Data & Analytics / Foundation

SQL for Financial Data Analysis

Learn to query financial tables, connect transactions and turn business questions into repeatable analysis.

What you’ll learn.

  • Filter and aggregate transaction data
  • Join accounts, customers and invoices safely
  • Validate query results against control totals
Proposed course outline

What you’ll practise.

01 / Tables & SELECT queries

Read database tables and retrieve selected fields from a sample finance dataset.

02 / Filtering & aggregation

Use filters, grouped totals and conditional logic to answer questions about invoices and payments.

03 / Joins & reconciliation

Join related tables, identify duplicate rows and reconcile outputs to source totals.

04 / Reporting queries & validation

Write reusable reporting queries and record data-quality assumptions and validation results.

Skills covered in this course

SELECT queries, filters, grouped totals, joins and reconciled financial reports.

Your practical project

A set of reconciled SQL reports for a sample invoice dataset.

Final curriculum, instructor, duration, software access and assessment details will be confirmed before enrolment.

Is this course right for you?

Who it’s for

Analysts and finance professionals beginning to work directly with structured data.

Your starting point

Comfort with spreadsheet tables; no prior SQL experience required.

Course questions, answered.

Who is SQL for Financial Data Analysis for?

Analysts and finance professionals beginning to work directly with structured data.

What experience do I need?

Comfort with spreadsheet tables; no prior SQL experience required.

What practical work is included?

A set of reconciled SQL reports for a sample invoice dataset.

How do I confirm the schedule and fee?

Request the confirmed duration, fee, delivery format, instructor and software requirements before enrolment.

Does this course award a professional designation?

This is independent professional development. It does not award a regulated designation or vendor certification.

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