Learn the fundamentals to get started in using SQL for financial analysis and modeling.
Overview
Syllabus
Introduction
- Become the Ultimate Financial Analyst Using SQL
- What you should know
- Background and use cases of SQL
- Types of SQL commands
- SQL data types
- Queries: The basic building blocks of SQL
- How to use functions to perform calculations
- Joins using table relationships
- Setting up sample data and files
- Challenge: Creating your first query
- Solution: Creating your first query
- SQL in the finance field
- How data is used in finance
- Data in fintech vs finance
- Excel vs SQL in finance
- Challenge: Creating your second SQL query
- Solution: Creating your second SQL query
- What is financial analysis?
- Analyzing financial statements
- Analyzing tabular data
- Calculating financial metrics: WACC, NPV, IRR
- Challenge: Creating basic reports using SQL
- Solution: Creating basic reports using SQL
- What is predictive modeling?
- How predictive modeling is used in finance
- Forecasting revenue trends
- Developing predictive models using SQL and Python/R
- Case study: Detecting fraud
- Next steps
Taught by
Megan Lieu
