Course Code: FNBN 127
304 Course Visits
Effective Presentation Skills for Finance Professionals
Course Sector:
Interpersonal Skills and Self Development ,Finance, Accounting and Banking
Course Dates and Locations
Choose a date and location to book your seat
No.
Date
Days
Location
Fees
Enrollment
01
14 - 18 Jul 2025
5 Days
Abu Dhabi, UAE
$4,250
02
19 - 23 Oct 2025
5 Days
Riyadh, KSA
$4,250
Introduction
Training course introducion / brief

The finance industry is continuously evolving, and that means that professionals in this field must also develop their skills to keep up with that transformation. They may have an in-depth knowledge and skills on accounting and Excel proficiency, but it is also critical that they know how to deliver the content of their reports and connect with others across multiple departments.This training course is designed to provide finance professionals with the essential knowledge and skills necessary for then to effectively present and communicate financial information to others such as superiors or other departments.

Course Objectives
At the end of the training course, participants will be able to

At the end of the training course, participants will be able to:

 

  • Gain a comprehensive understanding of the principles of financial analysis and interpretation.
  • Recognize and understand audience needs when making financial presentations
  • Learn Excel’s powerful analysis functions to develop dashboards
  • Discover the potential of Business Intelligence (BI) and Analytics (BA)
  • Prepare clear reports and business insights using Excel and Powerpoint
  • Know how to integrate financial and non-financial performance measures
  • Apply the proven rules of effective communication to get the message across
  • Effectively deliver presentations with real impact to internal and external audiences
  • Handle difficult questions and challenging people in your presentations

Course Audience
Who is this course for, and can benefit the most
This training course is designed to finance professionals seeking to upscale their presentation skills and expertise.
Course Outline
The course aims and learning outcomes

  • Introduction to Financial Analysis and Interpretation
  • A Practical Approach to Financial Analysis
  • Understanding the Strategic Context for Financial Information
  • Calculating and Interpreting Financial Ratios
  • Principles of Business Intelligence and Business Analytics
  • Using Data Analytics Techniques in Excel
  • Predictive Analytics - Improving Financial Forecasts
  • Why non-financial managers find finance difficult?

  • Integrating KPI Measures
  • Using an Effective Performance Management Framework
  • Identifying Organisational Key Performance Indicators (KPI’s)
  • Understanding and Using a Balanced Scorecard
  • The Principles of Integrated Reporting <IR>
  • Exploiting Excel’s Advanced Data Analysis Functions
  • Designing, Building and Using Dashboards in Excel

  • Financial Presentation Preparation
  • How to communicate key finance concepts effectively?
  • Fundamentals of Financial Interpretation and Business Insight
  • Principles and Practice for Effective Data Visualisation
  • Using Excel to Produce Graphics with Impact
  • Designing Excel Reports for Non-financial Readers
  • Avoiding Common Mistakes in Presenting Financial Information

  • Financial Presentation Planning
  • The Principles of Effective Communication
  • Dealing with Common Barriers to Effective Communication
  • Understanding Your Audience and their Needs
  • Getting the Best Out of Powerpoint
  • Incorporating Graphics and Excel Tables in Powerpoint
  • Using Powerpoint to Produce Professional Presentations
  • Designing a Winning Financial Presentation

  • Delivering a Financial Presentation
  • How to write an effective financial report?
  • Avoiding Common Mistakes in Presentations
  • Tips for Delivering a Knock-out Presentation
  • Managing Nerves and Presenting like a Professional
  • Handling Difficult Questions
  • Managing Meetings and Audiences

Providers and Associations
Providing the best training services and benefits to our valued clients
Boost certificate of completion
BOOST's Professional Attendance Certificate “BPAC” is always given to the delegates after completing the training course, and depends on their attendance of the program at a rate of no less than 80%, besides their active participation and engagement during the program sessions.
ENDORSED EDUCATION PROVIDER
Over all rating
Excellent
Average
Below average
Flexible deadlines
Customized dates accordance to your schedule
Shareable Certificate
Earn certificate upon completion
COURSE METHODOLOGY

Our Training programs are implemented by combining the participants' academic knowledge and practical practice (30% theoretical / 70% practical activities).

At The end of the training program, Participants are involved in practical workshop to show their skills in applying what they were trained for. A detailed report is submitted to each participant and the training department in the organization on the results of the participant's performance and the return on training. Our programs focus on exercises, case studies, and individual and group presentations.

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