Course curriculum

    1. Segment 01: Welcome and Course Goals

    2. Segment 02: Tips for Successful Completion

    3. 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

    1. Segment 08: Patterns and Relationships in Financial Data

    2. Segment 09: Comparing and Selecting Charting Styles

    3. Segment 10: Sankey Diagrams

    4. Segment 11: Organizing Data for Sankey Diagrams

    1. Segment 12: Defining Story Purpose and Audience Needs

    2. Segment 13: Designing the Financial Story Arc

    3. Segment 14: Selecting and Developing Characters

    4. Segment 15: Story Design Tools and Techniques

    1. Segment 16: Overview of Visualization Techniques Suitable to Storytelling

    2. Segment 17: Applications of Bar Charts and Line Charts for Charts for Data Storytelling

    3. Segment 18: Review of Sankey Diagrams for Data Storytelling

    4. Segment 19: Evaluating and Selecting a Charting Technique

    1. Segment 20: Financial Advisory Case Study: Case Study Introduction

    2. Segment 21: Financial Advisory Case Study: Creating Insights From the Raw Data

    3. Segment 22: Financial Advisory Case Study: Crafting a Data Story to Deliver the Insights

    4. Segment 23: Financial Advisory Case Study: Delivering the Story to Engage with the Audience

About this course

  • Free
  • 24 lessons
  • 3 hours of video content

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