Business & Data Analytics

Lean Financial Analytics Certificate (IM1006)


Description
90 Days | SCORM | info@imacia.org

Course Description:
This certification course provides both foundational & applied knowledge in business analytics while covering topics in Financial Analytics. Learners will learn operational analytics tools, utilizing Excel options to work with financial data, and begin to integrate concepts into objective financial decision-making. The course covers data analytics capabilities to include predictive and prescriptive analytics to help them deliver smarter financial insights.

Course Duration: 90 days from start date
Start Date: Date of registering and accessing course.
Course Format: Online & self-paced within course duration time frame.
Instructor: Available via in-class messages & in-class meeting capabilities
Contact Email Address: info@imacia.org

Course Objectives:
• Understand general difference of Descriptive, Predictive, and Prescriptive analytics, and how to Compare and contrast data, spreadsheet format.
• Understand the process of sampling & finance data collection
• Demonstrate how to describe financial data by applying and compute descriptive analytics measurements of data sets to demonstrate knowledge and compare metrics between organizations or business.
• Compare and contrast financial data elements used in a spreadsheet format as well as produce Visual Analytics & interpret the meaning of measurement analysis outcomes and use Data Visualization
• Understand the categorization of existing sources of financial data within an organization & evaluate a series of financial measures used in organizations
• Financial Risk Analytics: Integrate risk aversion using simulation and optimization tools, and learn how to manage business objective functions
• Financial Data Modeling and Predictive Analytics: Analyze data using Predictive Analytics tool for possible correlation values and associations of business variable.
• Analyze and use Prescriptive Analytics to enhance business decision-making process and problem solving. Solving Modern Crime in Financial Markets: Analytics and Case Studies.
• Review Analytics and Case Studies: Solving Modern Crime in Financial Markets

Course Outline:
• Foundations of Financial Analytics
• Introducing Business & Data Analytics
• Defining Business Problem
• Formulating & Prioritizing Problem Based Project
• Applying Business Analytics
• Descriptive Analytics
o Visualizing, Graphing & Exploring Data
o Descriptive Statistical Measures
o Probability Distributions and Data Modeling
o Sampling & Estimation
o Statistical Inference
• Predictive Analytics
o Trendline & Linear Regression Analysis
o Forecasting & Time Series Modeling
• Prescriptive Analytics
o Monte Carlo Simulation & Risk Analysis
o Linear Optimization

Made especially affordable for IMACIA Social & Economic Mobility initiative.
Content
  • COURSE OVERVIEW
  • COURSE MATERIALS
  • COURSE STRUCTURE
  • Foundations of Financial Analytics
  • Finance in a digital world (clone)
  • Introduction to Financial Analytics (clone)
  • Sampling or Collecting Financial Data (clone)
  • Introducing Business & Data Analytics
  • Introduction to Business & Data Analytics
  • Introduction to Business & Data Analytics
  • Business Analytics-Quick Review
  • Defining Financial Business Problem
  • Simply Defining a Problem or Opportunity- How to?
  • Lesson
  • Defining the Problem
  • Defining the Problem
  • What Is a Problem Statement: Definition and Example
  • Formulating & Prioritizing Problem Based Project
  • Lesson: Defining a Project
  • Formulating & Prioritizing a Project
  • Project Priority & Screening
  • Applying Business Analytics
  • Introduction to Analytics on Spreadsheets
  • Learning Objectives
  • Lesson
  • Applying Business Analytics
  • Introduction to Excel 1
  • Excel Formulas & Functions
  • Excel Rows & Columns
  • Example on using Excel Functions
  • Date Function
  • Assessment - Practice Assignment [Go To Files]
  • Assessment -Quiz
  • Assessment - Practice Assignment [Go To Files]
  • Assessment - Quiz
  • Descriptive Analytics
  • Visualizing and Exploring Data
  • Introduction to Visualizing and Exploring Data
  • Learning Objectives
  • Lesson
  • Visualizing and Exploring Data
  • Create a chart from start to finish 1
  • How to Make a Histogram in Excel 2016
  • Pivot Table in Excel
  • Assessment - Practice Assignment [Go To Files]
  • Assessment - Quiz
  • Descriptive Statistical Measures
  • Introduction to Descriptive Statistical Measures
  • Learning Objectives
  • Discussion
  • Lesson
  • Descriptive Analytics
  • Load the Analysis ToolPak & Solver in Excel
  • Installing Analysis ToolPack & Solver in Excel
  • Materials - Video: Descriptive Statistical Measures
  • Assessment - Practice Assignment [Go To Files]
  • Assessment - Practice Assignment Case Study: Drout Advertising
  • Assessment - Quiz
  • Probability Distributions and Data Modeling
  • Introduction to Probability Distributions and Data Modeling sample
  • Learning Objectives
  • Lesson
  • Probability
  • Video1: Relative Freq. Definition of Prob. in Excel
  • Video2: Relative Freq. Definition of Prob. in Excel
  • Video3: Relative Freq. Definition of Prob. in Excel
  • Assessment - Practice Assignment [Go To Files]
  • Assessment - Quiz
  • Sampling & Estimation
  • Introduction to Sampling & Estimation
  • Learning Objective
  • Lesson
  • Populations and Samples
  • Sampling & Estimation
  • Sampling & Estimation in Excel
  • Assessment - Practice Assignment [Go To Files]
  • Assessment - Quiz
  • Statistical Inference
  • Introduction to Statistical Inference
  • Learning Objectives
  • Lesson
  • Statistical Inference
  • Statistical Inference 1
  • Statistical Inference 2
  • Materials - Statistical Inference Excel Tools
  • Assessment - Practice Assignment [Go To Files]
  • Predictive Analytics
  • Trendline & Linear Regression Analysis
  • Introduction to Trendline & Regression Analysis
  • Learning Objective
  • Simple & Mutiple Regression
  • Assessment - Practice Assignment [Go To Files]
  • Simple Linear Regression Model in Excel
  • Multiple Regression Model
  • Forecasting Techniques
  • Introduction to Forecasting Techniques
  • Learning Objective
  • Forecasting & Time Series Modeling
  • Assessment - Practice Assignment [Go To Files]
  • Video 1: Forecasting Models for Practice Problems
  • Video 2: Forecasting Models for Practice Problems
  • Prescriptive Analytics
  • Monte Carlo Simulation & Risk Analysis
  • Introduction to Monte Carlo Simulation & Risk Analysis
  • Learning Objective
  • Monte Carlo Simulation and Risk Analysis
  • Monte Carlo Simulation in Excel
  • Monte Carlo Simulations: Run 10,000 Simulations
  • Monte Carlo Simulation Practice Problem
  • Monte Carlo Simulaiton for Practice Problem
  • Linear Optimization
  • Introduction to Linear Optimization
  • Learning Objective
  • Linear Optimization Using Solver
  • Application of Linear Optimization
  • Application of Linear Optimization using Excel Example
  • Application of Linear Optimization -Sensitivity
  • Module 15 Integer Linear Programming - Binary (0-1) Variables
  • Introduction to Linear Optimization 1
  • Introduction to Linear Optimization 2
  • Introduction to Linear Optimization 3
  • Introduction to Linear Optimization 4
  • Introduction to Linear Optimization 5
  • Introduction to Linear Optimization 6
  • Introduction to Linear Optimization 7
  • LP Practice Problems
  • LP Optimization Practice Problems
  • Using Solver for LP Practice Problems
  • END
Completion rules
  • All units must be completed
  • Leads to a certificate with a duration: 1 year