This course is part of CPA Australia’s flexible micro-credential suite. This course provides a comprehensive understanding of best-practice techniques and approaches to creating engaging financial presentations to create impact and achieve strategic goals.
Description
About Storytelling and Presentation Skills in Finance
Effective communication is a vital skill in the finance industry. Whether you're presenting financial data, influencing stakeholders, or building client relationships, the ability to communicate clearly and persuasively can significantly enhance your professional impact. Strong storytelling and presentation skills help finance professionals convey complex information with clarity and confidence—boosting credibility, trust, and career growth.
This course provides a comprehensive foundation in storytelling and presentation techniques tailored specifically for finance professionals. You’ll learn how to design and deliver engaging financial presentations using storytelling, active listening, and visual aids. Through practical tools, real-world applications, and industry-relevant scenarios, you’ll gain the skills to communicate financial insights effectively, build stronger relationships, and influence key decisions with confidence.
Featuring videos, examples and real-world application provided by industry experts and leaders to embed the learning and bring the content to life, you’ll gain the requisite tools and techniques that are key to creating engaging financial presentations to drive engagement and impact.
Included modules:
- Designing Financial Presentations
- Storytelling in Financial Presentations
- Delivering Financial Presentations with Confidence
- Advanced Financial Presentation Techniques
This course consists of four online modules with a PDF learning manual for each and one stand-alone assessment.
If you have enrolled in the full micro-credential course, you will have access to the assessment.
The assessment will be subject to security measures such as identification verification and webcam monitoring. Please ensure you read the Assessment and security policy and system requirements prior to making your purchase.
About CPA Australia Micro-Credentials
CPA Australia’s Micro-Credentials are based on technical and non-technical competencies and align to our Accounting and Finance Capability Framework. Our partner, Credly, will provide you with a digital badge on successful completion of the assessment. Your digital badge allows you to demonstrate your capability and achievement, and can be placed on your LinkedIn profile, digital CV or email signature.
Flexible learning options:
- Micro-credential (6 CPD hours): Purchase the full micro-credential (which includes all four modules), complete the assessment and earn a digital badge.
- Individual modules: Choose to purchase modules individually, allowing you to focus on the specific areas and capabilities that interest you.
Learning objectives
- Identify appropriate skills and techniques to design and deliver effective financial presentations.
- Design engaging and effective financial presentations using storytelling, active listening and visual aids.
- Deliver structured and engaging financial presentations with confidence.
Audience
This course is suited to finance professionals looking to apply best-practice presentation techniques to their financial presentations to improve engagement and impact.
