[Virtual] Financial Storytelling

[Virtual] Financial Storytelling

Kaplan_Financial Story Telling
   Tuesday, December 1st & Thursday, December 3rd | 11:00AM - 12:30PM ET 

In partnership with Kaplan

Financial storytelling is about blending narrative with numbers. It is about equipping participants with the necessary knowledge, skills and confidence, to step out of their comfort zone, and to create compelling arguments which immediately resonate with the audience.

This interactive two-session webcast is specifically aimed at professionals who would like to develop their communication skills. By the end of the program they will be able to:

  • Design a compelling story that will influence and deliver a successful outcome
  • Spike an audience’s attention to ensure focus on core elements of financial data
  • Create a memorable experience which builds trust, congruence, and long-term relationships.

Program Outline

Part 1:

  1. Introduction
  2. Numbers as narrative: Using neuroscience, learn how to build a narrative around numbers that inspire curiosity, interest, and excitement.
  3. What Aristotle taught Us: Ethos, Pathos, Logos
  4. Identifying the core message: Identifying the core message and using it to build the presentation
  5. The importance of structure: Building a well-structured presentation and using stories to drive action
  6. Apply what you’ve learned through building and delivering a short presentation
  7. Close

Part 2:

  1. Introduction / Recap of Session 1
  2. Practice and prepare your short presentation
  3. Body language, pauses, pitch and volume
  4. Data visualization techniques using Gestalt Principles and the use of white space
  5. Deconstructing the numbers: bringing the numbers alive and eliminate the rest

 Target Audience

  • Any professional interested in delivering compelling presentations using financial data.


We encourage members of other CFA Societies to attend local programs at the CFAW Member Rate. Please contact events@cfawashington.org with any questions.


  • When

  • Tuesday, December 1, 2020 - Thursday, December 3, 2020
    11:00 AM - 12:30 PM
    Eastern Time

  • Where

  • Virtual Event
    Zoom Webinar