Communications and Marketing

Executive Summary Writing for Financial Professionals v2.1

This course provides an overview of executive summary writing for financial professionals. This course provides a useful strategy approach to executive summary writing and addresses topics such as focusing on presenting the most important point first, organizing with a top-down approach, and expressing information in a clear and concise manner to move the reader to action.

Learning Objectives:

After completing this course, participants should be able to:

  • Identify key best practices when writing executive summaries.
  • Recognize elements and characteristics to avoid when writing executive summaries.
  • Differentiate between 4S plan components and various types of reports.
  • Identify ways to develop paragraphs to reinforce the intent of executive summaries.


Prerequisites/Advanced Preparation:

None

Speaker / Author:

Photo of Philip Vassallo

Philip Vassallo, Ed.D. has developed, delivered, and supervised communication training programs for a wide range of managerial, administrative, and technical professionals in corporate, government, and academic environments. He has also taught writing and presentation skills on the graduate and undergraduate university levels, most recently for the Beijing International MBA program at Peking University.

He has served as an essay and speech evaluator for the Educational Testing Service on standardized tests such as the Graduate Record Examination, College Level Examination Placement, Graduate Management Admissions Test, and the Test of Spoken English. He also has provided writing coaching and assessment services for numerous corporate employees.

Dr. Vassallo is the author of the books How to Write Fast Under Pressure, on writing efficiently; The Art of On-the-Job Writing, on work-related writing; The Art of E-Mail Writing, on business e-mail; The Inwardness of the Outward Gaze, on philosophy and teaching; and The Choice Movement and Educational Equity, on education. He also writes Words on the Line, a column and a blog on effective writing. He has contributed to many literary and educational publications, and to books by McGraw-Hill, St. Martin’s Press, and Simon & Schuster. Ten of his plays have been staged in New York and elsewhere, and he has won or been a finalist in several state and national playwriting competitions.

Dr. Vassallo holds a bachelor’s degree in English from Baruch College, a master’s in education from Lehman College, and a doctorate in educational theory from Rutgers University. He is a past president of the New Jersey College English Association.

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Price (USD)

Standard: $49.90

Details

Course Code : 99VAS21A

Release Date : 08/24/2023
Expire Date : 04/30/2025
Credits :
CPE 2.00
QAS 2.00

Length : 1hr 40min
Course Level : Basic
Course Type : QAS Self-Study
Passing Grade : 70%
Format Type : eLearning
Mobile Compatible
Field Of Study : Communications & Marketing

Theme : Effective Communication Skills

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