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Overview

Presentation of Financial Information Course Overview

This Presentation of Financial Information course is designed to assist financial analysts in creating impactful and high-quality financial presentations. We will identify the best practices used when creating a financial presentation and the key elements that make up an effective presentation. A financial analyst’s role does not end with creating robust financial models. They should also be able to communicate the outputs and results concisely and understandably.

Presentation of Financial Information Learning Objectives

Upon completing this course, you will be able to:

Explain the importance of communicating financial information effectively
Apply best practices when creating financial presentations
Understand the key structure of an effective presentation
Construct a sample presentation using the outputs from CFI’s Amazon Case Study financial model

Who should take this course?

This Presentation of Financial Information course covers the critical knowledge of financial presentation that would allow financial analysts to present findings effectively and professionally. Anyone who would like to start a career in investment banking, financial planning and analysis (FP&A), corporate development, equity research, and other areas of corporate finance should take this course to enhance their presentation skills.

Presentation of Financial Information

Led by Darren Tong

Get Started

Level 2

Approx 2h to complete

100% online and self-paced

Get Recognized With CFI

See All Certification Programs

What you'll learn

Lesson

Multimedia

Exams

Files

Introduction

Course Introduction Free Preview

Learning Objectives Free Preview

Download Course Presentation

Principles for an Effective Presentation

Importance of Communicating Financial Information Free Preview

Interactive Exercise 1 Free Preview

Presentation Best Practices - Part 1

Presentation Best Practices - Part 2

Presentation Best Practices - Part 3

Interactive Exercise 2

Structure of Effective Presentations - Part 1

Structure of Effective Presentations - Part 2

Interactive Exercise 3

Amazon Sample Presentation Walkthrough

Amazon Example - Introduction

Amazon Example - Body (Market Update)

Amazon Example - Body (Context)

Amazon Example - Body (Approach and Assumptions)

Amazon Example - Body (Analysis)

Amazon Example - Body (Sensitivities)

Amazon Example - Body (Conclusion)

Amazon Example - Appendices

Course Summary

Course Conclusion

Qualified Assessment

This Course is Part of the Following Programs

Why stop here? Expand your skills and show your expertise with the professional certifications, specializations, and CPE credits you’re already on your way to earning.

Financial Modeling & Valuation Analyst (FMVA)® Certification

Presentation of Financial Information is part of the Financial Modeling & Valuation Analyst (FMVA)® certification, which includes 42 courses.

Skills Learned Financial modeling and valuation, sensitivity analysis, strategy
Career Prep Investment banking and equity research, FP&A, corporate development

Learn More

What our students say

Simply felling proud to be a member
The real education life

Mohamed Mohamed

Fantastic and it's very important in career
Fantastic, keep going.

JALAL HASSAN MOHAMEDIN

Great Course
Concise and interesting

Colm Heatley

Well presented and on point
Each of the courses I've taken represent exactly what financial professionals need to understand and utilize in their daily work. Especially the communication of the analysis.

David Johnson

It really helped me to grow my excel and analysis skills

Sadiq Nawaz

Understanding the fundamentals of creating a financial presentation is important
Happy to deep dive more on how to create a proper structure of the financial presentation

Arvin winatha

Detailed and Precise
Insightful and enable one to become a great financial analyst.

UMAR-FAROUK IDRIS SANNI

Fantastic
As usual, straight to the point and very effective in the real world.

Paulo Roberto Pavani Filho

This are good things

Quadri Adediran

Great
Sharpens your skills well

Tokoloho Mokoena

v nice example presented
v nice example presented

Aghiad Haj Kab

EXPOSITORY
Its has given the knowledge of standard practice of presentation not just financial statements

Osas Eromosele

Amazing Learning Experience
It was an Amazingly Awesome Learning Experience

Tolulope Awoyemi

I truly enjoyed learning such simple but crucial information about preparing an effective and well-structured financial presentation.

Aisha Aljifry

Love it
Insightful. Learnt knew information that will help me deliver world class presentations.

Aaron Kanyinda

good
This course is very helpful in financial presentation

Emmanuel Obeahon

Easy to understand
Thank you for the course

Hasan Rinaldi

Useful guidelines
The course provided useful and comprehensive guidelines on how to prepare a to-the-point financial presentation.

Dina Eissa

Really Impressed
Very engaging content

kelvin kamau

Presentation of financial information
it was an awesome experience

Oluwayemisi Adeyemi

Very Informational
I learned a lot. The course improved my understanding of the work of a financial analyst

SAMUEL KOBLA MORKLI

Great one
concise and valuable

Joseph Egwuatu

Wonderful knowledge taught
Thanks for the information

KENNEDY MUMBA

mind engaging
i would recomend this course to anyone anytime

Michael S O Okinyo

Very eye-opening session

Salami Azeez

Not much to say, the classes and the main aim of stady were excellent.
Very useful for any institution that cooperates legally.

