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Bundle Course - Financial Modeling & Business Intelligence

Master Financial Modeling, BI Tools, and Data Analytics to Drive Strategic Business Decisions
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Save 45% Offer ends on 31-Dec-2025
Course Duration: 100 Hours
Preview Bundle Course - Financial Modeling & Business Intelligence course
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The Financial Modeling & Business Intelligence bundle is a dynamic, career-ready learning program designed to empower professionals with the essential skills to analyze business data, create insightful dashboards, and build powerful financial models. This bundle combines business finance acumen with cutting-edge BI tools and data analytics, helping learners gain both analytical rigor and technical proficiency.
 
Included Sub-Courses:
  • Business Finance and Financial Modeling
  • Business Intelligence and Data Analytics
  • Microsoft Power BI
  • Data Visualization with Tableau
  • Google Sheets Basic to Advanced
This course is designed for aspiring financial analysts, BI professionals, and business managers who want to enhance decision-making using data-backed insights. You’ll learn to model financial statements, build dashboards using Power BI and Tableau, and automate reports using Google Sheets and advanced Excel concepts.
 
How to Use This Course:
Begin with Business Finance and Financial Modeling to build foundational knowledge of financial statements, valuation models, and forecasting techniques. Then proceed to Business Intelligence & Data Analytics to learn the principles of turning data into business value. The next step includes hands-on skill-building in top BI tools – Power BI for interactive dashboards, Tableau for visual storytelling, and Google Sheets for automated spreadsheet reporting.
 
The blend of finance and technology in this program prepares learners for high-impact roles in financial planning, analysis, and data-driven decision-making.
 
 
What You Will Learn
  • Analyze income statements, balance sheets, and cash flows
  • Build 3-statement models, DCFs, and scenario analysis models
  • Apply statistical techniques and business intelligence principles
  • Use Power BI for creating dashboards, reports, and data models
  • Design impactful visualizations using Tableau
  • Perform spreadsheet automation with formulas, pivot tables, and scripting in Google Sheets
  • Extract, transform, and load (ETL) data from various sources
  • Interpret business KPIs and performance metrics using BI tools
  • Forecast revenue, expenses, and business growth using live data
  • Build end-to-end financial reports and models for business cases
 
Who This Course Is For
 
  • Finance Professionals and Financial Analysts
  • Business Intelligence Analysts and Data Analysts
  • Startup Founders and Entrepreneurs
  • MBA Students and Corporate Professionals
  • Investment Banking, FP&A, and Valuation Roles
  • Business Managers and Decision Makers

Course/Topic 1 - Course access through Google Drive

  • Google Drive

    • 01:20

  • Google Drive

    • 01:20

Course/Topic 2 - Google Sheets course - all lectures

  • Lesson 1 - Introduction to Google Sheets

    • 02:31

  • Lesson 2 - Menu Options - File

    • 08:40

  • Lesson 3 - Menu Options - Edit

    • 03:30

  • Lesson 4 - Menu Options - View

    • 04:49

  • Lesson 5 - Menu Options - Insert

    • 04:59

  • Lesson 6 - Menu Options - Format

    • 10:21

  • Lesson 7 - Menu Options - Data and more

    • 18:17

  • Lesson 8 - Entering Data and Editing

    • 07:12

  • Lesson 9 - Functions - Numeric Function

    • 15:24

  • Lesson 10 - Functions - Text Function

    • 30:38

  • Lesson 11 - Functions - Date Functions

    • 06:21

  • Lesson 12 - Charts and Conditional Formatting

    • 22:12

  • Lesson 13 - Pivot Tables

    • 23:21

  • Lesson 14 - Saving - Sharing

    • 06:22

Course/Topic 3 - Business Finance and Financial Modeling - all lectures

  • We will learn Business Finance in 3 parts. In this first part of Business Finance we will see what is Business Finance and what is the meaning, nature and significance of Business Finance. Furthermore, we will learn why Business Finance is required to carry out various activities.

    • 47:08

  • In this video we will cover the second part of Business Finance. We will learn about the classification of sources of finance and how we can get funds from the various sources. We will also learn about the characteristics of these sources.

    • 1:42:18

  • In this video we will learn about the third part of Business Finance. In this video we will discuss International Financing. We will learn about the various avenues of an organization to get a finance, how to obtain finance and how to raise a finance, internationally.

    • 36:30

  • In this video tutorial we will cover the first part of Financial Modelling. We will learn what is Financial Modelling and its use. Furthermore, we will also learn how to prepare financial model and the different types of Financial Models.

