Financial Communication for Diverse Audiences Training

Learning Outcomes

• Apply principles of audience analysis to adapt financial information for different listener groups.
• Demonstrate effective verbal communication techniques when presenting financial data.
• Evaluate the clarity and appropriateness of financial messages for diverse audiences.
• Adapt financial terminology and concepts to suit the knowledge level of the audience.
• Implement strategies to handle questions and feedback on financial information confidently.
• Analyze communication barriers and apply techniques to overcome them in financial contexts.

Target Audience

Finance professionals, accountants, auditors, and business advisors who need to present financial data to non-financial colleagues, clients, or external stakeholders. Also suitable for managers and team leaders who must interpret and relay financial information within their teams.

Prerequisites

None — open enrollment

Course Outline

Practicals

Overview

Practical sessions allow learners to apply financial communication techniques in simulated scenarios, including simplifying financial data for non-experts, creating visual aids, and delivering short presentations. These hands-on activities reinforce the day's concepts and build confidence in real-world communication.

Practical Activities

• Practical 1: Simplifying Financial Jargon — Learners receive a complex financial report and must rewrite key sections for a non-financial audience (e.g., staff or community members), avoiding jargon and using plain language. (1h)
• Practical 2: Visualising Financial Data — Using sample data, learners create two visual aids (e.g., bar chart and infographic) to present financial trends to a board of directors and to employees, respectively. (1h)
• Practical 3: Financial Presentation and Feedback — Each learner delivers a 5-minute presentation summarising a financial scenario to a mixed audience, followed by peer and facilitator feedback on clarity, engagement, and audience suitability. (1h)

Summatives

Each delegate is assessed continuously throughout the course via daily exercises, scored practical assignments, and a final summative test at the end.

Practical Assignments — 30%

Practical assignments are observed and scored against a rubric during the practical sessions. Each delegate's practical mark is averaged into a single 100% score and contributes 30% to the final total.

Daily Exercises — 20%

Every training day ends with a multiple-choice exercise scored out of 100%. The scores from each daily exercise are averaged across the duration of the course to produce a Daily Average mark, which contributes 20% to the final total.

Final Test — 50%

On the last day a final summative test is written. It is a multiple-choice paper with multiple-answer questions: each question may have more than one correct option, and a single wrong selection on a question marks the entire question wrong — no partial credit. The final test is scored out of 100% and contributes 50% to the overall mark.

Final Total

Component	Out of	Weight
Practical Assignments (rubric-scored)	100%	30%
Daily Average (multiple choice)	100%	20%
Final Test (multi-answer multiple choice)	100%	50%
Final Total	—	100%

All marks are recorded on the AATICD LMS and visible to each learner under their account.

Certificate

How it works

• Certificates are auto-generated on the AATICD LMS as soon as the marks pass the 50% threshold.
• Each certificate is a branded PDF with the delegate's name, the course title, the unit standard ID, NQF level, credits, and the date of issue.
• You can download or print your certificate from your LMS dashboard at any time after issue — there's no reissue fee and no expiry date.
• If you scored under 50% you can sit the final test again at the next scheduled session at no extra cost.

Where to find it

Sign in to the LMS, open your dashboard, and your certificates appear under My Certificates. Each entry has a View / Download button and a print option.

Training Discounts

Group discounts apply automatically — the more delegates you enrol, the greater the saving. Discounts are calculated at 3% per 5 delegates, scaling up to 40% off for 100+ delegates.

Delegates	Discount
5	3% off
10	6% off
15	9% off
20	12% off
25	15% off
30	18% off
50	30% off
75	35% off
100	40% off

3% discount per 5 delegates, up to 40% off for 100+ delegates. Contact us for a custom group quote.