Tell the Financial Story: Inspire Business Action
Overview
Modern finance leaders must go beyond reporting—they need to communicate with impact and shape strategic thinking. Tell the Financial Story is a practical course that empowers finance professionals to connect financial insights to business priorities through clear, persuasive storytelling. Participants will learn to tailor messages for different audiences, use visuals effectively, and turn data into decisions. With real-world scenarios and hands-on tools, this course helps finance leaders build credibility, influence outcomes, and position Finance as a key driver of business strategy.
Learning Objectives:
After completing this course, you will be able to:
- Identify key commercial drivers that link financial metrics to business performance.
- Recognize techniques to translate financial information into business-relevant messaging.
- Select appropriate communication strategies based on stakeholder needs and expectations.
- Differentiate between high-impact and low-impact visual formats for presenting financial insight.
- Identify behaviors and approaches that contribute to building trusted cross-functional partnerships.
This course includes practical exercises, mentor insights, and scenario-based questions to reinforce learning and ensure participants can apply key concepts in real-world finance leadership situations. Upon successful completion, participants will receive a CPD-accredited certificate.
Lessons:
Lesson 1: Discover What Matters
Lay the groundwork for powerful financial storytelling by focusing on key performance drivers, linking data to strategy, and communicating insights in a way that resonates with every stakeholder.
Lesson 2: Shape the Story
Turn numbers into impactful narratives by structuring financial stories that drive action, align stakeholders, and position finance as a strategic voice in decision-making.
Lesson 3: Inspire Business Action
Deliver financial insight with clarity and confidence—transforming presentations into strategic conversations that inspire action, build trust, and position Finance as a true business partner.
Additional Information
CPD Hours: 2
Field of Study: Management Services
No prerequisite knowledge is required to be successful in this course.
No advance preparation is required.
Program Level: Basic
Delivery Method: QAS Self Study
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