Earn an industry-relevant qualification in Business Analytics and Data Visualization from AAFM®.
Industry-relevant skills
Practical analytics skills you will build
BFSI Data Analysis
Analyse banking, lending, wealth, insurance and FinTech data to discover patterns and business insights.
Dashboard Development
Construct clear and interactive dashboards using Excel, Power BI and Tableau.
Data Visualisation
Choose the right charts, reduce clutter and present complex information clearly.
Insight Communication
Convert analytical results into data stories, management reports and actionable recommendations.
Who it is for
Designed for postgraduate learners building analytics capability
Post-Graduate Students
Learners who want to build practical BFSI analytics, dashboarding and data-communication skills.
Knowledge you will gain
Analytics Foundations
Business analytics concepts and practical BFSI applications.
Data Preparation
Collect, clean, organise and prepare data for accurate analysis.
Excel Analysis
Functions, summary tables, pivot tables and summarisation techniques.
BFSI Metrics
Banking, lending, wealth, insurance and FinTech performance measures.
Dashboard Design
Choose appropriate charts and create clean, well-organised dashboards.
Insight Communication
Tell a data story, write a report and provide a recommendation.
Knowledge You Will Gain – Analytics & BFSI Skills
Move from raw BFSI data to decision-ready insight
The
program helps learners convert business data into reliable analysis, effective
dashboards and actionable recommendations. It covers data preparation, Excel
analysis, BFSI performance measures, chart selection, dashboard design and data
storytelling.
BFSI Data
Analytics
Analyse banking,
lending, wealth, insurance and FinTech data using practical frameworks.
Excel-Based
Analysis
Use functions,
summary tables, pivot tables and data summarisation techniques.
Dashboard
Development
Build interactive
dashboards using Excel, Power BI and Tableau.
Data
Storytelling
Turn analytical
findings into clear stories, management insights and practical recommendations.
Analytics creates value only when
data, visuals and decisions connect
Professionals often struggle with business analytics
because data preparation, KPIs, charts and dashboards are learned separately
rather than as one problem-solving process.
- Use a
systematic approach to data collection, cleaning and analysis.
- Apply
analytical concepts to real BFSI situations.
- Connect data,
KPIs, charts and dashboards instead of studying them independently.
- Turn findings
into a clear narrative and actionable recommendation.
How we help you succeed: The course
provides a structured pathway for preparing data, analysing BFSI metrics,
choosing appropriate visuals, building dashboards and converting analytical
results into management reports and actionable recommendations.
Learning journey
No uncertainty after payment
01
Prepare the data
Collect, clean, organise and structure information for accurate analysis.
02
Analyse with Excel
Use functions, summaries and pivot-based methods.
03
Understand BFSI metrics
Work with banking, lending, wealth, insurance and FinTech performance measures.
04
Choose the visual Live tier
Select charts that make the analytical message clear.
05
Build the dashboard
Create clean and interactive dashboards in Excel, Power BI and Tableau.
06
Tell the story
Turn results into management insight and actionable recommendations.
Why it matters
Why this certification matters
Develop hands-on skills in Excel, Power BI, Tableau and BFSI dashboards.
Understand how to convert banking, lending, wealth, insurance and FinTech information into actionable intelligence.
Improve professional readiness for analytics, reporting, MIS, business intelligence and data-driven decision-making roles.
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
-
E-book Introduction to Business Analytics and Its Role in BFSI
.
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Introduction-to-Business-Analytics-and-Its-Role-in-BFSI
.
Chapter 2: Analytics in Action: BFSI Examples and Frameworks
3 Lessons
00:00:00 Hours
-
E-book Analytics in Action
.
-
Analytics-in-Action : BFSI Examples and Frameworks
.
Chapter 3 : Types of Data and BFSI Data Sources
3 Lessons
00:00:00 Hours
-
E-book Types of Data and BFSI Data Sources
.
-
Types-of-Data-and-BFSI-Data-Sources
.
Chapter 4: Data Quality, Cleaning and Preparation
3 Lessons
00:00:00 Hours
-
E-book Data Quality, Cleaning and Preparation
.
-
Data-Quality-Cleaning-and-Preparation
.
Chapter 5: Excel Functions and Tools for Data Analysis
3 Lessons
00:00:00 Hours
-
E-book Excel Functions and Tools for Data Analysis
.
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Excel-Functions-and-Tools-for-Data-Analysis
.
Chapter 6: Summary Tables, Pivot Tables and Data Summarisation
3 Lessons
00:00:00 Hours
-
E-book Summary Tables, Pivot Tables and Data Summarisation
.
-
Summary-Tables-Pivot-Tables-and-Data-Summarisation
.
Chapter 7: Banking and Lending Metrics: NPA, Loan Performance and Revenue KPIs
3 Lessons
00:00:00 Hours
-
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
.
Chapter 8: Wealth, Insurance and FinTech KPIs: AUM, Portfolio Return, Persistency
3 Lessons
00:00:00 Hours
-
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
.
Chapter 9: Choosing the Right Chart and Eliminating Clutter
3 Lessons
00:00:00 Hours
-
Chapter 09 - Choosing the Right Chart and Eliminating Clutter
.
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Choosing-the-Right-Chart-and-Eliminating-Clutter
.
Chapter 10: Directing Attention, Misleading Visuals and Dashboard Layout
3 Lessons
00:00:00 Hours
-
E-book Directing Attention, Misleading Visuals and Dashboard Layout
.
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Directing-Attention-Misleading-Visuals-and-Dashboard-Layout
.
Chapter 11: Excel Dashboards: Slicers, KPI Cards and Interactive Visuals
3 Lessons
00:00:00 Hours
-
E-book Excel Dashboards - Slicers, KPI Cards and Interactive Visuals
.
-
Excel-Dashboards-Slicers-KPI-Cards-and-Interactive-Visuals
.
Chapter 12: Power BI and Tableau Basics for BFSI Dashboards
3 Lessons
00:00:00 Hours
-
E-book Power BI and Tableau Basics for BFSI Dashboards
.
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Power-BI-and-Tableau-Basics-for-BFSI-Dashboards
.
Chapter 13: Data Storytelling: Turning Insights into Narratives
3 Lessons
00:00:00 Hours
-
E-book Data Storytelling - Turning Insights into Narratives
.
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Data-Storytelling-Turning-Insights-into-Narratives
.
Chapter 14: Management Reporting: Insight Writing and Recommendations
3 Lessons
00:00:00 Hours
-
E-book Management Reporting - Insight Writing and Recommendations
.
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Management-Reporting-Insight-Writing-and-Recommendations
.
Our alumni work at India's leading wealth institutions
CWM® charterholders serve in private banking, wealth advisory, financial planning, and portfolio roles across these organizations — part of a 300,000+ global alumni network.
Questions before enrolling
Business Analytics and Data Visualization
FAQs
FAQs
The program covers Excel, Power BI and Tableau.
Banking, lending, wealth, insurance and FinTech data are specifically mentioned.
Yes. Dashboard development, chart selection and clean visual presentation are core parts of the source content.
Yes. The source explicitly includes management reports, data stories and actionable recommendations.
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₹11000
+ 18% GST
₹12980 payable today
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