Financial Analysis and Decision Making with Xero and Tableau

BY
Futurelearn

Learn the translation of financial data insights into deliverable actions with the Financial Analysis and Decision Making with Xero and Tableau course.

Mode

Online

Duration

12 Weeks

Fees

₹ 52979

Quick Facts

particular details
Collaborators Tableau Software
Medium of instructions English
Mode of learning Self study, Virtual Classroom
Mode of Delivery Video and Text Based
number of course credit 15

Course overview

The Financial Analysis and Decision Making with Xero and Tableau microcredential is brought to you by FutureLearn in collaboration with Xero and Tableau. The Financial Analysis and Decision Making with Xero and Tableau certification course is validated by Coventry University, London. This 12-week long microcredential is created in union with leading business intelligence (BI) experts.

As you progress through the Financial Analysis and Decision Making with Xero and Tableau course at FutureLearn, you will uncover important decision-making techniques. They will help your business leap to the next level. You will become confident at making data-driven decisions that are ultimately responsible for success in a business.

Furthermore, Tableau and Xero are two of the best analysis and financial planning tools out there. The Financial Analysis and Decision Making with Xero and Tableau microcredential will provide you with the skills needed to analyse finances. Financial Analysis and Decision Making with Xero and Tableau certification course enables you to enhance organisational performance and prosper in the market. Also, you will get hands-on experience on Xero, a world-leading accounting platform, to increase productivity and manage the load.

The highlights

  • In collaboration with Xero
  • 15 UK credits reward
  • An offering of Tableau
  • Microcredential
  • Postgraduate level course
  • 12-weeks long course
  • Course validation by Coventry University

Program offerings

  • Professional credential
  • Project-based assessments
  • Expert instructors
  • Online learning
  • Tutor-marked exercises
  • Digital sessions
  • 15 uk academic credits
  • Recorded sessions
  • Live broadcasts

Course and certificate fees

Fees information
₹ 52,979
  • You can pay through Paypal or through a Visa, American Express, or MasterCard card.
  • For getting entry into the Financial Analysis and Decision Making with Xero and Tableau online micro-credential, you need to pay a fee of ₹52,979

Financial Analysis and Decision Making with Xero and Tableau fee details

Course Option

Fee in INR

Online Live Class

₹52,979

certificate availability

Yes

certificate providing authority

Futurelearn

Who it is for

The Financial Analysis and Decision Making with Xero and Tableau live microcredential is aimed at increasing employability and skills of:

  • Accounts managers
  • Entrepreneurs
  • Finance data analysts
  • Marketing Managers
  • Product Managers
  • Business Analysts
  • In-house finance professionals
  • Business owners who require fundamental business and finance skills
  • Junior finance professionals
  • Business professionals
  • Finance analysts and managers

Eligibility criteria

Education

There is no particular criterion to join the Financial Analysis and Decision Making with Xero and Tableau course at FutureLearn. But it is still advised that you are a graduate or have equivalent work experience in the field of finance and accounts for Financial Analysis and Decision Making with Xero and Tableau certification courses.

Certificate Qualifying Details

Obtain the Financial Analysis and Decision Making with Xero and Tableau microcredential by passing the project-based, tutor-marked assessments. You need to score the minimum qualifying marks to be eligible for the accredited, professional certificate. 

What you will learn

Financial knowledge Knowledge of data visualization

After a thorough understanding of the contents of Financial Analysis and Decision Making with Xero and Tableau course by FutureLearn, you should be able to:

  • Acquire the ability to address and recognise ethical dilemmas
  • Apply organizational values to choices and situations
  • Apply and demonstrate analytical skills via synthesis of financial data and reports
  • Apply the fundamentals of managerial and financial accounting techniques, using the Xero software
  • Effectively communicate and capture crucial business insights to inform decision-making for the business
  • Effectively construct cash-flow statements, balance sheets, and income statements
  • Solve complex problems using relevant business tools and software, such as Xero and Tableau

The syllabus

Course 1: Financial Analysis for Business Performance

Week 1: Financial planning, budgeting and forecasting
  • Welcome to the course
  • Introduction to planning, budgeting and forecasting (PBF)
  • Fundamentals of effective budgeting
  • Fundamentals of effective forecasting
  • Effective planning, budgeting and forecasting in the digital age
  • Technology driven success
  • Data-driven financial planning
  • Week One Wrap-up
Week 2: Financial performance analysis
  • Welcome to Week Two
  • What is financial analysis?
  • Types of financial analysis
  • Set financial targets and performance metrics
  • Week Two Wrap-up
Week 3: Performance monitoring and reporting
  • Welcome to Week Three
  • Performance monitoring and reporting processing
  • Create performance reports
  • Presenting performance reports
  • Week Three Wrap-up
Week 4: Cost management and decision-making
  • Welcome to Week Four
  • Introduction to cost management
  • Costing methods
  • Standard costing and variance analysis
  • Week Four Wrap-up
Week 5: Improving financial performance
  • Welcome to Week Five
  • Levers to improve financial performance
  • Data-driven performance decisions
  • Delivering actionable value
  • Week Five Wrap-up
Week 6: Analytics and data-driven decision making
  • Welcome to Week Six
  • Introduction to data analytics and data-driven decision making
  • Types of data
  • Data-driven decision making
  • Week 6 wrap-up

