myCPE
myCPE

Certified Financial Data Analytics Professional (CFDAP)

Build Successful Financial and Business Models and Make Data-driven Decisions using Analytics.

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Last Updated

November, 2024

DE LPA+15 more
12 Hours 
On Demand
Included with Subscription

Why Professionals Trust Our Advance Certification Programs

  • Access to cutting-edge industry knowledge and practices.
  • Comprehensive training designed to meet professional needs.
  • Fulfill compliance requirements while acquiring valuable skills.
  • Ongoing updates to course content for relevant industry trends.
certificate
certificate
certificate

What You’ll learn

With financial technology or fintech, powering modern investing and asset management activities like never before, data analysis is one of the most important job-ready skills that can be honed across finance roles. Whether you aim to work in a back-office role like accounting, a middle-office role such as risk management, or a front-office client-facing role like sales, fluency with financial analytics and statistical tools may be part of your job description.

Get Deeper Understanding of:

  • Data visualization, charts, and formatting in Excel.
  • Fundamentals of data analysis and business intelligence.
  • Seamless integration of managerial methods.
  • Effective Management Accounting Practice.
  • Key performance indicators (KPIs).

Recommended For:

  • The certification course is created with the aim to support the requirements of professionals in the financial data analytics domain such as CPAs, CIA, ACCA, and others who desire to have the strategies revised.
  • It is also helpful to aspiring professionals who are targeting roles specific to the financial data analytics industry. Students in the data analytics industry can also benefit from the course.
  • The course can also offer significant advantages to professionals who want to explore the financial data analytics industry, business owners, managers, and others who desire to manage the operations with help of financial data analytics.

Why take a Certified Financial Data Analytics course with myCPE?

Resources included

  • Handout PDFs for every Module
  • Glossary/Key Terms for every Module
  • Q&A directly with instructors.

Career Opportunities

  • Financial Planning & Analysis
  • Business and Data Analyst
  • Insurance Companies
  • Corporate Finances
  • Asset Valuations
  • Investments Banks

Value Addition to your skills

  • Forecasting & Predictive Analysi
  • Financial Risk Management & Analysis
  • Driver-based Budgeting
  • Management Accounting
  • Analytical Skills
  • Critical Thinking

Courses

Course Title Time Credits
1. Fundamentals of Data Analysis
2 Hours

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for CPA in Canada 2 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 2 CPE Eligible
Information systems for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 2 CPD Eligible
Data & Analytics for Certified Professional in Talent Development (CPTD) 2 Points Eligible
Data & Analytics for Associate Professional in Talent Development (APTD) 2 Points Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for CPA in Canada 2 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 2 CPE Eligible
Information systems for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 2 CPD Eligible
Data & Analytics for Certified Professional in Talent Development (CPTD) 2 Points Eligible
Data & Analytics for Associate Professional in Talent Development (APTD) 2 Points Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for CPA in Canada 2 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 2 CPE Eligible
Information systems for Certified Management Accountants (CMA) 2 CPE Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 2 CPD Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 2 CPD Eligible
Data & Analytics for Certified Professional in Talent Development (CPTD) 2 Points Eligible
Data & Analytics for Associate Professional in Talent Development (APTD) 2 Points Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
  • To define data analysis and describe the stages in the analysis process and outline the principles of data analysis. 
  • To identify the weaknesses of some approaches to data analysis and describe the effects of variation on business performance. 
  • To implement basic tools of data analysis, and discuss the principles of data visualization.
2. Data Visualization using Excel
1.5 Hours

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01044-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01044-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for CPA in Canada 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01044-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
  • To discuss principles of data analysis & visualizations, the most commonly used charts, power pivots, and queries
  • To describe data connection, and models, and how to create custom charts.
  • To explain the process for generating dashboards and creating interactivity.
3. Analytics-Based Corporate Performance Management
1.5 Hours

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for CPA in Canada 1.5 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 1.5 CPE Eligible
Valuations for Accredited in Business Valuation (ABV) 1.5 CPD Eligible
Finance for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
  • Differentiate between business analytics, business intelligence, and Big Data's role.
  • Measure KPIs and analyze profitability for business insights.
  • Apply predictive accounting and address change resistance.
4. Effective Management Accounting
2 Hours

