Course curriculum

    1. Segment 00: Reading - Welcome to the Course: Course Overview

    2. Segment 01: Welcome and Course Goals

    3. Segment 02: Tips for Successful Completion

    4. Segment 03: Meet Your Instructor

    1. Segment 04: The Need for Communications in Financial Advisory

    2. Segment 05: Challenges in Communicating Financial Insights & Advice

    3. Segment 06: The Rise of Data Storytelling

    4. Segment 07: Financial Data Storytelling Frameworks

    5. Segment 08: Reading - Data Storytelling for Financial Planning and Analysis

    6. Segment 09: Hands-On-Learning: Understanding the Purpose and Power of Financial Storytelling

    7. Segment 10: Quiz - Financial Data Storytelling Concepts

    1. Segment 11: Patterns and Relationships in Financial Data

    2. Segment 12: Comparing and Selecting Charting Styles

    3. Segment 13: Sankey Diagrams

    4. Segment 14: Organizing Data for Sankey Diagrams

    5. Segment 15: Reading - Financial Storytelling: The Art of Being a Financial Advisor

    6. Segment 16: Hands-On-Learning: Visualizing Financial Patterns with the Right Chart Type

    7. Segment 17: Quiz - Visualization Techniques for Financial Data

    1. Segment 18: Defining Story Purpose and Audience Needs

    2. Segment 19: Designing the Financial Story Arc

    3. Segment 20: Selecting and Developing Characters

    4. Segment 21: Story Design Tools and Techniques

    5. Segment 22: Hands-On-Learning: Designing a Before-and-After Financial Story Using Story Design Tools

    6. Segment 23: Reading - Write and Design Your Data Story: Step-By-Step Guide

    7. Segment 24: Quiz - Storytelling Design Techniques

    1. Segment 25 : Overview of Visualization Techniques Suitable to Storytelling

    2. Segment 26 : Applications of Bar Charts and Line Charts for Charts for Data Storytelling

    3. Segment 27: Review of Sankey Diagrams for Data Storytelling

    4. Segment 28: Evaluating and Selecting a Charting Technique

    5. Segment 29: Hands-On-Learning: Using Google Colab with Python and Gemini AI to Create a Bar Chart for Financial Fund Flows

    6. Segment 30: Reading - How to Create a Sankey Diagram with Python in 30 Seconds

    7. Segment 31: Quiz - Using Python to Create Data Visualizations

    1. Segment 32: Financial Advisory Case Study: Case Study Introduction

    2. Segment 33: Financial Advisory Case Study: Creating Insights From the Raw Data

    3. Segment 34: Financial Advisory Case Study: Crafting a Data Story to Deliver the Insights

    4. Segment 35: Financial Advisory Case Study: Delivering the Story to Engage with the Audience

    5. Segment 36: Quiz - Delivering Financial Advice with Engaging Data Stories

About this course

  • Free
  • 39 lessons
  • 3 hours of video content

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