Our financial writing courses teach finance teams our proven process for every document they write, from monthly reports and budget justifications to investment memos and board reports. Your team learns to explain what the numbers mean, not just repeat them. Choose instructor-led group training or a self-paced course with a live coaching session.
Download the full course outline, including objectives, lessons, and delivery options.
Instructor-led virtual, instructor-led onsite, or a facilitated self-paced course. Our financial writing training is customized to the reports, memos, and analyses your team writes. Volume discounts apply. Schedule time to speak with an instructor, not a salesperson, about your team's writing.
A self-paced course in which you plan, draft, and edit one real financial document from your own work. Your instructor reviews each stage of your planning in writing, then meets with you in a live coaching session to review the final document.
Fee: $895.
Training a finance team? Every engagement is customized to your team's actual documents, readers, and review standards.
We don't teach finance. Your team already knows the numbers. The hard part is telling leaders what those numbers mean, what the risks are, and what should happen next.
Too many financial documents summarize the data and stop there. Leaders get pages of information and still have to work out the implications. Our training closes that gap, without giving up accuracy.
This course is for finance professionals whose writing informs decisions. Every exercise uses the kinds of documents finance teams produce every day, so the skills transfer straight to the next report.
Turn models, forecasts, and variance analysis into reports that explain what changed and why it matters.
Explain complex financial analysis clearly to readers who don't share your technical background.
Separate key issues from supporting detail in watchlist reports and transfer briefs, and make the risk clear.
Deliver budget, forecast, and performance reports that are accurate, concise, and easy to act on.
Write earnings summaries and investor updates that build trust and stay precise.
Present findings, risks, and recommendations that busy leaders can absorb quickly and act on.
Not the right fit: This course focuses on documents that explain financial information. For audit reports specifically, take the Audit Report Writing Training. To focus only on executive summaries, take the Executive Summary Writing Course. For regulatory submissions, see the Regulatory Writing Course. For everyday business documents, take the Effective Business Writing Course.
Finance teams write many kinds of documents, for many readers. Our proven, optimal six-step process improves all of them. Group training is built around the documents your team writes most.
Explain results, variances, and trends, and lead with what leaders need to know.
Make the case for funding and explain the assumptions behind the numbers.
Present the opportunity, the analysis, and the recommendation in a logical order.
Report results with precision and a tone that builds trust.
Summarize findings, risks, and decisions for leaders with little time to read.
Make the underlying risk clear in risk reports, watchlist reports, and transfer briefs.
All formats cover the same core curriculum, including turning data into insight and writing with a factual, persuasive tone.
Plan, draft, and edit one real financial document from your own work, on your own schedule, with 24/7 access. Your instructor reviews each stage of your planning in writing and assesses your writing. The course ends with a live coaching session to review your final document. Our financial writing courses online also work for teams. We handle enrollment and track each participant's progress.
Live, highly interactive sessions via video conferencing, customized to your team's financial documents. Participants deconstruct real reports, practice in breakout rooms with colleagues, and ask questions as they go. Each participant also receives individual feedback on their writing.
A highly interactive financial writing workshop at your location. Your team works through individual and group exercises built on your own financial documents, from planning a report to rewriting a summary for leadership. Each participant also receives individual feedback on their writing.
The course moves through three parts. First, the six-step process for planning financial documents. Next, applying each step to real financial writing, with practice and feedback. Last, polishing language and style so every sentence is clear.
This is the standard course outline. Group training is customized to your team's documents and readers. In the self-paced course, you apply each lesson to one real financial document from your own work.
Study real-world financial documents. Use tools, templates, PowerPoint, and Word effectively, get past writer's block, and draft your document.
Talk with an instructor about feedback for your team.
In the self-paced course, you plan, draft, and edit one real financial document from your own work. Your instructor reviews each stage of your planning in writing, so the substance is right before you draft. Your instructor also assesses your writing.
The course ends with a live coaching session to review your final document. You finish with a document you need to deliver and a process you can repeat on every report that follows.
Grace is our lead business writing instructor and an executive writing coach. She has a strong background in corporate communication and management, and she leads instructor-led group training for our clients.
Elisabeth is a lead business writing instructor and executive business writing coach. She brings an extensive background in writing, editing, and content marketing management, and her writing feedback earns strong reviews from our clients.
Finance teams at Freddie Mac, Morgan Stanley, Umpqua Bank, Lincoln Financial, and S&P Global have trained with us.
Freddie Mac chose our training after an exhaustive search. Over a multi-year contract, more than 350 employees opted into our open enrollment training. Specialized financial writing training followed for Asset Management and Capital Markets teams, whose reports carry financial recommendations and risk to leadership and face regulatory review.
Evaluations exceeded 4.5 out of 5 in every session. In the Investments and Capital Markets session, 45% of participants rated their financial writing as a major skill or expert before training. After training, 82% did, and no one rated themselves a beginner. Participants expect to cut their writing time by 25%. Freddie Mac estimates the savings at $2.7 million in productivity.
"Absolutely loved this training. The examples really helped highlight the issues." Financial Analyst, Freddie Mac
Participant Rating
"I learned how to present complex data in a way that's clear and compelling for senior leadership. The executive summary techniques were especially valuable."
Umpqua Bank
"Excellent course! It helped me tighten my writing, avoid jargon, and improve the overall clarity of our financial communications."
Lincoln Financial
"This course gave me a clear structure for writing financial reports. My documents are now sharper, easier to read, and take half the time to write."
S&P Global
It covers the documents finance professionals write, including financial reports, budget justifications, forecasts, investment memos, and board reports. Participants learn a six-step process to plan any financial document, turn data into insight, and present it clearly. They also learn to balance a factual tone with persuasion and to write with precision.
No. We don't teach finance. We teach finance professionals to turn what they already know into clear, well-organized writing. The course is for anyone who prepares reports, forecasts, analyses, or financial recommendations.
It is both. The process works for any financial document. Participants write financial reports, investment memos, budget narratives, and summaries for leadership. Group training focuses on the documents your team writes most.
The Executive Summary Writing Course teaches one skill for any industry. This course covers the full financial document, from planning and structure to presenting data, tone, and polish. Lesson 4 covers summaries for financial documents.
Instructor-led training, virtual or onsite, is built around your team's documents, readers, and review standards. We review sample documents and build exercises around your team's real writing challenges. Each group is capped at 18 participants to keep training interactive. We handle all scheduling and administration.
Yes. We deliver financial writing workshops at your location or live via video conferencing. Both formats use your team's own financial documents, and every participant receives individual written feedback.
Every participant receives detailed written feedback from an instructor. Feedback covers substance, such as whether the document offers insight or only summarizes the data, and whether it is tailored to the reader. It also covers tone, clarity, and grammar. Self-paced participants also have a live coaching session to review their final document.
You plan, draft, and edit one real financial document from your own work, at your own pace, with 24/7 access. Your instructor reviews each stage of your planning in writing, then meets with you in a live coaching session to review the final document. You earn a personalized certificate of completion when you finish.
Yes. At Freddie Mac, more than 350 employees opted into our open enrollment training over a multi-year contract. We then built specialized training for Asset Management and Capital Markets. We can scale training across divisions and locations while keeping quality consistent.
Pick the option that fits, or download the course outline to share with your team.
