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.
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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
This is an online session. This course is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time.
However, you will only have access to the course for 90 days after REGISTRATION.
New mobile learning! Download Blackboard Learn from your app store (iOS or Android). Learn more.
To access the course on your computer please visit our BlackBoard site, and log-in using the same login and password used for the Registration Portal.
Please allow up to 15 minutes after registration for the course to appear on your BlackBoard page.
Registration, cancellation, withdrawal and all 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.