On-Demand

1 CPE Credit

Surgent's Professional Email Writing Basics

On-Demand
1 CPE Credit

This course is delivered as a recorded video. After completing all sessions, you must pass the final exam with a minimum score of 70% to receive credit.

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.

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

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

CPE Credits Available

1 CPE Credit
1
Communications and Marketing

Things to Know About This Course

Course Level

  • Basic

Professional Area of Focus

  • Communications
  • Marketing

Prerequisites

General familiarity with business principles

Advanced Preparation

None

Intended Audience

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

Provider

Surgent CPE

Purchase This Course

  • COCPA Member

    $ 49 49
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  • COCPA Non-Member

    $ 64 64
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