Date and Time:

Start date & time:  26 November 2025 09:30

End date & time:  26 November 2025 16:30

Format

This course will be delivered via Zoom. The Zoom link will be emailed to participants the day before the course is due to take place.

Who Should Attend

This course is ideal for finance professionals who work with data and want to enhance their analytical skills using SQL. It is designed for accountants, financial analysts, investment professionals, and finance managers who need to extract, analyse, and visualise financial data efficiently. No prior SQL experience is required, but basic Excel knowledge is recommended. Participants will gain practical SQL skills to streamline reporting, improve data accuracy, and make data-driven financial decisions.

Course Overview

• Introduction to SQL in Finance – Understanding SQL's role in financial data analysis.
• Connecting Excel to Cloud Databases – Using Power Query for seamless data access.
• Basic SQL Queries – Retrieving financial data with SELECT statements.
• Filtering Data – Applying the WHERE clause for precise data extraction.
• Aggregating Financial Data – Using GROUP BY and HAVING clauses.
• Joining Financial Tables – Performing JOIN operations for data integration.
• Data Modelling in Excel – Creating dynamic models with SQL query results.
• Updating and Refreshing Data – Keeping reports current with live data.
• Financial Data Visualisation – Creating charts and graphs in Excel.
• Hands-on SQL Exercises – Practical applications with real-world examples.

Key Learning Outcomes

By the end of this course, participants will be able to:

• Understand the role of SQL in financial data analysis and decision-making.
• Learn how to connect Excel to cloud-based databases for efficient data retrieval.
• Master basic SQL queries to extract, filter, and manipulate financial data.
• Apply GROUP BY and HAVING clauses to aggregate financial information.
• Use JOIN operations to combine financial data from multiple tables.
• Understand primary and foreign keys in financial datasets for data integrity.
• Develop skills to create dynamic financial models using SQL and Excel PowerPivot.
• Learn to refresh and update data models with live database connections.
• Utilise visualisation tools in Excel to represent financial data insights.
• Gain hands-on experience with real-world data queries and reporting.

All participants should please note the following:

• SQL Software installed

Setup information for SQL will be provided prior to the course.

• Microsoft Office / Apps Version

Participants should have a Microsoft 365 subscription but supported older Office desktop versions are workable.

• Windows 11 / 10 ESU

We prepare the files and deliver the course using Windows 11 but Windows 10 on Extended Support is fine.  If you are using a MacBook or other platform, please be aware that there can sometimes be incompatibilities and there are certain features that are not available on the Macintosh edition of Excel.

• Two Monitors Recommended

This allows better viewing of the trainer's screen and relevant Microsoft 365 application or AI site. If you only have a single screen, please inform us prior to the course.

• Test session

If you would like to test your connection and setup prior to your course, please contact info@professional.ie or 01 6627700 and we will arrange this with you.

Speaker Bio

Professional Training is a group of experienced specialists providing focused training in IT and Management skills. Our trainers use a combination of tailored, flexible approaches and real-life business knowledge to develop and provide techniques and solutions for immediate implementation by our course participants. We have delivered a range of CPD programmes with Chartered Accountants Ireland since 1997.

Contact us

If you have any questions regarding this or any other CPD course or requirements, please feel free to contact the team here or call us at (+353) 01 523 3930

By registering for this course you have accepted the terms and conditions