Advanced Financial Analysis (Python & BI )

What You Will Learn:

• Python for Finance: Learn Python fundamentals and apply them directly to financial data.

• Descriptive Statistics for Finance: Understand mean, variance, skewness, and kurtosis in financial datasets.

• Data Analysis Process: Use Pandas, NumPy, Matplotlib, and Seaborn for cleaning, analysis, and visualization.

• Regression Models: Apply linear, multiple, and logistic regression to predict sales, profit margins, and credit risk.

• Time Series Forecasting: Master moving averages, EWMA, ARIMA, and interpret ACF & PACF plots for financial forecasting.

• Power BI for Finance: Build dashboards for Income Statements, Balance Sheets, and Cash Flows.

• Trial Balance Reporting: Understand FTP (Funds Transfer Pricing) and TTD (To-the-Date values) reporting.

• Executive-Level Dashboards: Deliver insights with vertical & horizontal analysis using Power BI.

Course Description:

This advanced course equips finance professionals and analysts with the tools to go beyond Excel, combining Python for financial analysis and forecasting with Power BI for professional reporting.

Through hands-on projects, you will:

• Automate financial calculations with Python.

• Build predictive models for sales, profit margins, and credit risk.

• Forecast revenues and profits using advanced time series techniques.

• Create interactive Power BI dashboards for financial reporting.

By the end of the course, you’ll have the skills to transform raw financial data into insights and dashboards that drive smarter business decisions.

Course Content:

Section 1: Python Introduction

• Data Types, Logic, Loops, Functions

• Working with Excel/CSV files in Jupyter

Section 2: Descriptive Statistics

• Mean, Median, Variance, Standard Deviation

• Spread, Skewness, and Kurtosis

Section 3: Data Analysis in Python

• Pandas, NumPy, Matplotlib, Seaborn

Section 4: Regression & Correlation

• Linear Regression: Predicting Sales from Marketing Spend

• Multiple Regression: Estimating Profit Margin

• Logistic Regression: Credit Risk Estimation

Section 5: Time Series Forecasting

• Moving Averages & EWMA

• ARIMA

• ACF & PACF with Statsmodels

Section 6: Introduction to Power BI

• Loading Data, Visualizations, Simple DAX Functions

Section 7: Preparing Income Statement in Power BI

• Visualizing Income Statements

• Income Statement Analysis & KPIs

Section 8: Preparing Balance Sheet & Cash Flow in Power BI

• Treemap & Donut Chart Visualizations

• Liquidity Ratio Analysis

Section 9: Reporting from Trial Balance in Power BI

• Funds Transfer Pricing (FTP)

• To-the-Date Values (TTD)

Section 10: Vertical & Horizontal Analysis in Power BI

• Income Statement & Balance Sheet Horizontal Analysis

• Income Statement & Balance Sheet Vertical Analysis

Who This Course is For:

This course is ideal for:

• Finance Professionals & Accountants: Enhance your analysis with Python and Power BI.

• FP&A and Business Analysts: Build predictive models and financial dashboards.

• Students & Job Seekers in Finance: Develop advanced skills to boost employability.

• Anyone in Corporate Finance or Private Equity: Learn tools for forecasting, credit risk, and executive reporting.

Tools Used

• Python (Jupyter Notebook, pandas, numpy, statsmodels, seaborn)

• Power BI (DAX, KPI visuals, dashboards)

• Excel/CSV datasets

Certification:

Upon completing this course, you will receive three certificates:

• A certificate from Assaal Academy, recognizing your proficiency in Advanced Financial Analysis.

Prerequisites:

• Good to advanced Excel knowledge ( Tables, Formulas, Pivot Tables )

• 2 years of working experience in finance, accounting, or related fields.

• Good English language skills.

• Fundamental finance/accounting concepts (Income Statement, Balance Sheet, Cash Flow).

• A working PC or laptop (no mobile devices).

• No prior programming experience required — Python will be taught from scratch.

• Power BI basics are not required; everything will be covered in the course.

Frequently Asked Questions (FAQ)

Q1: Do I need prior programming experience?

No. This course starts from the basics of Python, tailored for finance professionals.

Q2: Will I learn both Python and Power BI from scratch?

Yes. Python is introduced step by step using Jupyter, and Power BI is taught from beginner to advanced finance dashboards.

Q3: What datasets will we use?

You’ll work on realistic financial datasets — including sales, profit margins, credit risk, and company financial statements — provided as Excel/CSV files.

Q4: How is the course delivered?

The course is 100% project-based. You’ll learn concepts briefly, then apply them directly in hands-on exercises and real projects.

Q5: How long will I have access to the course materials?

Students receive lifetime access to all course videos, datasets, and project files.

Q6: Will I receive a certificate?

Yes. Upon completion, you’ll get a verified certificate from Assaal Academy with a unique QR code for validation.

Q7: What software do I need?

• Python (via Jupyter Notebook – free)

• Power BI Desktop (free download)

• Excel or any spreadsheet program (for datasets)

Q8: Is this course suitable for students outside finance?

No, all examples are finance-focused. But students from business or accounting backgrounds will also benefit.