Finance Presentation Tips

CFA Institute’s Julia VanDeren shares her presentation techniques for finance professionals. Check out my summaries below for more information.

As over 58% of finance professionals routinely give presentations once a month, it’s important to hone the skills needed as a good speaker
When discussing complex information, it’s essential to keep your message and key takeaways clear and understandable for your audience
For every “what” that your presentation addresses you need to cover the driving “so what” behind it—be coherent in your communication