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Key Highlights

Master the Art of Financial Analytics

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:
  • 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 modul
  • 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

Module

Module Name

Duration

Fundamentals of Data Analysis

2 Hours

  • 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.
Instructor
Ross Maynard
Ross Maynard

Managing Director , Ideas2Action Process Excellence Ltd

Data Visualization using Excel

1.5 Hours

  • 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.
Instructor
Manish Gupta
Manish Gupta

Founder & CEO , VITTPRO

Visually Pleasing Cell Formatting in Excel

0.5 Hour

  • To describe how to move around in a spreadsheet, format texts and highlight them in order of relevance. 
  • to make data attractive and print.
  • to format cells by conditions and align data in a worksheet.
Instructor
Juan E. Galvan
Juan E. Galvan

Co-Founder & CEO , Lunes Holdings, LLC

Visualize Data with Charts in Excel

0.5 Hour

  • To generate a chart from a table, and the change chart type. 
  • To change the layout of a chart and the elements of a chart. 
  • To change labels and legends in data.
Instructor
Juan E. Galvan
Juan E. Galvan

Co-Founder & CEO , Lunes Holdings, LLC

Corporate Performance Management (CPM)

1.5 Hours

  • To explore business analytics, identifying and differentiating KPIs in balanced scorecard and operational performance indicators in dashboard. 
  • To discuss performing “predictive accounting”, and recognize calculating product, service-line, channel, and customer profitability for analysis, insights, and actions.
  • To explore overcoming implementation barriers such as behavioral resistance to change and fear of being held accountable
Instructor
Gary Cokins
Gary Cokins

Advisor , Gary Cokins

Effective Management Accounting

2 Hours

  • To recognize the need for 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)
Instructor
Gary Cokins
Gary Cokins

Advisor , Gary Cokins

Predictive Accounting: Driver-Based Budgeting and Rolling Financial Forecasts

1 Hour

  • 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.
Instructor
Gary Cokins
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
Instructor
Gary Cokins
Gary Cokins

Advisor , Gary Cokins

Instructors

Testimonials

Disclaimer

Certificate awarded upon the successful completion of the myCPE Advanced Certification Program is proof that user has successfully undergone the training and passed the quiz. This certificate marks completion of the said courses and learning activities and completion of the review quiz to earn continuing educational credits for specific qualification mentioned. This advance certificate program is not approved by any educational institution, training institute or regulatory body.

Ratings and Review

4.7

24 Ratings

Excellent

16

Very Good

8

Average

0

Poor

0

Terrible

0

VB

Vicken Balian, CPA in Canada, CRMA, CGAP, CISA, CIA, CPA (US), CGMA, CRISC, PMI-ACP, PMP

Mar 8th, 2024

This was a pleasant surprise. I've studied material by Gary Cokins in the past and know the material, but it was a great refresher. I highly recommend the 4 courses for anyone in accounting, management and / or technology. The material is more relevant now than ever before. Gary is a great instructor and one of the giants in the fields of profitability management, scorecarding, managerial accounting and analytics.

SL

Scott Labrec, Masters (Accountancy)

Mar 8th, 2024

This was wonderful, I learned so much that I can apply to work immediately. If you are in FP&A these are really must skills to have.

SA

Stephanie Allen, CPA (US)

Mar 8th, 2024

There was a lot of great information in these courses.

SR

Sidharthan R, CMA, CPA (US)

Mar 8th, 2024

It was a good course. I would have more benefitted if it had included any practical simulations. Still theoretically its good.

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.

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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."