FINANCIAL REPORT WRITING

FINANCIAL REPORT WRITING


Course Objective:

At the end of this training participants should be able to write reports, create presentations and send communications that are clear, concise and persuasive. At the end of the sessions, participants should also be able to do the following:
(i) Understand the difference between readers’ and writers’ logic
(ii) Handle difficult conversations (in writing)
(iii) Make document easy to skim through and (iv) Avoid common grammatical mistakes.

Course outline:

Day/Date Topic Coverage Faculty Time
Thursday,
15 Oct 2020
Components of an argument -Understand the various parts of an analytical report such as assertion, premise and conclusion

-Know the significance of presenting the various components in a structured manner to be able to persuade the reader

-Presenting the various components for deductive arguments and inductive arguments

Mr. Viswanathan 7:00pm – 9:00pm
Thursday,
22 Oct 2020
Top-down vs Bottom-up approach -Understanding pyramid structure and power writing

-Presenting deductive vs inductive arguments

-Knowing the difference between top-down vs Bottom-up approach and when to use what

-Presenting an idea using top-down pyramid

-Presenting an idea using bottom-up pyramid

Mr. Viswanathan 7:00pm – 9:00pm
Thursday,
29 Oct 2020
Gaining the reader’s attention -Beginning with clear, concise and persuasive opening

-Using bread crumbs to retain the reader’s attention

-Using flags and sign posts

-Ending with powerful conclusion

Mr. Viswanathan 7:00pm – 9:00pm
Thursday,
5 Nov 2020
Enabling skim through of documents -Writing effective paragraph/slide headings

-Using margin texts in word based reports

-Using pictographs

-Making charts and table easy to understand/interpret

Mr. Viswanathan 7:00pm – 9:00pm
Other key attributes of good writing -Unity of idea

-Bringing variety using different sentence structures

-Maintaining coherence of idea

Mr. Viswanathan 7:00pm – 9:00pm
Thursday,
12 Nov 2020
Common grammatical mistakes -Eight rules of comma

-Rules of capitalization

-Using other punctuations such as semi-colon, colon, em-dash and en-dash

Mr. Viswanathan 7:00pm – 9:00pm

Faculty

Mr. Viswanathan

M B FCA, CFA, FRM


Program Fee

Program Fee: Rs. 3540
Fee for AIWMI Students: Rs. 1770
Fee for Exqualifi Members: Nil

*Fees is inclusive of GST

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Disclaimer: The Association of International Wealth Management of India (AIWMI) is an independent entity/brand and has no relation, whatsoever, with AIWM