NOTE: This is an on demand learning bundle. This course suite is available 24 hours a day, 7 days a week. Once registered, you can access the material at any time. However, you will only have access to the course for 30 days AFTER REGISTRATION closes.

Create engaging presentations to effectively communicate the story behind your data.

This bundle includes two online courses:

1. Dashboard and Data Visualization (6 hours)

Using the basics of data visualization, you will learn how to develop effective storytelling techniques. By choosing the best selection, design, and presentation structure for your story, you will build a chart or graph to effectively communicate the meaning behind your data.

Click to see the full course description for Dashboard and Data Visualization.

2. PowerPoint and Pitchbooks (7.5 hours)

Learn advanced functions and best practices to become an exceptional PowerPoint user. This course is designed for financial analysts who need to create live PowerPoint presentations, mainly in the form of Pitchbooks. From layout to overview, you will use design principles and formatting tips to make your presentations interesting and easy to follow.

Click to see the full course description for PowerPoint and Pitchbooks.


  • Set up and structure a dashboard using charts and graphs in Excel
  • Implement data visualization theory and concepts
  • Design a dashboard that guides people to the critical information they need to know
  • Turn a confusing presentation into a polished product
  • Optimize PowerPoint functions to speed up your process
  • Input financial analysis from Excel
  • Combine data from other outputs into a unified presentation


Proficiency in Excel and PowerPoint is recommended.


Financial analysts and other finance professionals who work in investment banking, equity research, corporate development, equity research, and private equity.