    • 50:49

  • In this video we will cover part 2 of the Financial Modelling. In this video we will discuss of the different types of Financial Models in detail. How to use these models as per the Business? We will also see a list of 10 common Financial Models.

    • 1:10:48

  • In this video we will see the final and last part of Financial Modelling. In this video course we will discuss all other Financial Models which are important and used by all other Financial organizations. These Financial Models are prepared by the organization on the basis of their business. Eg. IPO model , LBO model, IRR model.

    • 55:46

Course/Topic 4 - Business Intelligence and Data Analytics - all lectures

  • In this lecture session we discuss about Bi concepts, examples and application of business intelligence and data analytics and also cover other concepts of BI.

    • 14:48

  • In this lecture session we learn about basic concepts of BI and also cover factors of business intelligence in brief.

    • 19:22

  • In this lecture session we learn about data warehouse data access and data dashboarding and also cover presentation in BI.

    • 24:10

  • In this lecture session we learn about product database, advertise database and customer demographic database and also cover data analyst concepts.

    • 19:54

  • In this lecture session we learn about basic introduction of business intelligence and also cover factors of business intelligence in brief.

    • 31:10

  • In this lecture session we learn about introduction of predictive modeling and also cover functions of predictive modeling in brief.

    • 1:05:08

  • In this lecture session we learn about data related to customer services and also talk about customer relation databases in brief.

    • 32:37

  • In this lecture session we learn about introduction of NoSQL and also cover basic functions of NoSQL in business intelligence.

    • 33:46

  • In this lecture session we learn about graph stores and also talk about the advantages and disadvantages of graph stores in BI.

    • 25:52

  • In this lecture session we learn about hierarchical clustering in business intelligence and also talk about clustering factors in BI.

    • 29:58

  • In this lecture session we learn about introduction of salesforce in business intelligence and also talk about some basic uses of salesforce.

    • 34:25

  • In this lecture session we learn about introduction to NLP and also cover what is natural language processing in artificial intelligence.

    • 18:30

  • In this lecture session we learn about natural language processing speech to text conversion and also cover the importance of natural language processing.

    • 25:22

  • In this lecture session we learn about introduction of apache server in business intelligence and also talk about basics of apache server.

    • 44:24

  • In this lecture session we learn about deep drive into business intelligence and also talk about factors or deep drive in business intelligence.

    • 30:54

  • In this lecture session we learn about data warehousing in business intelligence and data analytics and also talk about factors and features of data warehousing.

    • 39:54

  • In this lecture session we learn about types of data in business intelligence and also talk about different types of data in BI.

    • 25:07

  • In this lecture session we learn about mobile BI and also talk about open source BI software replacing vendor offering.

    • 39:18

  • In this lecture session we learn about real time BI in business intelligence and also talk about factors of real time BI in brief.

    • 1:35:17

  • In this lecture session we learn about data analytics comprehensively and also talk about functions of data analytics.

    • 23:43

  • In this lecture session we talk about data analytics vs business analytics and also talk about the importance of data analytics.

    • 41:04

  • In this lecture session we learn about Embedded analytics and also talk about functions of Embedded analytics in data analytics.

    • 1:02:55

  • In this lecture session we learn about collection analytics and also cover the importance of collection analytics.

    • 59:03

  • In this lecture session we learn about survival analytics and also cover duration analytics in brief.

    • 29:35

  • In this lecture session we learn about machine learning techniques and also cover the importance and factors of machine learning techniques in business intelligence.

    • 37:34

  • In this lecture session we learn about geospatial predictive analytics and also talk about functions of geospatial predictive analytics in business intelligence.

    • 1:01:31

  • In this lecture session we learn about cohort analysis in data analyst and we also cover functions and importance of cohort analysis.

    • 21:36

  • In this lecture session we learn about data mining in business intelligence and also talk about data mining functions and why we need data mining in business intelligence.

    • 45:40

  • In these lecture sessions we learn about anomaly detection and also talk about functions of anomaly detection in brief.

    • 1:00:36

  • In these lecture sessions we learn about statistically sound association and also talk about factors of statistically sound association in business intelligence.

    • 31:29

  • In this lecture session we learn about cluster analysis. We’ll cover all types of cluster analysis in brief and also cover the importance of cluster analysis in business analysis.

    • 36:21

  • In this lecture session we learn about DBSCAN in business intelligence and also talk about DBSCAN functions and importance.

