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Effective Business Writing Course Overview

Effective writing is one of the most powerful skills misunderstood as a skill people are either born with or without, have or don’t have. The reality is that it is the perfect opposite: like any other technical skill, it can be learned, practiced, and perfected.

We communicate by far most in writing, and being an effective business writer is paramount in the Finance industry, where you often need to communicate complex concepts and situations quickly and effectively.

This course is jam-packed with best practice tips and approaches to help you do that and put your best foot forward. Learn the strategies and small changes you can make to write for your reader and ensure that your messages are read, responded to, and acted upon.

Effective Business Writing Learning Objectives

Upon completing this course, you will be able to:        

        Apply impactful structure to your business writing – understand the importance of grouping ideas, using explicit headings, and structuring sentences and paragraphs to aid comprehension.

        Choose the most effective words and place them in the right places to create an intentional tone, framing, and impact for your message.

        Write emails that grab the reader’s attention and are highly likely to be read and responded to as necessary while appreciating how email writing differs from other forms of business writing.

Effective Business Writing is a core course of CFI’s Financial Planning and Wealth Management Certification Program.  

Who Should Take This Course?

This course is relevant for anyone looking to improve their business writing skills. It does not matter what stage you are at in your career or what industry you are working in: this applies to anyone that wants to improve their written communication skills. 

Effective Business Writing

Get Started

Level 2

Approx 2.5h to complete

100% online and self-paced

Get Recognized With CFI

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This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Commercial Banking & Credit Analyst (CBCA)® Certification
Effective Business Writing is part of the Commercial Banking & Credit Analyst (CBCA)® certification, which includes 59 courses.
  • Skills Learned Financial Analysis, Credit Structuring, Risk Management
  • Career Prep Commercial Banking, Credit Analyst, Private Lending
Financial Planning & Wealth Management (FPWM)™ Certification
Effective Business Writing is part of the Financial Planning & Wealth Management (FPWM)™ certification, which includes 29 courses.
  • Skills Learned Financial Learning, Business Development, Investment Management, Practice Management, Relationship Management
  • Career Prep Financial Planner, Investment Advisor, Portfolio Manager
Business Essentials Certificate
  • Skills Learned Microsoft Excel, Word, PowerPoint, Business Communication, Data Visualization, Ethics
  • Career Prep Sales Skills, People Management Skills, Relationship Management Skills, Business Analysis Skills

Learner Reviews

Highly recommend.
Highly recommend.

Francine Fabiola PETATO TEWO


venugopal rajamanuri

Great techniques and tools to improve business writing
The course provided great techniques and tools to improve business writing. 5Ws + H, SCQA, Plain Language, FOG Index, among others.

Omar Poventud Miranda

Business writing
Thank you so much for the course. Communicating effectively is an important skill to have. This course breaks it down in a very understandable way, making it easy for me to apply at the work place.

Macdonald Ossuetta

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Frequently asked questions

What are the requirements to take the courses?
All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements
Can I download the Excel files and financial modeling templates for the course?
Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.
How long do I have to complete the courses?
You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.
Are CFI courses officially accredited?
Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.
Are there any additional fees or costs?
None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.
What currency are your courses priced in?
All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.
How do I earn my certificates?
Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.
How are the exams conducted?
Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment
Can I email the instructor if I have questions?
While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.
Will these courses help me advance my career?
Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.
More Questions?
You can view more detailed information through our Help Center or Email us and we'll be happy to answer any of your questions
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