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Professional Email Writing Basics (WPEE)

  • Format Self-Study Webcasts
  • Credits 1.00
  • Level Basic
  • Field of Study Communications and Marketing (1)

Overview

Written business communication provides a structured, documented, and efficient way to convey information, make decisions and collaborate across various business functions. It ensures clarity, consistency, and professionalism in all interactions. Well-crafted e-mails reflect positively on your executive presence. Mastery can enhance your reputation and credibility as well as lead to opportunities for career advancement. In this course, you will learn how to incorporate strategies to articulate your ideas, instructions, and messages with precision. This reduces the likelihood of misunderstandings, errors, and confusion and provides a framework for your business success.



Major Topics:

  • Create clear and concise email communication and utilize protocols that support and enhance your professionalism
  • Best practices for excellent email etiquette
  • Types of subject lines to avoid
  • Subject line structure for maximum impact
  • Creating effective greetings and sign offs
  • When and how to use cc/bcc fields to avoid conflict and enhance connection
  • Elevated “out of office reply” messages
  • How to best convey the proper tone
  • Avoiding common pitfalls
  • How to handle misunderstandings and mishaps
  • Examination of when to use text, instant messaging, or phone call instead of email
  • Synthesizing ideas and using efficient methods of writing
  • Creating concise email strings

Learning Objectives:

  • Recognize and identify habits that elevate every message
  • Understand rules of email etiquette to enhance professionalism
  • Know how to identify desired outcomes to match content and method of communication

Who should take this course:

Anyone in the accounting or financial service professions who seeks to gain a better understanding of strategies to improve written communication in business.

General familiarity with business principles

None

No

No

No

QAS Approval Surgent
IRS Approval Surgent
CFP Approval Surgent
CTEC Approval Surgent
CPE Webinars
CPE Webinars

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