This course covers the most important functions, tools, tips, and best practices for document structure and design. This course is designed specifically for financial analysts or professionals working in the area of corporate finance who need to create Word documents at work.

This course will walk through the process of creating a Confidential Information Memorandum (CIM), which is a document used in mergers and acquisitions (M&A) to convey important information about a business to a potential buyer. We’ll demonstrate the use of various functions and tools in Word to format the document in a clean, simple, and easy-to-follow way.

Topics Include:

• Design Principles
• Layout & Setup
• Detailed Formatting
• Finishing Touches
• Proofreading Tools
• Mailings and Final Product

This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.

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Upon completing this course, you’ll be able to:

• Understand the design principles you should apply to different types of business documents.
• Use features such as line spacing, headings, indentation, table of contents, footnotes and endnotes to enhance the readability of your document.
• Utilize built-in tools in Microsoft Word to audit the final product.
• Create a professional-looking confidential information memorandum (CIM) by following along in the course.