Overview
Communication and Presentation Skills for Finance Professionals
Strong communication skills are critical for success in finance, where the ability to explain complex ideas clearly can make or break decisions. Whether you’re writing reports, leading meetings, or presenting to stakeholders, how you communicate directly impacts your influence, credibility, and career progression. Poor communication can lead to confusion, rework, and missed opportunities, while clear, confident messaging helps you stand out and drive results.
This course covers the core principles of effective communication, including active listening, verbal and nonverbal cues, and adapting to different communication styles. You’ll learn how to structure impactful presentations, simplify technical content, and engage your audience with clarity and purpose. Practical strategies, real-world examples, and guided practice will help you refine your skills.
By the end, you’ll be able to communicate financial insights with clarity and confidence, building stronger relationships, enhancing your impact, and accelerating your professional growth.
Who should take this course?
This course is designed for professionals in finance, accounting, consulting, and business roles who need to communicate complex ideas clearly and confidently. It is ideal for those pursuing careers in corporate finance, financial planning and analysis (FP&A), investment banking, asset management, or any client-facing or leadership role where strong communication skills are essential to influence decisions, build trust, and drive results.
Communication and Presentation Skills for Finance Professionals Learning Objectives
- Understand the fundamentals of effective communication
- Develop active listening techniques to improve workplace interactions
- Recognize and adapt your communication style for greater impact
- Organize and deliver structured, persuasive presentations
- Enhance your delivery to engage and influence your audience
Prerequisite Skills
Recommended skills to have before taking this course.
- Critical thinking
- Logical thinking
Level 2
1h 30min
100% online and self-paced
Field of Study: Communications and Marketing
Start LearningWhat You'll Learn
The Foundations of Impactful Communication
The Communication Process – From Sender to Receiver
Common Workplace Communication Barriers
Verbal vs. Nonverbal Communication
Building Self Awareness in Your Communication Style
Structuring an Effective Presentation
Presenting With Impact
Course Summary
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.
Financial Planning & Analysis Professional
- Skills You’ll Gain Accounting, Finance, Excel, Data Analysis, Financial Statement Analysis, Financial Modeling, Budgeting, Forecasting, Power Query, Power BI, Data Visualization, Economics, and more
- Great For The FPAP certification focuses on practical, desk-ready skills that are immediately applicable to current FP&A professionals or anyone seeking to land a role in FP&A
