From Records to Reliable Data
Spot missing, duplicated or inconsistent values before calculating a KPI.
Why professionals choose AAFM® India
The American Academy of Financial Management® has set standards in financial certification since 1996. AAFM® India brings these international standards to Indian professionals, with a curriculum built for Indian markets, regulation, and clients.
Recognized in 151 countries
Conferred under AAFM® international standards, with certification issued from the USA.
300,000+ global alumni
Join a worldwide community of certified wealth managers, planners, and private bankers.
Faculty who practice
Instructors hold CA, CFA, FRM, CFP, and CWM® designations with current industry experience.
A curriculum for this decade
AI in portfolio management, alternative funds, international tax, behavioral finance - updated continuously.
Who This Is For
Designed for Finance and Analytics Professionals
Use the tools and measures that matter in banking, lending, wealth, insurance and fintech.
Finance and Business Students
Build a practical foundation in analysis, dashboards and data communication.
Banking and Lending Teams
Track loan performance, NPAs, revenue and customer trends.
Wealth and Insurance Professionals
Interpret AUM, portfolio returns, persistency and other business metrics.
Fintech and Analytics Teams
Turn operational datasets into visual reports that support decisions.
Understand Data. With AAFM India.
Build practical analytics knowledge through structured lessons, financial-services examples and clear explanations.
Designed for postgraduate learners building analytics capability
01
Learn from Renowned Industry Experts
Connect analytical concepts with financial-services applications through experienced faculty and subject matter experts.
02
Chapter-wise Video Lectures
Follow a structured learning sequence covering data preparation, data analysis, BFSI metrics, dashboards and reporting.
03
Practical Financial-Services Examples
Work through banking, lending, wealth, insurance and fintech examples to understand what the numbers mean.
04
From Data Quality to a Recommendation
Develop a complete workflow: clean the data, analyse performance, choose the visual and communicate the finding.
05
One Free Mock Test
Check your understanding with a complimentary knowledge-assessment mock test and identify topics to revisit.
06
Hands-On Projects in Power BI, Tableau & Financial Dashboards Included
Gain access to hands-on projects, real-world BFSI datasets, and interactive dashboard templates built in Power BI and Tableau.
Your Learning Goal
From Raw Data to a Clear Business Recommendation
Use analysis and visualisation to show what changed, why it matters and where a team should look next. Business Analytics and Data Visualization — Practical applications in financial services
The Data
Identify BFSI data sources, then clean and validate records before analysis.
The Pattern
Use data summaries, comparisons and trend analysis to answer business questions.
The Insight
Choose suitable charts and build dashboards in Power BI or Tableau.
An Action
Turn findings into a clear narrative and management report.
Program Overview
Turn BFSI Data into Decisions People Can Use
A dashboard is useful when the underlying data is sound, the metrics answer a real question and the story behind the numbers is clear.
Using financial-services examples, this course develops a complete analytics workflow: identify and clean BFSI data, analyse patterns and trends, track banking, lending, wealth, insurance and fintech KPIs, build purposeful charts and dashboards, and present findings in management reports. It introduces data analysis and dashboard concepts in Power BI and Tableau through financial-services examples.
Start with Data Quality. Finish with a Recommendation.
Learn how analytics supports decisions in financial services and where BFSI data comes from. Clean and validate records, then use data summaries, comparisons and trend analysis to examine performance.
Study sector-specific KPIs, select the right charts, create interactive dashboards, and turn your conclusions into a concise narrative and management report.
Faculty
◆Learn from practitioners, not presenters
AAFM INDIA
From Raw Numbers to Meaningful Decisions
Move Beyond Reporting a KPI
A useful analysis explains the movement behind a number and makes the next question clear.
From Totals to Useful Comparisons
Segment results with summaries and PivotTables to find what changed.
From Crowded Charts to Clear Dashboards
Choose visuals and layouts that direct attention to the right question.
From Reporting to Recommendation
Explain what happened, why it matters and what management could examine next.
Industry-relevant skills
Skills You Will Build
BFSI Data Preparation
Collect, clean, validate and structure financial and operational data.
Data Analysis
Summarise datasets, compare results and identify meaningful patterns.
KPI Interpretation
Measure lending, banking, wealth, insurance and fintech performance.
Chart and Dashboard Design
Select accurate visuals and create useful business dashboards.
BI Tool Familiarity
Explore interactive reporting concepts in Power BI and Tableau.
Data Storytelling
Write concise findings and recommendations for decision-makers.
Career Relevance
Apply Analytics Skills Across Financial Services
The ability to interpret data and communicate it clearly is useful in performance, operations and reporting teams.
Business Analyst
Measure performance and investigate changes in business KPIs.
BFSI Reporting Analyst
Prepare dashboards and management summaries.
Lending Analytics Support
Track portfolio quality, delinquency and loan trends.
Wealth or Insurance Analytics
Interpret AUM, returns, persistency and client trends.
Note: Role requirements and compensation vary by employer. Course completion does not guarantee a job.
