Give an Effective Financial Presentation

TJ Walker, Public Speaking and Media Training Expert

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14 Lessons (47m)
    • 1. Know What You Need to Know

    • 2. Identify Your Goals

    • 3. Get Your Audience to Take Action

    • 4. Create Messages That People Want to Hear

    • 5. Use Stories That Will Resonate

    • 6. Use More In Depth Stories

    • 7. Own the Room Quickly

    • 8. Use PowerPoint to Enhance Your Message

    • 9. More PowerPoint and Other Visuals

    • 10. Draw Conclusions

    • 11. Use Video to Practice and Improve

    • 12. Seek Out Critique From Others

    • 13. Course Conclusion

    • 14. Give and Get Feedback


About This Class

Imagine giving a financial presentation and your audience is following you closely, understanding your key points and remembering the most important numbers and trends. Would you like to be able to give a financial presentation knowing that you will appear confident and relaxed, and that your audience can clearly understand your key takeaways?

In this How to Give Financial Presentations course you will learn the following:

  • Avoid the most common blunders in financial presentations that make most audience members zone out
  • Use PowerPoint effectively
  • Get audiences to understand complex financial concepts
  • Get your audience to remember your most important numbers and messages.

This course is delivered primarily through spoken lecture. Because the skill you are learning is speaking related, it only makes sense that you learn through speaking.

The skill you will learn in this class is not primarily theoretical or academic. It is a skill that requires physical habits. That is why you will be asked to take part in numerous exercises where you record yourself speaking on video, and then watching yourself. Learning presentation skills is like learning how to ride a bicycle. You simply have to do it numerous times and work past the wobbling and falling off parts until you get it right.

This course contain numerous video lectures plus several bonus books for your training library.


How long this course takes is up to you. The longest part of the course involves you speaking on video, critiquing yourself, and doing it over until you like it. But if you get to the point where you love how you look and sound when you present it will be well worth the time spent. And having this skill will save you time for all future presentations in your life.

You can begin improving your financial presentation skills right now. You may have an opportunity to speak out as soon as tomorrow, so why waste another day worried that your financial presentation skills are not up to high standards.