    • 59:58

  • In this lecture session we learn about regression models in business intelligence and also talk about the function of regression models.

    • 31:57

  • In this lecture session we learn about extraction based summarization in business intelligence and also cover all types of summarization in data analyst.

    • 10:57

  • In this lecture session we learn about machine learning in BI and also talk about factors and importance of machine learning in brief.

    • 1:00:50

  • In this lecture session we learn about machine learning vs BI we also discuss the basic difference between machine learning and business intelligence.

    • 1:15:37

  • In this lecture session we learn about how ml can make BI better and also talk about ml basic functions.

    • 1:18:01

  • In this lecture session we learn about data warehousing and also talk about how we manage data warehousing in business intelligence.

    • 18:28

  • In this lecture session we learn about data warehousing in business intelligence and data analytics and also talk about factors and features of data warehousing.

    • 29:22

  • In this lecture session we learn about data mart in business intelligence and also talk about data mart function.

    • 32:40

  • In this lecture session we learn about data dimensions in business intelligence and also cover all types of data dimension in BI.

    • 30:31

  • In this lecture session we learn about data dimension in business intelligence and also cover functions and importance of data dimension.

    • 24:02

  • In this lecture session we learn about data vault modeling in business intelligence and also cover different types of vault modeling in brief.

    • 29:14

  • In this lecture session we learn about links and satellites and also cover the importance and factors of links and satellites in business intelligence.

    • 28:59
Course Objectives Back to Top
By the end of this bundle course, learners will:
 
  1. Build dynamic and accurate financial models from scratch
  2. Analyze company performance using financial statements
  3. Forecast revenue, profitability, and cash flows
  4. Use Power BI for KPI reporting and interactive dashboards
  5. Design compelling charts, maps, and dashboards in Tableau
  6. Perform descriptive and diagnostic analytics using BI tools
  7. Automate financial and business reports using Google Sheets
  8. Gain hands-on skills in real-world data analysis projects
  9. Prepare management dashboards and investor presentations
  10. Strengthen their readiness for finance, analytics, and BI interviews
Course Syllabus Back to Top
Course Syllabus
 
Business Finance and Financial Modeling
  • Financial statements and ratio analysis
  • Forecasting methods and assumptions
  • 3-statement model building (IS, BS, CF)
  • Valuation techniques: DCF, comparables, precedent transactions
  • Scenario and sensitivity analysis
  • Cap table and startup finance models
  • Revenue modeling and KPI dashboards
Business Intelligence and Data Analytics
  • BI fundamentals and analytics lifecycle
  • Data preparation, ETL, and cleansing
  • Data modeling and relational joins
  • Exploratory and diagnostic analytics
  • KPIs, metrics, and dashboards
  • BI project lifecycle and tools overview
Microsoft Power BI
  • Data import and transformation using Power Query
  • Data modeling and relationships
  • DAX formulas and calculated columns
  • Creating charts, cards, slicers, and filters
  • Interactive dashboards and bookmarks
  • Row-level security and Power BI Service
Data Visualization with Tableau
  • Connecting data sources and preparing data
  • Dimensions, measures, and calculated fields
  • Charts, dashboards, and stories
  • Filters, parameters, and actions
  • Level of Detail (LOD) expressions
  • Tableau Public and Tableau Server
Google Sheets Basic to Advanced
 
  • Formulas, functions, and formatting
  • Charts, pivot tables, and data validation
  • Advanced formulas: ARRAYFORMULA, QUERY, INDEX/MATCH
  • Google Apps Script for automation
  • Importing data from APIs and live sources
  • Dashboard creation and conditional formatting
Certification Back to Top
Upon successful completion of the Financial Modeling & Business Intelligence bundle, learners will receive a Certificate of Completion from Uplatz, validating their proficiency in financial modeling, business data analysis, and BI tool usage. This certificate demonstrates your capability to perform real-world financial and business analytics using tools like Excel, Power BI, Tableau, and Google Sheets. It also acts as a stepping stone for certifications such as:
  • Power BI PL-300 Certification
  • Tableau Desktop Specialist
  • Financial Modeling & Valuation Analyst (FMVA)
  • Google Sheets Advanced Specialist
This certification adds high value to resumes for finance and BI-related roles.
Career & Jobs Back to Top
This bundle opens high-growth opportunities across finance, analytics, and business intelligence roles. Job profiles include:
  • Financial Analyst / FP&A Analyst
  • Business Intelligence Analyst
  • BI Developer / Dashboard Designer
  • Valuation & Strategy Consultant
  • Data-Driven Business Manager
  • Excel and Power BI Reporting Specialist
Companies across industries – from fintech and investment banking to FMCG and SaaS – are increasingly relying on data visualization and modeling to drive performance. Professionals who can blend finance with analytics are in high demand.
 
