Writing Effective Financial Reports

(23 reviews)

by Wayne Bartlett

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.

price £75+vat
cpd hours 4 CPD hours
access 120 days' access

SAVE 30% USING CODE ACPD30

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.

Look inside

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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

How it works

Author

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.

Reviews

4.5
(23 reviews)
5
4
3
2
1
 
 
 
 
    JB
    James B
    15 Mar 2025
    15 Mar 2025
    Very informative modules
    RW
    Rosa Maria W
    31 Dec 2024
    31 Dec 2024
    Well rounded course with helpful suggestions to improve financial reporting.
    BN
    Bonolo Paul N
    30 Dec 2024
    30 Dec 2024
    Very relevant to both internal and external stakeholders.
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Access to this course
Total CPD unitshourshours4 unitshourshours21 units20 hours21 hours800+ unitshourshours800+ unitshourshours
Access period120 days120 days12 months12+ months
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Exclusive news and CPD every week plus monthly webinars, all year round
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