Analytics in Power BI: ICAEW Certificate

For Finance Professionals

Overview

Develop the analytics skills finance professionals need today. This ICAEW-certified course helps you confidently use Power BI to analyse trends, model data, and create clear, impactful reports. Created by ICAEW experts and Kaplan, it focuses on real-world finance applications — so you can turn complex data into insight-driven decisions.

Average duration

20 hours

Assessments

Four case studies

Award

Analytics in Power BI: ICAEW Certificate For Finance Professionals

Who it’s for

This course is tailored for those in finance at various stages of their professional journey, from entry-level to experienced. It's ideal for those familiar with Excel who are eager to enhance their capabilities in data analytics and visualisation, serving as a foundational starting point for more advanced, data-driven roles.

The course is suitable for a wide array of positions including Finance Controllers, Auditors, Accountants, Finance Managers, and roles in analytics and sales.

If you're a busy finance professional looking to upskill without disrupting your schedule, Kaplan’s award-winning OnDemand delivers learning on your terms. You study online at your own pace while following a structured path.

Learning outcomes

Master Power BI and develop in-demand data analytics skills to drive smarter decisions. With more guided learning hours than most alternatives, you’ll gain job-ready expertise and prove it with a credential recognised by employers worldwide.

You’ll be able to:

Use Power BI for advanced data analysis and decision-making
Analyse complex financial data with accuracy and confidence
Build advanced reports and dashboards using Power BI features
Create compelling visualisations and data narratives
Uncover insights that add real business value
Communicate insights through persuasive data storytelling
Manage and organise data effectively
Support strategic decisions with data-driven financial analysis

I chose to study the ICAEW certification as it opened up more opportunities in my training career and it benefits to have an internationally accredited certification.

Course content

Context and concepts

Explore the core principles of data analysis and how they apply in business and accounting settings, with an introduction to Power BI and its capabilities.

In this unit you’ll:

Learn key terminology and explore data analysis as both a concept and a process
Identify how data analytics can add value in business and accounting scenarios
Review Power BI’s components, versions, and how they interact
Understand the types of data organisations manage and the importance of data quality and governance

Data preparation and transformation

Discover how to prepare and transform data effectively in Power BI using the Query Editor and a range of essential techniques.

In this unit you’ll:

Use the Query Editor to import data from various sources and set appropriate data types
Establish relationships between datasets and assess overall data quality
Identify and resolve common data issues such as missing or duplicate entries
Transform datasets by filtering, aggregating, subsetting, adding columns, and merging data using different joins

Building reports

Learn how to design effective reports and dashboards in Power BI, with practical guidance on visuals, interactivity, and using DAX for custom calculations.

In this unit you’ll:

Create basic reports and analyse key elements and visuals
Design interactive dashboards with filters, buttons, bookmarks, and drill-down features
Use DAX to build calculated columns and measures
Apply best practices for efficient Power BI use and dashboard organisation

Presenting data effectively

Learn how to communicate insights clearly through impactful data visualisations and dashboard storytelling for business audiences.

In this unit you’ll:

Apply principles of effective dashboard design and structure
Translate data analytics into business-relevant language and context
Present dashboards to highlight key messages and support decision-making
Use data storytelling techniques to enhance the clarity and impact of your findings

This course requires the use of Power BI desktop version, which is designed for Windows users and is not compatible with Apple’s MacOS. View system requirements.

Courses

Inc VAT

OnDemand

£468.00

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ICAEW member discount

Members will be eligible for a 15% discount on this course, not compatible with any other offer.

Go to ICAEW and login

Enterprise licensing

Contact client solutions to purchase multiple courses for your team or organisation.

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Course includes

OnDemand course

An award-winning, flexible, online study option, that gives you the flexibility to study when and where you want, with unique online resources designed to give you structure, keep you motivated, and cement your understanding of the subject.

Video tutorialsEngaging, concise video lessons that simplify complex concepts, explain practical procedures, and illustrate skills in real-life business scenarios.
Hands on demonstrationsPractical demonstrations of Power BI in action, showing learners how to use the software, perform specific tasks, and apply the concepts being taught.
Formative assessmentsIntegrated self-assessment questions throughout the course (including multiple choice, drop-downs, and more) with instant feedback, so you can reinforce your learning and identify areas for improvement.
Summative assessmentsBroader assessments to evaluate your achievement of the learning objectives.
Four case study assessmentsEnd-of-unit assessments where you apply your knowledge to practical scenarios related to the finance field.
20 CPD hours bankedA valuable way to meet your annual CPD requirement while building in-demand analytics skills.

Due to the technical nature of the content, we must advise that ALT text could not be provided for every image; this primarily impacts visual screenshots from Power BI. As this is a heavily video-based course, we have implemented full transcripts for all video content, ALT text for the majority of static images and a direct link to the Microsoft Power BI Accessibility site, enabling learners to access detailed guidance on navigating the Power BI environment using assistive technologies. Please contact us if you require any assistance or would like to discuss accommodations for your studies.

All courses include

Personalised online study space - MyKaplan is an online learning portal that allows you to access additional online materials and take part in discussion forums in one place.

Learn more about MyKaplan