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Terms and conditions applyCertified Associate Management Consultant
Develop the core analytical, financial, and presentation skills required to excel as an Associate Management Consultant. Learn to analyze businesses, model data, and communicate insights with professional precision.
Project Management
Excel
PowerPoint
Data Literacy
About This Learning Path
The Associate Management Consultant Academy is designed for professionals looking to develop a comprehensive skill set across strategy, data, finance, and communication. You’ll begin with foundational courses in strategic analysis, exploring frameworks that help you evaluate internal and external business factors. From there, you’ll build your financial fluency through finance fundamentals and financial modeling, learning to interpret statements, forecast performance, and conduct valuations with confidence. The program also develops your data literacy, equipping you to manage, clean, and prepare datasets for analysis while planning and executing data-driven projects. Strong presentation skills are emphasized throughout the academy, with dedicated modules on PowerPoint design, visualization, and storytelling with data—ensuring your insights are both accurate and persuasive. By the end of this academy, you will possess the analytical, financial, and communication expertise needed to perform effectively in a consulting environment and deliver measurable impact for clients.
What You'll Learn
Understand key strategic frameworks for analyzing markets, positioning, and business processes.
Build foundational knowledge in corporate finance and financial statement analysis.
Apply Excel skills to manipulate, model, and visualize business data effectively.
Develop data literacy and learn to manage and prepare data for analysis projects.
Design clear and engaging PowerPoint presentations to communicate insights effectively.
Perform company valuations and create financial projections for business cases.
Skills You'll Gain
Strategic Analysis
Financial Modeling
Data Literacy
Excel Analysis
Presentation Design
Data Visualization
Business Valuation
Storytelling with Data
PowerPoint Skills
Consulting Frameworks
Curriculum
Strategic Analysis
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Finance Fundamentals
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Data Literacy
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
PowerPoint
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Data Presentation Skills
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visualization Fundamentals
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Curriculum
Excel
Visual Data Thinking
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
30 MINS
Beginner
1 CPE / CPD Credits
Excel
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Modeling
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
Positioning and Process Analysis
Course
Course
In this course, we'll explore positioning and process analysis frameworks. Positioning frameworks help identify and leverage a company's unique strengths and capabilities within a market, as well as identify potential threats and challenges. Process frameworks allow organizations to drill down into internal systems, analyzing for efficiency and improvement opportunities. Both give organizations a competitive advantage in the medium to long term.
1 HOUR
Intermediate
1 CPE / CPD Credits
PowerPoint Fundamentals
Course
Course
The first step in understanding how powerful PowerPoint can be is learning how to use the basic tools at your disposal. In this course, you'll do just that, discovering how to create slides, add text, shapes and tables to them, and where to go to begin your customization journey. By the end of this course, you should have a strong foundation in what is possible with PowerPoint and know how to begin building your first presentation with the application.
2 HOURS
Beginner
2 CPE / CPD Credits
Presentation Visuals
Course
Course
Data analysis can return a wealth of insight and information, but unless you display those findings in an engaging way, you may find it hard to convince your audience. Adding visuals to your presentation will help ensure your messages land. In this course, you'll learn how to add basic visuals to your deck, varying how and when you display your most important data.
2 HOURS
Beginner
1 CPE / CPD Credits
Chart Selection
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select. When we use the wrong chart type for our message, we risk confusing our audience and losing their attention. To avoid this, we must understand each chart type and when to apply it.
2 HOURS
Intermediate
1 CPE / CPD Credits
Design Charts to Illustrate Company Performance
Project
Project
In this project, you're helping the finance team of Alert Accelerator, a medical tech firm. You've been asked to present a roundup of the company's financial performance to senior management. You'll think about the most sensible way to present information and then present impactful charts to illustrate your findings.
1 HOUR
Intermediate
1 CPE / CPD Credits
Chart Construction
Course
Course
Charts are some of the most accessible visual tools we can use when illustrating data, but their impact depends on the type we select and how well we build it into our presentation. If our charts contain bad design habits, we risk confusing our audience and losing their attention. To avoid this, we must understand how to make an impact with the build of our charts.
