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SQL for Finance Professionals

سرفصل های دوره

If you work in the financial sector, one tool that may not come to mind when thinking about the day-to-day work in finance is SQL—structured query language. But SQL is the programming language used to query data, so it’s extremely useful for anyone who works with vast stores of information, including financial professionals. As more and more data gets produced from the proliferation of modern tools and technologies, it’s increasingly important to know how to handle all the new data, and in this course, Megan Lieu shows you how to do just that using SQL. She starts with the background of SQL, including use cases, SQL data types, how to query data, how to use functions to perform calculations, and more. She then delves into finance-specific applications of SQL, giving an overview of how SQL is used in finance, the difference when using data in fintech vs. finance, and shows you how to use SQL in combination with a more familiar financial sector tool, Excel.


01 - Introduction
  • 01 - Become the ultimate financial analyst using SQL
  • 02 - What you should know

  • 02 - 1. What Is SQL
  • 03 - Background and use cases of SQL
  • 04 - Types of SQL commands
  • 05 - SQL data types
  • 06 - Queries The basic building blocks of SQL
  • 07 - How to use functions to perform calculations
  • 08 - Joins using table relationships
  • 09 - Challenge Creating your first query
  • 10 - Solution Creating your first query

  • 03 - 2. SQL in Finance
  • 11 - SQL in the finance field
  • 12 - How data is used in finance
  • 13 - Data in fintech vs. finance
  • 14 - Excel vs. SQL in finance
  • 15 - Challenge Creating your second SQL query
  • 16 - Solution Creating your second SQL query

  • 04 - 3. Financial Analysis in SQL
  • 17 - What is financial analysis
  • 18 - Analyzing financial statements
  • 19 - Analyzing tabular data
  • 20 - Calculating financial metrics WACC, NPV, IRR
  • 21 - Challenge Creating basic reports using SQL
  • 22 - Solution Creating basic reports using SQL

  • 05 - 4. Predictive Modeling in Finance
  • 23 - What is predictive modeling
  • 24 - How predictive modeling is used in finance
  • 25 - Forecasting revenue trends
  • 26 - Developing predictive models using SQL, Python, and R
  • 27 - Case study Detecting fraud

  • 06 - Conclusion
  • 28 - Next steps
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