Dates and location
Pricing
Hours
Dates and location
Pricing
Hours
Description
Create engaging presentations to effectively communicate the story behind your data.
This bundle includes two online courses:
Dashboard and Data Visualization (6 hours)
Using the basics of data visualization, you will learn how to develop effective storytelling techniques. By choosing the best selection, design, and presentation structure for your story, you will build a chart or graph to effectively communicate the meaning behind your data.
PowerPoint and Pitchbooks (7.5 hours)
Learn advanced functions and best practices to become an exceptional PowerPoint user. This course is designed for financial analysts who need to create live PowerPoint presentations, mainly in the form of Pitchbooks. From layout to overview, you will use design principles and formatting tips to make your presentations interesting and easy to follow.
This course includes a quiz that you can attempt multiple times. To ensure that your understanding of the material is accurately assessed, the correct answers will not be shown after each attempt.
Unlock learning anytime, anywhere with the Blackboard Learn app
Seamlessly access your on demand courses, assignments, and get PD hours on the go. Learn how to download now and elevate your education experience with the convenience of mobile learning.
Key Takeaways
By the end of this course, you will be able to:
- Set up and structure a dashboard using charts and graphs in Excel.
- Implement data visualization theory and concepts.
- Design a dashboard that guides people to the critical information they need to know.
- Turn a confusing presentation into a polished product.
- Optimize PowerPoint functions to speed up your process.
- Input financial analysis from Excel.
- Combine data from other outputs into a unified presentation.
Who Will Benefit
Financial analysts and other finance professionals who work in investment banking, equity research, corporate development, equity research, and private equity.
Prerequisite(s)
Proficiency in Excel and PowerPoint is recommended.
How to Access the Course
To access your course, visit the CPA Ontario Blackboard site and sign in using the same username and password used for the Registration Portal.
Important: Course access begins on the date of purchase and remains available for the Access Time specified for the course under Dates and Location. Please review the access time before purchasing. Note that it may take up to 15 minutes after registration for the course to appear in Blackboard.
Registration, cancellation, withdrawal, and other CPA Ontario PD policies can be found here.
Speaker(s)
Tim Vipond is an entrepreneur, financial analyst and former investment banker. He has worked across a wide range of corporate finance, financial modelling and forecasting roles at CIBC World Markets and Goldcorp Inc. Tim is the CEO of the Corporate Finance Institute®.
Lisa Dorian has designed and delivered courses for the financial services and corporate sectors in strategy and analysis to numerous organizations, including Bank of Montreal, Deutsche Bank, and ATB Financial. Lisa is a CPA and Managing Director of MDA Training Inc.
Scott Powell has over 15 years of experience designing and delivering Wall Street training programs for many of the world’s large investment banks. His clients include Allied Irish Bank, Bank of America and Merrill Lynch. Scott specializes in financial modeling, business valuations, and asset management.