WSQ , IBF, SkillsFuture, PEI Approved Training Provider

IBF - Data Storytelling and Visualisation for Finance Services

Transform your financial data into compelling narratives with our IBF-STS Data Storytelling and Visualisation with Tableau for Finance Services course. Designed for finance professionals, this course teaches you how to utilize Tableau’s powerful visualization tools to simplify complex financial data. Learn to create interactive dashboards, charts, and graphs that make data easily interpretable, aiding in data-driven decision-making and strategic planning. By the end of this course, you'll be able to articulate complex financial data through vivid visual storytelling, making you an asset in your organization's financial strategy.

Excel in the art of data storytelling by mastering Tableau’s diverse functionalities. Dive into data wrangling, advanced charting techniques, and applying real-time analytics to financial scenarios. This hands-on course offers practical exercises that simulate actual finance industry challenges, ensuring your newly-acquired skills are immediately applicable in the workplace. Whether you’re in risk management, investment analytics, or financial planning, this course empowers you with the techniques to convey critical financial insights effectively, driving your organization’s success.

Learning Outcomes

By the end of the course, learners will be able to 

  • Design general frameworks and storyboards for communicating data
  • Design intelligent data dashboards and visualizations 
  • Create and present data storytelling

Brochure

Download WSQ - Data Storytelling and Visualization for Finance Services

IBF-STS Accrediation - Up to 70% Funding

Effective for courses starting from 1 Jan 2024
Full Fee GST Nett Fee after Funding (Incl. GST)
Singaporeans below 40 yrs old and PR Singaporeans above 40 yrs old
$800 $72.00 $472.00 $312.00

SkillsFuture Credit (SFC)

Eligible Singapore Citizens can use their SFC to offset course fee payable after funding but the $4,000 Additional SFC (Mid-Career Support) cannot be used. Click here for SkillsFuture Credit submission

UTAP

Eligible NTUC members can apply for 50% of the unfunded fee from UTAP, capped up to $250/year and for members aged 40 and above, capped up to $500/year. Click here to submit UTAP

About IBF Certification

This course address the following Technical Skills and Competences (TSCs) and proficiency level:  Data Storytelling and Visualisation FSE-DAT-5020-1.1 Level 5 TSC under Financial Services Skills Framework

Participants are encouraged to access the IBF MySKills Portfolio https://www.ibf.org.sg/programmes/Pages/MySkills-Portfolio.aspx to track their training progress and skills acquisition against the Skills Framework for Financial Services. You can apply for IBF Certification after fulfilling the required number of Technical Skills and Technical Competencies (TSCs) for the selected job role. 

Find out more about IBF certification and the application process at on https://www.ibf.org.sg/certification/Pages/Why-be-Certified.aspx.

Course Code: TGS-2022602057

Fee

$800.00 (GST-exclusive)
$872.00 (GST-inclusive)

The course fee listed above is before subsidy/grant, if applicable. We will apply for the grant and send you the invoice with nett fee.

Course Date

* Required Fields

Post-Course Support

  • We provide free consultation related to the subject matter after the course.
  • Please email your queries to enquiry@tertiaryinfotech.com and we will forward your queries to the subject matter experts.

Course Cancellation/Reschedule Policy

  • You can register your interest without upfront payment. There is no penalty for withdrawal of the course before the class commerce.
  • We reserve the right to cancel or re-schedule the course due to unforeseen circumstances. If the course is cancelled, we will refund 100% for any paid amount.
  • Note the venue of the training is subject to changes due to availability of the classroom

Course Details

Topic 1: Communicating Data

  • Emerging trends and developments in data visualisation
  • Types of Data visualizatoin 
  • Strategic elements of a data presentation
  • Develop a data storytelling framework

Topic 2: Intelligent Dashboard

  • What is a dashboard?
  • Intelligent data dashboard design methodologies and techniques
  • Strategic visualisation techniques

Topic 3: Data storytelling

  • What is data storytelling?
  • Data delivery modes
  • Data Story presentation 

Final Assessment

Course Info

Promotion Code

Promo or discount cannot be applied to IBF-STS courses

Minimum Entry Requirement

Knowledge and Skills

  • Able to operate using computer functions
  • Minimum 3 GCE ‘O’ Levels Passes including English or WPL Level 5 (Average of Reading, Listening, Speaking & Writing Scores)

Attitude

  • Positive Learning Attitude
  • Enthusiastic Learner

Experience

  • Minimum of 1 year of working experience.

Target Age Group: 21-65 years old

Minimum Software/Hardware Requirement

Softtware: Windows / Mac

Hardware: Laptop

Self-Sponsored Individuals

  • Up to 70% subsidy is available for Singapore Citizens and Permanent Residents of Singapore, physically based in Singapore. GST funding support will no longer be applicable for all courses.

