In support of our members as we prepare for a return to normalcy, CFA Society Toronto has negotiated an exclusive Member-only rate for The Marquee Group’s virtual classes.  For a limited time only, members can register for a Marquee Group virtual class through CFA Society Toronto at a discounted rate. Special Discount extended until January 2021.

Hosted By:
Professional Development Committee
Level: Beginner/Intermediate  
Format: Virtual Class (Please note that all course times are Eastern Time)

This online course provides an introduction on how to transform, analyze and visualize data with Power BI Desktop. A corporate data set is used to build a rich and interactive report with a number of different visualizations. The relationships between various data sources are defined to create a relational data model. This model forms a foundation which allows the data to be analyzed in a number of different ways using the exhibits in the report. Participants will be able to explore the company’s data by cross-filtering and drilling down through various levels in the visualizations.

Who Should Attend 
The online course is designed for anyone who wish to improve their financial modelling skills and those involved in preparing financial budgets, forecasts and business valuation.

Prerequisite/Special Instructions: 

  • Participants must have access to a computer and are expected to download and install Power BI Desktop in advance of the course
  • Zoom login details, instructions to download the software, and the presentation deck will be sent to the registrants 2 business days prior to the session.
  • Attendees should have a solid grasp of basic accounting fundamentals and proficiency with Excel prior to attending.
  • Registration Deadline: 7 December - 11:59 PM


  • When

  • Thursday, December 10, 2020
    8:30 AM - 5:00 PM
    Eastern Time

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