2.0 CPE 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: March 25, 2024
26 Reviews (90 ratings)
Reviews
Stephen Sylvester
(Freelance Writer at Private)
In just two hours, this course will allow accounting and finance professionals to write significantly better.
The first part of the course shines. As a professional writer, it provided a useful summary of business writing principles. Most professionals will learn new information that they can instantly apply to improve their writing.
While the second part also provided critical information, it felt much less content-dense than the first part. This section only needed half the time allotted.
Overall, an excellent course and a productive use of time.
Anonymous
(Accounting Clerk)
The course provides valuable insights and practical tips for enhancing clarity and precision in financial documents. The relevant examples and guidelines make it essential for finance professionals looking to improve their communication skills. It emphasizes clarity, conciseness, and accuracy, with practical tips, examples, and exercises to make complex financial information more accessible and understandable.
Anonymous
(Senior Data and Reporting Analyst)
Wow! I enjoyed a course about writing! Please, make more courses. I felt your genuine enthusiasm. You enjoyed making this lecture, and it showed. I felt engaged on an online platform. I would give you 10 stars if I could. Please release more for this platform. Finally, I watched, I listened, I learned, and I wrote better. Thank You
Jennifer Rodriguez
( at Root Organization)
This course provides a great overview on effective writing. I enjoyed the discussion around using more verbs and omitting needless words. I believe using these tips will help me become a more efficient writer and editor. I believe this is a topic most accountants can improve on, so I am grateful this was offered by Illumeo.
Anonymous
(Property Accounting Manager)
It is well presented course. It provided many helpful examples that I can reference in my writing. The instructor provided exact guidelines to write better better that can be used in different documents. One of the better courses offered for this subject.
Anonymous
(Internal Audit Manager)
Highly recommend this course! The instructor kept the content very interesting. This course was well worth the time and very happy overall with the content. I plan to actively practice these skills going forward.
Anonymous
(Inventory Accounting Manager)
This was an awesome course. It provided great advice and gave understandable examples. There are a number of ideas that can be used right away to enhance my writing. I plan to start using these concepts today.
Kirk Valencia
(Business Administrator at Denver Church of Christ)
Excellent course! I am looking forward to immediately putting into practice the points Elizabeth has laid out especially eliminating needless words and putting aside emails between writing and revision.
Anonymous
(Senior Cost Accountant)
I will utilize the information I learned in this CPE in my everyday business writing as a finance professional. I will especially proofread more often work on work on writing in active tense.
Anonymous
()
The difference between the Active and Passive Voice surprised me. I never thought about rearranging my words to make a shorter sentence before. Overall, I enjoyed the course
Anonymous
()
Great course! Highly recommend. I'm guilty of so many topics covered. Loved the humor the presenter used to get her points across. One of my favorite courses so far.
Anonymous
(Director of Capital Accounting)
The course is interesting and insightful. The content is relevant and assisted me in understanding better writing styles and to watch editing other's work.
Marcelli Leal
(Audit Administrative Assistant at MOORE Belize)
The course was very informative and interesting. It was relatable and very easy to follow and understand. I have taken note of many very important pointers.
Anonymous
(Director, Research)
A very solid course for getting both a basic understanding of how you should be writing in general, but the focus is particularly needed for this industry.
Anonymous
(Director, Governance)
This lesson will change how I respond to emails! Very helpful information especially the proofreading examples. Enjoyable class and instructor.
Anonymous
(Auditor)
This was an excellent training. It was a great refresher to the brain and learned a lot. Thanks a lot for having courses like this.
David Pabst, CPA CITP PMP
(Practice Manager at Alithya, Inc)
Great class- one of the better ones! As someone who has a published book, I can attest to the importance of editing.
Anonymous
(Manager)
This was a good course, I learned some important ideas for writing effectively and communicating efficiently
Robin Smith
(Supervisor of Audit Quality at Simmons Bank)
This is an excellent review for anyone that has been away from college for a period of time.
Anonymous
(Senior Accountant)
Very lovely class. I can use this and also apply the principles to helping my kids write.
Anonymous
(Consultant)
Elizabeth provides concrete guidelines and examples for clear and effective writing.
Anonymous
(Lead Senior Accountant)
Effective and simple. Good refresher to cover all the key points clean writing.
Anonymous
()
Interesting and fun course. Good presentation and recaps, helpful to me.
Anonymous
(Staff Accountant)
This was a great course and provided good examples of all the concepts.
Anonymous
(Compliance)
Good training objective were completed. Easy to understand. Thank you
Anonymous
(Accounting Manager)
Very good reminders. This is a nice tune-up course for everyone.
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
.
Elizabeth DanzigerPresident
About Illumeo
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- Email: info@illumeo.com
- Phone: 408-400-3993
- Adress: 1608 W Campbell
- Av #221, Campbell, CA 95008
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