Power BI for Finance — Track 1 (Foundation)
Use Code HNY26 & Get 25% Discount
Build Dashboards, KPIs & MIS Automation — The Skill Every Modern Finance Professional Needs
Turn your finance knowledge into real, analytical insight.
This course teaches you how Power BI is used in finance, accounting, audit, MIS, budgeting, and FP&A — and guides you to build your first professional portfolio dashboard from scratch.
Designed specifically for:
- CA students (Inter & Final)
- CMA aspirants
- ACCA aspirants
- MBA students (Finance & Business)
The program is finance-first, simple to follow, and focused on making you job-ready, not just “tool-aware”.
Who this course is for
This course is ideal if you are:
- A CA student preparing for articleships or corporate roles
- A CMA aspirant interested in cost, MIS and decision analytics
- An ACCA aspirant aiming for global corporate exposure
- An MBA student building strong analytical credentials
Also perfect if you’re strong in Excel — but new to dashboards and BI.
Why you need this course (and Power BI)
Accounting and finance knowledge alone is no longer enough. Today, organizations expect future finance professionals to:
- Analyze data — not just record it
- Explain numbers visually
- Automate reports instead of repeating work
- Support management decisions with insights
Power BI is becoming the default tool for that.
Students who know Power BI:
- Complete MIS and analysis faster
- Communicate better with CXOs and managers
- Handle large datasets confidently
- Stand out in internships, articleships, and interviews
While others only say, “I know Excel.”
You’ll confidently say: “I build dashboards, analyze trends, and present insights.”
That difference is what recruiters remember.
What you’ll learn
By the end of this course, you will:
- Move from manual Excel to structured Power BI workflows
- Prepare and clean finance data properly
- Build simple and powerful dashboards using GL data
- Create essential KPIs using basic DAX
- Automate repetitive MIS tasks
- Use AI tools responsibly to explain formulas and logic
- Complete a portfolio-ready dashboard project you can show in interviews
You won’t just learn features — you’ll learn how finance teams actually use Power BI.
Why Power BI matters for CA / CMA / ACCA / MBA students
Finance roles today expect more than bookkeeping and Excel. Companies want professionals who can analyze data, automate MIS, and explain insights visually.
Power BI gives you that edge. It helps you move beyond routine work and makes you competitive for roles like:
- MIS / FP&A
- Corporate finance
- Consulting & analytics
- Audit & risk dashboards
- Strategy & business analysis
In interviews, it shows you’re modern, practical, and job-ready — not just theoretical. This course builds that foundation — fast.
Requirements
- Basic familiarity with Excel
- Interest in dashboards, MIS or analytics
- Power BI Desktop (free) — setup guidance included
No coding. No advanced technical background required.
Course curriculum (Track 1 Foundation)
- Excel → Power BI Mindset
- Why Excel alone isn’t enough — and how Power BI fits into real finance workflows.
- Power Query Basics for Finance
- Clean messy data, remove errors, and create repeatable workflows.
- Building Your First GL Dashboard
- Cards, tables, slicers — and presenting dashboards clearly to managers.
- Basic DAX for Finance KPIs
- SUM, DIVIDE, CALCULATE — and building KPIs like margins and comparisons.
- AI for Finance (Used Responsibly)
- Use AI tools to explain formulas, cross-check outputs, and write commentary — without blind trust.
Capstone Mini-Project
Perfect to:
- Share on LinkedIn
- Attach to resumes
- Discuss in interviews
- Showcase practical ability
This gives you real proof of competence, not just another course completion badge.
Bonus Content Included
- Technical + HR Interview Questions Guide
- Covers finance, analytics, BI, and soft-skill interview questions — tailored for firms and corporates.
- Free Resume & Interview Preparation Session
- Learn how to position your dashboard project and present yourself confidently.
These bonuses ensure your learning translates into real career outcomes.
Course Format
- Self-paced video lessons
- Practical, finance-based examples
- Checklists & support materials
- Portfolio-focused assignments
Approximate Duration: 8 – 10 hours
Enroll now — and upgrade yourself from “Excel user” to “finance analyst”.
You’ll finish with clarity, confidence, and a portfolio project you’ll proudly showcase.
