Writing Effective Financial Reports

(31 customer reviews)
by

How do you make sure a report communicates effectively and tells the right story? Maximise the impact of your reports with practical tips and guidance.

HK$1,575 +VAT

4 CPD hours

365 days’ access

Use ACPD101 for 10% off any purchase.

Writing Effective Financial Reports

(31 customer reviews)

HK$1,575 +VAT

4 CPD Course

365 days’ access

Use ACPD101 for 10% off any purchase.

Writing Effective Financial Reports

(31 customer reviews)

This course is not currently available. To find out more, please get in touch.

This course will enable you to

  • Write a variety of reports for both internal and external stakeholders
  • Identify the needs of your audience and adapt accordingly
  • Provide a balance between solid financial information and interesting analysis
  • Bring what you’ve learned together to produce refined, polished reports

About the course

How can you ensure that a report communicates effectively and tells the right story? It can take hours of hard work to write a report, and all too often, no one seems to pay attention to them. In this course, we look at the secrets of successful financial report writing.

You’ll explore practical strategies to enhance the impact of your reports. If you’re writing reports for external stakeholders, it will help you to think about how to consider the frameworks and accounting standards you need to adhere to. If you’re writing reports for internal stakeholders, it will help you to consider your audience and meet their needs. This course will enable you use your data and financial insight to produce the best possible report.

Contents

Types of report

Types of reports
Which report?
Management accounts
Annual financial statements
Special reports
Key differences
Integrated reports

Understanding your audience

The stakeholders
The board and management
Employees
Shareholders
It’s what the audience wants
Lenders
Trade creditors
Customers
Auditors

Getting the balance right

The key numbers
The information
Further explanatory information
The chart of accounts
Getting the balance right
Types of analysis

Bringing it all together

Key principles
Top tips
Other tips
Quality control procedures

Author

Wayne Bartlett

Wayne Bartlett

Wayne is an internationally acclaimed speaker and trainer on all aspects of public and private sector accounting and auditing standards. He has been instrumental in helping to develop the profession internationally and has taken lead roles in the development of new professional bodies and the accounting profession in Mozambique and Rwanda, and been extensively involved in developing financial reporting in many countries across the globe.

31 reviews for Writing Effective Financial Reports

  1. Pamela Seesahai –

    The information provided was very pertinent and relevant. Easy to follow and grasp principles.

  2. Linnette Daniels –

    Brings together key elements of financial reporting

  3. Jacqueline James –

    This was a really good reminder to think about a report objectives in advance of writing it and the key component parts.

  4. Kgomotso Ramokate –

    Its informative and could be very useful in practice.

  5. Val Kastrati –

    Excellent course – I have really enjoyed doing this course as it has helped me expand my knowledge on how to improve preparing internal and external financial reports. Thank you

  6. Mireia Corredor Marcos –

    An excellent refresher. Thank you.

  7. Jenette Stanley –

    I found the course very informative and interesting. It helped me broaden what I already knew. Thus, I will be able to use what I learned in the future.

  8. Emma Strong –

    It was at a lower level than I expected so I didn’t get as much out of it as I could have if it had been pitched at a higher level – it is quite often difficult to gauge the level a course is pitched at

  9. James Brammeld –

    Very informative modules

  10. Rosa Maria Williams –

    Well rounded course with helpful suggestions to improve financial reporting.

  11. Bonolo Paul Nare –

    Very relevant to both internal and external stakeholders.

  12. John Steele –

    Good course, interesting content presented in an easy to consume format.

  13. Nishank Dhirajlal –

    Was interesting and useful

  14. Delilah Thobias –

    Very Informative

  15. Cory Wilson –

  16. Abewardhana Liyana Arachchige Shamali Nayana Kumari –

    up to date

  17. Sydney Matiringe –

    Provided useful insights into report writing a useful tool on how accounting professionals communicate with their audience especially with regard to internal reports whose format is not prescribed.

  18. Galeage Pilatwe –

    I enjoyed the course.

  19. Diana Wheatley –

    I enjoyed the course. Comprehensive and easy to follow

  20. Haresh Bajaria –

    A very good course with detailed notes.

  21. Amantle Kago Maigwa –

    this was a detailed subject and i enjoyed it.

  22. Abd Razak Minhat –

    Excellent

  23. Ria Narinesingh –

    excellent read

  24. Rosalind Caffyn –

    Quite repetitive information and mostly very obvious

  25. Joseph Wheeler –

    Good course notes!

  26. Radhakrishnan Kunnathery Pallathmadham –

    Very useful.

  27. Barnabas N Sangma –

    Course material was accurate, informative, and met my learning objectives.

  28. Damien Brown –

  29. David Machin –

    Very thought provoking

  30. Shivajyoti Pal –

    Well-designed course. Simple and straightforward

  31. Kabelo Edward Tshenolo –

    Well explained

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