Training Creating presentations for the financial industry

Practical information about training

  • CATEGORY: Technologies
  • SUBCATEGORY: Office applications and tools
  • TRAINING CODE: IT-AN-32
  • DURATION: 1 day
  • PRICE INFORMATION from: 450 PLN net
  • LANGUAGE OF TRAINING: polish
  • FORM OF IMPLEMENTATION: stationary, online

Training description

The training focuses on creating professional presentations tailored to the financial industry. During the one-day workshop, participants will learn techniques for effective presentation of financial data and economic analysis. The program includes practical exercises using real-life examples from the financial sector, which allows for immediate application of the acquired knowledge in professional practice.

Participant profile

The program is aimed at financial analysts presenting results and forecasts. Training dedicated to investment advisors presenting investment strategies. A course suitable for financial controllers preparing management reports. The workshop will work well for financial planning specialists creating budget presentations. Program tailored for those in finance departments regularly presenting analysis and reports. Participants should have basic experience working with financial data.

Agenda

  1. Structure of financial presentations
    • Financial reporting standards
    • Hierarchy of financial information
    • Designing industry templates
    • Organization of content in a presentation
  2. Financial data visualization
    • Financial charts and tables
    • Presentation of economic indicators
    • Creating dashboards
    • Formatting of numerical data
  3. Elements of financial analysis
    • Presentation of trends and forecasts
    • Comparative analysis of the data
    • Visualize financial risks
    • Scenario modeling
  4. Professional presentation of results
    • Techniques for presenting budgets
    • Presenting profitability analyses
    • Reports for different audiences
    • Automation of data updates

Benefits

The participant will gain the ability to create professional financial presentations in accordance with industry standards. Will develop the ability to effectively present complex financial data in an accessible visual format. Will master techniques for designing clear dashboards that present key financial metrics. Will learn to create presentation templates tailored to different types of financial reports. Will learn methods to automate the process of updating data in presentations. Will be able to customize the level of detail in presentations to meet the needs of different audiences.

Required preparation of participants

Knowledge of the basics of financial analysis. Experience working with financial data. Basic knowledge of PowerPoint. Ability to interpret financial ratios.

Issues

Standards for presentation of financial data. Visualization of economic indicators. Design of analytical dashboards. Formatting of numerical data. Templates for financial reports. Charts and tables in financial analysis. Presentation of forecasts and trends. Automation of data updates. Techniques for presenting budgets. Management reporting. Comparative analysis of performance. Best practices in financial communication.

Do you have any questions?
Feel free to contact us.

Anna Polak
+48 600 010 440
anna.polak@eitt.academy
31 Ząbkowska Street
03-736 Warsaw

Forms of training delivery

Stationary training

  • Training at the customer's premises or at a designated location
  • Training room equipped with the necessary equipment
  • Training materials in electronic form
  • Coffee breaks and lunch
  • Direct interaction with the trainer
  • Networking in a group
  • Workshop exercises in teams

Remote training

  • Virtual training environment
  • Electronic materials
  • Interactive online exercises
  • Breakout rooms for group work
  • Technical support during the training
  • Recordings of the session (optional)

Possibility of funding

The training can be financed with public funds under:

  • National Training Fund (KFS)
  • Development Services Base (BUR)
  • EU projects implemented by PARP
  • HR Academy Program (PARP)
  • Regional operational programs

If you are interested in funding, our team will help you prepare the required documentation.

HAVE A QUESTION?

+48 22 487 84 90

biuro@eitt.pl

Contact us for more information about our training, programs and cooperation. We will be happy to answer all your inquiries!

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MAN Truck & Bus Polska Sp. z o.o.
mBank S.A.
AGORA S.A.
Amway Poland
Aptitude
Atende S.A.
Atos Poland S.A.
Becton Dickinson Polska sp. z o. o.
Berner Polska Sp. z o.o.
Credit Information Bureau S.A.
BNP Paribas Polska S.A.
Bridgestone Europe S.A.
Capgemini
CEDC International Sp. z o.o.
Comtegra S.A.
ENERGA Information and Technology
General Directorate of National Roads and Highways.
ING Bank Śląski S.A.
Kredyt Inkaso S.A.
KPMG Ltd.
Leroy Merlin Polska Sp. z o.o.
SII Ltd.
Sopra Steria Polska Sp. z o.o.
Polska Wytwórnia Papierów Wartościowych S.A.
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Do you have any questions?
Feel free to contact us.

Anna Polak
+48 600 010 440
anna.polak@eitt.academy
31 Ząbkowska Street
03-736 Warsaw

FAQ - Frequently Asked Questions

We offer training in a variety of tailored formats: onsite (at the client's location or our training center), live online interactive with a trainer, and in a hybrid format. Detailed information about the available delivery forms for a specific training is always included in its description on the website.
Open online trainings usually take place from 9:00 - 17:00 Polish time. In the case of closed trainings dedicated to companies, the schedule is flexible and we arrange it individually with the client to best fit the needs of the organization.
We use proven and popular video conferencing platforms, such as Microsoft Teams and Zoom, to conduct interactive online training. They provide seamless communication, the ability to work in groups and direct contact with the trainer. We provide information about the platform used in a specific training to participants before the training begins.
To comfortably participate in the online training, all you need is a standard computer (desktop or laptop) with stable internet access and an up-to-date version of a web browser installed. We recommend using headphones with a microphone for better sound quality and communication, although this is not absolutely required. Having a webcam is usually not mandatory either.
Yes, each participant receives a set of training materials prepared by our experts. We usually provide them in electronic form (e.g., PDF files) a few days before the start of the training, after confirmation of participation and payment.
Upon successful completion of most of our training courses, participants receive a named EITT Certificate of Completion, confirming the competencies gained. In addition, we offer accredited training courses (e.g., ITIL®, PRINCE2®) that prepare for official internationally recognized certification exams. Information about the type of certificate available after a specific training is always included in the detailed description of the training.
The enrollment process depends on the type of training. For open trainings (open to anyone who is interested), you can sign up directly through the application form available on the page of the particular training. If you are interested in closed training (dedicated to employees of one company), please contact us directly by email or phone - we will prepare an offer tailored to your needs.
As standard, the price of the training includes: participation in classes taught by an experienced trainer-practitioner, a set of original training materials in electronic form, and a named EITT Certificate of Completion. For accredited training courses, the price often also includes the cost of taking the official certification exam. The detailed scope of benefits for a given course is always given in its description.
The preferred form of payment for our training courses is by bank transfer, executed on the basis of an issued pro forma invoice or VAT invoice. Detailed information on payment terms and conditions is provided in the process of confirming the enrollment in the training or can be found in the regulations.
Of course! Our specialty is closed-door training, designed "tailor-made" - according to the individual needs and business objectives of a given organization. If you are interested in a topic outside of our regular offerings or would like to modify the program of an existing course, feel free to contact us. We will be happy to prepare a dedicated solution.
We are flexible and adapt to the client's needs. We can organize closed trainings even for small groups - usually the minimum number of participants is 4 people, and the cost is often calculated for the whole group. Taking care of the highest quality and comfort of learning, in case of very large groups (more than 40 people) we usually recommend dividing into smaller teams to ensure effective interaction.
Your feedback is extremely important to us, as it allows us to continuously improve our offerings. After each training session, we send participants a link to a short online evaluation survey. You can also always contact us directly by email or phone to provide your comments.
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