Skip to content
  1. Online
  2. Accounting and finance
  3. Finance
  4. Financial analysis
Presenting Financial Information cover image

Presenting Financial Information
ideas2action

This course sets out a clear path for reporting financial information to ensure your reporting drives decision making

Summary

Price
£19 inc VAT
Study method
Online, On Demand 
Duration
1.4 hours · Self-paced
Qualification
No formal qualification
Certificates
  • Reed courses certificate of completion - Free

Add to basket or enquire

Overview

This course aims to set-out a clear path for reporting financial information. We will cover principles of effective reports; the hierarchy of performance indicators linked to strategic goals; guidelines for designing reports; and three methods for presenting performance data.

Certificates

Curriculum

1
section
16
lectures
1h 26m
total

    • 1: Intro to Presenting Financial Information 06:23
    • 2: The Hierarchy of Performance Indicators 04:54
    • 3: The Principles of Effective Reports 05:45
    • 4: Guidelines for Designing Management Reports 05:03
    • 5: Methods of Presenting Performance Data 04:25
    • 6: The Control Chart: Highlighting Variation in Data 07:21
    • 7: The Pareto Chart: Highlighting Priorities 01:26
    • 8: Exercise - The Control Chart 05:03
    • 9: An Example Management Report 03:25
    • 10: Interpreting Performance Data 04:13
    • 11: Supporting Colleagues by Giving Feedback 04:58
    • 12: Data Visualisation: Part 1 - The Data 08:45
    • 13: Data Visualisation Part 2: Year on Year Comparison 07:23
    • 14: Data Visualisation Part 3: Progress Towards Target 08:46
    • 15: Data Visualisation Part 4: Dashboard 03:51
    • 16: Final Thoughts on Presenting Financial Information 03:44

Description

Poor reports breed poor decisions, and many organisation’s monthly management reports are not well suited to their purpose. There may be too many reports – often with conflicting information; or reports may be too detailed or too complex to understand.

Poor reporting arises from a lack of clarity of their purpose; too many performance indicators with no clear vision; and poor understanding of what the reports and the KPIs behind them actually mean.

This course aims to set-out a clear path for reporting financial information. It cannot solve all the problems of management, but it can help learners understand the principles and structure you need to put in place to ensure that your reports are aligned with the organisation’s vision and do drive decisions which support the vision.

The focus of the course is financial information since this is the hardest to present clearly and understandably, and we cover principles of effective reports; the hierarchy of performance indicators linked to strategic goals; guidelines for designing reports; and three methods for presenting performance data.

Key Learning Points

Participants in this course will learn:

  • The main issues in presenting financial information
  • The hierarchy of performance indicators
  • The principles of effective reports
  • Guidelines for designing management reports
  • Three key methods of presenting data – the Run Chart, the Control Chart and the Pareto Chart
  • Some additional examples of data visualisation
  • How to interpret performance data
  • How to support colleagues when giving feedback

Who is this course for?

Accountants and finance professionals

Students of business finance

Business managers

Requirements

There are no pre-course requirements

Questions and answers

There are currently no Q&As for this course. Be the first to ask a question.

Ask a question

Reviews

Currently there are no reviews for this course. Be the first to leave a review.

Leave a review

Legal information

This course is advertised on Reed.co.uk by the Course Provider, whose terms and conditions apply. Purchases are made directly from the Course Provider, and as such, content and materials are supplied by the Course Provider directly. Reed is acting as agent and not reseller in relation to this course. Reed's only responsibility is to facilitate your payment for the course. It is your responsibility to review and agree to the Course Provider's terms and conditions and satisfy yourself as to the suitability of the course you intend to purchase. Reed will not have any responsibility for the content of the course and/or associated materials.

FAQs

Study method describes the format in which the course will be delivered. At Reed Courses, courses are delivered in a number of ways, including online courses, where the course content can be accessed online remotely, and classroom courses, where courses are delivered in person at a classroom venue.

CPD stands for Continuing Professional Development. If you work in certain professions or for certain companies, your employer may require you to complete a number of CPD hours or points, per year. You can find a range of CPD courses on Reed Courses, many of which can be completed online.

A regulated qualification is delivered by a learning institution which is regulated by a government body. In England, the government body which regulates courses is Ofqual. Ofqual regulated qualifications sit on the Regulated Qualifications Framework (RQF), which can help students understand how different qualifications in different fields compare to each other. The framework also helps students to understand what qualifications they need to progress towards a higher learning goal, such as a university degree or equivalent higher education award.

An endorsed course is a skills based course which has been checked over and approved by an independent awarding body. Endorsed courses are not regulated so do not result in a qualification - however, the student can usually purchase a certificate showing the awarding body's logo if they wish. Certain awarding bodies - such as Quality Licence Scheme and TQUK - have developed endorsement schemes as a way to help students select the best skills based courses for them.
View all
Related searches: Accountancy courses, Business analysis courses, Analytics courses, Online courses

Interest free credit agreements provided by Zopa Bank Limited trading as DivideBuy are not regulated by the Financial Conduct Authority and do not fall under the jurisdiction of the Financial Ombudsman Service. Zopa Bank Limited trading as DivideBuy is authorised by the Prudential Regulation Authority and regulated by the Financial Conduct Authority and the Prudential Regulation Authority, and entered on the Financial Services Register (800542). Zopa Bank Limited (10627575) is incorporated in England & Wales and has its registered office at: 1st Floor, Cottons Centre, Tooley Street, London, SE1 2QG. VAT Number 281765280. DivideBuy's trading address is First Floor, Brunswick Court, Brunswick Street, Newcastle-under-Lyme, ST5 1HH. © Zopa Bank Limited 2026. All rights reserved.