Data visualisation basics for financial analysts
Timings: 12.00-15.00 (UK time)
AAT Masterclass: Discover the essentials of data visualisation for financial reporting with expert Alli Torban, as she shares practical techniques to transform your data into clear, impactful insights.
Additional winter sale discount for FMAAT members: From £56 (Non-members £88)
You will be redirected to an external site for booking.
Course Type
Live online course
Date
07 Mar 2025, 12.00
Length
1 - 3 hours
What you’ll achieve
- Master the basics: develop a solid understanding of the core principles of effective data visualisation and their application in financial reporting.
- Practical insights: learn how to select the right chart types, design impactful visuals, and communicate complex financial data clearly and effectively.
- Expert guidance: benefit from the expertise of Alli Torban, an acclaimed author and data visualisation specialist, as she simplifies key concepts and shares examples tailored to financial professionals.
About this course
As a financial analyst, mastering data visualisation is essential for delivering deeper financial insights.
This hands-on workshop is designed to provide you with a solid foundation in data visualisation, focusing on key principles and practical applications. You’ll explore essential chart types, learn how to select the most effective visualisations, and gain step-by-step guidance to create professional visuals using Excel.
Led by Alli Torban, an acclaimed author and expert in creative information design with a background in mathematics and geospatial intelligence, this session will equip you with actionable insights and practical skills.
With Alli’s expert guidance, you’ll leave the course confident in your ability to create impactful data visualisations that provide clarity and value to the work you do.
This workshop is perfect for financial analysts and business professionals who need to present data effectively. Whether you’re communicating insights to stakeholders or simplifying complex information, this session will help you deliver your message with clarity and impact.
Overview
Live online course |
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1 - 3 hours |
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Data visualisation and analytics |
Syllabus
Learn the fundamentals of data visualisation to enhance your financial insights. This workshop covers basic chart types, how to choose the most effective visualisations, and practical steps to create professional charts using Excel. What we’ll discuss:
- the principles of effective data visualisation and why they matter in financial reporting
- how to choose the right chart types to enhance the clarity of your insights
- step-by-step techniques for designing professional, audience-focused visualisations in Excel
- real-world examples and live chart redesigns to improve your data presentation skills.
How to access
Purchase securely online, and we’ll send you further instructions and your receipt explaining how to access the training ready for the live training.
Meet the sponsor: Xero
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Xero makes invoicing and accounting quick and easy. Join this digital showcase to find out how Xero software can help provide a digital solution to your accounting needs. Xero is a cloud-based accounting software platform for small businesses has 3.5 million subscribers globally. Through Xero, small business owners and their advisors have access to real-time financial data anytime, anywhere and on any device. Xero offers an ecosystem of over 1,000 third-party apps and 300 plus connections to banks and other financial partners. In 2020 Xero was recognised by IDC MarketScape as a leader in its worldwide SaaS and cloud-enabled small business finance and accounting applications vendor assessment. |
Join over 200,000 accountants and bookkeepers using Xero in their practice