Ref: CFS 1452
Information Requested: Member company interested in Financial Report Writing training
Objective: Information from member company’s about Financial Report Writing
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Below are some details about Financial Report Writing training with Euromoney – The attached is a 3-day open programme where one of the days is focused on Report Writing.
I can find out more about the option of a 1-Day training programme on Financial Report Writing if this content suits your CFO’s needs (The ICBE Aviation Finance Finuas Network uses this training provider frequently)
l Report Writing
l How to write a good financial report
l The purpose of the report and knowing your reader
l Reports vs essays
l Planning & organizing the report
l Spider diagrams
l Achieving a logical structure and sequence
l Avoidance of repetition
l The executive summary
l Use of appendices
l Selecting the relevant material
l Using an appropriate style of writing; concise, relevant accurate, descriptive vs analytical etc
l The “so what?” test
l Presentation of data and use of headings, sections, subsections, numbering, graphs and charts; stating sources
l Use of drafts
l Report writing with multiple authors
Case studies; overview of well-written vs badly written reports; practice of writing financial reports.
Project & Network Manager
Business Excellence Skillnet
I spoke with Ed Renshaw from Euromoney yesterday – The cost of a Financial Report Writing course is UK £4500 + VAT per day (for up to 20 people)
As you can see from Ed’s e-mail below his suggestion would be that a 1-day course is not adequate to cover this type of training.
Ed would be happy to set up a call between yourself &/or your CFO and the expert trainer to go through the training objectives etc… and see if their offering suits your needs
(The cost for 1 person to attend a 3-day course is in the region of £3,000 – £4,000)
From: firstname.lastname@example.org [mailto:email@example.com] Sent: 24 April 2014 10:52
To: Grainne Walsh
Subject: Re: Financial Report Writing
Thank you for your email. We have procured Trigraph Professional Services to run a Business report writing course. Feedback from our member company who has used them was excellent. I have attached their outline. It’s more of a generic writing course rather than Financial services specific but am sure it the trainer can tailor it to suit the member companies training needs.
If you require any futher information, please don’t hesitate to contact me on 01 605 1546.
Summit Finuas Network Executive
84-86 Lower Baggot Street
T: +353 1 605 1546
F: +353 1 638 1546
Gráinne, we had discussed a Financial Report Writing course last week. As discussed we would be happy to tailor to the needs of this client. Below is a suggestion for the main topics covered on a 1 day course. We can make this course highly interactive, with elements of theory and practice exercises designed for each section. There will be plenty of hands on work, planning, compiling and analysying reports, in small groups and individually. There would be a particular focus on Financial reports and we can look at examples from both public and private sector financial organisations if this suits.
Examples of sample reports critiqued, would be annual reports,quarterly bulletins,technical papers,economic letters, stastistical data. Attendees are also encouraged to bring any examples of their own, if they wish to the course.
- Purpose and Brief
- Organisational Culture
- Types of reports
- Report Staging-The Process
- Connections and Flow
- Linking Ideas
- Use of paragraphs
- Layout and Format
- Complex Data
- Graphics and Visual Impact
- Readability Index
- Use of Appendices
Each attendee will receive a comprehensive information pack on the day, with presentation handouts,reading list and other reference material.
If you have any other questions, or I can help with anything else at all – just let me know. I’ll look forward to hearing from you again.
With kind regards,
Catherine Hutton, Manager – Training Services
Trigraph Professional Services, 12 Lower Hatch Street, Dublin 2
Tel: Main Switch +353 1 6390050 or Mobile +353 87 2948615 email: firstname.lastname@example.org web: www.trigraph.ie