Presentation of Financial Information

Presentation of Financial Information course overview

This Presentation of Financial Information course is designed to assist financial analysts in creating impactful and high-quality financial presentations. We will identify the best practices that should be used when creating a financial presentation and the key elements that make up an effective presentation. A financial analyst’s role does not end with creating robust financial models. They should also be able to communicate the outputs and results in a concise and understandable manner.

Presentation of Financial Information learning objectives

Upon completing this course, you will be able to:

• Explain the importance of communicating financial information effectively
• Apply best practices when creating financial presentations
• Understand the key structure of an effective presentation
• Construct a sample presentation using the outputs from CFI’s Amazon Case Study financial model

Presentation of Financial Information is an elective course of CFI’s FMVA® program

CFI’s Financial Modeling & Valuation Analyst (FMVA)® Program covers a critical body of critical knowledge for becoming a world-class financial analyst, including financial analysis, financial modeling, valuation, dashboards, and data visualization. This program is designed in a practical and comprehensive way to help students grasp the in-demand industry knowledge and close the skills gap. 

Who should take this FMVA® course?

This Presentation of Financial Information course covers the critical knowledge on financial presentation that would allow financial analysts present findings in the most effective and professional manner. Anyone who would like to start a career in investment banking, financial planning and analysis (FP&A), corporate development, equity research, and other areas of corporate finance should take this course to enhance their presentation skills.