Get access to all certificate courses only @$299/annually.

Key Highlights

Earn the prestigious, in-demand CFDA certification

Continuing Education approved courses for Multiple Qualifications

On-Demand Courses

Individual Certificates for each Module

Courses authored by Subject Matter Experts

Shareable Certificate on LinkedIn

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:
  • Business Intelligence and Data Analytics

  • Budgeting, cost analysis, and control

  • Seamless integration of managerial methods

  • Effective Management Accounting Practice

  • Key performance indicators (KPIs)

Recommended For:
  • CPAs, CVAs, CMAs, and CRMA who desire to help their clients streamline strategies to their plans and execution.

  • CPAs in Canada who want to help their clients achieve overall business success.

  • Any current or aspiring CXO Professionals who want to have a long and promising career in Data Analytics.

Why become a certified Financial Data Analytics Professional with myCPE ?

Resources included
  • Handout PDFs for every Module
  • Glossary/Key Terms for every module
  • Q&A directly with instructors
Career Opportunities
  • Forecasting & Predictive Analysis
  • Financial Risk Management & Analysis
  • Driver-based Budgeting
  • Management Accounting
  • Analytical Skills
  • Critical Thinking
Value Addition to your skills
  • Financial Planning & Analysis
  • Business and Data analyst
  • Insurance Companies
  • Corporate Finances
  • Asset Valuations
  • Investments Banks


Module Name


Corporate Performance Management (CPM), Strategy Map and Balanced Scorecard

2 Hours

  • To take a bird’s eye view of all of the Corporate Performance Management (CPM) methods
  • To explore designing a strategy map
  • To determine applying targets of KPIs for motivation and incentives
Gary Cokins

Advisor , Gary Cokins

Effective Management Accounting

2 Hours

  • To recognize the need of advanced management accounting techniques
  • To identify how to measure customer lifetime value (CLV) for retail customers
  • To compare ABC with Time-driven ABC, and Resource Consumption Accounting (RCA)
Gary Cokins

Advisor , Gary Cokins

Driver-based Budgeting and Rolling Financial Forecasts

2 Hours

  • To identify issues with budgeting
  • To recognize how to deal with resource capacity planning
  • To explore integrating Enterprise Risk Management with CPM
Gary Cokins

Advisor , Gary Cokins

Business Intelligence (BI) and Business Analytics (BA)

2 Hours

  • To explore reasons for increased interest in BI and BA
  • To recognize how BA provides a competitive advantage
  • To differentiate BI from BA
Gary Cokins

Advisor , Gary Cokins



Frequently Asked Questions

This course will cover how to apply Business Intelligence and Business Analytics to the Financial data, Corporate Performance Management(CPM), Budgeting & rolling Financial Statements and Effective Management Accounting Practices.

With the guidance from the speaker Gary Cokins who is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics, this course will help you to successfully apply corporate performance management and integrate business analytics into decision support systems.

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 certificate course, 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 certificate course. 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 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 ( 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.

"For some, Continuous Education is a compliance that helps them to renew their licenses. For some, it’s a worthwhile learning experience that keeps them and their firm up-to-date by taking valuable insights from continuing education courses / courses. At myCPE, we believe in providing quality continuing education beyond CPE credits. myCPE, the first ever web & mobile CPE/CE platform has launched a path-breaking social initiative “1 Credit = 1 Meal” under which we donate one meal to an underprivileged for each credit earned by a professional on our Platform. Check out our “1 Credit = 1 Meal” Timeline."

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