CFMA’s technology upgrades are live! As you explore the new education and certification experiences, visit cfma.org/faq to help answer questions you may have! Thank you in advance for your patience as we squash any bugs in the new platforms.

More Info

Financial Storytelling

$79.00
Member price: $55.00

Purchasing on behalf of another customer?

If you are interested in purchasing a product on someone's behalf or need to place a bulk order, please contact CFMA Education at education@cfma.org or call 609-452-8000, press 3 for Education.

In this session, you will learn how to craft a story that addresses the needs of your audience. Learn to make important points and influence decision-makers using stories to make financial information relevant and meaningful. Drawing from your own and others’ experiences – you’ll be given examples of how to craft, present, and deliver a financial story to move your colleagues to take action.

Learning Objectives

Identify 5 steps to develop the story behind the numbers and communicate it in easy-to-understand language
Describe the value of using charts and pictures to communicate the story in your financial presentations
Use tips and techniques to craft a financial story for a typical stakeholder
Collaborate with colleagues to enhance your storytelling skills
Deliver a short story to a stakeholder that meets a typical objective.

Course Length

The estimated time to complete the course is approximately 60 minutes, depending on the pace of the learner.

Topics: