Who is this data storytelling course for?

This data storytelling and visualization course is designed for financial advisors, investment mentors, quantitative analysts, and individual investors who want to pair financial analysis with persuasive storytelling. A basic grasp of finance, data analysis, and data visualization using Python is recommended.

Do I need coding experience to take this data storytelling course?

You don't need to be a developer, but some familiarity helps. The course uses data visualization in Python and generative AI tools, so a basic understanding of data analysis and Python lets you get the most from the hands-on data storytelling work.

How will this course help me in my financial advising role?

You'll learn to turn complex financial analysis into clear, persuasive data stories that clients actually understand and act on. By applying storytelling with data and effective data visualizations, you can communicate insights more confidently, differentiate your services, and support better investment decisions.

What will I get if I purchase the Certificate?

When you purchase a Certificate you get access to all course materials, including graded assignments. Upon completing the course, your electronic Certificate will be added to your Accomplishments page - from there, you can print your Certificate or add it to your LinkedIn profile.

Is financial aid available?

Yes. In select learning programs, you can apply for financial aid or a scholarship if you can’t afford the enrollment fee. If fin aid or scholarship is available for your learning program selection, you’ll find a link to apply on the description page.

Data Storytelling for Investors and Financial Advisors

kurs ist nicht verfügbar in Deutsch (Deutschland)

Wir übersetzen es in weitere Sprachen. Sehen Sie sich die Sprachen an, die wir anbieten.

Data Storytelling for Investors and Financial Advisors

Dozenten: Mark Peco

Bei Mehr erfahren enthalten

Fragen Sie Coursera

1 Modul

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

7 Stunden zu vervollständigen

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

1 Modul

Verschaffen Sie sich einen Einblick in ein Thema und lernen Sie die Grundlagen.

Stufe Mittel

Empfohlene Erfahrung

7 Stunden zu vervollständigen

Flexibler Zeitplan

In Ihrem eigenen Lerntempo lernen

Was Sie lernen werden

Define the scope & requirements of the advisory message based on its purpose & targeted client impact, setting the foundation for data storytelling.
Use data visualization in Python and Sankey diagrams to design and interpret financial flow dynamics for data storytelling.
Develop financial data stories by combining data analysis, data visualization, and structured narrative techniques.
Present financial insights using clear and engaging storytelling with data techniques.

Kompetenzen, die Sie erwerben

Kategorie: Communication
Kategorie: Data Visualization Software
Kategorie: Data Storytelling
Kategorie: Data Literacy
Kategorie: Visual Storytelling
Kategorie: Presentations
Kategorie: Analysis
Kategorie: Storytelling
Kategorie: Diagram Design
Kategorie: Client Services
Kategorie: Process Flow Diagrams
Kategorie: Financial Acumen
Kategorie: Communication Strategies
Kategorie: Data Visualization
Kategorie: Data Presentation
Kategorie: Finance
Kategorie: Financial Data
Kategorie: Data Analysis
Kategorie: Customer Engagement

Werkzeuge, die Sie lernen werden

Kategorie: Prompt Engineering

Wichtige Details

Zertifikat zur Vorlage

Zu Ihrem LinkedIn-Profil hinzufügen

Bewertungen

5 Zuweisungen¹

KI-bewertet siehe Haftungsausschluss

Unterrichtet in Englisch

Erfahren Sie, wie Mitarbeiter führender Unternehmen gefragte Kompetenzen erwerben.

Weitere Informationen zu Coursera für Unternehmen

Logos von Petrobras, TATA, Danone, Capgemini, P&G und L'Oreal

In diesem Kurs gibt es 1 Modul

In today's data-driven financial landscape, effective advisors and investors go beyond analysis, they transform data into stories that inspire action. This data storytelling for investors and financial advisors course introduces practical techniques to translate complex financial insights into clear, engaging narratives that strengthen client communication and decision-making.

You'll learn how to structure financial stories, design impactful data visualizations, and use data visualization tools like Python and Sankey diagrams to present insights with clarity and influence thereby mastering storytelling with data that drives results. Designed for financial advisors, investment mentors, quantitative analysts, and individual investors, the course is ideal for professionals who want to complement financial analysis with persuasive storytelling. Learners should have a basic understanding of investment principles, data analysis, and data visualization with some experience using Python and generative AI tools. By the end, you'll be equipped to craft compelling, data-driven financial stories that engage clients, differentiate your services, and drive better investment outcomes.

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. You’ll focus on the art of data storytelling using Python, visualization techniques, and tools like Sankey diagrams to reveal financial insights, structure narratives, and build stronger client relationships. Through expert-led videos, hands-on exercises, real-world scenarios, and guided story design, you’ll gain the skills to communicate investment insights with clarity, confidence, and lasting impact.

