Effective Writing Skills for Financial Advisors

Writing is a key method of communication for most people in financial services, even though most communication these days is done electronically. Good writing skills result in clearer communication, quicker and more accurate processing, and greater levels of sales.

This course is recommended for all advisors, either as a refresher or an introduction to basic writing concepts such as spelling and grammar. It also provides guidance on writing the most common business documents including emails, reports such as proposals, agendas and minutes.