Financial Communication That Actually Works
Most people can talk about money. But talking about it well? That's different. Our program teaches you how to handle financial conversations when it matters—whether you're negotiating, advising, or just trying to explain a budget without everyone's eyes glazing over.
We start in April 2026. It's a six-month program built around real scenarios—not textbook theories. You'll work through actual case studies, practice difficult conversations, and learn how to adapt your approach depending on who's sitting across from you.
This isn't about jargon or complicated frameworks. It's about getting better at something practical that'll serve you for years.
Three Ways People Find Their Way Here
Everyone comes to this program from a different place. Some know exactly what they need. Others are still figuring it out. Here's how most people make that decision.
Already Working in Finance
You handle numbers fine. But when you need to explain complex financial information to clients or colleagues who aren't financially literate, things get messy.
- Client meetings feel harder than they should
- Your expertise gets lost in translation
- You want to sound confident without being condescending
Moving Into Advisory Roles
You're shifting from doing the work to guiding others through it. That means more conversations where you need to build trust quickly and explain things clearly under pressure.
- Stakeholder presentations that actually land
- Difficult conversations about budgets or strategy
- Building credibility with new audiences
Running Your Own Business
You need to talk about money constantly—with clients, investors, partners, your own team. And every conversation needs a slightly different approach.
- Pricing discussions without awkwardness
- Pitching to potential investors or partners
- Financial updates that keep everyone aligned
Questions That Come Up Along The Way
Here's what people usually want to know at different stages—before they apply, during the program, and after they finish.
Before You Start Is This Actually For Me?
Do I need a finance background?
Not necessarily. If you work with financial information regularly—even if it's not your main role—you'll get value from this. We've had accountants, small business owners, project managers, and consultants go through the program.
What if I'm not great at public speaking?
That's actually common. Most of the program happens in small groups and one-on-one practice sessions. You're not presenting to hundreds of people. You're learning to have better conversations in realistic settings.
When does it start and how much time does it take?
Next intake is April 2026. You'll need about 6-8 hours per week—workshops on Tuesday evenings, some self-paced work, and practice sessions you schedule yourself. It runs for six months total.
During The Program What Actually Happens?
How much of this is theory versus practice?
Roughly 30/70. You need some foundational concepts, but most of your time goes into practicing real scenarios, getting feedback, and refining your approach. Think less lecture, more workshop.
What if I miss a session?
Life happens. Sessions are recorded, and you can book a catch-up session with one of the facilitators. But honestly, you'll get the most out of it if you show up—the group practice is where things click.
Can I apply what I'm learning right away?
That's the idea. People usually start testing things out within the first few weeks—trying new approaches in client meetings, adjusting how they present information, changing how they structure difficult conversations.
After You Finish What Comes Next?
Do I get any kind of certification?
You get a completion certificate, but more importantly, you'll have a portfolio of real work—recordings of your practice sessions, frameworks you've developed, examples of how you've improved. That's usually more useful than a piece of paper.
Is there ongoing support after the program ends?
You keep access to the alumni network and quarterly refresh sessions. Plus there's an online forum where people share challenges and get feedback from past participants and facilitators.
Ongoing Support Staying Sharp
What if I want more advanced training later?
We run specialized workshops throughout the year on things like crisis communication, media training, and complex stakeholder management. Alumni get first access and reduced rates.
Can I come back and practice with new groups?
Yes. Many alumni drop into workshops as practice partners or guest speakers. It helps them stay current and gives new participants exposure to different perspectives.
How Six Months Actually Break Down
Understanding Your Audience
First month focuses on reading the room. You'll learn how different people process financial information, what questions they're really asking, and how to adjust your approach on the fly. We use recorded examples from actual meetings—some that went well, some that didn't.
Structuring Complex Information
Month two is about organization. How do you take a complicated financial situation and explain it so people actually understand? You'll practice breaking down concepts, choosing the right level of detail, and knowing when to simplify versus when to go deeper.
Difficult Conversations
Months three and four get into the hard stuff. Budget cuts. Pricing negotiations. Delivering bad news about financial performance. These sessions are intense—lots of role-play, immediate feedback, and group debriefs on what worked and what bombed.
Building Long-Term Trust
Final two months focus on consistency. How do you maintain credibility over time? How do you handle situations where you don't have all the answers? You'll develop your own communication framework that fits your style and the contexts you work in most often.