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Management Accounting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Management Accounting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for CPA in Canada 2 CPD Eligible
Accounting for Certified Management Accountants (CMA) 2 CPE Eligible
Management Accounting for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
  • Analyze revenue management and costing methods for better pricing and cost visibility.
  • Implement performance systems and decision models for cost optimization and accountability.
  • Assess financial data to enhance decision-making and boost organizational performance.
5. Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts
1 Hour

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Planning, Budgeting, and Forecasting for Certified Management Accountants (CMA) 1 CPE Eligible
Budgeting for Chartered Global Management Accountants (CGMA) 1 CPE Eligible
Accounting for Chartered Financial Analyst (CFA) 1 PL Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Accounting for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Internal Audit Practitioner (IAP) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 1 CPE Eligible
Accounting for Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Financial accounting for Certified Valuation Analyst (CVA) 1 CPE Eligible
Accounting for CIPM 1 PL Eligible
Financial accounting for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
  • To identify the deficiencies with the traditional annual budget.
  • To know how to apply unit-level consumption rates with forecasts to project operational expenses.
  • To grasp how to include strategic and risk mitigation projects in expense projections.
6. Business Intelligence (BI) and Business Analytics (BA)
2 Hours

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for CPA in Canada 2 CPD Eligible
Corporate Finance for Certified Management Accountants (CMA) 2 CPE Eligible
Finance for Chartered Global Management Accountants (CGMA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Financial Planning for Certified Wealth Strategist (CWS) 2 CE Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Eligible
Finance for Certified Valuation Analyst (CVA) 2 CPE Eligible
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for CIPM 2 PL Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning and Analysis for Certified Treasury Professional (CTP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
  • To recognize why there is an increased the interest in BI and BA?
  • To identify the analytics continuum
  • To explore how BA can provide a competitive advantage
  • To recognize the difference between BI and BA
  • To differentiate between forecasting and predictive analytics
7. Conditional Formatting
1 Hour

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01258-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01258-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01258-22-S) 1 CE Approved
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
  • To discuss how to format cells using Top Bottom Rules, Highlight Cells, Data Bars, Colour Scales, and Icon sets.
  • To discuss how to format cells based on Excel formulas. 
  • To determine how to highlight cells using Conditional Formatting
8. Building an Excel Dashboard - Transforming Raw Data into Visual Insights
1 Hour

On Demand Credits for All Qualifications

Nano Credits for All Qualifications

On Demand Credits for All Qualifications

License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for CPA in Canada 1 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
Chartered Accountants - Scotland 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
  • Grasp the fundamental principles of effective dashboard design.
  • Acquire the skills to craft interactive, visually engaging dashboards using Excel.
  • Uncover best practices for data visualization that enhance clarity and impact.
Disclaimer : Before attending any course, please verify that the credit details align with your qualification requirements. This certificate is designed to help you acquire new skills and knowledge, which may or may not fulfill specific compliance criteria. While we have made every effort to ensure our courses adhere to compliance standards, we recommend reviewing the details to confirm applicability for your needs.

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Powerful Insights for Managing Data

“This certificate course offers powerful insights and practical counsel for all who are seeking to manage effectively in these turbulent times. I am definitely feeling prepared for the challenges ahead. This can be useful for many.”

Peggy Robles
Peggy Robles, ACCA

Data Analytics Professional

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Balancing Quantitative and Qualitative Decisions

“Financial Data Analytics is not only useful, but also essential for challenging times. Improving and organizing performance requires the right balance of quantitative and qualitative decision-making. Most importantly I am feeling inspired as well as directed for where I need to go. I will recommend this course.”

Lesa Mansfield
Lesa Mansfield, ABV

Data Analytics Professional

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Effective Use of Data for Efficiency

“How to align organizational gears for maximum effectiveness is a technical task. Without correctly understanding what data is trying to communicate it can be a real challenge. I am really impressed with the content of the course. It was interesting and insightful.”

George Brogden
George Brogden, CPA US

Financial Data Analyst

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Frequently Asked Questions

The Certified Financial Data Analytics Professional course provides a wide area of coverage to support a strong understanding of Financial data analytics. It covers basic understanding, principles, stages of the data analysis process, and key tools for seamless data analysis. It also avails the strengths and weaknesses of key approaches. It delivers the principles of data visualization with charts-graphs and its elements, and cell formatting in MS Excel. The course also provides an overview of business intelligence, business analytics, big data, identification of strategic KPIs, calculating profitability, performing predictive accounting, and overcoming its barriers. Further, it also includes effective management accounting through advanced management accounting techniques such as Activity-Based Costing. The course covers driver-based budgeting and rolling financial forecasting for efficient enterprise risk management. Thus, the Certified Financial Data Analytics Professional course provides a strong coverage of the crucial aspects of financial data analytics professionals.

