Data Storytelling for Investors and Financial Advisors

Data Storytelling for Investors and Financial Advisors

Instructors: Mark Peco

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1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

7 hours to complete

Flexible schedule

Learn at your own pace

1 module

Gain insight into a topic and learn the fundamentals.

Intermediate level

Recommended experience

7 hours to complete

Flexible schedule

Learn at your own pace

What you'll learn

Define the scope and requirements of the advisory message based on its purposes and targeted client impact.
Transform financial data using Python to design, visualize, and interpret flow dynamics through Sankey diagrams for storytelling purposes.
Develop financial data stories by combining analysis, visualization, and structured narrative techniques.
Present financial insights using clear and engaging storytelling techniques.

Skills you'll gain

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There is 1 module in this course

In today’s data-driven financial landscape, effective advisors and investors go beyond analysis—they transform data into stories that inspire action. This course introduces practical techniques to translate complex financial insights into clear, engaging narratives that strengthen client communication and decision-making. You’ll learn how to structure financial stories, design impactful data visualizations, and use tools like Python and Sankey diagrams to present insights with clarity and influence.

Designed for financial advisors, investment mentors, quantitative analysts, and individual investors, the course is ideal for professionals who want to complement financial analysis with persuasive storytelling. Learners should have a basic understanding of investment principles, data analysis, and visualization, with some experience using Python and generative AI tools. By the end, you’ll be equipped to craft compelling, data-driven financial stories that engage clients, differentiate your services, and drive better investment outcomes.

In this course, you’ll learn how to turn complex financial data into clear, compelling stories that elevate your advisory services and inspire client action. You’ll focus on the art of data storytelling using Python, visualization techniques, and tools like Sankey diagrams to reveal financial insights, structure narratives, and build stronger client relationships. Through expert-led videos, hands-on exercises, real-world scenarios, and guided story design, you’ll gain the skills to communicate investment insights with clarity, confidence, and lasting impact.

What's included

24 videos5 readings5 assignments5 peer reviews5 discussion prompts

24 videosTotal 180 minutes

Welcome and Course Goals 2 minutes
Meet Your Instructor1 minute
Tips for Successful Completion 1 minute
The Need for Communications in Financial Advisory 7 minutes
Challenges in Communicating Financial Insights & Advice 8 minutes
The Rise of Data Storytelling 8 minutes
Financial Data Storytelling Frameworks 8 minutes
Patterns and Relationships in Financial Data 10 minutes
Comparing and Selecting Charting Styles 7 minutes
Sankey Diagrams 7 minutes
Organizing Data for Sankey Diagrams 5 minutes
Defining Story Purpose and Audience Needs 7 minutes
Designing the Financial Story Arc 8 minutes
Selecting and Developing Characters 8 minutes
Story Design Tools and Techniques 8 minutes
Overview of Visualization Techniques Suitable to Storytelling 15 minutes
Applications of Bar Charts and Line Charts for Charts for Data Storytelling 20 minutes
Review of Sankey Diagrams for Data Storytelling 12 minutes
Evaluating and Selecting a Charting Technique 5 minutes
Financial Advisory Case Study: Case Study Introduction 5 minutes
Financial Advisory Case Study: Creating Insights From the Raw Data 5 minutes
Financial Advisory Case Study: Crafting a Data Story to Deliver the Insights 4 minutes
Financial Advisory Case Study: Delivering the Story to Engage with the Audience 5 minutes
Course Wrap Up 4 minutes

5 readingsTotal 25 minutes

Welcome to the Course: Course Overview5 minutes
Data Storytelling for Financial Planning and Analysis 5 minutes
Financial Storytelling: The Art of Being a Financial Advisor 5 minutes
Write and Design Your Data Story: Step-By-Step Guide 5 minutes
How to Create a Sankey Diagram with Python in 30 Seconds 5 minutes

5 assignmentsTotal 100 minutes

Financial Data Storytelling Concepts20 minutes
Visualization Techniques for Financial Data 20 minutes
Storytelling Design Techniques 20 minutes
Using Python to Create Data Visualizations20 minutes
Delivering Financial Advice with Engaging Data Stories 20 minutes

5 peer reviewsTotal 100 minutes

Hands-On-Learning: Understanding the Purpose and Power of Financial Storytelling 10 minutes
Hands-On-Learning: Visualizing Financial Patterns with the Right Chart Type 10 minutes
Hands-On-Learning: Designing a Before-and-After Financial Story Using Story Design Tools 10 minutes
Hands-On-Learning: Using Google Colab with Python and Gemini AI to Create a Bar Chart for Financial Fund Flows 10 minutes
Project: Data Storytelling for Retirement Income Planning 60 minutes

5 discussion promptsTotal 25 minutes

Turning Reports into Stories 5 minutes
When the Numbers Spoke Clearly 5 minutes
Structuring a Financial Story 5 minutes
Choosing the Right Visualization Tool 5 minutes
Storytelling Moments That Matter 5 minutes

Instructors

Mark Peco

Starweaver

1 Course94 learners

Offered by

Starweaver

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