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Overview
This course includes:
- 4 hours of on-demand video
- Certificate of completion
- Direct access/chat with the instructor
- 100% self-paced online
In today’s data-rich world, successful financial advisors and investors do more than analyse numbers. They source, analyze, and visualize data to extract and communicate insights to their clients in ways that motivate, inspire and advise them to make decisions that help them grow their wealth.
This introductory course will provide you the skills needed to transform the results of your financial analysis into clear, actionable, and memorable stories that will enhance your advisory services, client engagement, and investment decision-making.
Stories and storytelling enable us to effectively communicate key insights to our clients and colleagues with clarity and resonance. Sometimes, a story emerges from existing insights that need to be communicated to inspire action. Other times, data must be gathered, analysed and then presented to support a desired narrative.
Complement your financial analysis with effective storytelling to inspire your clients to grow richer and be more successful.
Skills You Will Gain
Learning Outcomes (At The End Of This Program, You Will Be Able To...)
- Define the scope and requirements of the advisory message based on its purposes and targeted client impact.
- Prepare and structure financial data to create Sankey diagrams to visualize flow and interactions as a basis for story design using Python software.
- Develop financial data stories by combining analysis, visualization, and structured narrative techniques.
- Present financial insights using clear and engaging storytelling techniques.
Prerequisites
- Basic understanding of financial and investment concepts.
- Some familiarity with data analysis techniques and tools.
- Familiarity with data visualization techniques.
- Familiarity with Python software to summarize and visualize data.
- Basic understanding of generative AI tools for creating content.
Who Should Attend
This course is designed for a diverse audience, including personal financial advisors, their clients, and personal investors who seek to enhance communication around financial insights. It also caters to all working professionals who are passionate about presenting data-driven insights in a way that engages and motivates others to take action. Additionally, the course is highly relevant for quantitative analysts and operations research analysts aiming to strengthen their ability to convey complex information clearly and persuasively.