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UdemyFinance & AccountingPaid courseAll LevelsCertificate

Finance Data Analysis: From Data to Decisions (Udemy.com)

Master financial data analysis, forecasting, risk modelling & storytelling using Excel, SQL, Python & real-world finance

Created by: MTF Institute of Management

Last updated April 2026

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What you will learn

  • Analyse and interpret financial data using Excel, SQL, Python, and Tableau
  • Clean, transform, and prepare financial datasets for analysis
  • Apply statistical and exploratory data analysis (EDA) techniques
  • Build and evaluate financial forecasts using time-series models
  • Understand and apply risk metrics, financial ratios, and performance indicators
  • Perform portfolio analysis and optimisation
  • Use machine learning concepts for financial data applications
  • Extract and manipulate financial data using SQL queries
  • Communicate insights through clear data visualisations and storytelling
  • Apply cost-benefit thinking and KPI-driven decision-making
  • Approach financial problems with a structured, analytical mindset
  • Understand how AI and automation are changing finance roles
  • Position yourself to remain relevant and valuable in 2026 and beyond

How it compares

Against the other 376 rated Udemy courses in Finance & Accounting on CourseDuck:

  • Rating4.0 out of 5higher than 3% of them
  • Reviews474#185 of 377 by number of reviews
  • Length10.2 hourslonger than 74% of them
  • Last updatedApril 2026more recently than 69% of them

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Course Description

In today’s financial world, data is everywhere — but insight is rare.

This course is designed to take you beyond basic analysis and into real financial decision-making using data.

You won’t just learn tools like Excel, SQL, Python, or Tableau
You’ll learn how to think like a financial analyst — turning raw data into actionable insights, forecasts, and strategic recommendations.

We start with the foundations of data analysis and quickly move into financial applications, including time-series forecasting, risk assessment, portfolio optimisation, and machine learning techniques used in modern finance.

But technical skills alone are not enough.

You will also learn how to:

  • Structure financial problems clearly

  • Identify key drivers behind financial performance

  • Communicate insights effectively to stakeholders

  • Make better decisions using data, not intuition

The course includes hands-on exercises, real-world financial datasets, and practical workflows used by analysts and finance professionals.

You’ll also explore how the role of data professionals is evolving, including a dedicated module on how work is changing in 2026 and how to stay relevant in a data-driven world.

By the end of this course, you will not just analyse financial data — you will use it to drive decisions with confidence.


Course Author

Dr. Alex Amoroso, PhD
Lead UX & Product Researcher | Head of School (MTF)

Dr. Alex Amoroso is a Senior UX and Product Researcher with over 10 years of experience helping organisations turn research and data into better product decisions.

Her work sits at the intersection of research, product strategy, and decision-making. She has conducted large-scale studies with over 6,000 users across B2B and B2C environments, producing 30+ research reports that have directly informed product direction, user experience design, and innovation initiatives.

She has worked with organisations across Europe on data-driven products, analytics platforms, and IoT systems—partnering with cross-functional teams to translate complex insights into clear, actionable decisions.

Alongside her industry work, Dr. Amoroso teaches Advanced Research Design and Methodologies to doctoral students and serves as Head of the School of Business and Management at the Institute of Management, Technology and Finance.

She holds a PhD in Health Anthropology, with research focused on human behaviour, environmental stress, and quantitative data analysis. Her academic work has been published in multiple peer-reviewed journals.

In her courses, she combines:

  • Academic rigour

  • Real-world product case studies

  • Practical frameworks you can apply immediately

Her focus is simple:
help professionals move from insights → decisions → impact.


Course provided by MTF Institute of Management, Technology and Finance

MTF Institute is a global educational and research institute headquartered in Lisbon, Portugal. We offer hybrid business and professional education in the areas of Business and Management, Science and Technology, and Banking and Finance.

MTF Institute R&D Center conducts research in Artificial Intelligence, Machine Learning, Data Science, Big Data, Web3, Blockchain, Cryptocurrency and Digital Assets, Digital Transformation, Fin-tech, E-commerce, and the Internet of Things.

