MYCPE ONE

Financial Data Analytics Training Program

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

certificate
3199

Enrollments

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Published on March, 2026
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Multiple

Qualifications 

13

Credits

13 Hours

Learning Duration

$299

Training Program Access

Overview

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

Courses

Fundamentals of Data AnalysisData Visualization using ExcelAnalytics-Based Corporate Performance ManagementEffective Management AccountingPredictive Accounting: Driver-Based Budgeting and Rolling Financial ForecastsBusiness Intelligence (BI) and Business Analytics (BA)Conditional FormattingBuilding an Excel Dashboard - Transforming Raw Data into Visual Insights
Course Title Time Credits Learning Format
2 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 2 CPE Eligible
Information Technology for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information systems for Certified Management Accountants (CMA) 2 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 2 CPD 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
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Data & Analytics for Associate Professional in Talent Development (APTD) 2 CEU Approved
Data & Analytics for Certified Professional in Talent Development (CPTD) 2 CEU Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 2 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Internal Auditors (CIA) 2 CPE Eligible
Information Technology for Certified Fraud Examiner (CFE) 2 CPE Eligible
Information systems for Certified Management Accountants (CMA) 2 CPE Eligible
Electronic data analysis for Certified Financial Forensics (CFF) 2 CPD 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
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Information Technology for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Data & Analytics for Associate Professional in Talent Development (APTD) 2 CEU Approved
Data & Analytics for Certified Professional in Talent Development (CPTD) 2 CEU Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Define data analysis, outline its stages, and summarize key principles.
  • Identify flawed analysis approaches and explain how variation impacts performance.
  • Apply basic data analysis tools and discuss core principles of data visualization.
1.5 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01044-22-S) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Computer technology for Maryland Tax Preparer (MRTP) (Approval No. GEHNZ-T-01044-22-S) 1 CE Approved
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
On Demand (video)
  • Discuss data analysis and visualization principles, common charts, Power Pivots, and queries.
  • Describe data connections, models, and steps to build custom charts.
  • Explain how to generate dashboards and add interactive elements.
1.5 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant 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 Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Finance for Chartered Professional Accountant 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 Certified Valuation Analyst (CVA) 1.5 CPE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 1.5 CE Eligible
Association of Chartered Certified Accountants (ACCA) 1.5 CPD Eligible
Chartered Accountant - ICAEW 1.5 CPD Eligible
General finance principles and financial concepts for Certified FP&A Professional (FP&A) 1.5 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1.5 CPE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Finance for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
On Demand (video)
  • 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.
2 Hours
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for Chartered Professional Accountant 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 Approved
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 Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 2 CPE Approved
Accounting for Chartered Professional Accountant 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 Approved
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 Approved
Accounting for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • 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.
1 Hour
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 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
Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Internal Audit Practitioner (IAP) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
CIPM 1 PL Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
License details Credits Status
Accounting for Certified Public Accountants (CPA-US) 1 CPE Approved
Financial Accounting for Certified Internal Auditors (CIA) 1 CPE Eligible
Accounting for Certified Fraud Examiner (CFE) 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
Certified Valuation Analyst (CVA) 1 CPE Eligible
Financial Reporting for Certified Financial Forensics (CFF) 1 CPD Eligible
Chartered Financial Analyst (CFA) 1 PL Eligible
Certified Government Financial Manager (CGFM) 1 CPE Eligible
Accounting for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Internal Audit Practitioner (IAP) 1 CPE Eligible
Financial accounting concepts for Certified FP&A Professional (FP&A) 1 CE Eligible
Qualification in Internal Audit Leadership (QIAL) 1 CPE Eligible
Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 1 CPE Eligible
Accounting for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
CIPM 1 PL Eligible
Accounting for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
On Demand (video)
  • Identify limitations of traditional annual budgeting.
  • Apply unit-level consumption rates and forecasts to project expenses.
  • Incorporate strategic and risk mitigation projects into expense planning.
2 Hours
License details Credits Status
Finance for Certified Public Accountants (CPA-US) 2 CPE Approved
Finance for Chartered Professional Accountant 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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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 Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for CIPM 2 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 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 Chartered Professional Accountant 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 Certified Valuation Analyst (CVA) 2 CPE Eligible
Finance for Chartered Financial Analyst (CFA) 2 PL Eligible
Finance for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Financial Planning for Chartered Financial Consultant (ChFC) 2 CE Eligible
Finance for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Financial Planning and Analysis for Certified Treasury Professional (CTP) 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 Retirement Income Certified Professional (RICP) 2 CE Eligible
Financial Planning for Certified Fiduciary and Investment Risk Specialist (CFIRS) 2 CE Eligible
Financial Planning for Financial Services Certified Professional (FSCP) 2 CE Eligible
Business Intelligence for Certified FP&A Professional (FP&A) 2 CE Eligible
Financial Planning for Wealth Management Certified Professional (WMCP) 2 CE Eligible
Finance for Certified Business Appraiser (CBA)/Master Certified Business Appraiser (MCBA) 2 CPE Eligible
Financial Planning for Chartered Advisor in Senior Living (CASL) 2 CE Eligible
Finance for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Finance for CIPM 2 PL Eligible
Finance for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Financial Planning for Chartered Special Needs Consultant (ChSNC) 2 CE Eligible
Chartered Accountants - Scotland 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
On Demand (video)
  • Recognize the growing interest in BI and BA, and their key differences.
  • Identify the analytics continuum and differentiate forecasting from predictive analytics.
  • Explore how business analytics can deliver a competitive advantage.
2 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2 CPD Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2 CPD Eligible
Chartered Accountant - ICAEW 2 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 2 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2 CPE Approved
Chartered Accountants - Scotland 2 CPD Eligible
Chartered Accountants - Ireland (CAI) 2 CPD Eligible
CPA - Ireland 2 CPD Eligible
On Demand (video)
  • Apply Top/Bottom Rules, Highlight Cells, Data Bars, Color Scales, and Icon Sets.
  • Format cells using custom Excel formulas.
  • Use Conditional Formatting to highlight specific cell values.
1 Hour
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 1 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 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 Chartered Professional Accountant in Canada 1 CPD Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1 CPE Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1 CPE Approved
Association of Chartered Certified Accountants (ACCA) 1 CPD Eligible
Chartered Accountant - ICAEW 1 CPD Eligible
Information Technology (inc. Excel) for Certified FP&A Professional (FP&A) 1 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 1 CPE Approved
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1 CPE Approved
Chartered Accountants - Scotland 1 CPD Eligible
Chartered Accountants - Ireland (CAI) 1 CPD Eligible
CPA - Ireland 1 CPD Eligible
On Demand (video)
  • 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.