Adriano Rafael Vicente Pange

Very nice gorgeous
It's a nice course with informative and educative information. Thank you CFI

abraham chanda

good
wonderful way to learn

alex ngila

Awesome
Exciting and really enjoy the course.

Derrick Aryee

Well thought
I enjoyed the course, a good refresher for thosein practice

Isaac Bukola Adetunji

Highly informative
Very informative content.

Adeyemi Thomas

Overwhelming Awesome
I have learnt a lot about Sensitivity and Specificity Analysis than I have all mommy prior years. Nice course!

Henry Jerry Elolo Agyei Leinard

Good light up for financial analysis
provisions of better financial analysis in the future

NYEKO HASHIM

Great Presentation Skills
Great Presentation Skills

Daniel Mwendwa

Challenged
This is a rare opportunity to learn about finances and accounting. Am so grateful for this opportunity to learn and for free! Absolutely challenging but worthy the time and effort!

Tamara Gunde

wonderful
Best presentation info

Eugine Malama

EXCITED
The content is helpful and guides well in best practises

Litsitso Pule

Good
Willing superb experience

Daniel Ilimezekhe

Insight
Presentation was insightful

Joseph Obeng Jnr

The information is broken down into small bits which are easy to digest at a time
The course is interesting and easy to learn, it only requires your concentration

Maureen Muthuri

Great
Really insightful course

Badejo Perpetual

A well presented course.

Holiness Ihedinma Onyemaechi

I get to understand that effective communication of financial information drives the financial performance of a company
I enjoyed the course and I have learned more and gain a deep knowledge of financial information presentation. We do hard things.

Uchenna Christian Nwabunwanne

Is been a great session so far
Is been a great session so far

Adewale Ojomo

What better way to understand how to present financial information than using Amazon as a case example.

Jacquelane Gacheri

Presentation of financial statements
An insightful breeze

Ibukunoluwa Oyebanji

Great
Understandable and concise.

Amarachukwu Ekwugha

Amazing
The course is interesting and easy to understand and pass

Micheal Asaolu

Educating
The best online class

Adebola Adebiyi

presentation
Presentation genius.

Rufus Kamau

Very Interesting Topics
The course is very helpful, short and very detailed.

Abiodun Adetonwa

Learning has never been so easy!
What a way to learn!

Ibrahim Nasser

Quite resourceful
It is important for every analyst to learn how to present financial information. This course just help you to do that.

Kenneth Kiarie

Fascinating
Share more Audiobooks

Adeniran Comfort Joshua

I liked this topic
This was a fun and easy to understand topic. Very helpful too!

Leslie Gokah

INFORMATIVE
Content was informative and great content

Onni Joseph Yusuf

Easy
course is easy and straight to the point

Pamela Ene

Lessons were short, and very intensive, extensive and comprehension
It worth all your time, energy and resources. God bless CFI/ALX

Abel Joshua Chinaza

Learning is fun
Great learning experience

Musa Jeremiah

Awesome
I had an awesome experience with the course

Oluwatobi Olusoji

Presentation of Financial Information
Fun way to learn how to effectively present financial information.

Ian Ruto

Great experience
Thanks to the CFI team for this course

Olakunle Dankuwo

The experience is good am growing my knowledge every day
The course is good so far

Bernard Matheka

Presenting data in a more relevant way.
Learn how to present financial information in a more understandable manner.

Matthew Oluwatobiloba Adejumo

superb
very very enlightening

Ikechukwu Williams

I am content
The questions were brief and precise which is really wonderful!

Dadson Ngwiri

Amazing
It has been an awesome and interactive course.

Nelly Naimasia

The experience was awesome
Give the course your full attention.

Richard Adibe

Awesome experience
Thanks for this oppourtunity

Aleadeleke Abiodun

When the going gets tough the tough keep going
At this stage of the course I should say, keep on going. This one wasn't difficult at all but we soldier on. Thank you ALX thankyou CFI

Nozuko Dyonase

My experience was great and an eye-opner
World class delivery of the course content, it was also very robust. I will recommend CFI any day.

Azubike Odinakachukwu Ajuruchi

Great experience so far.
It's been a wonderful experience.

Osuo-nu-oderin Jacob

Loved it
Loved how simplistic the course is

Anulika Dim-Nzekwe

Amazing!
The course is life changing.

Meshack Toroitich

Good course on the presentation of financial information.
Learnt a lot about accurate presentation of financial information in a clear and understandable manner.

