How many CPD units does this course provide?

This course provides 12 verifiable CPD units on successful completion.

Who is this course for?

This course is designed for finance managers and financial controllers, fP&A professionals and management accountants and finance business partners supporting commercial decisions.

What prior knowledge do I need?

Basic understanding of financial reporting/accounting concepts.

What does the course cover?

The course covers translating financial jargon into plain language, five strategies for bridging expert and non-expert understanding and using visuals and storytelling in financial presentations.

Will I receive a CPD certificate?

Yes. After successfully completing the course, you will receive a verifiable CPD certificate for 12 CPD units.

Financial ManagementIntermediate

Communicating Complex Financial Information to Non-Accountants

12 CPD credits on completion

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Certificate on completion

Downloadable resources

Self-paced learning

About This Course

Accounting and finance professionals often need to communicate complex financial data to stakeholders with little to no financial background. This course equips you with the skills to simplify financial concepts, use storytelling, and leverage visuals for clearer communication. You’ll learn how to present financial reports effectively, engage your audience, and handle questions with confidence.

Designed for accountants, finance professionals, and business leaders, this course provides practical tools to enhance financial communication, making it more accessible and impactful. By the end, you’ll be able to translate jargon, present insights persuasively, and improve decision-making through clear financial storytelling.

What You Will Learn

Convert technical financial terminology into simple language that can be easily understood by non-experts.
Implement five specific strategies that effectively bridge the gap between financial experts and non-experts, enhancing mutual understanding and collaboration.
Design and integrate relevant visuals (charts, graphs, etc.) and storytelling techniques to enhance the clarity and impact of financial presentations.
Organize financial content in a logical and engaging structure that maintains audience attention throughout the presentation.
Respond to financial questions and objections with accurate, confident, and clear explanations, ensuring understanding and resolution.

Who This Course Is For

Finance managers and financial controllers
FP&A professionals and management accountants
Finance business partners supporting commercial decisions
Accountants building broader financial-management skills

Prerequisites

Basic understanding of financial reporting/accounting concepts

Frequently Asked Questions

Course Details

CPD Credits12

LevelIntermediate

CertificateYes

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Everything included in your subscription:

CPD certificate on completion