Typical salary ranges: ₹6–18 LPA in India and $70,000–120,000 globally. With experience and certifications, professionals can grow into strategic roles like VP Finance, Head of BI, or Corporate Strategy Lead.
Interview Questions Back to Top
1. What are the components of a 3-statement financial model?
A 3-statement model includes the Income Statement, Balance Sheet, and Cash Flow Statement, all dynamically linked.
 
2. What is DAX in Power BI?
DAX (Data Analysis Expressions) is a formula language used to create custom measures and calculated columns in Power BI.
 
3. How do you ensure accuracy in a financial model?
Use error checks, consistent assumptions, formula auditing, and reconciliation with historical data.
 
4. What is a pivot table in Google Sheets?
It’s a tool used to summarize, group, and analyze large datasets based on dimensions and measures.
 
5. What are parameters in Tableau?
Parameters are dynamic values used to control filters, calculations, and dashboard interactivity.
 
6. What is the difference between forecast and budget?
A forecast is updated frequently based on actuals; a budget is a fixed plan for a defined period.
 
7. How do you handle missing data in BI projects?
Through imputation, filtering, or marking as “Unknown” based on the context of the dataset.
 
8. What is ETL and how is it applied in BI?
ETL (Extract, Transform, Load) is the process of collecting, cleaning, and loading data into BI platforms for analysis.
 
9. How can you automate reports in Google Sheets?
Using formulas, triggers, and Google Apps Script to refresh and distribute reports automatically.
 
10. What is a KPI dashboard?
A KPI dashboard displays key performance indicators in a visual format to help stakeholders track goals and performance in real time.
Course Quiz Back to Top
Start Quiz
Q1. What are the payment options?
A1. We have multiple payment options: 1) Book your course on our webiste by clicking on Buy this course button on top right of this course page 2) Pay via Invoice using any credit or debit card 3) Pay to our UK or India bank account 4) If your HR or employer is making the payment, then we can send them an invoice to pay.

Q2. Will I get certificate?
A2. Yes, you will receive course completion certificate from Uplatz confirming that you have completed this course with Uplatz. Once you complete your learning please submit this for to request for your certificate https://training.uplatz.com/certificate-request.php

Q3. How long is the course access?
A3. All our video courses comes with lifetime access. Once you purchase a video course with Uplatz you have lifetime access to the course i.e. forever. You can access your course any time via our website and/or mobile app and learn at your own convenience.

Q4. Are the videos downloadable?
A4. Video courses cannot be downloaded, but you have lifetime access to any video course you purchase on our website. You will be able to play the videos on our our website and mobile app.

Q5. Do you take exam? Do I need to pass exam? How to book exam?
A5. We do not take exam as part of the our training programs whether it is video course or live online class. These courses are professional courses and are offered to upskill and move on in the career ladder. However if there is an associated exam to the subject you are learning with us then you need to contact the relevant examination authority for booking your exam.

Q6. Can I get study material with the course?
A6. The study material might or might not be available for this course. Please note that though we strive to provide you the best materials but we cannot guarantee the exact study material that is mentioned anywhere within the lecture videos. Please submit study material request using the form https://training.uplatz.com/study-material-request.php

Q7. What is your refund policy?
A7. Please refer to our Refund policy mentioned on our website, here is the link to Uplatz refund policy https://training.uplatz.com/refund-and-cancellation-policy.php

Q8. Do you provide any discounts?
A8. We run promotions and discounts from time to time, we suggest you to register on our website so you can receive our emails related to promotions and offers.