3 HOURS
Intermediate
2 CPE / CPD Credits
Template Customization
Course
Course
Template customization design is crucial when building PowerPoint presentations as it allows the presenter to create a visually appealing and consistent design that aligns with their brand and messaging. A well-designed template can help the audience focus on the content, improve readability, and make the presentation more engaging and memorable.
3 HOURS
Intermediate
2 CPE / CPD Credits
Adding Interactivity
Course
Course
One of the greatest challenges when presenting in front of an audience is maintaining their attention. Adding interactivity to slides can help with this. In a business setting, we can do this by adding subtle transitions and animations, through audience participation, or by engaging with live camera feeds. In this course, we'll explore how to hold your audience's attention and stave off fatigue.
1 HOUR
Advanced
1 CPE / CPD Credits
Presentation Design
Course
Course
The presentations that engage their audience are built on a strong structure and comprehensively deliver on intention. How you built your insights into your structure will determine just how impactful your presentation can be. In this course, you'll learn how to determine your audience, intention, structure, content, before stepping back to assess its accessibility and accuracy.
2 HOURS
Intermediate
1 CPE / CPD Credits
Presenting in PowerPoint
Course
Course
The final step of presenting data-driven insights to an audience is its physical delivery, whether that be virtually or in person. PowerPoint offers many presenting tools and commands that can help maintain presenter credibility from start to finish.
2 HOURS
Intermediate
1 CPE / CPD Credits
Communicating Data Effectively
Course
Course
The first step in presenting your data is understanding how to communicate it effectively. In this course, you'll learn about the most important points to bear in mind when deciding how to communicate using data, and we'll introduce several frameworks you can use to structure your points and arguments.
2 HOURS
Beginner
1 CPE / CPD Credits
Internal and External Analysis
Course
Course
In this course, we'll explore internal and external analysis frameworks. Internal analysis helps identify an organization's strengths and weaknesses, aiding in resource allocation and performance improvement. External analysis assesses market dynamics, competition, and opportunities, enabling informed decision-making and strategic alignment, essential for sustainable growth, competitiveness, and effective data-driven strategies in business.
2 HOURS
Beginner
1 CPE / CPD Credits
Telling Stories with Data
Course
Course
Many people find data to be a dull or technical topic, and communicating with these people can be difficult. Data storytelling helps you communicate your data in a way that's accessible to anyone. This course teaches you how to structure, create and present data stories, and how to embed data storytelling in your company.
1 HOUR
Beginner
1 CPE / CPD Credits
Presenting Your Data
Course
Course
Presenting data is an essential business skill. In this lesson, we'll learn about different methods of presenting your data, such as through presentations and reports, learn how and when to use these methods, and help you develop the skills you need to become an effective presenter of data.
2 HOURS
Beginner
1 CPE / CPD Credits
Visual Data Thinking
Course
Course
Visualization is a critical business skill. In this course, you'll learn about the visual language hierarchy, and you'll discover how to add information to a chart in a way that maximizes its effectiveness.
1 HOUR
Beginner
1 CPE / CPD Credits
Applying Visual Data Skills
Course
Course
The best way to create effective visualizations using the visual language hierarchy is through practice. In this course, we'll work through several visual case studies, and learn how to use the hierarchy to improve visualizations and make them more effective.
1 HOUR
Beginner
1 CPE / CPD Credits
Visualization in Practice
Course
Course
Getting started with visualization software like Power BI and Tableau can be intimidating. Follow an accountant's journey as she learns about the value of integrating BI tools into her workflow.
30 MINS
Beginner
1 CPE / CPD Credits
Data Manipulation and Formatting
Course
Course
Insert, edit, delete and sort data, perform lightning-fast navigation and radically improve your productivity in Excel with this course.
3 HOURS
Beginner
2 CPE / CPD Credits
Formulas and Functions
Course
Course
This course introduces the most useful of Excel's built-in arithmetic and logical functions. You also learn how to write, manipulate and audit your own formulas.
4 HOURS
Beginner
3 CPE / CPD Credits
Finance Functions
Course
Course
Excel is commonly used by finance professionals to evaluate investment returns. This course introduces important finance functions you can use for this purpose, including Internal Rate of Return and Net Present Value.
