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The 7 Secrets to Awesome Financial Presentations

How to create amazing presentations that contain numerical information.

Created byDavid Trahairworkspace_premiumBest Instructor
BeginnerUpdated Dec 17, 2024

What You'll Learn

  • check_circleLearn how to create simple presentation slides that audiences will love
  • check_circleFind out where and how to add images and video to your presentations
  • check_circleFigure out the importance of using a colour palette and how to create them for free
  • check_circleDiscover how to create clear, clean tables
  • check_circleLearn how to create graphs that show what the numbers reveal

About This Course

This course will reveal the seven secrets to creating awesome financial presentations that accountants never learn. And best of all, they are simple techniques that you can implement right away. We’ll start with the most important recommendation: simplify your slides. Next is use words wisely. I’ll tell you why you should avoid using the built-in templates with bullet points that come with PowerPoint. We’ll discuss the importance of font styles, the essential rule of three, and more. Next is the importance of using a colour palette. Ignore this one at your peril. It’s one of the main reasons why many presentations look awful. Next is how to revolutionize your slides with images, transitions and video. I’ll show you how to get millions of free, and paid, stock images and video to use in your next presentation. Then there's the importance of telling stories. Everyone likes a story so if you want their attention, this is what you need to do. Next is how to make great tables. And then there is a substantial section on how to show numerical information in graphs so you can get your message across while keeping your audience engaged.

Course Content

4 activities • 3 videos • duration: 1h 47m

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Section 11 videos • 1 hour
  • videocamFocus on the design
    Duration 60:08
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Section 21 videos
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Section 31 videos • 47 min
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Quiz-Part11 quiz

Your Instructor

David Trahair

Acclaimed Author and On-demand Course Developer

menu_book39 courses
star13,048 reviews

David Trahair, CPA, CA, is an author and eLearning developer who creates on-demand video courses for CPAs across Canada. His courses cover topics including personal finance, ethics, AI, and Microsoft Excel. David is also the author of six personal finance books, three of which are national bestsellers. Through his firm, he helps CPAs build practical skills through engaging, self-paced learning.

Credit Information

Is this course eligible for my CPD requirements as a Canadian CPA?

Provincial regulators of CPAs in Canada do not require that independent providers of CPD be approved to offer courses. Instead, individual CPAs are responsible for assessing whether a CPD activity meets their requirements, and may take activities from any source provided those requirements are met.

Every course offered on LearnFormula is delivered by a qualified subject matter expert or learning organization, and advances learning objectives that are relevant to the responsibilities or professional competencies of Canadian CPAs. All activities on LearnFormula are quantifiable in terms of hours, and are also verifiable, in that users receive documented evidence of their attendance via a certificate of completion after finishing a course (and this certificate is stored by LearnFormula indefinitely). Nearly 100,000 Canadian CPAs successfully satisfy their CPD requirements via LearnFormula on an annual basis.

What Students Are Saying

4.5 out of 5
Student's Choice
539 reviews
  • MR
    Mina R.
    starstarstarstarstar

    good course

  • KK
    Kimberly K.
    starstarstarstarstar

    Was a bit long but good information overall

  • RB
    Rocco B.
    starstarstarstarstar

    very informative

  • VL
    Valentyna L.
    starstarstarstarstar

    Very good course - clear presentation, good examples, and useful tips and course material. Thank you very much!

Frequently Asked Questions

We are a registered provider with 300+ associations and regulatory bodies worldwide. We operate across 27 global markets including Canada, the US, Australia, and the UK. Every course page clearly displays its specific accreditations. Upon completion, you receive a professional certificate that can be validated online. Our certificates include all necessary accreditation details, credit hours, and completion dates, and are formatted specifically to meet the submission requirements of most global regulatory bodies.

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