thefinancecircle

The Financial Storytelling Program

Put an end to the legend of the boring finance presentation with Storytelling!

Learn the unique storytelling methodology that will Prove the value of your work to the executives and increase your visibility. This is the method I created and that made me and other students go from a misunderstood analyst to a respected finance leader.

Your CFO is not satisfied with your presentations

I’ve interviewed 30+ CFOs and 100+ Finance Leaders and are the 5 main problems they have with your presentations

Your message is not clear

When people go out of the meeting, they don’t know what to remember.

Your presentation is not tailored to the audience

You’re disconnected from the rest of the company

You don’t use narratives

Your structure only relates to fellow finance professionals

Your slides are too messy

You put too much information in those and you don’t touch the audience

Your preparation is limited

You fear speaking in public and you don’t prepare for questions

Here’s what you also miss

In addition to what CFO's think, here's what you miss from not
giving convincing and engaging presentations

Visibility

Even if your work is great, if nobody sees and understands it, it's considered worthless.

Career opportunities

The world rewards people best at communicating ideas, not the ones with the best ideas.

Partnering

By being the go-to resource in Finance, you'll be the partner the business wants/needs and you'll get to work on interesting projects.

And that's how financial storytelling can help you!

By joining the Financial Storytelling Program, you'll get to prepare and deliver presentations that will solve all issues mentioned above!

This thanks to my four-steps approach:

Does it work?

My Program is trusted by well established companies.

But what about these companies who trusted me and the Financial Storytelling Program to boost their FP&A team's storytelling skills?

If I only said that it worked for me, would you believe me? No? I guessed so!

But what about these companies who trusted me and the Financial Storytelling Program to boost their FP&A team's storytelling skills?

I had the opportunity to train 150+ finance professionals and upskill them on Financial Storytelling skills.

The Results

Many got a chance to accelerate their career
and get the promotion they were targeting.

The Results

Many got a chance to accelerate their career and get the promotion they were targeting.

What’s in the course?

Here’s what you can expect:

2+ hours of lifetime access to the course
2 hours of exercises
Data Visualizations Templates
Management Reporting Templates
Checklist and frameworks
Feedback on your final presentation

Introduction

What is financial storytelling?

What are the main issues CFO see in Finance presentations?

Why is important for you?

Different types of Finance presentations.

The four steps methodology.

Step 1: Prepare your message

Get the signal from the noise

Price Volume Mix Analysis

Challenge the insight

Build the message

Step 2: Prepare your story

Know your audience

Deductive and Inductive approach

Storytelling structures

Start your presentation

End your presentation

Alternatives

Step 3: Prepare your Visuals

Slides design and concepts

PowerPoint advanced features

Data visualisations design and rules

Charts step-by-steps

Step 4: Prepare yourself

Public Speaking

Body Language

Practice tips

Digital presentations

Handling difficult questions and people

Final Practical Exam

Do you recognize yourself in one or more of the following?

You have a hard time explaining the financials and convince your audience

You struggle to organize your narrative and to build your slides

You are nervous before and during your presentation and fear questions

You feel you deserve a promotion but nobody notices you

Then say no more! You will benefit from the Financial
Storytelling Program more than any other.

and this is course will make you work for that

Use Case through the whole course

From the first analytical step until the final presentation, you’ll use a virtual company with realistic drivers.

Quizzes to Test Your Competences

At the end of each section, you’ll face the challenge to show you acquired the necessary skills to go further.

Games and Puzzles

Because we’re not at school anymore, we have the right to learn and have fun at the same time

Final Presentation Exam

Get the chance to present your final work and get feedback on your performance

What do they say about this course?

Don’t take my words for granted and read what previous participants thought of the course

"It’s rare that you come across standout finance presentation guru like Soufyan. He has extraordinary ability to help finance professional to increase their influence on day-to-day presentations and data visualisation. Soufyan was able to provide several alternatives and recommendation to ensure my data visualisation/decks going to another level"

Olivia Zhang FP&A Principal at Intuit

"A well-structure, concise course. It gives a good mix of lecture and practice, in a very supportive atmosphere."

Ilona Sisak Deputy CEO at SIGNAL IDUNA
Biztosító Zrt.

"Effective presentation skills are essential for success in any finance role, and this cohort emphasizes their importance. Future's CFOs, in particular, will greatly benefit from the knowledge and techniques taught in this program"

Dudy Weizman Senior Economist

"The workshop was highly interactive, and the case studies and exercises that we worked on provided practical, real-life examples that I can apply to my work."

Dietmar Vinckier Technology Advisor at KPMG
Belgium

"The course was structured in a logical sequence. The theoretical parts were alternating with practical ones, all while following beautifully crafted supporting materials. Soufyan did a great job walking us through this journey, adapting as we went. It was great to also receive actionable feedback following the last session"

Delia Pop Financial Planning and Analysis
Manager at Dance

"The one who wanted to improve presentation skills and Soufyan’s courses are highly recommended. He is doing some great Job."

Samir Das Financial Director at The
Organic Pharmacy

"From this course, I learned excellent techniques to enhance my financial presentations, starting from the basics in graphics to tips on how to be prepared to answer difficult questions. Soufyan is a teacher who listens and works with the resources from your everyday life, with the goal of enabling you to implement them easily."

