Advanced Modeling, Visualization & Storytelling
In this course, you’ll learn how to leverage advanced financial modeling techniques, create dynamic dashboards, and deliver powerful, data-driven stories that engage stakeholders.
Segment 00: Welcome to the Course: Course Overview
Segment 01: Intro Video to Course
Segment 02: Module Introduction
Segment 03: Model Structure
Segment 04: Integrated Statements
Segment 05: Common Errors
Segment 06: Sensitivity Design
Segment 07: Scenario Toggles
Segment 08: AI Scenario Generator (PythonExcel)
Segment 09: Checks Balances
Segment 10: Excel Automation
Segment 11: AI-Powered Model Automation
Segment 12: Reading: FAST Standard for Financial Modeling Best Practices
Segment 13: Hands-On-Learning: Building a Production-Grade 3-Statement Model Template
Segment 14: Quiz: Building Robust, Integrated Models at Scale
Segment 15: Module Introduction
Segment 16: Picking the Right Chart
Segment 17: AI Dashboard Builder
Segment 18: Clean Visuals that Persuade
Segment 19: Story Frameworks
Segment 20: Executive Delivery
Segment 21: From Data to Draft Story
Segment 22: Excel Dashboards
Segment 23: Power BI Essentials
Segment 24: Automated Reporting with AI
Segment 25: Reading: Storytelling with Data: Principles and Examples
Segment 26: Hands-On-Learning: Executive Dashboard + Narrative System (Charts → Story → BI → Automation)
Segment 27: Quiz: Turning Models into Decision-Ready Narratives