"Writing for Financial Professionals" Course
Everything your team of financial professionals needs to know about writing effectively.
Everything your team of financial professionals needs to know about writing effectively.
Professionals in the financial services field write about complex topics, but that doesn’t mean that their writing has to be complex and difficult to read and understand! With the increase in regulations and skeptical customers, the writing of financial professionals must be clear, concise, and precise. We’ve designed and taught engaging, interactive writing workshops for professionals in a variety of financial service firms.
In our instructor-led, customized onsite workshop, your team will learn strategies to tailor their writing, drive intended outcomes, and clearly convey complex information. This workshop, hosted at your facility, is offered in one-, two-, or three-day sessions.
Course Objectives:
In our instructor-led, customized virtual workshop, your team will learn strategies to tailor their writing, drive intended outcomes, and clearly convey complex information. The virtual sessions are offered in one-, two-, or three-hour sessions.
Course Objectives:
The lessons provided a different perspective on the way I write, it also provided me the opportunity to try and write new [and] different types of correspondence.
Meneleo U.
- Verified Course Attendee
Depending which option you choose, your team can expect:
Writing doesn’t have to be hard. With our writing courses, your team will learn strategies to write professional, effective consumer affairs documents.
Your team will learn how to write targeted and more concise, precise documents.
Your team will spend less time reviewing and editing, helping to maintain timelines.
When your team has the right tools, they’ll write better documents in less time, saving time, money, and resources.
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