self-paced course

Financial Storytelling Mastery: Engage, Persuade, and Influence

Transform dry financial data into compelling stories that drive action. This course teaches you a proven 4-step framework to craft clear messages, design impactful visuals, and deliver engaging presentations that captivate executives and stakeholders.

Stop reporting numbers—start influencing decisions.

Course launches on May 31, 2025

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Your Instructor: Soufyan Hamid

4-Hour Course

30-Day Money Back Guarantee

TBD NASBA CPE Credits

Language: English

Course Curriculum

What You'll Learn

Course Description:

In finance, numbers alone don’t drive decisions—stories do. Yet, most financial presentations are overloaded with data, lacking the clarity and impact needed to influence executives and stakeholders.

Financial Storytelling Mastery is a step-by-step course designed to transform finance professionals into powerful communicators. Using a proven 4-step framework, you’ll learn how to craft compelling financial messages, structure persuasive narratives, design clear and engaging visuals, and deliver presentations that inspire action.

This hands-on course combines expert insights, an engaging case study, and interactive exercises to help you extract key insights from complex financial data, build persuasive narratives tailored to your audience, create clear, impactful visuals that enhance understanding, and deliver presentations with confidence to engage decision-makers. Whether you’re presenting to executives, investors, or business partners, this course will help you go beyond the numbers and tell financial stories that matter.

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Who Should Take This Course?

Management Accountants

Learn how to translate complex financials into clear, actionable insights that resonate with stakeholders. This course will empower you to align operations with strategy through persuasive storytelling and data-driven influence.

Finance Professionals

Financial data doesn’t speak for itself—you do. This course teaches you how to command attention in meetings and presentations, using compelling visuals and structured storytelling to clearly convey risks, trends, and opportunities that drive leadership action.

Accountants

Break out of the traditional reporting role and become a valued advisor. You’ll learn how to turn routine numbers into powerful narratives that clarify business performance, support decision-making, and demonstrate your value beyond the balance sheet.

FP&A

Forecasting and financial modeling are powerful—but only if people act on them. Learn how to present your analysis with clarity and confidence, building visual and verbal narratives that help executives understand your projections and make better strategic decisions.
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Behind the Scenes

Video Lesson Sneak Peek

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Top features

How The Course Works

Self-Paced Learning

Navigate through the course at your own speed, with the freedom to start, pause, and resume lessons whenever fits your schedule.

All-Inclusive Content

Gain access to a wide range of resources, including video lectures, reading material, formula guides, and practical exercises designed for in-depth understanding.

Interactive Quizzes

Test your knowledge as you progress with lesson quizzes that provide immediate feedback, helping reinforce learning and measure improvement. Take a comprehensive final assessment to demonstrate mastery of the subject matter.

NASBA Certification

Upon successful completion, earn a certificate recognized by the National Association of State Boards of Accountancy (NASBA), showcasing your proficiency and dedication to professional excellence, and earn credits towards your annual CPE certification requirements, ie CMA, CPA, CIA, etc. 
Meet Your Instructor

Soufyan Hamid

Based in Brussels, Soufyan has worked half of his career in BIG 4 firms as a consultant and the other half as a Finance Business Partner before specializing in in improving the presentation skills of FP&A teams located worldwide through his online boot camps and training. He founded The Finance Circle, his global consulting firm, that provides corporate training around Finance Business Partnering and Financial Storytelling. Soufyan is a top Storytelling Voice on LinkedIn with nearly 80,000 followers.

NASBA Course Information

DELIVERY METHOD

QAS Self-Study

FIELD OF STUDY

Communications
and Marketing

CPE CREDITS

NASBA: TBD

KNOWLEDGE LEVEL

Basic

PREREQUISITES

None

ADVANCED PREP

None

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CPE Flow is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org
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Frequently Asked Questions

How many CPE credits can I earn?

The course will provide between 2 to 3 NASBA-approved CPE credits. Final calculation will made when the course is finalized. 

Are there any prerequisites for this course?

No, there are no prerequisites. The course is designed for a basic knowledge level, making it accessible to beginners.

How is the course structured?

The course offers self-paced learning with video lectures, reading materials, formula guides, practical exercises, and quizzes for comprehensive understanding and skill development.

Are the lessons live or pre-recorded?

Our entire video library is pre-recorded making asynchronous learning possible for students from various time zones.

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