MTF Institute is an official partner of Deloitte, IBM, Intel, and Microsoft, and is a member of the Portuguese Chamber of Commerce and Industry and the Union of Trade and Services Associations of Lisbon.

MTF Institute has a global presence across 216 countries and territories and has been chosen by more than 1 mln. students.


Exclusive: The Career Accelerator Edition

Why is this course unique?

By enrolling in this special edition, you unlock three strategic career advantages:


1. Dual Certification & Direct Verification Go beyond the standard. Upon completion, you will receive not only the Udemy certificate but also the Official MTF Institute Certificate and Student ID.

· Direct Validation: You will gain access to our automated system to issue your credentials instantly directly from the Institute.

· Credibility: This independent verification adds a layer of professional authority to your CV, recognized by our global partners.


2. Portfolio Building & LinkedIn Visibility In job market, visibility is everything. We don't just teach you skills; we help you showcase them.

· Show, Don't Just Tell: We encourage you to post your course projects and case studies directly to your professional profiles.

· Career Boost: Follow our guidelines to add your new certification to your LinkedIn profile correctly. This simple step significantly improves your visibility to recruiters and demonstrates your commitment to continuous professional development.


3. Access to a Global Professional Community Education is more powerful when shared. You are not learning alone.

· Network: Join thousands of professionals worldwide who trust MTF Institute.

· Stay Informed: Gain the opportunity to subscribe to our industry insights and newsletters, keeping you ahead of trends in management and technology.

Start your transformation from a student to a recognized professional today.

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Instructor Details

MTF Institute of Management

MTF Institute of Management, Technology & Finance


MTF Institute is a global educational and research institute headquartered in Lisbon, Portugal. We offer hybrid business and professional education in the areas of Business and Management, Science and Technology, and Banking and Finance.

MTF Institute R&D Center conducts research in Artificial Intelligence, Machine Learning, Data Science, Big Data, Web3, Blockchain, Cryptocurrency and Digital Assets, the Metaverse, Digital Transformation, Fintech, E-commerce, and the Internet of Things.

MTF Institute is an official partner of Deloitte, IBM, Intel, and Microsoft, and is a member of the Portuguese Chamber of Commerce and Industry and the Union of Trade and Services Associations of Lisbon.

MTF Institute has a global presence across 216 countries and territories and has been chosen by over 1 million students.


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Reviews

4.0

474 ratings on Udemy

Select a bar to show only those reviews.Select the bar again to show every rating.

By Bryan O. Tucker Bronson on 5/13/2026

Amazing, very detailed comprehensive material, presentations and resources. Clear instructions and the Role Play is worth the investment.

By Tebogo Molebala on 1/3/2026

Thank you MTF Institute and Udemy. I enjoyed this course. You have helped me take a giant step to making a fulfilling step change in my career. I got exposed to new concepts that I found exciting and I intent to study further. I good mix of practical and theory.

By Abhishek Sengupta on 12/14/2025

Felt 90% Theoritical ,coding wasn't explained and pratical applications were rarely emphasied.

By Hoàng Thị Trà My on 12/11/2025

I need more practice resources

By Drazen Lukic on 8/18/2025

I have a technical background and some points were a repetition for me. Nevertheless, I found the cross-reference to the topic of finance well made and very helpful. The structure is also very well accomplished.

By Ebenezer Assoah on 8/3/2025

it has really helped me understand certain concepts in finance and data science

By Jerry Miller on 7/8/2025

excellent course well paced and very knowledgable and applicable to the data field.

By Pritam Manna on 5/30/2025

It was so much fun to learn like this. I liked the course, and I have learned a lot of things in this course.

By Sarvesh Prajapati on 5/23/2025

It was quite informative and a good course for breaking into finance analytics.

By Olatunde Olatunbosun on 3/29/2025

The recordings and articles are user friendly and communicated in clear and simple language.

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Read all 474 reviews on Udemy

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Overall Score : 80 / 100