Description
Darren Tong – CFI Education – Presentation of Financial Information download, Darren Tong – CFI Education – Presentation of Financial Information review, Darren Tong – CFI Education – Presentation of Financial Information free
Darren Tong – CFI Education – Presentation of Financial Information
Presentation of Financial Information
Create impactful financial and operating presentations that more easily allow decision makers to absorb data and decide on a course of action
Apperciate the importance of properly communicating key information
Apply design best practices when making great-looking presentations
Create a sample presentation using outputs from a real-world company
Overview
Presentation of Financial Information Course Overview
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.
Presentation of Financial Information Learning Objectives
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 take this course?
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.
What you’ll learn
Introduction
Course Introduction
Learning Objectives
Download Course Presentation
Principles for an Effective Presentation
Importance of Communicating Financial Information
Interactive Exercise 1
Presentation Best Practices – Part 1
Presentation Best Practices – Part 2
Presentation Best Practices – Part 3
Interactive Exercise 2
Structure of Effective Presentations – Part 1
Structure of Effective Presentations – Part 2
Interactive Exercise 3
Amazon Sample Presentation Walkthrough
Amazon Example – Introduction
Amazon Example – Body (Market Update)
Amazon Example – Body (Context)
Amazon Example – Body (Approach and Assumptions)
Amazon Example – Body (Analysis)
Amazon Example – Body (Sensitivities)
Amazon Example – Body (Conclusion)
Amazon Example – Appendices
Course Summary
Course Conclusion
Qualified Assessment
Qualified Assessment
This Course is Part of the Following Programs
Why stop here? Expand your skills and show your expertise with the professional.
Financial Modeling & Valuation Analyst (FMVA)®Â
Presentation of Financial Information is part of the Financial Modeling & Valuation Analyst (FMVA)®, which includes 41 courses.
Skills Learned
Financial modeling and valuation, sensitivity analysis, strategy
Career Prep
Investment banking and equity research, FP&A, corporate development
