30+ years in business.


(172 Reviews)

Writing for Financial Professionals

Designed to help professionals in the financial service fields write clearly about complex topics.

Workshop Details

Workshop Description

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.

Workshop Aims

In this instructor-led, customized workshop, your team will learn strategies to

  • Tailor their writing for their intended readers
  • Write for non-technical readers to compel action
  • Use language effectively and efficiently
  • Write various financial documents

Targeting the reader

Your team will learn strategies to write for non-financial readers.

Using logic, language, and organization effectively

Your team will learn how to write for today’s reader using logic, organization, and language. The workshop teaches financial professionals rhetorical strategies to compel action and enhance reader comprehension.

Using appropriate sentence and paragraph structure

Science shows that information can be emphasized (and de-emphasized) when sentences and paragraphs are constructed using the concepts of readability studies. In this workshop, professionals learn to do just that.

Module - 01

Understanding you Audience

Module - 02

Organizational Strategies for Effective Communication

Module - 03

Clarity in Professional Writing

Module - 04

Connecting Ideas for coherent narratives

Module - 05

Building Logical Flow

Method of Instruction

Writing for Financial Professionals

What type of training are you interested in?

Your Workshop, Your Choice

Large teams typically choose to have the workshop delivered onsite or virtually.


One of our coaches will deliver our course at your facility.


Our courses are delivered via a virtual platform such as Zoom or Teams.

No matter what you choose, every workshop includes:

Completely Customized, White Glove Experience

Group Breakout Sessions Where Participants Practice And Apply Concepts

Customized Instructor Feedback And Solutions

Team Writing Exercises

And more! Hurley Write also offers self-paced online courses that are pre-recorded. These are great for individual team members. The self-paced course includes feedback on writing and, depending on your chosen package, personal coaching from one of our experts.

Frequently asked questions

What’s the format of the onsite and virtual workshops?
Our workshops are engaging, highly interactive, and completely customized! We use micro-learning techniques, in-class exercises, and collaborative breakout sessions to ensure a robust learning experience.
The onsite workshops run from two to five days, depending on the level of complexity of the documents your team writes and how much practice they need. The virtual sessions are typically 10 hours offered in two-hour segments; however, that can vary, depending on team size, team writing skill, and type of workshop.
We customize the course to focus on the types of documents your team writes and the skills they need to improve. Since all of our courses are based on readability studies, we provide your team with the latest tools and techniques to help them plan, write, and revise more effectively and efficiently.
The workshop provides multiple opportunities for participants to apply the concepts to their own writing. Practice sessions range from two to five per day in an onsite workshop and one per two-hour virtual session, depending on the workshop chosen and type of documents discussed.
We provide coaching services; we also help clients develop templates, style guides, and other types of reference documents. And we offer a communication audit, which can help you pinpoint your team’s real writing and review issues.

Explore Similar Workshops

Contact Hurley Write, Inc.

We’re here to help your team communicate better. Let us know how to reach you.
Prefer to chat? Call us at 877-249-7483
Prefer to chat? Call us at 877-249-7483

(172 Reviews)