Business Writing for Financial Professionals

Phil Vassallo
Apr 29, 2021 - 01:00 PM EDT
Starting at

$199


Single registration

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This training on business writing will provide attendees tools and tips for effectively writing financial documents for diverse audiences. Learn best practices for getting an immediate response to any written document. 

Why Should You Attend:

A study by the College Board’s National Commission on Writing concludes that a third of employees in United States blue-chip companies write poorly, causing corporations to spend as much as $3.1 billion annually on remedial training. This problem is especially significant as the flattening of the global marketplace has increasingly burdened financial professionals to write high-profile, complex documents for diverse audiences on the fly. They often perform this essential work in diverse locations, such as commuter trains, hotel lobbies, and conference rooms during fast-paced, noisy business meetings, and under exceedingly tight time pressures. While many financial professionals benefit from using templates when developing major documents, circumstances often demand they think on their feet by either adapting the template to the situation or abandoning it for an alternative method.

As a result of these demands, writers ranging from tax consultants and investment risk analysts to equity research reporters and sales forecasters need a toolbox of memorable and practical strategies, techniques, and tips that will guide them through the writing process. This webinar includes the key principles of focused, high-impact writing regardless of the financial document. Working through the phases of revising (ideas), editing (expression), and proofreading (overlooked errors), this session looks at the rewriting process from these levels:

  1. the document level of purposefulness;
  2. the paragraph level of emphasis, unity, coherence, and visual appeal;
  3. the sentence level of impact, clarity, conciseness, consistency, and correctness;


Learning Objectives:

Attending this webinar will enable participants to:

  • Focus the audience on the purpose of the message
  • Determine the appropriate level of content
  • Organize data to focus the reader
  • Heighten the importance of facts to address the reader’s concerns

Areas Covered in the Webinar:

This webinar includes the following learning points:

  • Four levels of quality controlling finance-related messages
  • Using a structure that reinforces the purpose
  • Emphasizing key points through solid paragraphing
  • Employing formatting devices to guide readers through complex data
  • Highlighting the relevance of data through transitions
  • Editing sentences for clarity through an active voice
  • Applying the principles of conciseness to get to the point
  • Maintaining a consistent message through parallel structure
  • Remedying the most prevalent sentence errors that compromise the quality of language

Who Will Benefit:

This webinar will provide valuable assistance to:

  • Accounting professionals
  • Banking managers
  • Business forecasters
  • Economic advisors
  • Equity researchers
  • Financial planners
  • Insurance professionals
  • Investment consultants
  • Risk analysts
  • Tax specialists
Webinar Events
Attend Live Webinar
Apr 29, 2021 - 01:00 PM EDT

Duration: 90 Minutes

Single Attendee


Group-Max. 10 Attendees/Location (For Multiple Locations Contact Customer Care) Super Deal - Get CD/USB Drive Free!


LIVE + RECORDED VERSION


Training CD-DVD

Physical CD-DVD of recorded session will be despatched after 72 hrs on completion of payment


Recorded video

Recorded video session



Speaker: Phil Vassallo, Consultant, Philip Vassallo

Philip Vassallo, Ed.D., has designed, delivered, and supervised communication training programs for more than 20,000 executive, managerial, supervisory, administrative, and technical professionals internationally over the past three decades. Dr. Vassallo is the author of the books How to Write Fast Under Pressure, The Art of E-Mail Writing, and The Art of On-the-Job Writing. He has edited major reports for the US government, City of New York, and the corporate world. He also writes the blog Words on the Line, which offers practical tips for developing writers. He has taught internationally, currently as a faculty member of the Beijing International MBA program.




Get in touch

(315) 632-0735,
(315) 750-4379