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Product ID: 978-1-59736-031-9ISBN: 978-1-59736-031-9
Data Storytelling for Investors and Financial Advisors
In this course, you’ll learn how to turn complex financial data into clear, compelling stories that elevate your advisory services and inspire client action.
Overview
In today’s data-rich world, successful financial advisors and investors do more than analyse numbers.They source, analyze, and visualize data to extract and communicate insights to their clients in ways that motivate, inspire and advise them to make decisions that help them grow their wealth. This introductory course will provide you the skills needed to transform the results of your financial analysis into clear, actionable, and memorable stories that will enhance your advisory services, client engagement, and investment decision-making. Stories and storytelling enable us to effectively communicate key insights to our clients and colleagues with clarity and resonance. Sometimes, a story emerges from existing insights that need to be communicated to inspire action. Other times, data must be gathered, analysed and then presented to support a desired narrative. Complement your financial analysis with effective storytelling to inspire your clients to grow richer and be more successful.
Skills you'll gain
Financial AIData visualization with PythonSankey diagrams in financeInvestment storytellingData analysis with Python
What you'll learn
Understand Data Storytelling - Learn the principles and techniques of storytelling with data in a financial context.
Apply Data Visualization - Master the use of data visualization tools to enhance investment presentations.
Develop Investment Narratives - Craft compelling investment narratives using financial data.
Enhance Decision-Making - Improve investment decision-making through data-driven insights.
Who Should Attend
Prerequisites
This course is designed for personal financial advisors, investment mentors, and individual investors who aim to elevate their communication by transforming complex financial insights into engaging, actionable stories. It is also ideal for quantitative analysts, operations research professionals, and any working professionals who want to improve how they convey data-driven recommendations. Whether you're advising clients or presenting investment insights to stakeholders, this course equips you to inspire action and build deeper engagement through storytelling.
To get the most out of this course, learners should have a basic understanding of financial and investment principles along with familiarity in data analysis and visualization techniques. Some experience with Python programming for summarizing and visualizing data is expected, as well as a general awareness of generative AI tools used to support content creation and code generation. These foundational skills will help learners focus more on the storytelling aspects without getting bogged down in technical learning.
Chapters
Explore a structured set of chapters designed to build your skills step by step, with practical examples and hands-on applications.
Meet your instructors
Mark Peco
View my channelFrequently Asked Questions
How much do the courses at Starweaver cost?
We offer flexible payment options to make learning accessible for everyone. With our Pay-As-You-Go plan, you can pay for each course individually. Alternatively, our Subscription-Based plan provides you with unlimited access to all courses for a monthly or yearly fee.
Do you offer any certifications upon completion of a course at Starweaver?
Yes, we do offer a certification upon completion of our course to showcase your newly acquired skills and expertise.
Does Starweaver offer any free courses or trials?
Related Modules
Product ID: 978-1-59736-031-9ISBN: 978-1-59736-031-9
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7 hours of video content
Downloadable resources
Certificate of completion
Desktop and Mobile access
Mark Peco