Course Overview
This course offers a comprehensive introduction to using Python for data analytics specifically tailored for financial analysts. Participants will start with the basics of Python programming and progress to advanced data manipulation techniques using libraries such as Pandas and NumPy. The course emphasizes analyzing and visualizing financial data, applying statistical methods, and building predictive models to support informed financial decision-making. By the end of the course, attendees will be equipped with practical skills to analyze financial datasets, generate insights, and enhance their analytical capabilities in the finance industry.
Duration
5 days
Target Audience
- Financial Analysts
- Investment Bankers
- Portfolio Managers
- Data Scientists in Finance
Organizational Impacts
- Improved efficiency in data management and analysis
- Enhanced decision-making capabilities through advanced Excel tools
- Better data visualization and reporting for strategic insights
- Streamlined risk management and forecasting processes
- More effective management of HR metrics and payroll
- Increased accuracy in financial and operational reporting
- Enhanced ability to track and respond to business performance indicators
Personal Impacts
- Mastery of advanced Excel functionalities and macros
- Improved ability to analyze and visualize data effectively
- Enhanced skills in data-driven decision-making and forecasting
- Increased competitiveness in the job market with advanced Excel expertise
- Greater confidence in managing complex data and creating comprehensive reports
- Expanded knowledge in HR analytics and operational dashboards
- Improved productivity and efficiency in daily tasks through automation and advanced techniques
Course Outline
Course Objective
- Work with Excel formulas and charts for analysis
- Work with Excel for data visualization
- Work with excel for HR roles such as payroll management, risk management and decision making
- Use Excel for Creating reports dashboards
Course Modules
Course Outline
Module 1: Introduction to Advanced Excel
- Introduction to Excel shortcuts
- Understanding various Excel settings
- Understanding the Excel layout
- Working with Microsoft Excel fundamentals and numeric data
- Saving Excel files in different formats
- Importing data into Excel
- Case Study: Import and organize a dataset into Excel, applying basic formatting and saving it in multiple formats.
Module 2: Advanced Excel Formulas and Macros
- Working with various advanced Excel data functions
- Learning how to work with arrays and lists
- Working with advanced logical formulas in Excel
- Working with advanced text formulas in Excel
- Understanding the basics of VBAs and Macros
- Case Study: Create a complex spreadsheet that utilizes advanced formulas and a basic macro to automate repetitive tasks.
Module 3: Data Visualization and Analysis in Advanced Excel
- Creating and designing tables
- Working with charts for data presentation
- Working with slicers, sorting, and filtering data, and understanding the use of references
- Data summary and analysis using pivot tables and charts
- Linking several worksheets
- Combining several workbooks to create a summary
- Securing and reviewing your worksheet
- Tracking changes and comments
- Case Study: Develop a dynamic report that summarizes sales data using pivot tables, charts, and links across multiple worksheets.
Module 4: Management and Decision Making
- Understanding how to identify, evaluate, and manage business capital risk
- Monte Carlo Simulation for decision making
- Decision Trees for decision making
- Forecasting
- Learning payroll management
- Understanding return on investment
- Case Study: Apply Monte Carlo Simulation and decision trees to a business scenario to forecast outcomes and make informed decisions.
Module 5: The HR Dashboard and Analytics for Presentation and Reports
- Introduction to data index and page layouts
- Working with predictive attrition and animated macro charts
- Understanding the VLOOKUP and HLOOKUP analysis
- Learning BVG and leave analysis, FNF and exit analysis
- Learning how to group data and understand the Bradford Factor
- Learning the HR update and HR update calendar
- Developing operational dashboards including business KPIs
- Using pivot tables and pivot charts to efficiently perform automated report writing and analysis
- Case Study: Create an HR dashboard that tracks employee metrics, forecasts attrition, and automates report generation for management presentations.
Related Courses
Course Administration Details
Methodology
These instructor-led training sessions are delivered using a blended learning approach and include presentations, guided practical exercises, web-based tutorials, and group work. Our facilitators are seasoned industry experts with years of experience as professionals and trainers in these fields. All facilitation and course materials are offered in English. Participants should be reasonably proficient in the language.
Accreditation
Upon successful completion of this training, participants will be issued an Indepth Research Institute (IRES) certificate certified by the National Industrial Training Authority (NITA).
Training Venue
The training will be held at IRES Training Centre. The course fee covers the course tuition, training materials, two break refreshments, and lunch. All participants will additionally cater to their travel expenses, visa application, insurance, and other personal expenses.
Accommodation and Airport Transfer
Accommodation and Airport Transfer are arranged upon request. For reservations contact the Training Officer.
Tailor-Made
This training can also be customized to suit the needs of your institution upon request. You can have it delivered in our IRES Training Centre or at a convenient location. For further inquiries, please contact us on:
Payment
Payment should be transferred to the IRES account through a bank on or before the start of the course. Send proof of payment to outreach@indepthresearch.org
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