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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


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