Udemy - Storytelling for Financial Advisors and Investment Experts torrent

Storytelling for Financial Advisors and Investment Experts

https://WebToolTip.com

Published 7/2025
MP4 | Video: h264, 1280x720 | Audio: AAC, 44.1 KHz, 2 Ch
Language: English | Duration: 2h 59m | Size: 2.38 GB

Communicating Insights and Advice Using Engaging Narratives: Financial Advice, Story Design, Python & Sankey Diagrams.

What you'll learn
Define the scope and requirements of the advisory message based on its purposes and targeted client impact.
Prepare and structure financial data to create Sankey diagrams to visualize flow and interactions as a basis for story design using Python software.
Develop financial data stories by combining analysis, visualization, and structured narrative techniques.
Present financial insights using clear and engaging storytelling techniques.

Requirements
To get the most out of this course, learners should have a basic understanding of financial and investment principles along with familiarity in data analysis and visualization techniques. Some experience with Python programming for summarizing and visualizing data is expected, as well as a general awareness of generative AI tools used to support content creation and code generation. These foundational skills will help learners focus more on the storytelling aspects without getting bogged down in technical learning.