"Writing for Financial Professionals" Course

Everything your team of financial professionals needs to know about writing effectively.

Our Courses are Customized for Your Team.

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.

Choose How to Take the Course:

Onsite
Virtual

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.

Learn more about onsite training here.

Course Objectives:

Target documents for their specific readers
Use the appropriate organizational strategy for the reader and the document
Use clear language
Show readers how ideas are connected
Create flow

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.

Learn more about virtual training here.

Course Objectives:

Target documents for their specific readers
Use the appropriate organizational strategy for the reader and the document
Use clear language
Show readers how ideas are connected
Create flow

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

What To Expect

Before the Course

A deep dive by our analysts into your team’s documents
A customized proposal that outlines the topics we propose to cover based on this analysis
A discovery/planning call to ensure that our plan meets your vision
Pre- and post-class assessment (depending on the package you choose)

During the Course

In-class exercises that give participants opportunities to apply concepts
Breakout sessions in which participants work collaboratively to apply concepts and solve writing problems
Examples of your team’s rewritten workplace samples to illustrate concepts
Real-time feedback from the instructor on breakouts
Micro-learning sessions
Socratic discussion
Opportunities for participants to ask questions

After the course

Depending which option you choose, your team can expect:

Scores on participants’ post-class assessment
Access to our digital library, which includes short videos, quizzes, and other resources
Access to Option 1 of one of our online courses
Office hours, so that participants can meet with the instructor, share work, and get personalized feedback
Forums, which is a chat room that participants can use to ask questions and get answers from our team of writing professionals
Personalized coaching and feedback

Why Improve Your Team’s Writing Skills?

Writing doesn’t have to be hard. With our writing courses, your team will learn strategies to write professional, effective consumer affairs documents.