Udemy - Storytelling for Financial Advisors and Investment Experts

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Udemy - Storytelling for Financial Advisors and Investment Experts (Size: 2.4 GB)
  1 -Course Wrap Up.mp4 76.1 MB
  1 -Defining Story Purpose and Audience Needs.mp4 104.5 MB
  1 -Financial Advisory Case Study Case Study Introduction.mp4 81 MB
  1 -Overview of Visualization Techniques Suitable to Storytelling.mp4 214.6 MB
  1 -Patterns and Relationships in Financial Data.mp4 152.1 MB
  1 -The Need for Communications in Financial Advisory.mp4 121.1 MB
  1 -Welcome and Course Goals.mp4 36 MB
  2 - Capstone Project Data Storytelling for Retirement Income Planning.html 307.2 B
  2 -Applications of Bar Charts and Line Charts For Charts for Data Storytelling.mp4 219.6 MB
  2 -Capstone Project Data Storytelling for Retirement Income Planning.pdf 232 KB
  2 -Challenges in Communicating Financial Insights & Advice.mp4 124.8 MB
  2 -Comparing and Selecting Charting Styles.mp4 95.4 MB
  2 -Designing the Financial Story Arc.mp4 99.9 MB
  2 -Financial Advisory Case Study Creating Insights From the Raw Data.mp4 69.5 MB
  2 -Project Visual Solution.png 42.2 KB
  2 -Project_Solution.ipynb 88.4 KB
  2 -Tips for Successful Completion.mp4 26.3 MB
  2 -retirement_cashflow.csv 307.2 B
  3 -Financial Advisory Case Study Crafting a Data Story to Deliver the Insights.mp4 51.1 MB
  3 -Meet Your Instructor.mp4 18.9 MB
  3 -Review of Sankey Diagrams for Data Storytelling.mp4 128.6 MB
  3 -Sankey Diagrams.mp4 106 MB
  3 -Selecting and Developing Characters.mp4 144.9 MB
  3 -The Rise of Data Storytelling.mp4 127.1 MB
  4 -Evaluating and Selecting a Charting Technique.mp4 74.4 MB
  4 -Financial Advisory Case Study Delivering the Story to Engage with the Audience.mp4 86.9 MB
  4 -Financial Data Storytelling Frameworks.mp4 109.8 MB
  4 -Organizing Data for Sankey Diagrams.mp4 94.3 MB
  4 -Story Design Tools and Techniques.mp4 74.5 MB
  5 - Data Storytelling for Financial Planning and Analysis.html 614.4 B
  5 - Financial Storytelling The Art of Being a Financial Advisor.html 614.4 B
  5 - Hands-On-Learning Designing a Before-and-After Financial Story Using Story Desi.html 409.6 B
  5 - Hands-On-Learning Understanding the Purpose and Power of Financial Storytelling.html 307.2 B
  5 - Hands-On-Learning Using Google Colab with Python and Gemini AI to Create a Bar.html 512 B
  5 - Hands-On-Learning Visualizing Financial Patterns with the Right Chart Type.html 307.2 B
  5 - How to Create a Sankey Diagram with Python in 30 Seconds.html 614.4 B
  5 - Write and Design Your Data Story Step-By-Step Guide.html 614.4 B
  5 -Bar_Chart.png 51.6 KB
  5 -Hands-On-Lab_Section 3_Solution Revised July 9.docx 35.6 KB
  5 -Hands-On-Learning Using Google Colab with Python and Gemini AI to Create a Bar Chart for Financial Fund Flows.pdf 217.2 KB
  5 -Hands_On_Lab_Designing a Before-and-After Financial Story Using Story Design Tools.pdf 240.6 KB
  5 -Hands_On_Lab_Section 3 Revised July 9 1.pdf 227.2 KB
  5 -Hands_On_Lab_Understanding the Purpose and Power of Financial Storytelling.pdf 212.4 KB
  5 -Sankey_chart.png 144.7 KB
  5 -before_after_fund_flows (1).csv 307.2 B
  5 -before_after_fund_flows.csv 307.2 B
  Bonus Resources.txt 102.4 B
  Get Bonus Downloads Here.url 204.8 B
  ▲ 48 total files

Description


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.

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