Back to Search
People Management & Personal Development

Communication and Presentation Skills for Finance Professionals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR

Overview

Strong communication skills are critical for success in finance, where the ability to explain complex ideas clearly can make or break decisions. Whether you’re writing reports, leading meetings, or presenting to stakeholders, how you communicate directly impacts your influence, credibility, and career progression. Poor communication can lead to confusion, rework, and missed opportunities, while clear, confident messaging helps you stand out and drive results.

This course covers the core principles of effective communication, including active listening, verbal and nonverbal cues, and adapting to different communication styles. You’ll learn how to structure impactful presentations, simplify technical content, and engage your audience with clarity and purpose. Practical strategies, real-world examples, and guided practice will help you refine your skills.

By the end, you’ll be able to communicate financial insights with clarity and confidence, building stronger relationships, enhancing your impact, and accelerating your professional growth.

 
Access expires 180 days from purchase date

Applicable for

This course is designed for professionals in finance, accounting, consulting, and business roles who need to communicate complex ideas clearly and confidently. It is ideal for those pursuing careers in corporate finance, financial planning and analysis (FP&A), investment banking, asset management, or any client-facing or leadership role where strong communication skills are essential to influence decisions, build trust, and drive results.

Learning Objectives

  • Understand the fundamentals of effective communication
  • Develop active listening techniques to improve workplace interactions
  • Recognize and adapt your communication style for greater impact
  • Organize and deliver structured, persuasive presentations
  • Enhance your delivery to engage and influence your audience

Content

In this course, you will learn to communicate financial insights clearly and confidently to stakeholders, build trust and collaboration through active listening and self-awareness, and deliver impactful presentations that drive informed decisions and action.

Course Content Created: April 2025

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Course Details
Cost
$116
Members
$126
Non-Members
Eligible Hours
2.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.

People Management & Personal Development

Communication and Presentation Skills for Finance Professionals (On-Demand - CFI)

DELIVERY FORMAT
Online On-Demand
SEMINAR TYPE
PD Seminar
NEW SEMINAR
Course Details
Cost
$116
Members
$126
Non-Members
Eligible Hours
2.5
CPD Hours
0
Ethics Hours
0
AML Hours
Passport
3
Credits

Overview

Strong communication skills are critical for success in finance, where the ability to explain complex ideas clearly can make or break decisions. Whether you’re writing reports, leading meetings, or presenting to stakeholders, how you communicate directly impacts your influence, credibility, and career progression. Poor communication can lead to confusion, rework, and missed opportunities, while clear, confident messaging helps you stand out and drive results.

This course covers the core principles of effective communication, including active listening, verbal and nonverbal cues, and adapting to different communication styles. You’ll learn how to structure impactful presentations, simplify technical content, and engage your audience with clarity and purpose. Practical strategies, real-world examples, and guided practice will help you refine your skills.

By the end, you’ll be able to communicate financial insights with clarity and confidence, building stronger relationships, enhancing your impact, and accelerating your professional growth.

 
Access expires 180 days from purchase date

Applicable for

This course is designed for professionals in finance, accounting, consulting, and business roles who need to communicate complex ideas clearly and confidently. It is ideal for those pursuing careers in corporate finance, financial planning and analysis (FP&A), investment banking, asset management, or any client-facing or leadership role where strong communication skills are essential to influence decisions, build trust, and drive results.

Learning Objectives

  • Understand the fundamentals of effective communication
  • Develop active listening techniques to improve workplace interactions
  • Recognize and adapt your communication style for greater impact
  • Organize and deliver structured, persuasive presentations
  • Enhance your delivery to engage and influence your audience

Content

In this course, you will learn to communicate financial insights clearly and confidently to stakeholders, build trust and collaboration through active listening and self-awareness, and deliver impactful presentations that drive informed decisions and action.

Course Content Created: April 2025

The information is current as of the creation  or last updated date. While we strive to keep our inventory updated and periodically remove outdated titles, changes in accounting, tax, legislation and technology may occur. Purchasers should note the date and verify for themselves if the course is still relevant to their needs.

About This Product

On-Demand Courses by CFI. Corporate Finance Institute (CFI) courses are designed for finance professionals and industry practitioners who want to master the art of corporate finance. The instructions on how to access this course will be included on your registration confirmation.

Please note that not all on-demand courses include downloadable materials such as course notes or slides.

How to get started

Upon completion of purchase, go to mylms.bccpa.ca and log in using your CPABC Online Services credentials. Click “Go to your Courses and Materials” to go to your Learning Center, then find and click on your course title.

Course Dates & Registration

Available on-demand. 180-day access from purchase date.
Available
Special Notes
Access to all paid on-demand learning courses will be for 180 days from the date of purchase. Please disregard any reference to the dates of either August 31 or March 31 which is for internal purposes only.

Starting April 1, 2026, a 2.1% fee will be applied to all credit card transactions. Learn more about this fee and how it relates to PD registrations.