Course 2: Financial Analysis for Business Decisions

Week 1: Financial data analysis
  • Introduction
  • Regression analysis
  • Sensitivity analysis
  • What-if analysis
  • Tying it All Together
Week 2: Capital Budgeting
  • Introduction
  • Time Value of Money
  • Tools for project evaluation
  • The best approach
  • MIRR
  • Tying it All Together
Week 3: Working Capital Analysis
  • Introduction
  • Working Capital Analysis
  • Accounts Receivable (A/R)
  • Inventories
  • Accounts Payables (A/P)
  • Cash conversion cycle (CCC)
  • Sources of ST financing
  • Tying it together
Week 4: Long Term Financing / Capital Markets
  • Introduction
  • Bonds
  • Stocks
  • Investments and special topics
  • Tying it together
Week 5: Finance Communication and Storytelling with Tableau
  • Introduction
  • Getting started with Tableau
  • Formatting and calculations in Tableau
  • Reporting and presentation
  • Tying it all together
Week 6: Business Case Analysis
  • Introduction
  • Financial Modelling
  • Setting the Model
  • Other assumptions
  • Course wrap up
  • Assessment

Admission details

Step 1. Go to FutureLearn’s official website.

Step 2. You can manually search for Financial Analysis and Decision Making with Xero and Tableau in the search bar and yield results.

Step 3. To begin the process of joining the course, simply click on the “Join Now” button.

Step 4. On the registration page, sign up via email or just log in by linking your Google or Facebook ID.

Step 5. On the eligibility confirmation page, click the checkbox to confirm eligibility and click “Next.”

Step 6. Fill in all the information correctly on the details page. Fill all the required fields and submit by clicking on the “Next” button.

Step 7. Upload a valid photo ID for identification purposes and read the details and accept the declaration by clicking “Next.”

Step 8. At the checkout page, pay the amount by using one of the supported payment methods.


Filling the form

To apply and enlist in Financial Analysis and Decision Making with Xero and Tableau live course, log on to the FutureLearn website. Navigate to the online microcredential page. Now, login or signup on the website. Then, check eligibility, give the required information, and finally pay the programme fee.

How it helps

If you are looking for a high-skill financial analysis role, then the Financial Analysis and Decision Making with Xero and Tableau microcredential will prepare you for success. Data Analytics skills are in high demand. So, you will be able to boost your career by the learnings from this course.

Data analytics skills that you will discover from studying Financial Analysis and Decision Making with Xero and Tableau courses are going to let you face finance-driven business challenges. You will learn how to use financial frameworks to monitor improvements and performance. Also, you will be able to communicate and visualise your financial data to drive actionable value from decisions.

Instructors

Ms Alysha Randall

Ms Alysha Randall
Chief Finanacial Officer
Freelancer

FAQs

Who is the instructor of the Financial Analysis and Decision Making with Xero and Tableau microcredential?

The online course will be instructed by Alysha Randall (CPA). She is a Finance Director/CFO with experience working with fast growth online SMEs in various sectors.

What will I receive after I complete the course?

You will receive 15 academic credits at postgraduate-level from Coventry University (CU), London. Plus, you will get an electronic transcript from the CU, London.

Can I receive a refund if I leave the Financial Analysis and Decision Making with Xero and Tableau programme?

Yes. You get 14 days from the day the course starts to apply for a refund.

Do I have to stay present for live events even if I am from a different timezone?

No. Microcredentials are flexible and designed to be suitable around your timezone and life. You can watch the live broadcast afterwards as it is recorded.

Where will I use my credit if I wish to do so?

If you pass the Financial Analysis and Decision Making with Xero and Tableau microcredential, you will have the chance to apply for entry into Coventry University’s postgraduate courses with a 15-credit exemption.

Trending Courses

Popular Courses

Popular Platforms

Learn more about the Courses

Download the Careers360 App on your Android phone

Regular exam updates, QnA, Predictors, College Applications & E-books now on your Mobile

Careers360 App
150M+ Students
30,000+ Colleges
500+ Exams
1500+ E-books