Financial Analyst: AI, Excel, and Power BI Skills

Become a job-ready Financial Analyst with hands-on training in AI, Excel, Power BI, and financial modeling. This Entry-Level Professional Certificate prepares you for entry-level financial analyst roles—even if you have no degree or prior experience. You’ll learn how to analyze financial statements, build forecasting models, evaluate investments, measure risk, and create executive-ready reports. Along the way, you’ll use Excel, Python, R, Power BI, and AI-driven tools to automate analysis and uncover insights. The program is fully scaffolded. You’ll move step-by-step from core accounting principles and budgeting to predictive modeling, credit risk analysis, and performance storytelling. Each long course builds toward real-world projects that simulate analyst tasks in corporate finance, FP&A, investment analysis, and risk management. You’ll complete portfolio-ready projects such as: Building a 12-month financial forecast with scenario analysis Evaluating credit risk models and recommending a lending strategy Designing a Power BI performance dashboard Assessing a capital investment opportunity with risk-adjusted returns Preparing an executive financial report with control insights You’ll also develop generative AI literacy for finance—learning how to use AI tools responsibly to automate forecasting, reconcile data, and enhance reporting. This program is ideal for career switchers, recent graduates, and professionals looking to enter financial analysis

• Build financial models, forecasts, and scenario analyses using Excel and AI tools
• Analyze financial statements, investments, and risk using quantitative methods
• Create dashboards and executive reports using Power BI and data storytelling

• Basic familiarity with the topic and its common terminology
• Readiness to practice through applied exercises or case-based work