Instructors

David Ringstrom -CE/CPE Courses for Accountant, CPAs & more

David Ringstrom

President, EXCEL Accountant

David H. Ringstrom, CPA, is a nationally recognized Microsoft Excel expert and founder of Accounting Advisors, Inc., established in 1991 in Atlanta, Georgia. With over 30 years of experience, he specializes in spreadsheet consulting and training for accounting professionals, empowering users to master Excel and streamline workflows. David has delivered more than 2,500 live webinars and authored popular books such as Microsoft 365 Excel for Dummies, Exploring Microsoft Excel’s Hidden Treasures, QuickBooks Online for Dummies, and Idiot's Guide to Introductory Accounting. His mantra is, "Either you work Excel, or it works you."


He also serves as Lead Instructor at Students Excel, developing video-based Excel training for college students that bridges academic concepts with practical applications. David holds a Bachelor of Business Administration in Accounting from Georgia State University and certifications as a CPA and Microsoft Office Specialist in Excel. His expertise extends to advanced Excel functions, PivotTables, macros, accounting software, financial analysis, public speaking, and technical writing. His mission is to provide practical, real-world solutions to enhance efficiency and accuracy in financial tasks nationwide.

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Gary Cokins

Gary Cokins

Advisor, Gary Cokins

Gary Cokins is an internationally recognized expert, speaker, and author in enterprise and corporate performance management improvement methods and business analytics. He is the founder of Analytics-Based Performance Management, an advisory firm located in Cary, North Carolina at www.garycokins.com . Gary received a BS degree with honors in Industrial Engineering/Operations Research from Cornell University in 1971. He received his MBA with honors from Northwestern University’s Kellogg School of Management in 1974.Gary began his career as a strategic planner with FMC’s Link-Belt Division and then served as Financial Controller and Operations Manager.

In 1981 Gary began his management consulting career first with Deloitte consulting, and then in 1988 with KPMG consulting. In 1992 Gary headed the National Cost Management Consulting Services for Electronic Data Systems (EDS) now part of HP. From 1997 until 2013 Gary was a Principal Consultant with SAS, a leading provider of business analytics software.

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Manish Gupta

Manish Gupta

Founder & CEO, VITTPRO

Manish is an energetic, result-oriented professional with over 15 years of management, finance, audit, operations, risk management, and customer experience expertise. He has led monthly reporting, P&L analysis, budgeting, and strategic planning initiatives, and is known for innovative, growth-driven problem-solving. With hands-on experience leading projects for change, Manish directed the ERP implementation across 16 hotels for Htoo Group, leveraging his strategic mindset and commitment to efficiency and lean management.


