The Certificate in Financial Data Analytics is Equalifi’s exam-based qualification for professionals who work with financial data. It recognises a sound understanding of financial data sources, data governance and architecture, analytics tools such as spreadsheets, SQL and Python, statistical and machine learning methods, and their application to portfolio, risk, credit, customer and financial crime analytics.
The Certificate follows the full EFD syllabus. The curriculum covers the data-driven financial services landscape, market and corporate data, data governance and architecture, spreadsheet modelling, SQL, Python, statistics, time series and econometrics, data visualisation and business intelligence, portfolio, risk, credit and customer analytics, machine learning and deep learning, text analytics and generative AI, alternative data, financial crime analytics, regulation and data protection, model risk management and responsible AI, data strategy and emerging trends.
The Certificate in Financial Data Analytics is assessed through a single MCQ examination, which is also Level 1 of the Equalified Financial Data Strategist (EFD) designation.
Pathway to the EFD designation
| Award | Assessment | What it recognises |
|---|---|---|
| Certificate in Financial Data Analytics | MCQ Examination | Structured knowledge across the full EFD syllabus |
| Equalified Financial Data Strategist (EFD) | MCQ Examination, plus Project and Viva | The ability to apply that knowledge to a real financial problem, with sound technical, professional and ethical judgement |
Holders of the Certificate in Financial Data Analytics may continue to the project and viva at any time to earn the EFD designation, without retaking the examination.
Who should take the exam?
Analysts, data scientists, data engineers, risk, credit and portfolio professionals, finance and MIS teams, product and digital teams, consultants, and finance professionals moving into data and analytics roles across banks, NBFCs, asset managers, wealth firms, insurers and fintechs.
Important
The Certificate in Financial Data Analytics is an educational qualification awarded by Equalifi. It does not constitute a regulatory licence or authorisation to provide investment advice or other regulated financial services.