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 Financial Modeling & Valuation Analyst which consists of the following courses:

Microsoft Word Tutorial - Business Documents


Level 1

Approx 2.5h to complete

100% online and self-paced

Get Started

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.

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

What Our Members Say

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

Nirali Mehta

This course is great for creating business documents.

Bibi Nasreen Akhtar

Advanced and structured course
I have been using Microsoft word for years now but I have never gone through a well designed and nutritive course like this one. I have gotten more insight on how to design and format a document on word for business purpose. This is a course I will highly recommend to anyone who wants to have an edge in his or her career. CFI courses have been so beneficial to me and I can not thank this wonderful team enough.


Best Microsoft Word Tutorial for Student and Professional
I have learned a lot through this course.

Chiam Sin Ling

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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
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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.
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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
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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.
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