He is the founder of eHotelManagementSchool.com, where he shares his industry knowledge through online classes and consulting, helping small hotels and startups with finance and management challenges. Manish is passionate about people development, positive leadership, and supporting business transformation via learning, technology, and operational improvement.

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Mike Thomas

Mike Thomas

Owner, The Excel Trainer

In a career spanning 30+ years, Mike Thomas, a UK-based IT Trainer, has delivered thousands of courses and produced hundreds of written and video-based tutorials. 

He is a subject matter expert in a range of technologies, his primary focus and passion being Microsoft Office (especially Excel) on both the Windows and Mac platforms and Power BI. 

Mike is a Fellow of The Learning and Performance Institute and has worked with and for many global and UK-based companies and organizations across a diverse range of industries including healthcare, pharmaceutical and public sector.

In addition to training, he also designs and develops Microsoft Office-based solutions that automate key business tasks and processes.

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Ross Maynard

Ross Maynard

Managing Director, Ideas2Action Process Excellence Ltd

My philosophy is to inspire, challenge and support change. I have nearly 30 years’ experience as a business author and consultant. 

As a consultant, I specialise in process improvement based on the Lean philosophy. I facilitate improvement teams and provide expertise in performance measurement and management; problem solving; and process improvement. 

As well as delivering webinars for MyCPE, I develop courses and webinars for the ACCA (Association of Chartered Certified Accountants) in the UK and other specialist business and finance providers.


I live in Scotland, near Glasgow, with my wife, daughter and Cocker Spaniel.

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Frequently Asked Questions

The Financial Data Analytics Training Program 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 Financial Data Analytics Training Program provides a strong coverage of the crucial aspects of financial data analytics professionals.

The Financial Data Analytics Training Program 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.

The Practical Training Programs is created by qualified and experienced instructors. MYCPE ONE’s Practical Training Programs includes self-study courses, most of which are delivered as on-demand videos. These self-study video courses may be recordings of live presentations converted into on-demand format.

You can complete the Programs at your own pace. There is no limit on the number of exam attempts, so if you do not pass on the first attempt, you may retake the exam without any restrictions.

After completing each Programs within this Practical Training Programs , you can download a certificate showing the course title and number of hours completed. Certificates and study records are stored for life and can be accessed at any time. These certificates serve as valid proof of continuing education credits and may also be used as an additional designation.

Once registered, you will have full access to all courses included in the Practical Training Programs . The self-study format allows you to access materials online 24/7 and study at your own pace.

As per NASBA guidelines, you have one year from the date of purchase to complete each self-study course. After completing the course, you may take the final exam at any time and receive CPE credit instantly. The exam can be retaken multiple times at no additional cost.

Each Programs requires a minimum passing score of 70% on the final exam. Multiple attempts are allowed.

Our video player tracks and stores your watch time, which is displayed in the progress bar. Do not fast forward or manually move the progress bar, as the system will not capture your watch time if you do so. You may pause and resume the video at any time, and playback will continue from where you left off.
To complete a self-study course, you must:
1. Watch the entire video (100% completion).
2. Answer all review questions correctly. Review questions are located at the bottom of the same page as the video.
3. Once the video and review questions are completed, the Final Quiz will unlock. You must score at least 70% to earn CPE credit. Multiple attempts are allowed.
4. After completing the Review and Final Quiz, you can download your certificate from the “My Certificates” section. Ensure that multiple file downloads are enabled in your browser.
5. Certificates can be downloaded individually from your account or as a consolidated certificate from the package page.


A self-study course is a recorded video. If the course is a recording of a live session, polling questions may appear on the screen. You do not need to answer these polling questions. Do not fast forward the video, as doing so may prevent the system from tracking your watch time, requiring you to rewatch the video.
To unlock the final quiz, you must complete the entire video and answer all review questions correctly. Once unlocked, you must score at least 70% on the final quiz to qualify for credit. Multiple attempts are allowed for both review and final quiz questions.
If the issue persists, please email support@my-cpe.com or contact our support team via live chat.

The evaluation form is sent within 24 hours after you pass the final quiz with a minimum score of 70%. The evaluation form is available only to attendees who remained logged in until the end of the course and answered all polling questions.

MY-CPE LLC is PCI-compliant. MYCPE ONE uses Stripe, a secure payment gateway that meets PCI-DSS compliance standards, ensuring all payment details are protected through SSL encryption. Once you have registered for a package and completed payment, refunds are not provided unless you are unable to access the courses.