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Financial Analyst: AI, Excel, and Power BI Skills Professional Certificate

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Coursera

Financial Analyst: AI, Excel, and Power BI Skills Professional Certificate

Launch Your Financial Analyst Career.

Build job-ready finance, Excel, AI, and Power BI skills—no prior experience required.

1,739 already enrolled

Included with Coursera Plus

Earn a career credential that demonstrates your expertise
Intermediate level

Recommended experience

3 months to complete
at 10 hours a week
Flexible schedule
Learn at your own pace
Earn a career credential that demonstrates your expertise
Intermediate level

Recommended experience

3 months to complete
at 10 hours a week
Flexible schedule
Learn at your own pace

What you'll learn

  • Build financial models, forecasts, and scenario analyses using Excel and AI tools

  • Analyze financial statements, investments, and risk using quantitative methods

  • Create dashboards and executive reports using Power BI and data storytelling

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Taught in English
Recently updated!

March 2026

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Professional Certificate - 6 course series

Financial Modeling: Statements, Costs & Forecasts

Financial Modeling: Statements, Costs & Forecasts

Course 1, 11 hours

What you'll learn

  • Analyze financial statements and assess liquidity using key ratios

  • Calculate WACC and apply cost variance analysis techniques

  • Build integrated financial models and DCF forecasts with sensitivity testing

Skills you'll gain

Category: Revenue Forecasting
Category: Cost Accounting
Category: Variance Analysis
Category: Model Evaluation
Category: Capital Budgeting
Category: Cash Flows
Category: Business Valuation
Category: Financial Modeling
Category: Corporate Finance
Category: Financial Forecasting
Category: Business Analysis
Category: Income Statement
Category: Financial Statement Analysis
Category: Balance Sheet
Category: Cash Flow Forecasting
Category: Financial Analysis

What you'll learn

  • Build multi-year forecasts and stress-test financial plans

  • Apply predictive models to forecast business metrics and value drivers

  • Design AI-powered pipelines to automate financial analysis and reporting

Skills you'll gain

Category: Cost Management
Category: Credit Risk
Category: Business Analytics
Category: Variance Analysis
Category: Risk Modeling
Category: Data Pipelines
Category: Financial Planning
Category: Cash Flow Forecasting
Category: Predictive Modeling
Category: Supervised Learning
Category: Model Evaluation
Category: Data-Driven Decision-Making
Category: Budgeting
Category: Automation
Category: Financial Modeling
Category: Financial Data
Category: Financial Forecasting
Category: Financial Analysis
Category: Risk Analysis
Statistical and Predictive Modeling for Finance

Statistical and Predictive Modeling for Finance

Course 3, 10 hours

What you'll learn

  • Apply regression to interpret alpha, beta, and financial relationships

  • Design A/B tests and evaluate statistical assumptions

  • Build and assess predictive models for financial risk classification

Skills you'll gain

Category: Descriptive Statistics
Category: Model Evaluation
Category: Regression Analysis
Category: Credit Risk
Category: Statistics
Category: Financial Data
Category: Portfolio Management
Category: Supervised Learning
Category: Portfolio Risk
Category: Statistical Modeling
Category: Statistical Methods
Category: Predictive Modeling
Category: Decision Tree Learning
Category: Statistical Analysis
Category: Financial Analysis

What you'll learn

  • Clean and transform financial datasets using Excel and Python

  • Build interactive Power BI dashboards with secure data models

  • Apply statistical summaries and data visualization for financial reporting

Skills you'll gain

Category: Data Analysis
Category: Microsoft Excel
Category: Data Import/Export
Category: Pandas (Python Package)
Category: Data Modeling
Category: Power BI
Category: Dashboard
Category: Statistical Analysis
Category: Data Transformation
Category: Budgeting
Category: Extract, Transform, Load
Category: Performance Analysis
Category: Excel Formulas
Category: Data Quality
Category: R Programming
Category: Financial Modeling
Category: Financial Analysis
Category: Pivot Tables And Charts
Category: Data Cleansing
Category: Business Intelligence
Analysis, Budgeting, and Risk Management

Analysis, Budgeting, and Risk Management

Course 5, 13 hours

What you'll learn

  • Evaluate investments and allocate assets using risk-return principles

  • Calculate Value at Risk and apply structured risk assessment tools

  • Analyze capital projects and present risk-adjusted recommendations

Skills you'll gain

Category: Market Data
Category: Investments
Category: Portfolio Risk
Category: Risk Analysis
Category: Smart Goals
Category: Return On Investment
Category: Financial Analysis
Category: Risk Modeling
Category: Operating Budget
Category: Asset Management
Category: Key Performance Indicators (KPIs)
Category: Budgeting
Category: Portfolio Management
Category: Risk Management
Category: Financial Forecasting
Category: Capital Budgeting
Category: Performance Measurement
Category: Financial Modeling

What you'll learn

  • Apply double-entry accounting and analyze financial statements

  • Evaluate internal controls and identify audit risk indicators

  • Create executive-ready financial reports with dashboards and narrative insights

Skills you'll gain

Category: Financial Controls
Category: Internal Controls
Category: Dashboard
Category: Financial Statement Analysis
Category: Financial Reporting
Category: Generally Accepted Accounting Principles (GAAP)
Category: Process Improvement
Category: Process Analysis
Category: Financial Auditing
Category: Data Presentation
Category: Annual Reports
Category: Auditing
Category: Financial Analysis
Category: Storytelling
Category: Performance Reporting
Category: Business Process Improvement
Category: Data Storytelling
Category: Data Visualization
Category: Variance Analysis
Category: Bookkeeping

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Instructor

Professionals from the Industry
382 Courses56,802 learners

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Why people choose Coursera for their career

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Learner since 2018
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Learner since 2021
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"Learning isn't just about being better at your job: it's so much more than that. Coursera allows me to learn without limits."
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Frequently asked questions

¹Based on Coursera learner outcome survey responses, United States, 2021.