Financial plans are only as strong as the assumptions behind them. In this hands-on course, learners build a multi-year P&L projection that connects top-down market forecasts with bottom-up sales and cost assumptions, and then stress-test the plan to evaluate resilience under pressure. By the end of the course, learners will confidently model revenue and expenses over three years, run downside scenarios, and propose margin-preserving actions—all core skills for analysts and managers in FP&A, strategy, or operations.

Turn raw numbers into real insight. In this short, hands-on course, you’ll learn how to summarize data accurately and interpret what it means. You’ll explore key measures of central tendency, recognize when skewed data make the median a better choice, and apply descriptive statistics to reveal data patterns. Using Excel or RStudio, you’ll calculate, visualize, and communicate results clearly for professional audiences. By the end, you’ll know how to transform large datasets into credible, decision-ready summaries that tell the true story behind the numbers.

This course guides you through the process of transforming raw financial data into a clean, trustworthy dataset using Python and pandas. You’ll begin by exploring how to load data into a notebook environment and conduct quick inspections to identify structural issues, formatting inconsistencies, unusual numeric patterns, and missing values. Building on these observations, you’ll apply essential cleaning techniques used by analysts every day—fixing data types, standardizing text categories, resolving or documenting missingness, and removing duplicates. Through guided walkthroughs, hands-on practice, and interactive reflection, you’ll develop a repeatable workflow you can apply to budgeting, forecasting, reporting, or any analysis that relies on sound financial information. By the end of the course, you’ll confidently prepare analysis-ready datasets, make informed cleaning decisions, and communicate your process clearly to colleagues and stakeholders.

In this module, you’ll learn the foundations of working with R to explore categorical financial data. You’ll start by setting up R, managing packages, and inspecting data frames to understand their structure and data types. Then, you’ll apply frequency analysis using simple commands, such as table() and count(), to identify activity patterns across departments, vendors, and expense categories. Through guided practice, hands-on labs, and interactive coaching, you’ll build confidence in interpreting categorical patterns and preparing financial data for deeper analysis.

Financial analysts spend hours manually reformatting data feeds—time that could be spent on analysis. This intermediate course teaches you to recognize data structures and automate transformations using Power Query, turning repetitive cleanup into one-click refreshes. You'll start by classifying structured, semi-structured, and unstructured data across typical financial sources—understanding how each format affects accuracy, governance, and reporting workflows. Then you'll master Power Query to import JSON feeds, flatten nested hierarchies, and create automated refresh pipelines that keep dashboards current without manual intervention. Through short videos, practical readings, and hands-on labs, you'll connect data concepts to daily analyst work—from explaining structure types in governance meetings to building repeatable transformation workflows. Real-world examples from firms like PwC and EY show how data literacy and automation drive accuracy, efficiency, and compliance. By the end, you'll transform messy JSON into clean tables, automate refresh workflows, and build the foundation for reliable, efficient financial reporting that scales.

Assessing deals isn’t just about crunching numbers—it’s about understanding where value and risk truly lie. In this intermediate-level course, you’ll learn how to evaluate investment opportunities using core financial modeling and risk management techniques. You’ll start by building a simple three-year cash-flow model to calculate key metrics like IRR, NPV, and payback period, and to identify the assumptions that drive value. Then, you’ll shift to the other side of the equation—analyzing how market, operational, and regulatory risks can alter returns and shape deal outcomes. Through short videos, concise readings, and realistic hands-on exercises, you’ll practice thinking like a corporate analyst: modeling uncertainty, testing assumptions, and presenting results with confidence. By the end, you’ll be able to build and interpret financial models that stand up to scrutiny and communicate a deal’s true potential—skills that matter in every investment, budgeting, or strategic finance role.