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No one (except the IRS) starts writing with the hope that they will bore their readers. Yet so often, financial writing is ignored or misunderstood because the language is not compelling. Clear, concise writing contributes to your business success in myriad ways: Enabling you to persuade a client to follow your advice, convincing a manager to adopt a new initiative, informing your clients of crucial information in a way they will welcome and understand, and much more.

In this fast-paced course, you will learn six key principles of successful business writing for finance professionals. The principles include preferring the active voice, omitting unnecessary words, and simplifying sentence structure.

Applying this knowledge will bring new levels of clarity to your written communication. With that clarity will come a connection to your reader and positive business results.

Course Key Concepts: Business writing, communication skills, financial writing, persuasive writing, technical writing, writing for CPAs, active voice, simple language, clear writing, writing clearly.

Learning Objectives

  • Discover a nominalization in a sentence and change it to a verb.
  • Recognize the passive voice in a sentence and change it to the active voice.
  • Recognize the difference between parallel and non-parallel constructions.
  • Identify the optimal average number of words in a sentence.
Last updated/reviewed: June 6, 2021

2 Reviews (4 ratings)Reviews

5
Anonymous Author
This lesson will change how I respond to emails! Very helpful information especially the proofreading examples. Enjoyable class and instructor.
5
Anonymous Author
Effective and simple. Good refresher to cover all the key points clean writing.

Prerequisites

Course Complexity: Foundational

No advance preparation or prerequisites are required for this course.

Education Provider Information

Company:
Illumeo, Inc., 75 East Santa Clara St., Suite 1215, San Jose, CA 95113
Contact:
For more information regarding this course, including complaint and cancellation policies, please contact our offices at (408) 400- 3993 or send an e-mail to .
Course Syllabus
INTRODUCTION AND OVERVIEW
  6:50Introduction to Clear Writing and Editing for Finance Professionals
WRITING ESSENTIALS
  9:43Write with Verbs
  12:36Use the active voice
  8:33Omit needless words
  11:07Use parallel construction
  17:54Write Simpler Sentences
  5:51Write for your Reader
EDITING ESSENTIALS
  6:45Essentials of Editing
  6:08Write Straight Through f\First Draft
  4:19Put Your Work Aside Between Writing and Revision
  10:07More on Editing
  13:38Proofread carefully
  12:18Editing for Others
  9:24Summary and Conclusion
CONTINUOUS PLAY
  2:15:14Clear Writing and Editing for Finance Professionals
SUPPORTING MATERIAL
  PDFSlides: Clear Writing and Editing for Finance Professionals
  PDFClear Writing and Editing for Finance Professionals Glossary/ Index
  PDFWorkbook: Clear Writing and Editing for Finance Professionals
REVIEW AND TEST
  quizREVIEW QUESTIONS
 examFINAL EXAM