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Storytelling with Financial Data: Beyond the Basics

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This course will be an overview of:

  • Crafting compelling narratives that enhance audience understanding of financial data by applying narrative skills
  • The key components of connecting data, visuals, and narrative to create cohesive financial presentations
  • Best practices and examples to improve your data communication skills
  • Insights into effective data visualization techniques and tools for financial storytelling
  • A real-life case study on how to transform complex financial figures into engaging narratives that drive organizational action


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Field of Study:
Business Management and Organization
Credit(s):
NASBA: 1.0
Course ID:
NASBA: 39912/46493
Instructor(s):
Samy Garas
Prerequisites:

1-2 years of basic financial analysis and visualization experience

Advanced Preparation:

None

Knowledge Level:
Intermediate
Start Date(s):
October 14, 2025 12:00pm CDT
End Date(s):
October 14, 2025 1:04pm CDT
Publication Date:
06/26/2025
Planned Expiration:
05/31/2026
Provider:
Becker Professional Education
Learning objectives

After completing this course, the learner should be able to:

  • Recall the definition, purpose, and key elements of data storytelling in financial reporting
  • Apply narrative skills to learn to craft compelling narratives that enhance audience understanding of financial data
  • Recognize key components to connect data, visuals, and narrative to create cohesive financial presentations
  • Identify best practices by studying historical and modern examples to improve your own data communication
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National Registry of CPE Sponsors

A Becker Professional Education is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

Becker Professional Education Sponsor I.D. Numbers NASBA: 107294, New York: 002087, New Jersey: 20CE00226700, Texas: 009580, Ohio: CPE.186, Illinois 158.002405, Pennsylvania: PX177823

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