MYCPE ONE

Qlik Sense Financial Dashboarding & Analytics Masterclass

Develop Interactive Reporting & Analytics Expertise

certificate
5210

Enrollments

5/5(4.2K+ Reviews)
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Published on June, 2026
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Multiple

Qualifications 

17

Credits

17 Hours

Learning Duration

$299

Training Program Access

Overview

What You’ll learn

How do finance and business professionals transform large volumes of data into interactive dashboards, meaningful insights, and actionable business decisions?

Modern organizations rely on data visualization and business intelligence tools to improve reporting accuracy, monitor performance, and communicate insights effectively. Professionals must not only prepare and analyze data but also present information through dashboards and visual stories that support better decision-making across the organization.

The training program, “Qlik Sense Financial Dashboarding & Analytics Masterclass”, focuses on practical dashboarding, reporting, and analytics techniques using Qlik Sense and QlikView. It covers financial dashboard development, data preparation, dashboard automation, interactive reporting optimization, data storytelling techniques, and the use of Gen AI to enhance reporting and business intelligence workflows.

By focusing on real-world reporting scenarios, this training helps professionals strengthen analytics capabilities, improve reporting efficiency, and create more impactful dashboards that support data-driven decision-making.

Get Deeper Understanding of:
  • Financial dashboard development using Qlik Sense
  • Data preparation and transformation techniques
  • Dashboard automation and reporting optimization strategies
  • Interactive reporting and business intelligence workflows
  • Financial data storytelling and visualization best practices
  • Using Gen AI to enhance reporting and analytics processes
Recommended For:
  • This program is designed for finance professionals, accountants, FP&A professionals, business analysts, data analysts, reporting professionals, and business intelligence practitioners looking to improve dashboarding and analytics capabilities.
  • It is particularly relevant for professionals responsible for financial reporting, management reporting, performance analysis, dashboard creation, business intelligence initiatives, and data visualization projects. Those seeking to transform raw data into meaningful business insights will find this training directly aligned with their responsibilities.
  • It is also suitable for professionals looking to strengthen reporting automation skills, improve data storytelling capabilities, and enhance organizational decision-making through analytics.
Resources included
  • Handout PDFs for every Module.
  • Glossary/Key Terms for every module.
  • Q&A directly with instructors.

Courses

Financial Dashboards Introduction with Qlik SenseFinancial Data Preparation with Qlik Sense ScriptsDashboard Automation with Qlik Sense ScriptsInteractive Financial Dashboards with QlikViewInteractive Reporting Optimization with Qlik SenseFinancial Data Storytelling with Qlik SenseInteractive Reporting Dashboards with Qlik Sense and GEN AI
Course Title Time Credits Learning Format
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
Certified Internal Auditors (CIA) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 1.5 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE 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
Information Technology Certified Associate (ITCA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 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
Certified Internal Auditors (CIA) 1.5 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 1.5 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE 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
Information Technology Certified Associate (ITCA) 1.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 1.5 CPE Approved
Chartered Accountants - Scotland 1.5 CPD Eligible
CPA - Ireland 1.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 1.5 CPD Eligible
On Demand (video)
  • Identify Qlik account setup, data loading, and data associations.
  • Apply data transformations, sorting methods, and visual indicators.
  • Analyze chart creation, insights, bookmarks, and navigation features.
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
Certified Internal Auditors (CIA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 2 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
Information Technology Certified Associate (ITCA) 2 CPE Eligible
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
Certified Internal Auditors (CIA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 2 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
Information Technology Certified Associate (ITCA) 2 CPE Eligible
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)
  • Explain data collection methods and ETL components across sources.
  • Apply data extraction, transformation, and loading techniques effectively.
  • Evaluate ETL workflows and dashboard creation for business insights.
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
Certified Internal Auditors (CIA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 2 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
Information Technology Certified Associate (ITCA) 2 CPE Eligible
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
Certified Internal Auditors (CIA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 2 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
Information Technology Certified Associate (ITCA) 2 CPE Eligible
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)
  • Describe data loading, script editing, and transformation processes.
  • Demonstrate data connections using Qlik Sense Data Load Editor.
  • Analyze advanced scripting techniques using Group By and Order By.
5.5 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 5.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 5.5 CPD Eligible
Data Analytics for Certified Internal Auditors (CIA) 5.5 CPE Eligible
Data Analysis and Reporting Tools for Certified Fraud Examiner (CFE) 5.5 CPE Eligible
Data Analytics for Certified Management Accountants (CMA) 5.5 CPE Eligible
Data Analytics for Certified Information Systems Auditor (CISA) 5.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 5.5 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 5.5 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 5.5 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 5.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 5.5 CPD Eligible
Chartered Accountant - ICAEW 5.5 CPD Eligible
Data mining concepts for Certified FP&A Professional (FP&A) 5.5 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 5.5 CPE Approved
Data Analysis for Information Technology Certified Associate (ITCA) 5.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 5.5 CPE Approved
Chartered Accountants - Scotland 5.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 5.5 CPD Eligible
CPA - Ireland 5.5 CPD Eligible
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 5.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 5.5 CPD Eligible
Data Analytics for Certified Internal Auditors (CIA) 5.5 CPE Eligible
Data Analysis and Reporting Tools for Certified Fraud Examiner (CFE) 5.5 CPE Eligible
Data Analytics for Certified Management Accountants (CMA) 5.5 CPE Eligible
Data Analytics for Certified Information Systems Auditor (CISA) 5.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 5.5 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 5.5 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 5.5 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 5.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 5.5 CPD Eligible
Chartered Accountant - ICAEW 5.5 CPD Eligible
Data mining concepts for Certified FP&A Professional (FP&A) 5.5 CE Eligible
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 5.5 CPE Approved
Data Analysis for Information Technology Certified Associate (ITCA) 5.5 CPE Eligible
Information Technology for Maine Licensed Public Accountant (ME-LPA) 5.5 CPE Approved
Chartered Accountants - Scotland 5.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 5.5 CPD Eligible
CPA - Ireland 5.5 CPD Eligible
On Demand (video)
  • Develop financial data models and transformations using QlikView.
  • Optimize scripting techniques for improved performance and efficiency.
  • Create KPI dashboards and automated reporting solutions effectively.
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
Certified Internal Auditors (CIA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 2 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
Information Technology Certified Associate (ITCA) 2 CPE Eligible
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
Certified Internal Auditors (CIA) 2 CPE Eligible
Computer Software and Applications for Certified Fraud Examiner (CFE) 2 CPE Eligible
Computer Software and Applications for Certified Management Accountants (CMA) 2 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 2 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 2 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 2 CPD 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
Information Technology Certified Associate (ITCA) 2 CPE Eligible
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)
  • Understand inline data creation and expression building in Qlik Sense.
  • Differentiate ApplyMap functions, joins, and unmapped value handling.
  • Assess dashboard performance using data types and snapshotting techniques.


