SQL Fundamentals for Financial Analysis

A comprehensive course providing financial professionals with the fundamentals of SQL and its application in financial analysis.

1 hours
25 lessons
192 xp

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SQL Essentials for Financial Analysis

This course offers finance professionals a detailed exploration of SQL and its powerful applications in financial analysis. Join us to deepen your understanding and enhance your analytical skills with SQL!

Key Skills and Tools Required

To make the most of this course, participants should have a basic understanding of financial mathematics and concepts, and be familiar with database management systems. The main tools that will be used in this course are SQL and Data Analytics.

Who is this course for?

The SQL Essentials for Financial Analysis course is targeted at financial professionals, finance students, researchers and anyone interested in utilizing SQL for financial analysis.

Course Content

  • By the end of this course, you will:
  • Understand the basics of SQL, including syntax, data types and how to work with tables and databases.
  • Learn how to manipulate data in SQL, including retrieving, sorting, updating, and deleting data.
  • Gain an in-depth understanding of advanced data manipulation techniques like combining results with UNION, joining tables with JOIN, grouping data with GROUP BY and HAVING, and creating subqueries and nested queries.
  • Learn how to apply SQL in financial analysis, including creating financial reports, analyzing financial data, and forecasting financial trends.

Course Package

The course includes comprehensive text material divided into specific chapters, with each chapter focused on a specific aspect of SQL for financial analysis. The course concludes with a case study that allows application of the learnt SQL skills for financial decision-making.

Program Level

This course caters to both intermediate and advanced level learners, because it starts building from the basics of SQL and proceeds to its application in financial analysis.

Field(s) of Study

SQL, Finance, Financial Analysis, Data Analytics

Instruction Delivery Method

QAS Self-study

***This course was published in May 2024***

Enterprise DNA is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

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Curriculum
1

Course Overview


2

Understanding SQL: The Basics


3

Data Manipulation in SQL


4

Advanced Data Manipulation with SQL


5

SQL in Financial Analysis


6

Conclusion and Next Steps


Your

Instructor
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EDNA Team

Data & AI

At Enterprise DNA, we're more than just an online platform—we're your partner in advancing your data analytics and artificial intelligence capabilities. Our mission is to equip you with the tools to future-proof your career through mastery of data skills and upskilling in AI. We tailor training pathways to fit your unique learning journey and provide live data exercises and challenges to build hands-on experience. Together, we transform data into knowledge and skills into success.

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