1 HOUR
Intermediate
1 CPE / CPD Credits
Text, Time, and Dates
Course
Course
Excel has a host of functions that help manipulate these 3 data types. In this course, we'll learn how to clean, chop and manipulate text entries and how to perform time-series analysis on a dataset for an online start-up.
3 HOURS
Intermediate
2 CPE / CPD Credits
Lookups and Database Functions
Course
Course
Lookup functions help you quickly find records in large datasets. Learn how to use these functions, create dropdown lists, build search panels and much more in this course.
3 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Finance
Course
Course
Finance is a broad ranging topic; for a non-finance professional, it can be difficult to know where to start. In this course, you can explore the core components of corporate finance, familiarise yourself with financial statements and explore some of the principles which guide accountants and finance professionals.
2 HOURS
Beginner
1 CPE / CPD Credits
Pivot Tables
Course
Course
Pivot Tables allow you to search, filter and sort data very quickly, making them an essential data analysis tool in Excel
3 HOURS
Intermediate
2 CPE / CPD Credits
Boost productivity by optimizing compensation
Project
Project
In this project, you'll help a solar panel manufacturer that's unable to motivate their salespeople to perform effectively. You'll use Excel to analyze their existing sales data and identify a compensation structure that delivers optimal performance for the sales department.
2 HOURS
Intermediate
2 CPE / CPD Credits
Introduction to Financial Statements
Course
Course
Understanding financial statements is a critical skill for all management executives. This course provides a brief overview of the 3 financial statements and how to perform some financial analysis in Excel.
2 HOURS
Intermediate
2 CPE / CPD Credits
Financial Projections
Course
Course
In this course, we predict the future performance and financial health of a company by building 5-year projections for MarkerCo's financial statements.
3 HOURS
Intermediate
2 CPE / CPD Credits
Performing Your First Company Valuation
Course
Course
This course will show you how to estimate a company's value using several valuation techniques. The key company valuation concepts are covered, such as enterprise and equity value, capital asset pricing model and terminal value.
3 HOURS
Advanced
2 CPE / CPD Credits
Analyzing the Income Statement
Course
Course
Financial statements serve as the bedrock for financial analysis. In this course, you can take a deep dive, unpacking the income statement line by line, before trying out some powerful analytical tools in the form of financial ratios.
1 HOUR
Beginner
1 CPE / CPD Credits
Analyzing Balance Sheets and the Cash Flow Statement
Course
Course
Statements like cash flow and the balance sheet provide the foundation for financial analysis. In this course, you can explore each in detail, applying financial ratios to gain valuable insights.
2 HOURS
Intermediate
1 CPE / CPD Credits
Thinking and Communicating with Data
Course
Course
Often the ability to think about data and the ability to effectively communicate are considered separate skillsets. This course focuses on harmonizing the two skills into one essential skillset.
1 HOURS
Beginner
2 CPE / CPD Credits
Introduction to Data and Databases
Course
Course
Data can deliver significant benefits to companies but is often not well understood by people. This course explains 3 key underlying principles of data; data analysis, structuring data and databases.
1 HOURS
Beginner
1 CPE / CPD Credits
Introduction to Data Preparation
Course
Course
Learn the key principles of data preparation in order to format your data in a consistent manner, ready for analysis. You'll gain a solid understanding of this critical process, ensuring that your insights are built on solid foundations.
1 HOUR
Beginner
1 CPE / CPD Credits
Planning a Data Driven Project
Course
Course
Discover how to navigate from an abstract idea to a fully fleshed-out data project. In this course, we learn about the principles of defining needs, mapping the business context, establishing a vision for our final product, setting up a scaffolding plan to ensure compliance, and considering the hand-over process.
1 HOUR
Beginner
1 CPE / CPD Credits
What's Included?
45 Hours
34 Courses
Language:
English
Course Level:
Intermediate
40 CPE & CPD Credits
$550.00
Certificates and Diplomas
Upon completing any Kubicle Path or Academy course, learners earn professionally recognized certificates accredited by CPE, CPD, NASBA, and CAI. These credentials are easily shareable on social networks and widely trusted by leading organizations as a benchmark for excellence in tech, data, AI, and business skills training.
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