Abel Tedla

The courses are wonderful
ALX has been helpful

Mercy Onyinyechi Nnaji

Awesome and Indepth
This is very comprehensive

Yirabari Charlie

Worthwhile
I’m impressed with the level of education in this very course

David Asare

explicit
it was really helpful

Victoria Olajumoke Abimbola

GREAT COURSE
This course gave me an advanced view of the key areas of financial information presentation.

Adeola Orowale

My experience with CFI is great.
I am more equipped with this great platform.

Chioma Nyavi

Interesting
Very helpful in planning financial presentations.

EKENE EZEH

Good
The program is great. The courses are insightful, notes are really useful and the flexibility make it so great

Tomi Eniayekan

very educative
i enjoyed every bit of this program

Williams Musa Thaddeus

simple
the course was simple to understand

Inyene Edet

Awesome
So easy and comprehensive

Onyekachi Okoh

The Course Material is highly educative and interactive
Listen attentively to all the lectures,

Muhammad Bello Baba

COURSE WAS ENGAGING AND INFORMATIVE
COURSE WAS ENGAGING AND INFORMATIVE

Kevin Irungu

I will be able to present my findings professionally and with confidence

Gomolemo Raphetane

Presentation of Financial Infromation
Something that i Learnt practically, and is what I practice yearly in my profession

Edgar Aguko

Enlightening
the lessons are engaging enough

Shafline Awuor

It was educative and simple to understand
the course was well explanatory.

kehinde opeoluwa

Do hard things
This is quite concise

Abayomi Opeyemi Adewale

Becoming effective
Am becoming better with financial and how to analyse it very effectively now

Abah Stephen

Easy to understand
Great and easy to understand content

Brian Mwangi

nice
really good but i would like a review to the questions

Theophilus Akpan

Short but insughtful
Short but insightful

Farida Kawira

Please keep learning as there are more to learn from this programme

BENARD ABBA

Please keep learning as there are more to learn from this programme

BENARD ABBA

Amazing

Mazanga ALUFEYO

Frequently asked questions

What are the requirements to take the courses?

All of our certification programs are open to students and professionals in various industries and levels of experience. Our curriculum is designed to teach what you need to know from basic fundamentals to advanced practical case studies. To take the courses and complete the exercises, students will only need access to a PC and/or Mac, Microsoft Suite (2016 or newer), and a stable internet connection. Click here to view the Technical Requirements

Can I download the Excel files and financial modeling templates for the course?

Absolutely! All the files and templates needed in a course are available for download. Just look for a module that shows Downloadable Files within the course dashboard. See here for a visual guide on how to do this.

How long do I have to complete the courses?

You will have yearly access to the courses as long as you maintain an active subscription. All the courses are self-paced as well so you can take your time in learning without worrying about any deadlines. Click here to compare our available enrollment options.

Are CFI courses officially accredited?

Yes, CFI is accredited by the Better Business Bureau® (BBB) to maintain training standards, the CPA Institutions in Canada, and the National Association of State Boards of Accountancy (NASBA) in the USA. Most of our courses qualify for verified CPE credits for CPA charter holders. Please refer to this page to view all available CPE credits.

Are there any additional fees or costs?

None! The bundle price includes everything and there are no additional fees or charges to earn your digital certification. You can see our enrollment fees listed here.

What currency are your courses priced in?

All our online courses are priced in USD. As this is a recurring payment, we accept all major credit and debit cards including Visa, MasterCard, and American Express.

How do I earn my certificates?

Students must complete all the video lessons, quizzes, and final assessments in each course. You can retake the assessments as many times as necessary until you reach an 80% passing grade. For more information on how to earn a course certificate, click HERE.

How are the exams conducted?

Students are required to complete an online assessment (Multiple choice questions, Fill-in-the-Blanks, and Excel Questions) at the end of each course. You can take the exams on your own schedule and will need to earn at least 80% to pass the course and earn your certificate of course completion. Please note that course exams can be repeated as many times as you need. Students are also required to complete the FMVA® final exam to earn their certification. How to Take a Qualified Assessment

Can I email the instructor if I have questions?

While the courses are designed mainly for self-study, we are happy to provide email assistance for general or technical support inquiries. The Full Immersion bundles include a premium email support function that allows you to communicate directly with in-house experts regarding course content. This is one of the key features that sets the Full Immersion bundle apart and makes it a worthwhile upgrade over the more affordable self-study bundle. You can compare more features in our bundles here.

Will these courses help me advance my career?

Based on hundreds of reviews from thousands of students we know how CFI courses have helped so many people advance their finance careers. Our courses are designed to be extremely practical and simulate the experience of being trained as a professional financial analyst…the ultimate way to advance your career. For real-world examples and to help delve even deeper into the course concepts, please look into our free career resources library.