The 7 Secrets to Awesome Financial Presentations

This course will reveal the seven secrets to creating awesome financial presentations that accountants never learn. And best of all, they are simple techniques that you can implement right away.

We’ll start with the most important recommendation: simplify your slides.

Next is focus on the design. I’ll tell you why you should avoid using the built-in templates with bullet points that come with PowerPoint. Well discuss the importance of font styles, the essential rule of three, and more.

Next is the importance of using a colour palette. Ignore this one at your peril. It’s one of the main reasons why many presentations look awful.

Next is how to revolutionize your slides with images, transitions and video. I’ll show you how to get millions of free, and paid, stock images and video to use in your next presentation.

Next is how to make great tables.

And then there is a substantial section on how to show numerical information in graphs  so you can get your message across while keeping your audience engaged.

Last is the importance of telling stories. Everyone likes a story so if you want their attention, this is what you need to do.

26 Oct 2021, 11:00 AM

3 CPD hours


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Course Description

Click here to watch a short preview video of this course: 

Course Walkthrough

  • Materials
  • Recording
  • Certificate: The 7 Secrets to Awesome Financial Presentations
  • Feedback / comments

About the Instructor(s)

Picture of David Trahair
David Trahair

David Trahair, CPA, CA, is a personal finance writer, trainer, speaker and eLearning developer. His books include Smoke and Mirrors: Financial Myths That Will Ruin Your Retirement DreamsEnough Bull: How to Retire Well Without the Stock Market, Mutual Funds or Even an Investment AdvisorCrushing Debt: Why Canadians Should Drop Everything and Pay Off Debt, Cash Cows, Pigs and Jackpots: The Simplest Personal Finance Strategy Ever and his latest The Procrastinator’s Guide to Retirement: How You Can Retire in 10 Years or Less.  His views are totally independent because he does not sell any financial products. He currently operates his own personal finance training and eLearning development firm and offers seminars on his books to organizations including CPA provincial bodies across Canada. His website is

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