Carlos Rodriguez CFO at Fracttal

"Soufyan explains everything very well and makes the things clear with lots of examples and use cases on the topics. It was nice that this was such an interactive session"

Charlotte Van De Velde Financial and business controller
at TVH parts

"The course was amazing and great tips to implement immediately at work."

Jamila Ali Financial and Management
Reporting| Data Analysis

Who am I to pretend teaching you about Financial Storytelling?

It's simple: a Finance Professional, just like you. With my 17 years experience in Finance, FP&A, Audit and Consulting, I've seen the same things as you

But one thing changed my career: Financial Storytelling

I sucked at communicating my insights to my business partners and even to my CFO.
Until the day he told me I needed to come out of my expert skin and become a better communicator.

So I looked for ways to improve my presentations and followed training about (data) storytelling, delivered a TEDx talk and joined the Toastmasters.
But something wasn't right about these: they never considered the specific aspects of finance presentations as they were all provided by people who did know our reality.
So I decided to take the best of these, mixed it with my experience, tested it in my presentations (yes, I took the strikes so you don't have to) and created my own methodology for Financial Storytelling.
And after getting promotions internally, I decided to share it with all my fellow finance professionals, after having validated it with 30+ CFO's in the world

Explore our FAQs for quick answers to common inquiries.

Frequently Asked Questions

When will I receive access to the course

As soon as you proceed to payment, you’ll get instant access to the course. You should receive a series of mails from “The Finance Circle” with your activation and enrollment. Just follow the instructions and you’ll be in.

I work full-time, what is the expected time commitment?

That’s the beauty of a self-paced course: you can take the time you want or need.


I calculated 2 hours of video and around 2 hours of exercises.


But it doesn’t matter if you do in one day (not recommended) or in 2 years (not recommended neither).


My recommendation, if you accept it, is to attack the 1 section per week

Can I get reimbursed by my company?

Most companies appreciate it if employees want to improve their skills and are happy to pay for courses such as this one. To help you with requesting reimbursement, we drafted an email request you can send to your manager 

What’s the refund policy?

If until 14 days after the course completion, you don’t find the course valuable, I’ll happily refund your full payment

Do I get lifetime access?

YES, for sure. Buy once and you can access the course for life + any update I make to the course for free

Are there technical requirements?

Exercises will be done with Microsoft Excel and PowerPoint and I can guarantee working features as from versions 2016.

So you should have those tools installed on your computer or access to the online version at least.

If not, Google tools could do the trick but I can’t ensure 100% of the features are present

Also make sure to have a camera and a microphone for the final exam

How will I test my progress?

I always make sure my trainings are active: quizzes, exercises, interactions and games will be there to make sure you don’t fall asleep.

But the biggest attraction will be the final exam: a presentation, face camera, of the use case you worked on during the whole training.

You’ll get access to that exclusive exercise with my personal feedback after you completed a major portion of the course and satisfactorily showed your knowledge through the quizzes

I have more questions, who do I contact?

Simply send a mail to soufyan@soufbp.com if you have questions about the Financial Storytelling Program and I’ll answer within 48 hour

Explore our FAQs for quick answers to common inquiries.

Frequently Asked Questions

When will I receive access to the course

Since this is a presale, the course is not yet accessible.

It will be ready in January 2024 and you’ll get then full access to all the material.

I work full-time, what is the expected time commitment?

That’s the beauty of a self-paced course: you can take the time you want or need.

I calculated 2 hours of video and around 2 hours of exercises.

But it doesn’t matter if you do in one day (not recommended) or in 2 years (not recommended neither).

My recommendation, if you accept it, is to attack the 1 section per week

Can I get reimbursed by my company?

Most companies appreciate it if employees want to improve their skills and are happy to pay for courses such as this one. To help you with requesting reimbursement, we drafted an email request you can send to your manager 

What’s the refund policy?

If until 14 days after the course completion, you don’t find the course valuable, I’ll happily refund your full payment

Do I get lifetime access?

YES, for sure. Buy once and you can access the course for life + any update I make to the course for free

Are there technical requirements?

Exercises will be done with Microsoft Excel and PowerPoint and I can guarantee working features as from versions 2016.

So you should have those tools installed on your computer or access to the online version at least.

If not, Google tools could do the trick but I can’t ensure 100% of the features are present

Also make sure to have a camera and a microphone for the final exam

How will I test my progress?

I always make sure my trainings are active: quizzes, exercises, interactions and games will be there to make sure you don’t fall asleep.

But the biggest attraction will be the final exam: a presentation, face camera, of the use case you worked on during the whole training.

You’ll get access to that exclusive exercise with my personal feedback after you completed a major portion of the course and satisfactorily showed your knowledge through the quizzes

I have more questions, who do I contact?

Simply send a mail to soufyan@soufbp.com if you have questions about the Financial Storytelling Program and I’ll answer within 48 hour

Unlock The Financial Storytelling Program And Get

2+ hours of videos
2+ hours of activities
Data Visualizations Templates
Management Reporting Templates
Checklist and Frameworks
Feedback on your final presentation

Money Back Guarantee, no questions asked

If until 14 days after the course completion, you don’t find the
course valuable, I'll happily refund your full payment

Money Back Guarantee, no questions asked

If until 14 days after the course completion, you don’t find the
course valuable, I'll happily refund your full payment

Financial Storytelling isn't just another buzzword:
it's real and concrete.

I won't just give you tips you can basically find on Google or chatGPT
I will share with you my own tested and approved methodology