Das ist alles enthalten

24 Videos5 Lektüren5 Aufgaben5 peer reviews5 Diskussionsthemen

24 VideosInsgesamt 181 Minuten

Welcome and Course Goals 2 Minuten
Meet Your Instructor2 Minuten
Tips for Successful Completion 1 Minute
The Need for Communications in Financial Advisory 8 Minuten
Challenges in Communicating Financial Insights & Advice 9 Minuten
The Rise of Data Storytelling 8 Minuten
Financial Data Storytelling Frameworks 8 Minuten
Patterns and Relationships in Financial Data 10 Minuten
Comparing and Selecting Charting Styles 8 Minuten
Sankey Diagrams 8 Minuten
Organizing Data for Sankey Diagrams 6 Minuten
Defining Story Purpose and Audience Needs 8 Minuten
Designing the Financial Story Arc 9 Minuten
Selecting and Developing Characters 9 Minuten
Story Design Tools and Techniques 8 Minuten
Overview of Visualization Techniques Suitable to Storytelling 15 Minuten
Applications of Bar Charts and Line Charts for Charts for Data Storytelling 20 Minuten
Review of Sankey Diagrams for Data Storytelling 12 Minuten
Evaluating and Selecting a Charting Technique 5 Minuten
Financial Advisory Case Study: Case Study Introduction 6 Minuten
Financial Advisory Case Study: Creating Insights From the Raw Data 5 Minuten
Financial Advisory Case Study: Crafting a Data Story to Deliver the Insights 4 Minuten
Financial Advisory Case Study: Delivering the Story to Engage with the Audience 5 Minuten
Course Wrap Up 4 Minuten

5 LektürenInsgesamt 25 Minuten

Welcome to the Course: Course Overview5 Minuten
Data Storytelling for Financial Planning and Analysis 5 Minuten
Financial Storytelling: The Art of Being a Financial Advisor 5 Minuten
Write and Design Your Data Story: Step-By-Step Guide 5 Minuten
How to Create a Sankey Diagram with Python in 30 Seconds 5 Minuten

5 AufgabenInsgesamt 100 Minuten

Financial Data Storytelling Concepts20 Minuten
Visualization Techniques for Financial Data 20 Minuten
Storytelling Design Techniques 20 Minuten
Using Python to Create Data Visualizations20 Minuten
Delivering Financial Advice with Engaging Data Stories 20 Minuten

5 peer reviewsInsgesamt 100 Minuten

Hands-On-Learning: Understanding the Purpose and Power of Financial Storytelling 10 Minuten
Hands-On-Learning: Visualizing Financial Patterns with the Right Chart Type 10 Minuten
Hands-On-Learning: Designing a Before-and-After Financial Story Using Story Design Tools 10 Minuten
Hands-On-Learning: Using Google Colab with Python and Gemini AI to Create a Bar Chart for Financial Fund Flows 10 Minuten
Project: Data Storytelling for Retirement Income Planning 60 Minuten

5 DiskussionsthemenInsgesamt 25 Minuten

Turning Reports into Stories 5 Minuten
When the Numbers Spoke Clearly 5 Minuten
Structuring a Financial Story 5 Minuten
Choosing the Right Visualization Tool 5 Minuten
Storytelling Moments That Matter 5 Minuten

Dozenten

Mark Peco

STARWEAVER

2 Kurse222 Lernende

von

STARWEAVER

Mehr von Finance entdecken

Status: Kostenloser Testzeitraum
Coursera
Present Compelling Data Stories with Excel
Kurs
Status: Kostenloser Testzeitraum
Coursera
Unlocking Business Insights through Storytelling with Data
Kurs
Status: Kostenloser Testzeitraum
Coursera
Financial Data Storytelling & Executive Reporting in Excel
Kurs
Status: Kostenloser Testzeitraum
Fractal Analytics
Data Storytelling
Kurs

Warum entscheiden sich Menschen für Coursera für ihre Karriere?

Felipe M.

Lernender seit 2018

„Es ist eine großartige Erfahrung, in meinem eigenen Tempo zu lernen. Ich kann lernen, wenn ich Zeit und Nerven dazu habe.“

Jennifer J.

Lernender seit 2020

„Bei einem spannenden neuen Projekt konnte ich die neuen Kenntnisse und Kompetenzen aus den Kursen direkt bei der Arbeit anwenden.“

Larry W.

Lernender seit 2021

„Wenn mir Kurse zu Themen fehlen, die meine Universität nicht anbietet, ist Coursera mit die beste Alternative.“

Chaitanya A.

„Man lernt nicht nur, um bei der Arbeit besser zu werden. Es geht noch um viel mehr. Bei Coursera kann ich ohne Grenzen lernen.“

Schalten Sie den Zugang zu mehr als 10.000 Kursen mit einem Abonnement frei
Bringen Sie Ihre Karriere mit einem Online-Abschluss voran.
Erwerben Sie einen Abschluss von erstklassigen Universitäten – 100 % online
Schließen Sie sich den über 4.700 globalen Unternehmen an, die Coursera for Business wählen

Häufig gestellte Fragen

The main purpose of data storytelling is to turn complex data into clear, engaging narratives that drive understanding and action. In a financial context, this course shows how storytelling with data helps advisors and investors communicate insights that strengthen client decisions and outcomes.

Data storytelling and visualization is the practice of combining data analysis, data visualization, and narrative structure to present insights clearly. This course teaches it hands-on, using data visualization in Python and Sankey diagrams to build compelling financial data stories.

The key steps of data storytelling include defining your message and audience, analysing the data, designing effective data visualizations, structuring a narrative, and presenting insights persuasively. This course follows that same plan-build-structure-deliver flow using proven storytelling with data techniques.

To access course materials, assignments, and earn a Certificate, you'll need to purchase the Certificate experience when you enroll in a course. Eligible learners may also have the option to start with a Free Trial. Some courses may also offer a Full Course, No Certificate option. This lets you access course materials, submit required assessments, and receive a final grade, but you won't be able to earn or purchase a Certificate.

Weitere Fragen

Besuchen Sie die das Hilfe-Center für Kursteilnehmer.

Finanzielle Unterstützung verfügbar,

¹ Einige Aufgaben in diesem Kurs werden mit AI bewertet. Für diese Aufgaben werden Ihre Daten in Übereinstimmung mit Datenschutzhinweis von Courseraverwendet.