SQL and PowerBI for Investment Professionals
In the data-driven landscape of modern investment, the ability to efficiently query databases and transform raw data into insightful visual analytics is crucial for success. This is an immersive training program designed to equip investment analysts, portfolio managers, and financial professionals with the foundational skills and tools to leverage SQL (Structured Query Language) and PowerBI for effective data analysis and visualization.
This comprehensive training begins with the basics of SQL, the standard language for relational database management. Participants will learn how to write queries to extract, manipulate, and analyze financial data from databases, gaining insights into market trends, investment opportunities, and risk assessment. With hands-on exercises, attendees will practice creating complex queries to solve real-world financial data challenges.
Transitioning from data extraction to visualization, the course introduces PowerBI, Microsoft’s interactive data visualization tool. Participants will discover how to use PowerBI to create dynamic dashboards and reports that communicate complex financial data in an understandable and actionable format. The training will cover key features of PowerBI, including data modeling, the DAX (Data Analysis Expressions) language, and advanced visualization techniques tailored to the needs of investment professionals.
Throughout the course, practical exercises and case studies will enable participants to apply their SQL and PowerBI skills directly to financial datasets, simulating the decision-making processes faced by investment professionals. By the end of the training, attendees will have the confidence to harness the power of SQL and PowerBI to make data-informed investment decisions, improve portfolio performance, and communicate insights effectively to stakeholders.
Ideal for finance professionals seeking to enhance their data analysis capabilities, this training provides the critical skills needed to navigate the complexities of the financial markets through data-driven insights and compelling visual storytelling.
Prerequisites
- Effective understanding of financial markets and investment basics.
What You Will Get
- Hands-on experience on modern skills and technologies for investment professionals
- Real-world projects and tasks that you will connect with in your daily job
- Extended support and mentorship as you apply what you learned to your work and business
- Learning to harness the latest technologies and tools that are being used in the industry while gaining a solid grasp of the fundamentals and the intuition behind them
- A comprehensive techstack for investment professionals
Training Format
- 4-5 sessions of 2 hours each
- 1 session per week
Training Language
- English