SQL for Finance Professionals

Learn the fundamentals to get started in using SQL for financial analysis and modeling.

Introduction

• Become the Ultimate Financial Analyst Using SQL
• What you should know

1. What is SQL?

• 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

2. SQL in Finance

• 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

3. Financial analysis in SQL

• 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

4. Predictive modeling in finance

• 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

Conclusion

• Next steps