An Intensive 5-day Training Course
Certificate in Financial Data Storytelling and Dashboarding
Effective Financial Communication Skills
UPCOMING SESSIONS
| Date | Venue | Fee | |
|---|---|---|---|
| 08-12 Dec 2025 | London - UK | $5,950 | RESERVE A SEAT |
| 15-19 Jun 2026 | London - UK | $5,950 | RESERVE A SEAT |
| 21-25 Sep 2026 | London - UK | $5,950 | RESERVE A SEAT |
| 07-11 Dec 2026 | London - UK | $5,950 | RESERVE A SEAT |
Training Course Overview
The Certificate in Financial Data Storytelling and Dashboarding training course equips professionals with the essential skills to transform complex financial data into engaging stories and actionable insights. By merging financial expertise with data visualization techniques, participants will learn to create compelling dashboards and narratives that drive informed decision-making.
This course empowers participants to present financial data in a clear, impactful, and visually engaging way, enabling organizations to make smarter, faster decisions.
Key Highlights of the Course:
- Master techniques for turning raw financial data into persuasive stories
- Learn best practices for designing interactive financial dashboards
- Explore tools like Excel and Power BI for data visualization
- Enhance your ability to effectively communicate financial insights to stakeholders
- Develop strategies to transform data into actionable insights
Training Course Objectives
By the end of this training course, participants will be able to:
- Grasp the core principles of financial data storytelling
- Build dynamic and interactive dashboards using tools like Excel and Power BI
- Apply visualization techniques to enhance data clarity and interpretation
- Present key financial metrics through impactful, audience-focused presentations
- Craft data-driven reports that influence decision-makers
Designed for
This training course is suitable to a wide range of professionals but will greatly benefit:
- Financial analysts who wish to enhance their data presentation skills
- Business analysts and strategists involved in decision-making
- Finance managers who need to communicate financial data to senior management
- Marketing professionals using financial data for strategic planning
- Consultants seeking to add value through data visualization
Learning Methods
This training course combines expert-led lectures, interactive workshops, and real-world case studies to provide a practical learning experience. Participants will gain hands-on experience using tools like Excel and Power BI to design dashboards and create effective data visualizations, bringing financial data to life.
The Course Outline
- The Art of Telling a Compelling Financial Story with Data
- Structuring a Narrative Around Financial Data
- Understanding Your Audience and Customizing the Story
- Data Visualization Principles
- Practical Application of Data Storytelling
- Choosing the Right Charts and Visuals for Financial Data
- Advanced Charting Techniques in Excel and Other Tools
- Visualizing KPIs, Ratios, and Financial Performance Metrics
- Ensuring Clarity and Simplicity in Presentations
- Practical Application of Data Visualization
- Key Principles of Dashboard Design
- Tools for Building Financial Dashboards (Excel, Power BI, Tableau)
- Metrics and Indicators to Track Financial Performance
- Creating Interactive and Dynamic Dashboards
- Practical Application of Dashboarding
- Integrating Real-Time Data and Live Updates into Dashboards
- Dashboard Interactivity (Filters, Slicers, Drop-Downs)
- Automating Data Integration Using Power Query and APIs
- Combining Multiple Data Sources for Comprehensive Insights
- Practical Application of Advanced Dashboarding
- Creating a Financial Dashboard Based on a Given Dataset
- Storytelling with the Dashboard: Presenting Actionable Insights
- Best Practices for Client or Management Presentations
- Project Review and Feedback
- Final tips for continuous improvement and innovation in dashboard design
The Certificate
- Anderson Certificate of Completion will be provided to delegates who attend and complete the course
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How can I register for a training course?
There are several convenient ways to register for our training programs:
- Online: Explore our training calendar, choose the course that suits your needs, and click the “Register Now” button on the course details page.
- Email: Share your details, including your name, organization, email address, and selected course, by sending an email to [email protected]
- Phone: Reach out to us directly at +971 4 273 3503, and our team will guide you through the registration process.
When will I receive confirmation of my registration?
Once your registration is successfully completed, you will receive a confirmation email within 24 hours. This email will contain your registration details, invoice, and the necessary joining instructions for the course.
What does the training fee cover?
Where are your training courses held?
Our training programs are hosted at luxurious five-star hotels in prestigious destinations across the globe. Some of our popular locations include Dubai, London, Kuala Lumpur, Amsterdam, New York, Paris, Vienna, and many other iconic cities.
Can I request customized corporate training?
Yes, we offer tailored corporate training solutions to meet your organization’s specific needs. Please contact us at [email protected] or call +971 4 273 3503 for more information.
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