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Financial Storytelling - Communicating Numbers to Leadership
Sector:
Technical Focus Area:
About the Course
This course provides practical training in financial storytelling, covering how finance professionals present complex financial information in ways that resonate with non-financial audiences. It is designed for finance professionals who regularly present to leadership and boards.
Participants examine narrative structuring, visual communication, and presentation delivery techniques, building the practical skills needed to make financial presentations memorable and persuasive. Practical exercises reinforce structuring a clear message around financial data.
Learning Milestones
By the end of this course, participants will be able to:
- Structure a clear narrative around financial data.
- Design visuals that support rather than clutter the story.
- Adapt financial communication for different audiences.
- Present financial information persuasively to leadership.
- Handle challenging questions during financial presentations.
- Build confidence in presenting to senior stakeholders.
Professional Audience
This course is ideal for finance professionals who present to leadership and boards, including:
- Financial planning and analysis professionals
- Financial controllers
- Corporate finance professionals
- Investor relations staff
- Finance business partners
Modular Syllabus
Principles of Financial Storytelling
- Why storytelling matters in financial communication
- Structuring a narrative arc for financial data
- Identifying the core message
- Understanding your audience's priorities
- Common financial communication mistakes
Course Dates & Prices
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