are personable in your presentation and have excellent body language.
Upcoming start dates
Suitability - Who should attend?
Who Should Attend?
The Effective Presentation Skills for Finance Professionals and Executives Training Course by Rcademy is designed for a wide range of professionals engaged in various types of financial presentations. The following personnel should undertake the course:
- Finance directors:tasked with managing a firm’s short-term and long-term financial growth
- Chief financial officers:charged with overseeing the financial activities of a company
- Planning and budgeting managers:responsible for monitoring the entire budgeting process of a company
- Management accountants:tasked with recording and managing a company’s investments and designing financial decisions
- Tax managers:responsible for developing and filing tax documents for entities
- Senior finance managers:responsible for monitoring investment decisions and designing strategic financial goals for a company
- Investment analysts:charged with performing research and evaluating assets
- Tax auditors:tasked with executing tax audits for public and private bodies and designing tax reports
- Asset Managers:responsible for managing the assets of a company and also executing programs that raise the value of a company’s assets
- Financial Reporting Associates:tasked with preparing and reviewing financial information
- Professionalsinterested in learning about practical financial presentation skills
Outcome / Qualification etc.
The Effective Presentation Skills for Finance Professionals and Executives Training Course by Rcademy will provide attendees with the in-depth knowledge and skills required to interpret and effectively communicate financial reports to relevant stakeholders. At the close of the course, participants would have learned the following objectives:
- Design clear financial reports and business insight through Excel and PowerPoint
- Utilise proven rules of effective communication to deliver financial messages to relevant stakeholders within and outside the financial industry
- Recognize the principles of effective communication and why it is vital in the financial industry
- Learn valuable skills used in handling difficult questions and challenging people
- Recognize the needs of the audience while making a financial presentation
- Understand how to interpret financial instruments and critical business performance metrics
- Learn how to make presentations with real impacts on stakeholders
- Understand the relevant presentation skills utilized in financial presentation and how to develop them
Training Course Content
Module 1: Introduction to Financial Analysis and Presentation
- Introduction and definition of terms
- Principles of financial presentation and Interpretation
- Calculating and interpreting financial ratios
- Principles of business intelligence and Analytics
- A practical approach to financial analysis
- Using data analytics in Excel
Module 2: Delivering with Impact
- Introducing a financial presentation
- Pitch, pace, and pausing
- The value of metaphors
- Gestures and body language
- Logical flow and the benefits of signpost slide
- Positional anchors
- Sensory based language
- Lines of sight and visual aids
- Ending
Module 3: Integrating Key Performance Measures
- Understanding and using the balanced scorecard
- Designing and using dashboards in Excel
- The principles of integrated reporting
- Identifying key performance indicators (KPIs) in an organization
- Exploiting Excel’s advanced data analysis functions
- Utilizing the effective performance management framework
Module 4: Handling Hostile Questions
- Recognizing hostile questions
- Types/examples of hostile questions
- The 3-step technique
- Replying with a question
- Car parking
- Gestures and body language
- Inviting audience participation
Module 5: Building Presenter Confidence
- Importance of confidence in the presentation process
- Having expert beliefs
- The conditioning process
- Understanding the material
- Resource anchoring
- Developing positive emotions
- Recalling the past positive experience
- Using triggers
Module 6: Preparing for a Financial Presentation
- Mastering how to communicate vital finance concepts effectively
- Designing Excel reports for non-financial audiences
- The principles of effective communication
- Avoiding common presentation mistakes
- Using Excel to create graphics with impacts
- The principles and practice of effective data visualization
Module 7: Voice Development Exercises
- Speaking naturally with pride
- Breathing projection
- Resonance
- Correct posture and relaxation
- Monitoring your speech cadence
- Diaphragmatic breathing
Module 8: Analysing Financial Statements
- Importance of financial statements
- Types of financial statements – Income statements – Cashflow statements – Balance sheets – Statements of shareholders’ equity
- Financial ratio analysis
- Horizontal and vertical analysis
- Ratio analysis
- Forecasting financial statements
Module 9: Feedback and Reviews
- Types of Feedback and Reviews
- Analyzing feedback and reviews
- Importance of feedbacks
- Replying to a review
- Handling feedback
- Difference between feedback and criticisms
Module 10: Presenting a Winning Financial Presentation
- Writing an effective financial report
- Managing meetings and audiences
- Reporting to stakeholders
- Tips for delivering knock-out presentations
- Managing stage fright
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Rcademy
Rcademy is a global training and consultation organisation set out to bridge the gap between you now and what you can be in the near future. We are facilitators of knowledge impartation. Our team of established and experienced training enthusiasts...