Financial Analysis and Decision Making with Xero and Tableau Course


2 locations available
Read more about this program on the school's website

Program Description


Get professional training in financial analysis and learn how to translate financial data insights into deliverable actions.

Bring data-driven decision making to your business

Being able to make data-driven decision making is key to success in business.

On this 12-week course, created in partnership with leading business accounting platform Xero and business intelligence (BI) experts at Tableau, you’ll discover key decision-making techniques and processes that will help you take your business to the next level.

Boost your financial planning and analysis

Xero and Tableau are two of the most important financial planning and analysis tools available. This financial analysis course will give you the skills you need to analyse finances to improve performance and get ahead of the market.

You’ll get to grips with using the world-leading business accounting platform, Xero, to manage your workload and increase productivity. You’ll learn how to conduct financial performance analyses, and do budget planning and forecasting.

With job postings calling for data visualisation growing by 540% over the last five years, you’ll build the skills to use key data visualisation tool Tableau.

Access professional training on Tableau and Xero

How can I use data analysis skills?

Data analysis skills let you tackle finance-driven business challenges, as well as letting you manage, analyse, and communicate insights from finance data.

You’ll be able to use financial frameworks to monitor performance and improvements, and learn how to make informed decisions on application to new market opportunities, business casing, and cost management.

Grow your confidence, as you learn how to visualise and communicate your financial data to drive actionable value from your decisions.

Are data analysis skills in demand?

As a result of digital transformation and the ubiquity of data, the finance sector is experiencing an analytics skills shortage.

61% of UK finance and insurance sector organisations reported skills shortages in 2019, and of the shortages faced, analytics is consistently reported as one of the most in-demand.

This microcredential meets the standards set by the Common Microcredential Framework.

What skills will you learn?

  • Financial analysis
  • Budget planning
  • Budget forecasting
  • Insights communication
  • Data visualisation

When would you like to start?

We aim to run our microcredentials every few months. Join on the date that suits you or register to hear from an enrolment advisor about future runs and updates.

  • 18 January 2021

What will you achieve?

By the end of the course, you‘ll be able to:

  • Apply the fundamentals of financial and managerial accounting techniques, using the software Xero, to effectively construct balance sheets, income statements and cash-flow statements.
  • Apply and evidence analytical skills via synthesis of financial data and reports to identify and evaluate options for the development and operation of markets for resources, goods or services.
  • Solve complex problems using relevant software and business tools, such as Xero and Tableau, to effectively capture and communicate critical business insights to inform business decision making.
  • Evidence a critical ability to recognise and address ethical dilemmas, and apply organisational values to situations and choices.

What you will receive

15 UK academic credits at Postgraduate level from Coventry University

You’ll also receive an electronic transcript from Coventry University.

A Statement of Completion from FutureLearn

Are you eligible for this microcredential?

If you’re seeking a higher-skill financial analyst role or undertaking responsibility for managing, analysing, and communicating insights from financial data, this microcredential will equip you with the skills to succeed.

There are no prerequisites to enrol but it’s advised that you have a bachelor’s degree or equivalent work experience in finance and accounting.

Current and future roles of a learner on this course may include finance analysts and managers, finance data analysts, marketing managers, product managers, and business analysts.

Is this microcredential right for you?

This microcredential will grow your confidence in engaging with financial data, conducting financial analysis and communicating their insights.

In particular, it will enhance the skills and employability of:

  • Junior finance professionals upskilling from administrative roles to higher-skill positions.
  • In-house finance professionals honing their analytics and communication skills.
  • Business professionals looking for training in budgeting, forecasting, and P&L performance.
  • Business owners and entrepreneurs who require fundamental business and finance skills to make key business decisions.

Who will you learn with?

Alysha Randall (CPA)

Commercially focused Finance Director / CFO with experience working with fast growth online SMEs in different sectors, including two successful exits (Amazon acquisition & Funding Circle’s IPO)

Career-focused learning by


The social learning platform with hundreds of online courses from a quarter of the world’s top universities.

This microcredential is in collaboration with Xero & Tableau

This course has been created in collaboration with Xero and Tableau and is facilitated by expert practitioners to support the development of leading financial analysis skills applied through in-demand enterprise technologies.

This microcredential is validated by Coventry University

This microcredential is validated by Coventry University. This means it is developed, delivered and assessed by FutureLearn, but quality assured by Coventry University. The microcredential will lead to Coventry University awarding credits.

What is a microcredential?

Microcredentials are designed to upskill you for work in rapidly-growing industries, without the time and cost commitment of a full degree. Your microcredential can stand alone as an independent credential, and some also offer academic credit to use towards a degree.

Learn Online With Expert Instructors

Complete online courses led by experts over 12-16 weeks with a dedicated group of professionals.


Complete Project-Based Assessments

Test your understanding with online tutor-marked assessments and exercises.


Earn A Professional Credential

Finish your learning and pass your assessments to gain an accredited credential.


Advance Further In Your Career

Use your microcredential as evidence of your specialised skills and progress further in your industry.

Last updated Jul 2020

About the School

Learn 100% online with world-class universities and industry experts. Develop your career, learn a new skill, or pursue your hobbies with flexible online courses.

Learn 100% online with world-class universities and industry experts. Develop your career, learn a new skill, or pursue your hobbies with flexible online courses. Read less
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