Course Overview

This course is an intensive course for the banking and finance industry

in North America.

The purpose of this package is to analysis the specific functions of consulting and data analysis role in an American business practice through classroom learning and simulation. At the end of the course, students will combine the information and data of real companies to understand the skills required for a entry level consulting and data analyst role.

All the course are mentored by senior Consultant and senior Auditor in big four firm or big commercial company in North America. All the mentors have been in the industry more than five years, they focuses on cultivating students's critical skills, logical analysis skills, and summary reporting techniques. 


4 Hours * 4 Sessions

Management Consulting and Data Analysis Package:

Data analysis+Financial Modelling+One Hour One-to-one Service

(Bonus: 50%off Workshop Voucher)


Save $300

Management Consulting and Data Analysis Premium Package:

Data analysis+Financial Modelling+Excel Immediate

(Bonus: One-to-one Service+50%off Workshop Voucher)


Save $600

Course Structure

Data Analysis (4 Sessions)

• Maniplulate and cleanse raw data sets in tableau and Power Bi

• Learn the basic structure of excel and financial models in tableau and Power Bi

• Using actual models and Data sets in practice in tableau and Power Bi

• Build financial model with the ability to flex different assumptions in tableau and Power Bi

• Build different scenario possibilities and outcome in tableau and Power bi 

• Develop programs that can manipulate static, structured data using the python programming language

• How to work with various data formats within python, including: JSON, HTML, and Excel Worksheets

• Use database with Python and create data visualizations by using Python

• Retrieve data from websites and APIs using Python and understand the protocols web browsers use to retrieve documents and web apps.

Excel (2 Sessions)

• Pivot Tables & Charts: Create, edit, report and format Pivot Tables/Charts

• Advanced Functions: Logical Functions, SUMIF, COUNTIF, VLOOKUP, HLOOKUP

• What-if Analysis: Goal Seeker, The Solver, Data Tables, MS Query and

Importing text: Extracting data using MS Query, importing data from Text files

Resume revise, interview preparation and career consulting ( Session)

•  1 v 1 Career Path Consulting ( 1.5 hours)

Course Cycle

4 weekends study, 16 hours in total


Further Information

The course is designed for

• A student or a graduate with a financial and banking industry or Data/IT background
• Working professionals who wish to enter the banking/finance/IT industry
• A person who lacks American local financial work experience but wants to work in American’s financial or banking or IT industry

Business Analyst | Reporting Analyst | Data Scientist | Quantitative Analyst | Product Analyst | Data Engineer | Graduate Consultant |

Junior Consultant | Junior Business Analyst | Junior Data Analyst | Finance Analyst | Marketing Analyst

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