The Certified Financial Data Analytics Professional provides a strong coverage of the crucial aspects for financial data analytics professionals working at any stage. It provides the opportunity to revise key basic aspects and build the application with data visualization, charts & graphs, and formatting for presentation of the analytics in MS Excel. Furthermore, it covers important aspects of corporate performance management (CPM) using managerial methods, integrating enterprise risk management, and applying target costing to new products and services. Business intelligence and business analytics provide the edge with forecasting and predictive analytics. This helps the competitive edge of the professionals.

Certificate course is created by a qualified and experienced instructor(s). myCPE Certificate Courses includes Self-study Courses. Most of the courses are in the form of On-demand Videos. The Self-study Video courses in Certificate courses may be Live recorded presentations converted into Self Study (On-Demand Videos).

You can take your time and attend the course at your own pace. You can take exam unlimited time. So, don’t worry, if you are not able to pass an exam. You will be getting a chance to attend the exam again.

After completion of each course of this Certification Programs, you will be able to download a certificate with the course title and number of hours. Certificates, as well as your study records, are stored for life and you can access them anytime. Certificates are valid proof for your continuing education credits and you can also add it as an additional designation.

Once you register you will have complete access to all the courses of this Certification Programs. The self-study format allows you to access the material online 24x7 and study at your own pace.

As per NASBA guidelines, you have one year from date of purchase of your certificate to complete each program. After completion of each course, you can attend final exam any time and get CPE Credit instantly. You can retake the exam multiple times without any additional charges.

Course have minimum passing score of 70% in the final exam and you can take multiple attempts of the said exam.

Our video player tracks & stores the watch time and will show you in the progress bar. But you make sure that you don’t fast forward or manually try to move the progress bar. If you have fast forwarded the video or tried to manually move the progress bar of the video. System wouldn’t capture your watch time. So please, let the video go on its own. However, being on-demand video you can pause and play and whenever you want and you can watch it in pieces. It will pick up from where you left off. So, for a self study courses you will have to
1. Complete the entire video 100%.
2. Answer all the review questions correctly. The review questions are at the bottom of the same page where you are viewing the course video.
3. Once you have watched the whole video and answered all the review questions, the Final Quiz will open up. You need to score more than 70% in the Final Quiz to avail your CPE credit. Multiple attempts are allowed for submitting Review and Final Quiz questions.
4. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from the ‘My Certificates’ section. Kindly ensure you have allowed Multiple File download from your web browser to download all certificates.
5. You can download individual certificate from your "Account" as well as from this page once you complete a particular courses. Also, you can download "Consolidated Certificate" from the package page or from your account.

A Self-study course is a recorded video (If it’s a recording of a live course you may see polling questions appearing on the screen. You do not need to answer the polling questions and just let the video play). Do not fast forward. If you fast forward, we may not be able to capture your watch time and you may be required to watch it multiple times. In order to avail your credits for the self-study course, you need to answer the review questions correctly and complete the entire video. Once you have done that, the Final Quiz will open up in which you need to score a minimum 70% to qualify for the credit. You can attempt multiple times for answering the review questions and Final quiz questions. Once you have completed the Review and Final quiz questions, you shall be able to download the credit certificate from ‘My Certificates’ section.
If neither of the above cases works, please drop an email to support@my-cpe.com or contact our support team through live chat support.

The evaluation form will be sent to attendees in the next 24 hours after passing the final quiz with at least 70% marks. Kindly note that the evaluation form will only be available to attendees who remained logged in till the end of the course and answered all the polling questions.

MY-CPE LLC is PCI Compliant - Approved. myCPE uses a secure payment gateway (Stripe.com) to process your payment details. This payment gateway is in accordance with the PCI-DSS Compliance. Therefore, your payment details are secure through SSL encryption. CLICK HERE to view our PCI compliance certificate. Once you have register for the package and paid for it you shall not be granted any refund unless you are not able to access courses for any reason etc.
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