Communication: Influence, Inspire, and Drive Results
Overview
Communication for Finance is a practical course that empowers finance professionals to communicate insights with clarity, credibility, and impact. Designed for high-stakes environments, it helps participants tailor messages to different audiences, build compelling data-driven narratives, and navigate difficult conversations with confidence. Covering verbal and written communication across team meetings, presentations, emails, and reports, the course provides tools and techniques to elevate financial leadership and drive alignment across the business—while emphasizing the importance of practice to truly master communication.
Learning Objectives:
After completing this course, you will be able to:
- Identify key communication challenges specific to finance roles.
- Recognize techniques to tailor financial messages for non-financial stakeholders.
- Select appropriate structures to present financial data clearly and persuasively.
- Differentiate between effective and ineffective approaches to managing high-stakes conversations.
- Identify methods to enhance credibility, presence, and influence during financial presentations.
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: Communication Skills – Introduction
Communicate with clarity and impact by building trust, shaping decisions, and leading with confidence—turning finance into a strategic voice across the business.
Lesson 2: Do you Listen to Others Properly?
Strengthen your influence by mastering deep listening—building trust, sharpening insight, and connecting more effectively in high-stakes financial conversations.
Lesson 3: Who are you Communicating With?
Tailor your communication by understanding your audience—adapting your message to build trust, drive action, and connect effectively across all levels of the business.
Lesson 4: What are you Communicating?
Communicate with clarity by simplifying complexity, focusing on what matters most, and delivering messages that are understood, remembered, and acted on.
Lesson 5: Can you Tell a Story?
Turn data into impact by mastering storytelling—crafting narratives that connect, inspire action, and bring your financial insights to life.
Lesson 6: What About the Difficult Messages?
Lead tough conversations with honesty and emotional intelligence—delivering difficult news in a way that preserves trust, strengthens credibility, and reinforces your leadership.
Lesson 7: Team Meetings
Turn team meetings into high-impact moments by leading with clarity, fostering accountability, and using every session to align, inspire, and drive action.
Lesson 8: Making Your Presentations Powerful
Present with clarity and confidence by structuring your message for impact, avoiding common pitfalls, and delivering with presence—so you don’t just share information, you lead the conversation.
Lesson 9: Writing Business Documents
Write with clarity and impact by structuring your messages purposefully—turning reports, proposals, and business communications into influential tools that drive understanding and action.
Lesson 10: Do You Use Email Effectively?
Use email as a strategic tool by writing with clarity, purpose, and professionalism—enhancing your credibility, communication impact, and leadership presence.
Additional Information
CPD Hours: 3.2
Field of Study: Communications and Marketing
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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