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Corporate Finance Institute
Microsoft Word Tutorial - Business Documents

Overview

Microsoft Word Tutorial course overview

This Microsoft Word Tutorial – Business Documents course covers the most important functions, tools, tips, and best practices for document structure and design. This course is designed specifically for financial analysts or professionals working in the area of corporate finance who need to create Word documents at work.

This course will walk through the process of creating a Confidential Information Memorandum (CIM), which is a document used in mergers and acquisitions (M&A) to convey important information about a business to a potential buyer. We’ll demonstrate the use of various functions and tools in Word to format the document in a clean, simple, and easy-to-follow way. 

Course learning objectives

This Microsoft Word Tutorial course will show you the most useful functions and techniques in structuring, formatting, and auditing a Word document intended for business purposes.

 Upon completing this course, you’ll be able to:

  • Understand the design principles you should apply to different types of business documents
  • Use features such as line spacing, headings, indentation, table of contents, footnotes and endnotes to enhance the readability of your document
  • Utilize built-in tools in Microsoft Word to audit the final product
  • Create a professional-looking confidential information memorandum (CIM) by following along in the course

Why take this Microsoft Word Tutorial course?

As a financial analyst, you often need to create polished business documents. These documents can be:

  • Financial reports presented to internal and external stakeholders at a company
  • Transaction documents for deals such as mergers and acquisitions (M&A) and leveraged buyout (LBO)
  • Pitches to potential investors or buyers of a company which convey important financial, operational, and other information
  • Work reports summarizing past and current projects for managers’ review

This course covers the basic and advanced techniques one could apply in creating a structured, informative, and easy-to-read business document in Microsoft Word. You’ll learn the key functions, tools, and tips & tricks in Word. At the end of this course, you should feel comfortable producing a unique business document that could be presented to management, investors, peers, and other audience in a professional manner.

Who should take this course?

This Word tutorial is perfect for beginners who are new to Microsoft Word, or intermediate and advanced users who aim to learn how to create more professional business documents. This course is designed specifically for financial analysts or professionals working in the area of corporate finance who produce transaction documents such as the CIM.

Get the Microsoft office applications bundle

If you want to learn more about all three Microsoft Office applications (Excel, PowerPoint and Word), you can enroll in CFI’s Microsoft Office Applications Bundle which consists of the following courses:

Microsoft Word Tutorial - Business Documents

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Level 1

Approx 2.5h to complete

100% online and self-paced

What our students say

Ramón Rodríguez González
Thank you very much

Ramón Rodríguez González

Microsoft Word Tutorial - Business Documents
The course was extremely enlightening and insightful.

Nirali Mehta

Frequently asked questions

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?
Depending on your enrollment type, you will either have two years, yearly, or monthly access to your courses. 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?
CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, and by 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?
No! 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. We accept debit/credit cards (Visa, Mastercard, Amex), PayPal, and wire transfers for one-time course payments. If you wish to proceed with a wire transfer from your bank, please see instructions here.
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.
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 help delve even deeper into the course concepts, please look into our free career resources library.
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 which 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.
What is the price of the subscription?
All Access Subscription is priced for $497 per year as Self-Study plan or $897 per year as Full Immersion plan.
What is included in the subscription?
All Access Subscription includes all courses from Financial Modeling & Valuation Analyst (FMVA)® Certification, Commercial Banking & Credit Analyst (CBCA)™ Certification, Capital Markets & Securities Analyst (CMSA)® Certification, Business Intelligence & Data Analyst (BIDA)™ Certification, Commercial Real Estate Finance Specialization and Environmental, Social & Governance (ESG) Specialization.
More Questions?
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