Phishing alert: Fake emails posing as the “CFMA Membership Team” are requesting payment details. Do not reply or click. CFMA will never ask you to send payment information by replying to an email. If you’re unsure, contact us directly — don’t use the contact details in the suspicious email.

More Info

Financial Storytelling

$79.00
Member price: $55.00

Purchasing on behalf of another customer?

If you are interested in purchasing a product on someone's behalf or need to place a bulk order, please contact CFMA Education at education@cfma.org or call 609-452-8000, press 3 for Education.

In this session, you will learn how to craft a story that addresses the needs of your audience. Learn to make important points and influence decision-makers using stories to make financial information relevant and meaningful. Drawing from your own and others’ experiences – you’ll be given examples of how to craft, present, and deliver a financial story to move your colleagues to take action.

Learning Objectives

Identify 5 steps to develop the story behind the numbers and communicate it in easy-to-understand language
Describe the value of using charts and pictures to communicate the story in your financial presentations
Use tips and techniques to craft a financial story for a typical stakeholder
Collaborate with colleagues to enhance your storytelling skills
Deliver a short story to a stakeholder that meets a typical objective.

Course Length

The estimated time to complete the course is approximately 60 minutes, depending on the pace of the learner.

Field of Study: