FVC1916. Communicating Complex Financial Topics

Area of Expertise: 
The Self Starter
The Experienced Pro
The Trusted Leader
Field of Study: 
Communications and Marketing
CPE Credit: 
Knowledge Level: 
Advanced Preparation: 

Monday, November 4, 2019

As financial analysts and experts we are often required to explain complex financial topics to the layperson; whether a judge, a jury, or even our client. This session will provide helpful techniques to improve your ability to communicate effectively and persuasively with an audience that may not share your unique knowledge and experience with a complex topic. Specific techniques covered will include effective use of visual communication tools.

Learning Objectives:

  1. Identify your audience and their pre-existing knowledge.
  2. Choose visual presentation methods suitable to your audience and your data.
  3. Differentiate between core and unnecessary information.