A Highly Interactive Training Course On

Certificate in Financial Data Storytelling and Dashboarding

Effective Financial Communication Skills

10-14 Mar 2025
Dubai
$5,950
 
09-13 Jun 2025
London
$5,950
 
29 Sep-03 Oct 2025
Dubai
$5,950
 
08-12 Dec 2025
London
$5,950
 

Course Introduction

The Certificate in Financial Data Storytelling and Dashboarding training course equips professionals with the essential skills to transform complex financial data into engaging stories and actionable insights. By merging financial expertise with data visualization techniques, participants will learn to create compelling dashboards and narratives that drive informed decision-making.  

This course empowers participants to present financial data in a clear, impactful, and visually engaging way, enabling organizations to make smarter, faster decisions.  

Key Highlights of the Course:  

  • Master techniques for turning raw financial data into persuasive stories  
  • Learn best practices for designing interactive financial dashboards  
  • Explore tools like Excel and Power BI for data visualization  
  • Enhance your ability to effectively communicate financial insights to stakeholders  
  • Develop strategies to transform data into actionable insights  

Training Objectives

By the end of this Financial Data Storytelling and Dashboarding training, participants will be able to:  

  • Grasp the core principles of financial data storytelling  
  • Build dynamic and interactive dashboards using tools like Excel and Power BI  
  • Apply visualization techniques to enhance data clarity and interpretation  
  • Present key financial metrics through impactful, audience-focused presentations  
  • Craft data-driven reports that influence decision-makers  

Training Methodology

This training combines expert-led lectures, interactive workshops, and real-world case studies to provide a practical learning experience. Participants will gain hands-on experience using tools like Excel and Power BI to design dashboards and create effective data visualizations, bringing financial data to life.

Who should Attend?

This training course is ideal for professionals who are involved in reporting or presenting financial data:

  • Financial analysts who wish to enhance their data presentation skills
  • Business analysts and strategists involved in decision-making
  • Finance managers who need to communicate financial data to senior management
  • Marketing professionals using financial data for strategic planning
  • Consultants seeking to add value through data visualization

Course Outline

Day One: Introduction to Data Storytelling
  • The Art of Telling a Compelling Financial Story with Data
  • Structuring a Narrative Around Financial Data
  • Understanding Your Audience and Customizing the Story
  • Data Visualization Principles
  • Practical Application of Data Storytelling
Day Two: Data Visualization Techniques for Financial Professionals
  • Choosing the Right Charts and Visuals for Financial Data
  • Advanced Charting Techniques in Excel and Other Tools
  • Visualizing KPIs, Ratios, and Financial Performance Metrics
  • Ensuring Clarity and Simplicity in Presentations
  • Practical Application of Data Visualization
Day Three: Introduction to Dashboarding
  • Key Principles of Dashboard Design
  • Tools for Building Financial Dashboards (Excel, Power BI, Tableau)
  • Metrics and Indicators to Track Financial Performance
  • Creating Interactive and Dynamic Dashboards
  • Practical Application of Dashboarding
Day Four: Advanced Dashboarding and Automation
  • Integrating Real-Time Data and Live Updates into Dashboards
  • Dashboard Interactivity (Filters, Slicers, Drop-Downs)
  • Automating Data Integration Using Power Query and APIs
  • Combining Multiple Data Sources for Comprehensive Insights
  • Practical Application of Advanced Dashboarding
Day Five: Final Project and Presentation
  • Creating a Financial Dashboard Based on a Given Dataset
  • Storytelling with the Dashboard: Presenting Actionable Insights
  • Best Practices for Client or Management Presentations
  • Project Review and Feedback
  • Final tips for continuous improvement and innovation in dashboard design

Certificates

  • COPEX Certificate of Attendance will be provided to delegates who attend and complete the course

Frequently Asked Questions

This FAQ section provides quick answers to the most common questions about our services, procedures, and policies. We aim to make your experience with us as straightforward as possible. For further assistance, our support team is ready to help.

How can I register?

There are several ways to register in our public training courses:
Online – Browse the Training Plan, select the course of choice, click on the button
“Register Now” inside the course outline page.
E-mail – Send the details (name, company name, email address and training course of
choice) of your nomination to [email protected]
Telephone – +971 4 368 6886 or +971 50 106 2750

When will I receive the confirmation for my registration/s?

Upon successful registration, processing window will take not more than 24 hours from the time of registration. An email including the registration confirmation, invoice and joining instructions will be sent to the provided email address.

What is included in the training fee?

Published training course fees are inclusive of the training venue, training manual, writing materials, lunch and coffee breaks with refreshments over the entire duration of the training course.

What are the available payment methods?

The training course fee can be settled by either:

  • Bank transfer
  • Credit Card

How many hours per day, and what are the timings of your training courses?

Our training courses will run for 5 hours per day. The standard daily timing is from 8:30 am – 3:30 pm including the coffee/tea breaks and lunch.

Where do you usually hold your training courses?

Our training courses courses are being held at five-star hotels in prime and iconic destinations across the globe. Cities such as Amsterdam, Barcelona, Dubai, Geneva, Istanbul, Kuala Lumpur, London, Houston, New York, Paris, Vienna, Zurich, etc.

Do you provide hotel booking assistance to your delegates?

Once officially registered, we can assist by providing the corporate rates provided by the hotel where the training course will be conducted. Early confirmation will enable us to secure the room at reduced rates

In case of failure to attend, what is your cancellation policy?

Our cancellation policy varies depending on the circumstances presented. Generally, cancellations must be initiated in formal writing at least 14 days prior to the commencement date of the training course. Further, the option to shift an existing registration to another training course on a later date is possible. Otherwise, a full refund will be initiated.

What will I receive after the training course?

Delegates who will attend and successfully complete the training course will earn a COPEX Certificate of Completion. This certification is designed to validate the successful knowledge transfer, and that the desired learning objectives and outcomes to further advance your professional competency are achieved.

We can customize this
training course for you!

At Copex Training, we offer customizable courses designed to fit your specific needs. whether it's refining procurement practices or enhancing leadership and management skills, we tailor our programs to meet your unique goals and challenges. Let us create a training solution that delivers real results for your team.
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