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SQL for Finance Professionals

SQL for Finance Professionals

1h 3mBeginner2023-01-24

Authors

Megan Lieu

Megan Lieu

Data Scientist

Course details

If you work in the financial sector, one tool that may not come to mind when thinking about the day-to-day work in finance is SQL—structured query language. But SQL is the programming language used to query data, so it’s extremely useful for anyone who works with vast stores of information, including financial professionals. As more and more data gets produced from the proliferation of modern tools and technologies, it’s increasingly important to know how to handle all the new data, and in this course, Megan Lieu shows you how to do just that using SQL. She starts with the background of SQL, including use cases, SQL data types, how to query data, how to use functions to perform calculations, and more. She then delves into finance-specific applications of SQL, giving an overview of how SQL is used in finance, the difference when using data in fintech vs. finance, and shows you how to use SQL in combination with a more familiar financial sector tool, Excel.

Skills covered

SQLCorporate FinanceDatabase AdministrationFinance and AccountingDatabase DevelopmentDatabase ManagementPersonaData AnalysisProgramming LanguagesData ScienceBusiness Analysis and StrategyBusiness Software and ToolsOpen SourceSoftware Development

Concepts

0. Introduction

  • 01 - Become the Ultimate Financial Analyst Using SQL
  • 02 - What you should know
  • 03 - Using CoderPad

1. What is SQL

  • 04 - Background and use cases of SQL
  • 05 - Types of SQL commands
  • 06 - SQL data types
  • 07 - Queries - The basic building blocks of SQL
  • 08 - How to use functions to perform calculations
  • 09 - Joins using table relationships
  • 10 - Setting up sample data and files
  • 11 - Solution - Creating your first query

2. SQL in Finance

  • 12 - SQL in the finance field
  • 13 - How data is used in finance
  • 14 - Data in fintech vs finance
  • 15 - Excel vs SQL in finance
  • 16 - Solution - Creating your second SQL query

3. Financial analysis in SQL

  • 17 - What is financial analysis
  • 18 - Analyzing financial statements
  • 19 - Analyzing tabular data
  • 20 - Calculating financial metrics - WACC, NPV, IRR
  • 21 - Solution - Creating basic reports using SQL

4. Predictive modeling in finance

  • 22 - What is predictive modeling
  • 23 - How predictive modeling is used in finance
  • 24 - Forecasting revenue trends
  • 25 - Developing predictive models using SQL and Python R
  • 26 - Case study - Detecting fraud

Conclusion

  • 27 - Next steps

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