Finance

Presentation skills for finance professionals and decision-makers: visualise and present financial content.

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Bonnier Akademi
under the brandDi Akademi
Verified provider of education

This course is aimed at you who are a finance professional or decision-maker and want to get better at presenting, visualising and communicating finance. You get concrete tools, tips and practical training to become better at presenting and getting financial content across. Among other things you will learn to produce interesting presentations, use your voice and body language to build trust, and how you can get help from AI. We also go through how to explain reports, key figures and financial terms to non-experts and how to adapt the content for different audiences.

Format: On site
Language: Swedish
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About the course.

This course is aimed at you who are a finance professional or decision-maker and want to get better at presenting, visualising and communicating finance. You get concrete tools, tips and practical training to become better at presenting and getting financial content across. Among other things you will learn to produce interesting presentations, use your voice and body language to build trust, and how you can get help from AI. We also go through how to explain reports, key figures and financial terms to non-experts and how to adapt the content for different audiences.

COURSE OBJECTIVES: That you as a participant develop your ability to both prepare and present financial content in an understandable and interesting way, adapting the presentation to the audience.

What you will learn

What you learn.

  • Visualising financial data in interesting and accessible ways
  • Presenting figures to an audience
  • How to get help from AI when creating presentations
  • Using your voice and body language to build trust
  • How to reach your listeners and make sure they have understood
  • Explaining key figures and financial terms to someone who is not familiar with them
  • How to adapt the content for different audiences, for example the management team, people without financial knowledge and groups with mixed expertise
  • Avoiding common pitfalls that make your listeners stop listening
Curriculum

How the course is built.

  1. Welcome and introduction

    Review of the course's purpose, content and the day's agenda Round of introductions Challenges and opportunities with financial presentations

  2. Building blocks for a winning presentation: structure, adaptation and pitfalls

    Purpose, structure and planning how to build the presentation How to adapt the content to different audiences and scenarios using the FAMN method. Some of the scenarios we go through are: - presenting to non-finance people, - people with mixed expertise, - management teams How to reach and capture your listeners Pitfalls to avoid to keep their attention How to come across as trustworthy

  3. Clarity, storytelling and delivery

    How to explain and clarify financial terms for the non-expert Different ways of checking that the information has got across Speaking skills: how do the best do it? Storytelling for finance professionals Consistency in delivery: words, voice and body

  4. Presentation aids

    PowerPoint Handling nervousness Different ways to open a presentation How to get help from AI in your preparations Practical training

  5. Exercise: Persuading

    Pair exercise based on a rhetorical model about persuading your listeners to accept or understand a decision. Here you get to test tools, tips and knowledge from the course content. After presenting in pairs, the exercise ends with feedback from the other participants and the course leader.

  6. Check-out

    Summary of the course Strengths and areas for development What I take away with me

Target audience

Who is this for?

For you who want to get better at giving presentations with financial content, for example: - Finance director, finance professional or controller - CEO or manager

What "verified" means here

Verified credential.

When you complete the course, Bonnier Akademi issues your certificate. Your name, the course content and the issue date are encrypted and secured on blockchain, so it cannot be changed, and anyone can check that it is genuine.

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