Course Overview 

Many professionals in banking and finance create their financial models in Excel and then import them into Power BI for graphical interpretation. Let’s simplify that. Build smarter, faster financial insights and transform how you work.  

This course revolutionises the process by teaching you how to create comprehensive financial models entirely within Power BI. Unlock the ability to identify key drivers, optimise performance, and deliver visually compelling insights – all in one platform. 

 

Financial Skills

What you will learn

Gain a competitive edge by mastering the creation of all three financial statements in Power BI. Find out how to build calculations that enable dynamic analysis by product, customer, geography, and more. Your only limits will be the granularity of your data and your creativity. 

Course Structure

Delivered: Online, enrolment for 12 months.   

Course prerequisites: While there are no entry requirements, a basic understanding of Microsoft Excel and accounting is recommended.   

Assessment: Yes (Quizzes)   

Outcome: A completion certificate is issued by SumProduct upon successful completion of the course.  

Digital badge: You’ll be eligible for a digital badge, issued by FINSIA and Credly, available upon request. 

Enrolment information: Your details will be shared with SumProduct within 1 business day of enrolment.   

SumProduct will process your enrolment within 2 business days of receiving this information and will provide login details to access your learning via email. For any assistance, please contact our team at [email protected]. 

FINSIA member exclusive 

FINSIA members enjoy a 10% discount on SumProduct’s suite of online courses.*

 

*This discount has been applied to the member pricing displayed.