The curriculum: 14 units
Business Analytics and Data Visualization
Business Analytics and Data Visualization 42 Lessons 00:00:00
Chapter 1: Introduction to Business Analytics and Its Role in BFSI
3 Lessons
00:00:00 Hours
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E-book Introduction to Business Analytics and Its Role in BFSI
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Introduction-to-Business-Analytics-and-Its-Role-in-BFSI
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Chapter 2: Analytics in Action: BFSI Examples and Frameworks
3 Lessons
00:00:00 Hours
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E-book Analytics in Action
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Analytics-in-Action : BFSI Examples and Frameworks
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Chapter 3 : Types of Data and BFSI Data Sources
3 Lessons
00:00:00 Hours
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E-book Types of Data and BFSI Data Sources
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Types-of-Data-and-BFSI-Data-Sources
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Chapter 4: Data Quality, Cleaning and Preparation
3 Lessons
00:00:00 Hours
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E-book Data Quality, Cleaning and Preparation
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Data-Quality-Cleaning-and-Preparation
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Chapter 5: Excel Functions and Tools for Data Analysis
3 Lessons
00:00:00 Hours
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E-book Excel Functions and Tools for Data Analysis
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Excel-Functions-and-Tools-for-Data-Analysis
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Chapter 6: Summary Tables, Pivot Tables and Data Summarisation
3 Lessons
00:00:00 Hours
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E-book Summary Tables, Pivot Tables and Data Summarisation
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Summary-Tables-Pivot-Tables-and-Data-Summarisation
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Chapter 7: Banking and Lending Metrics: NPA, Loan Performance and Revenue KPIs
3 Lessons
00:00:00 Hours
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Chapter 07 - Banking and Lending Metrics - NPA, Loan Performance and Revenue KPIs
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Banking-and-Lending-Metrics-NPA-Loan-Performance-and-Revenue-KPIs
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Chapter 8: Wealth, Insurance and FinTech KPIs: AUM, Portfolio Return, Persistency
3 Lessons
00:00:00 Hours
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E-book Wealth, Insurance and FinTech KPIs - AUM, Portfolio Return, Persistency
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Wealth Insurance and FinTech KPIs AUM Portfolio Return^J Persistency
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Chapter 9: Choosing the Right Chart and Eliminating Clutter
3 Lessons
00:00:00 Hours
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Chapter 09 - Choosing the Right Chart and Eliminating Clutter
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Choosing-the-Right-Chart-and-Eliminating-Clutter
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Chapter 10: Directing Attention, Misleading Visuals and Dashboard Layout
3 Lessons
00:00:00 Hours
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E-book Directing Attention, Misleading Visuals and Dashboard Layout
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Directing-Attention-Misleading-Visuals-and-Dashboard-Layout
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Chapter 11: Excel Dashboards: Slicers, KPI Cards and Interactive Visuals
3 Lessons
00:00:00 Hours
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E-book Excel Dashboards - Slicers, KPI Cards and Interactive Visuals
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Excel-Dashboards-Slicers-KPI-Cards-and-Interactive-Visuals
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Chapter 12: Power BI and Tableau Basics for BFSI Dashboards
3 Lessons
00:00:00 Hours
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E-book Power BI and Tableau Basics for BFSI Dashboards
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Power-BI-and-Tableau-Basics-for-BFSI-Dashboards
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Chapter 13: Data Storytelling: Turning Insights into Narratives
3 Lessons
00:00:00 Hours
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E-book Data Storytelling - Turning Insights into Narratives
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Data-Storytelling-Turning-Insights-into-Narratives
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Chapter 14: Management Reporting: Insight Writing and Recommendations
3 Lessons
00:00:00 Hours
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E-book Management Reporting - Insight Writing and Recommendations
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Management-Reporting-Insight-Writing-and-Recommendations
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Course FAQs
Frequently Asked Questions
It is an AAFM India program that helps learners turn raw BFSI data into clear insights, effective dashboards and data-driven business decisions. The learning areas include data preparation, data analysis, BFSI metrics, dashboards and storytelling.
The course is designed for finance and business students, including postgraduate learners, and professionals in banking, lending, wealth, insurance, fintech and analytics who want to develop practical analytics and reporting skills.
The program covers data analysis techniques and introduces Power BI and Tableau for dashboard building.
It uses banking, lending, wealth, insurance and FinTech data, covering metrics such as NPA, loan performance, revenue KPIs, AUM, portfolio return and persistency.
Yes. Dedicated chapters cover types of data and BFSI data sources, plus data quality, cleaning and preparation so that analysis is based on accurate information.
Learners develop skills in data preparation, summarisation, trend analysis and performance comparison, then use KPI cards and interactive visuals to communicate findings clearly.
Chapters cover choosing the right chart, eliminating clutter, directing attention, avoiding misleading visuals and dashboard layout, followed by dashboard basics in Power BI and Tableau.
Yes. It includes data storytelling and management reporting, teaching learners to turn analytical findings into narratives, written insights and actionable recommendations.
It aims to improve professional readiness for analytics, reporting, MIS, business intelligence and data-driven decision-making roles by developing practical skills in data analysis, Power BI, Tableau and BFSI dashboards.
The course follows six steps: prepare the data, analyse patterns and trends, understand BFSI metrics, choose the visual, build the dashboard and tell the story.
Self-paced or live
◆Choose your Study Mode
Choose the study mode that works best for Business Analytics and Data Visualization. Your selected course access and applicable fees are shown below.
Study on your own schedule
₹11000
+ 18% GST
₹12980 payable today
- Data quality and preparation
- Data summarisation and trend analysis
- Banking, lending and wealth KPIs
- Chart and dashboard design
- Power BI and Tableau basics
- Storytelling and management reports
Ready to Make Data Useful?
Check the source. Find the signal. Show the story.
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