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Bridge over ocean
24 September 2010 Multimedia

Presentation Skills for Investment Professionals

  1. Dave Underhill

In this session, you will gain insights on how to focus on what’s important to your audience; create a clear message; and, engage people in your presentation.

Today, investment professionals are constantly challenged to differentiate themselves and their company from the competition. This is important in any situation, from job interviews to sales calls and client meetings. One way to address this challenge is by delivering clear, concise, and compelling presentations. In this session, you will gain insights on how to focus on what’s important to your audience, create a clear message, and engage people in your presentation. You’ll walk away with new ideas and tools you can use right away!

This is an archived recording of a live event that took place on 24 September 2010 at the CFA Institute Society Leadership Conference.

Please note that text may be difficult to read in this recording. The presentation slides are available for download in the video player.