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Business Writing for Financial Professionals

Friday, Apr 07, 2017 at 10:30AM - 12:00PM

Online Event

  • Apr 2017

    07 Fri


  • Apr 2017

    07 Fri


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Business Writing for Financial Professionals

Friday, Apr 07, 2017 at 10:30AM - 12:00PM

Fremont, CA

No tickets available


Financial professionals realize that demonstrating mastery is not
limited to preparing and presenting meeting briefings and firing off
summary emails on business issues. Writing proficiency emerges from
their ability to craft 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.
Their formal training in these 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 ensures that financial professionals write
documents which express their organizational objectives and business

Poor writing causes corporations to spend billions of dollars
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

Financial business writers need a toolbox of memorable and practical
strategies and techniques that will guide them through the writing
process. This webinar includes the key principles of focused,
high-impact writing. Working through the phases of revising (ideas),
editing (expression), and proofreading (overlooked errors), this session
looks at the rewriting process from levels:
  • The document level of purposefulness
  • The paragraph level of emphasis, unity, coherence, and visual appeal
  • The sentence level of impact, clarity, conciseness, consistency, and correctness
  • The word level of diction. This systematic, top-down approach will
    prove invaluable when applying the webinar principles to their unique
    business-writing situations

Areas Covered in the Session:
  • 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

Training Objectives:
  • 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 Will Benefit:
  • Accounting Professionals
  • Banking Managers
  • Business Forecasters
  • Economic Advisor
  • Equity Researchers
  • Financial Planners
  • Insurance Professionals
  • Investment Consultants
  • Risk Analysts
  • Tax Specialists

Philip Vassallo, Ed.D. has developed,
delivered, and supervised communication training programs for a wide
range of managerial, administrative, and technical professionals in
corporate, government, and academic environments. He has also taught
writing and presentation skills on the graduate and undergraduate
university levels, most recently for the Beijing International MBA
program at Peking University. He has served as an essay and speech
evaluator for the Educational Testing Service on standardized tests such
as the Graduate Record Examination, College Level Examination
Placement, Graduate Management Admissions Test, and the Test of Spoken

Event link :


Contact Details:

NetZealous LLC, DBA TrainHR

Phone: +1-800-385-1627


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