6 Traits of Executive You: Communication Skills (Video) (Course Id 1294)

• Who is this course for?
  This course is intended for financial professionals, such as CPAs and accountants, who need to improve their ability to communicate financial information to non-financial stakeholders.

• What is this course about or what problem does this course solve?
  It tackles the challenge financial professionals face in making complex financial concepts understandable and persuasive to broader audiences, enhancing their executive communication.

• How can the knowledge from this course be used?
  Participants can apply techniques such as persuasive messaging, storytelling, and clear writing to improve presentations, reports, and conversations with clients or executives.

• Why is this course important to a CPA, Accountant, or IRS Enrolled Agent?
  Strong communication is essential for influencing decisions and demonstrating leadership, making it a vital skill for professionals aiming to advance in executive or advisory roles.

• When is this course relevant or timely?
  It is especially relevant now for professionals transitioning into leadership roles or client-facing responsibilities, and its March 1, 2024 revision ensures updated content.

• How is a course like this consumed or used?
  Delivered as a self-study video course under NASBA QAS guidelines, it includes review questions and a final exam for earning CPE credit.

Many financial professionals struggle with communicating in a way other non-financial people understand – one of the six traits of executive presence. This course is designed to grow the confidence, ambition, and strategic influencing skills of high potential financial professionals in business. The desired outcome is to speak and write with precision, clarity, and persuasion to convey important financial insights to those able to act and respond.

Video - NASBA QAS - Text - NASBA Registry - 1294

6 Traits of Executive You: Communication Skills Course Learning Objectives

• Ethos, Logos, & Pathos: Incorporate the principles of persuasion into every important message to initiate action and response
• Storytelling: Connect with you audience using storytelling
• Writing skills: Write like business journalist to express your opinions with tact and clarity
• Presentation skills: Get a standing ovation the next time you present to an audience

Chapter 1 - 6 Traits of Executive You: Communication Skills

Chapter 1 Review Questions

Chapter 2 - Link for 6ExY_Workbook

Glossary