Presentation of Financial Information

This Presentation of Financial Information course is designed to assist financial analysts in creating impactful and high-quality financial presentations. We will identify the best practices used when creating a financial presentation and the key elements that make up an effective presentation. A financial analyst’s role does not end with creating robust financial models. They should also be able to communicate the outputs and results concisely and understandably.

 
 

 Course Access:
90-day course access from date of purchase

Time:
Self-study, self-paced

Instructor:
Darren Tong, CFI


 Length/Duration:
2 hours

 


About This Course
 
 

This Presentation of Financial Information course is designed to assist financial analysts in creating impactful and high-quality financial presentations. We will identify the best practices used when creating a financial presentation and the key elements that make up an effective presentation. A financial analyst’s role does not end with creating robust financial models. They should also be able to communicate the outputs and results concisely and understandably.

                          
Outline

Upon completing this course, you will be able to:

  • Explain the importance of communicating financial information effectively
  • Apply best practices when creating financial presentations
  • Understand the key structure of an effective presentation
  • Construct a sample presentation using the outputs from CFI’s Amazon Case Study financial model

Who Should Attend

This Presentation of Financial Information course covers the critical knowledge of financial presentation that would allow financial analysts to present findings effectively and professionally. Anyone who would like to start a career in investment banking, financial planning and analysis (FP&A), corporate development, equity research, and other areas of corporate finance should take this course to enhance their presentation skills.

 


About Our Expert

  
  Darren Tong

Darren is a senior accounting and finance leader with extensive experience in M&A, capital markets, strategic planning, valuations, financial reporting, and financial modeling. With 20 years of experience in corporate development, investment banking, and public accounting, Darren's expertise spans private start-ups to multibillion-dollar public companies, particularly in the oil and gas industry, energy infrastructure, and eLearning industries.

 


Continued Risk Learning Credits:  2

PRMIA Continued Risk Learning (CRL) programs provide you with the opportunity to formally recognize your professional development, documenting your evolution as a risk professional. Employers can see that you are not static, making you a highly valued, dynamic, and desirable employee. The CRL program is open to all Contributing, Sustaining, and Risk Leader members, providing a convenient and easily accessible way to submit, manage, track and document your activities online through the PRMIA CRL Center. To request CRL credits, please email [email protected].

Registration
 Membership Type Price
   
 Members $ 107.00
 Non Members $ 119.00

Access

Immediate access to the course is granted for 90 days after your purchase. Please complete the course within that time period.

If this is your first time accessing the PRMIA website you will need to create a short user profile to register. Save on registration by becoming a member.

 

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Support

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