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Certified Financial Data Analytics Professional

Attain a high level of expertise on Financial Data Analysis for your clients from Gary Cokins, an Internationally-recognized Expert, and Author in Enterprise and Corporate Performance Management Improvement Methods and Business Analytics

Certified Course Overview

  • To overview Corporate Performance Management (CPM) methods.
  • Identify how to deal with resource capacity planning and explore integrating Enterprise Risk Management with CPM
  • Differentiate between BI & BA, and Forecasting & Predictive Analytics
  • Explore how to use ABC to manage product, service-line, channel, and customer profitability
  • Explore ways to define appropriate Key Performance Indicators (KPIs) and providing motivation and incentives

Why this certification course

Professionals and experts know that each method of strategic execution should be embedded with business analytics and especially predictive analytics as a bridge to prescriptive analytics to yield the best (ideally optimal) decisions. This Course enables you to develop cost/unit metrics that are useful for budgeting, cost analysis, and control. It opens numerous ways for you to design quick scenario planning and far easier analysis of a growing organization whose future may look nothing like today. Finally when volatility and complexity are the new normal, and despite growing data decision makers start for information, you will be able to leverage Big Data and the continuum of analytics. 

This course will provide you the seamless integration of managerial methods rather than a single process and application of business intelligence and business analytics to learn effective management accounting practices. It takes you through 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. 

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.


Course Title Educational Credits
  • To provide an overview of all of the corporate performance management (CPM) methods.
  • To understand the origins of the balance scorecard.
  • To learn how to design a strategy map.
  • To learn how to define appropriate key performance indicators (KPIs).
  • To determine how to apply targets of KPIs for motivation and incentives.
  • To recognize the need of advanced management accounting techniques, such as ABC?
  • How the ABC cost assignment network structure connects costs to products, service-lines, channels, and customers.
  • To explore how to use ABC to manage product, service-line, channel, and customer profitability
  • To identify how to measure customer lifetime value (CLV) for retail customers.
  • To recognize and understand costs across a B2B supply chain’s trading partners.
  • To differentiate between two views of costs: (1) process view versus (2) diverse outputs view
  • To compare ABC with time-driven ABC, resource consumption accounting (RCA),
  • To explore accounting, and other costing techniques.
  • To applying “Attributes” to assess ”value-added costs” and “costs of quality (COQ)”
  • What is broken with budgeting?
  • To explore the shift to rolling financial forecasts 
  • To identify how to deal with resource capacity planning
  • To explore integrating Enterprise Risk Management with CPM
  • To recall how to apply Target Costing for new products and services
  • 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

Continuing Education Credits

This Certificate Course Qualifies for following Credits

  • 7.5 CPD credit for all Accredited in Business Valuation (ABV)
  • 7.5 CPE credit for all Certified Management Accountants (CMA)
  • 7.5 CPE credit of Finance for all Certified Public Accountants (CPA-US)
  • 7.5 CPE credit for all Certified Valuation Analyst (CVA)
  • 7.5 PL credit for all Chartered Financial Analyst (CFA)
  • 7.5 CPD credit for all Chartered Professional Accountant (CPA Canada)

Our Certificate

Aspiring to rely-on hard data, the managers often fall prey to making decisions based on intuition and the promise of popular strategies. Collecting, validating, and reporting data is not the same thing as analyzing information where we can glean valuable, actionable insights. It requires a specific set of skills that this webinar directs to. The speaker takes us through financial data, corporate performance management, and effective management accounting practices to Business Analytics and Business Intelligence that is the goal of the modern day business requirements for progress and growth. This course guides you towards the seamless integration of managerial methods and their application that will not only ensure your business success but also explore your horizon for your practice and your clients. 


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Frequently Asked Questions

Know more about our processes and how we work, with the helo of the following FAQs.

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.
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"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."