Q9. What are overview courses?
A9. Overview courses are 1-2 hours short to help you decide if you want to go for the full course on that particular subject. Uplatz overview courses are either free or minimally charged such as GBP 1 / USD 2 / EUR 2 / INR 100

Q10. What are individual courses?
A10. Individual courses are simply our video courses available on Uplatz website and app across more than 300 technologies. Each course varies in duration from 5 hours uptop 150 hours. Check all our courses here https://training.uplatz.com/online-it-courses.php?search=individual

Q11. What are bundle courses?
A11. Bundle courses offered by Uplatz are combo of 2 or more video courses. We have Bundle up the similar technologies together in Bundles so offer you better value in pricing and give you an enhaced learning experience. Check all Bundle courses here https://training.uplatz.com/online-it-courses.php?search=bundle

Q12. What are Career Path programs?
A12. Career Path programs are our comprehensive learning package of video course. These are combined in a way by keeping in mind the career you would like to aim after doing career path program. Career path programs ranges from 100 hours to 600 hours and covers wide variety of courses for you to become an expert on those technologies. Check all Career Path Programs here https://training.uplatz.com/online-it-courses.php?career_path_courses=done

Q13. What are Learning Path programs?
A13. Learning Path programs are dedicated courses designed by SAP professionals to start and enhance their career in an SAP domain. It covers from basic to advance level of all courses across each business function. These programs are available across SAP finance, SAP Logistics, SAP HR, SAP succcessfactors, SAP Technical, SAP Sales, SAP S/4HANA and many more Check all Learning path here https://training.uplatz.com/online-it-courses.php?learning_path_courses=done

Q14. What are Premium Career tracks?
A14. Premium Career tracks are programs consisting of video courses that lead to skills required by C-suite executives such as CEO, CTO, CFO, and so on. These programs will help you gain knowledge and acumen to become a senior management executive.

Q15. How unlimited subscription works?
A15. Uplatz offers 2 types of unlimited subscription, Monthly and Yearly. Our monthly subscription give you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews each month. Minimum committment is for 1 year, you can cancel anytime after 1 year of enrolment. Our yearly subscription gives you unlimited access to our more than 300 video courses with 6000 hours of learning content. The plan renews every year. Minimum committment is for 1 year, you can cancel the plan anytime after 1 year. Check our monthly and yearly subscription here https://training.uplatz.com/online-it-courses.php?search=subscription

Q16. Do you provide software access with video course?
A16. Software access can be purchased seperately at an additional cost. The cost varies from course to course but is generally in between GBP 20 to GBP 40 per month.

Q17. Does your course guarantee a job?
A17. Our course is designed to provide you with a solid foundation in the subject and equip you with valuable skills. While the course is a significant step toward your career goals, its important to note that the job market can vary, and some positions might require additional certifications or experience. Remember that the job landscape is constantly evolving. We encourage you to continue learning and stay updated on industry trends even after completing the course. Many successful professionals combine formal education with ongoing self-improvement to excel in their careers. We are here to support you in your journey!

Q18. Do you provide placement services?
A18. While our course is designed to provide you with a comprehensive understanding of the subject, we currently do not offer placement services as part of the course package. Our main focus is on delivering high-quality education and equipping you with essential skills in this field. However, we understand that finding job opportunities is a crucial aspect of your career journey. We recommend exploring various avenues to enhance your job search:
a) Career Counseling: Seek guidance from career counselors who can provide personalized advice and help you tailor your job search strategy.
b) Networking: Attend industry events, workshops, and conferences to build connections with professionals in your field. Networking can often lead to job referrals and valuable insights.
c) Online Professional Network: Leverage platforms like LinkedIn, a reputable online professional network, to explore job opportunities that resonate with your skills and interests.
d) Online Job Platforms: Investigate prominent online job platforms in your region and submit applications for suitable positions considering both your prior experience and the newly acquired knowledge. e.g in UK the major job platforms are Reed, Indeed, CV library, Total Jobs, Linkedin.
While we may not offer placement services, we are here to support you in other ways. If you have any questions about the industry, job search strategies, or interview preparation, please dont hesitate to reach out. Remember that taking an active role in your job search process can lead to valuable experiences and opportunities.

Q19. How do I enrol in Uplatz video courses?
A19. To enroll, click on "Buy This Course," You will see this option at the top of the page.
a) Choose your payment method.
b) Stripe for any Credit or debit card from anywhere in the world.
c) PayPal for payments via PayPal account.
d) Choose PayUmoney if you are based in India.
e) Start learning: After payment, your course will be added to your profile in the student dashboard under "Video Courses".

Q20. How do I access my course after payment?
A20. Once you have made the payment on our website, you can access your course by clicking on the "My Courses" option in the main menu or by navigating to your profile, then the student dashboard, and finally selecting "Video Courses".

Q21. Can I get help from a tutor if I have doubts while learning from a video course?
A21. Tutor support is not available for our video course. If you believe you require assistance from a tutor, we recommend considering our live class option. Please contact our team for the most up-to-date availability. The pricing for live classes typically begins at USD 999 and may vary.
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