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Presenting Financial Information



    How do you make a financial presentation interesting? It’s a tricky job, but this Presenting Financial Information course will equip you with the skills to create flawless and polished financial information presentations that share data in an engaging way.

    Through this course, you will learn the fundamentals of presenting financial information, taking a look at the hierarchy of performance indicators, as well as the principles of effective reports. It will teach you how to interpret performance data, master data visualisation, and much more. You will also learn about two important types of charts; the control chart and the Pareto chart. 

    This course also includes an example management report which you can use to present financial statements, results or analysis. Don’t make do with poor presentations. Learn how to effectively present your financial data using a range of methods, with this step-by-step training course!

    Course design

    The course is delivered through our online learning platform, accessible through any internet-connected device. There are no formal deadlines or teaching schedules, meaning you are free to study the course at your own pace.

    You are taught through a combination of

    • Video lessons
    • Online study materials

    Will I receive a certificate of completion?

    Upon successful completion, you will qualify for the UK and internationally-recognised CPD accredited certification. You can choose to make your achievement formal by obtaining your PDF Certificate at the cost of £9 and Hard Copy Certificate for £15.

    Why study this course

    It doesn’t matter if you are an aspiring professional or absolute beginner; this course will enhance your expertise and boost your CV with critical skills and an accredited certification attesting to your knowledge.

    The Presenting Financial Information is fully available to anyone, and no previous qualifications are needed to enrol. All One Education needs to know is that you are eager to learn and are over 16.

    Course Curriculum

    Presenting Financial Information
    Module 01: Presenting Financial Information 00:06:00
    Module 02: The Hierarchy of Performance Indicators 00:05:00
    Module 03: The Principle of Effective Reports 00:06:00
    Module 04: Guidelines for Designing Management Reports 00:05:00
    Module 05: Methods of Presenting Performance Data 00:04:00
    Module 06: The Control Chart: Highlighting the Variation in the Data 00:07:00
    Module 07: The Pareto Chart: Highlighting Priorities 00:01:00
    Module 08: Exercise: The Control Chart 00:05:00
    Module 09: An Example Management Report 00:03:00
    Module 10: Interpreting Performance Data 00:04:00
    Module 11: Supporting Colleagues by Giving Feedback 00:05:00
    Module 12: Data Visualisation Part 01 00:09:00
    Module 13: Data Visualisation Part 02 00:07:00
    Module 14: Data Visualisation Part 03 00:09:00
    Module 15: Data Visualisation Part 04 00:04:00
    Module 16: Final Thoughts on Presenting Financial Information 00:04:00



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