2.5 Hours
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2.5 CPD Eligible
Data Analytics for Certified Internal Auditors (CIA) 2.5 CPE Eligible
Data Analysis and Reporting Tools for Certified Fraud Examiner (CFE) 2.5 CPE Eligible
Data Analytics for Certified Management Accountants (CMA) 2.5 CPE Eligible
Data Analytics for Certified Information Systems Auditor (CISA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2.5 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Data mining concepts for Certified FP&A Professional (FP&A) 2.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Data Analysis for Information Technology Certified Associate (ITCA) 2.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
License details Credits Status
Computer Software and Applications for Certified Public Accountants (CPA-US) 2.5 CPE Approved
Computer Software and Applications for Chartered Professional Accountant in Canada 2.5 CPD Eligible
Data Analytics for Certified Internal Auditors (CIA) 2.5 CPE Eligible
Data Analysis and Reporting Tools for Certified Fraud Examiner (CFE) 2.5 CPE Eligible
Data Analytics for Certified Management Accountants (CMA) 2.5 CPE Eligible
Data Analytics for Certified Information Systems Auditor (CISA) 2.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 2.5 CPE Eligible
Data management and analysis for Certified Government Financial Manager (CGFM) 2.5 CPE Eligible
Data Analysis and Reporting for Certified Information Technology Professionals (CITP) 2.5 CPD Eligible
Computer Software and Applications for Delaware Licensed Public Accountant (DE-LPA) 2.5 CPE Approved
Association of Chartered Certified Accountants (ACCA) 2.5 CPD Eligible
Chartered Accountant - ICAEW 2.5 CPD Eligible
Data mining concepts for Certified FP&A Professional (FP&A) 2.5 CE Eligible
Computer Software and Applications for Iowa Licensed Public Accountant (IA-LPA) 2.5 CPE Approved
Data Analysis for Information Technology Certified Associate (ITCA) 2.5 CPE Eligible
Computer Software and Applications for Maine Licensed Public Accountant (ME-LPA) 2.5 CPE Approved
Chartered Accountants - Scotland 2.5 CPD Eligible
Chartered Accountants - Ireland (CAI) 2.5 CPD Eligible
CPA - Ireland 2.5 CPD Eligible
On Demand (video)
  • Explain data storytelling techniques for enhanced business decision-making.
  • Identify visual storytelling elements and dashboard narrative structures.
  • Analyze reporting, storytelling, and analytics for strategic insights.
1.5 Hours
License details Credits Status
Information Technology for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Information Technology for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 1.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE 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
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Data Analysis for Information Technology Certified Associate (ITCA) 1.5 CPE Eligible
Information Technology 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
Information Technology for Certified Public Accountants (CPA-US) 1.5 CPE Approved
Information Technology for Chartered Professional Accountant in Canada 1.5 CPD Eligible
Information Technology for Certified Fraud Examiner (CFE) 1.5 CPE Eligible
Database Management for Certified Information Systems Auditor (CISA) 1.5 CPE Eligible
Information Technology for Chartered Global Management Accountants (CGMA) 1.5 CPE Eligible
Information Technology for Certified Government Financial Manager (CGFM) 1.5 CPE Eligible
Information Technology for Certified Information Technology Professionals (CITP) 1.5 CPD Eligible
Information Technology for Delaware Licensed Public Accountant (DE-LPA) 1.5 CPE 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
Information Technology for Iowa Licensed Public Accountant (IA-LPA) 1.5 CPE Approved
Data Analysis for Information Technology Certified Associate (ITCA) 1.5 CPE Eligible
Information Technology 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 financial reporting challenges in resource-constrained environments.
  • Examine BI workflows and visualization techniques for data analysis.
  • Evaluate generative AI and prompt strategies for dashboard development.


* 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

Arthur Fong

Arthur Fong

Taylor's Education Group

I have been in BI Industry for 7 years. In my past experience, I have being with a Qlik partner organization which helped me in gaining experience on developing some of the Qlik products, namely QlikView, Qlik Sense, and NPrinting. And I would like to share my knowledge as a developer with everyone here. Hopefully you will find my class informative for your learning.

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Frequently Asked Questions

This program covers financial dashboard development, data preparation, dashboard automation, interactive reporting, financial data storytelling, business intelligence concepts, and the use of Gen AI within Qlik Sense reporting environments. It focuses on practical techniques for improving reporting and analytics outcomes.

This program helps professionals strengthen dashboarding and analytics expertise, improve reporting efficiency, and create more effective visualizations for business decision-making. It provides practical skills that can be applied to financial reporting, performance monitoring, and business intelligence initiatives.

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.