Mini Roadmap - Data Science & Analytics for Finance [Free Download]

Finance is changing rapidly. Ten years ago, being great with Excel and understanding financial statements was enough. Today, finance professionals need to know much more. 

Business data has exploded in volume and complexity. Companies need real-time insights, not just monthly reports. Leaders expect you to predict trends and back up recommendations with solid data. This means finance teams must work with tools that can handle massive datasets and deliver instant analysis. They need to be comfortable with Python, R, SQL, dashboards, AI and even machine learning models. The tools that were earlier used primarily by data professionals are no longer optional. They are central to modern finance.

If this sounds overwhelming, you're not alone. Many finance professionals feel intimidated by these technical requirements. The good news? You don't need a computer science degree or a PhD to learn these skills. You just need the right approach. One that teaches you the essential concepts while focusing on practical applications that directly solve finance problems. With the right roadmap, you can learn just what you need, at the right pace, and in a way that directly connects back to finance.

We have created a mini roadmap that gives you a structured starting point. 

Inside, you’ll find:

• A clear learning path covering Python, SQL, and data analytics

• Finance-focused applications and use cases for each skill

• Practical mini-projects to build hands-on experience

• Guidance on how Excel fits into modern data workflows

Download the Mini Roadmap - Data Science & Analytics for Finance Here

This roadmap doesn’t overwhelm you with endless resources. Instead, it lays out the essential skills and tools every finance professional should know to work with data effectively.

Whether you’re an analyst, CFA candidate, MBA graduate, or finance professional looking to upskill, this guide will give you clarity on what to learn next, and how it all connects.

Download the Mini Roadmap - Data Science & Analytics for Finance Here