Company-Sponsored Individuals

  • Up to 70% subsidy is available for Singapore Citizens and Permanent Residents of Singapore, physically based in Singapore. Please note:
  • The company must be a Financial Institution regulated by MAS or a FinTech firm certified by Singapore FinTech Association (SFA)
  • To register, please email your company name and your name to reachus@knowledgehut.com.sg.
  • For more information on the IBF subsidies and eligibility, please visit:  https://www.ibf.org.sg/programmes/Pages/IBF-STS.aspx

Steps to Apply Skills Future Claim

  • The staff will send you an invoice with the fee breakdown.
  • Login to the MySkillsFuture portal, select the course you’re enrolling on and enter the course date and schedule.
  • Enter the course fee payable by you (including GST) and enter the amount of credit to claim.
  • Upload your invoice and click ‘Submit’

Get Additional Course Fee Support Up to $500 under UTAP

The Union Training Assistance Programme (UTAP) is a training benefit provided to NTUC Union Members with an objective of encouraging them to upgrade with skills training. It is provided to minimize the training cost. If you are a NTUC Union Member then you can get 50% funding (capped at $500 per year) under Union Training Assistance Programme (UTAP).

For more information visit NTUC U Portal – Union Training Assistance Program (UTAP)

Steps to Apply UTAP

  • Log in to your U Portal account to submit your UTAP application upon completion of the course.

Note

  • SSG subsidy is available for Singapore Citizens, Permanent Residents, and Corporates.
  • All Singaporeans aged 25 and above can use their SkillsFuture Credit to pay. For more details, visit www.skillsfuture.gov.sg/credit
  • An unfunded course fee can be claimed via SkillsFuture Credit or paid in cash.
  • UTAP funding for NTUC Union Members is capped at $250 for 39 years and below and at $500 for 40 years and above.
  • UTAP support amount will be paid to training provider first and claimed after end of class by learner.

Job Roles

  • SME Business Owner
  • Financial Analyst
  • Business Development Manager
  • Financial Consultant
  • SME Accountant
  • Finance Manager
  • SME Credit Analyst
  • Investment Banker focusing on SMEs
  • Venture Capitalist
  • SME Loan Officer
  • Business Strategy Consultant
  • Start-up Founder
  • Economic Development Specialist
  • Chief Financial Officer (CFO) for SMEs
  • Financial Planner specializing in SMEs

Trainers

Iris Wang: Iris Wang is a finance and accounting professional with over 15 years of experience in financial management, analysis, and reporting across corporate and SME environments. She has a strong track record in guiding business owners and professionals to interpret financial data for strategic decision-making. With deep expertise in financial accounting, budgeting, and performance analysis, Iris has trained numerous participants in understanding key financial statements, cash flow management, and profitability assessment. Her practical approach bridges technical finance concepts with real-world business applications, enabling non-finance professionals to gain confidence in financial literacy and management.

In “IBF – Financial Analysis for Non-Finance Managers,” Iris focuses on empowering learners to interpret and analyze financial statements effectively for business planning and evaluation. Her sessions cover core topics such as ratio analysis, cost structures, working capital management, and financial forecasting, illustrated through practical case studies. Through her structured and interactive teaching style, she ensures participants gain the analytical skills to evaluate financial performance, make data-driven decisions, and contribute more strategically to their organization’s financial health.

Gary Chan: Gary Chan is a Chartered Accountant (ACCA, ISCA) with over 25 years of senior leadership experience in corporate finance, regional expansion, and strategic management. Having served as Regional CFO of a multinational corporation, Director of Corporate Services for an SME, and Vice President for Asia Pacific in a Fortune 500 company, he brings a wealth of practical knowledge in financial planning, P&L management, and international business strategy. Currently the Principal Trainer and Consultant at Smart Skill Training & Consulting, Gary has delivered courses in financial literacy, corporate finance, and business management to organizations such as Singapore Polytechnic, Singapore Business Federation, and the Institute of Financial Literacy.

As an ACTA-certified trainer, Gary is passionate about equipping non-finance managers with the ability to interpret financial statements, evaluate investment opportunities, and apply financial analysis in decision-making. His training style is engaging and learner-focused, combining technical financial expertise with relatable case studies and industry insights. By bridging theory with practical applications, he empowers participants to understand financial data, improve business decisions, and contribute more effectively to their organizations’ success.

Bell Ang Chai Huat: Bell Ang has more than 40 years of professional experience, including 25 years in accounting and finance and 15 years in IT consulting. She has held leadership roles such as Finance Manager for Asia Pacific operations and Regional Finance Manager, where she implemented ERP systems, streamlined business processes, and enhanced financial reporting and analysis. Proficient in multiple accounting systems including Oracle, Hyperion, MYOB, and Accpac, Bell combines strong technical accounting knowledge with systems expertise to deliver practical and impactful training.

As a CPA (Singapore, Australia) and ACTA-certified trainer, Bell has conducted training in accounting systems, financial reporting, and management analysis. Her experience spans both finance operations and IT consultancy, enabling her to train learners in applying financial concepts with the support of technology. With her extensive background, Bell ensures that non-finance managers gain confidence in interpreting budgets, analyzing costs, and making financially sound decisions that support business objectives.

Soo Chee Kong (Malcolm Soo): Soo Chee Kong is an experienced finance professional and trainer specializing in financial planning and analysis, management reporting, and internal control compliance. With a career spanning roles in JTC Corporation, Eu Yan Sang, and Sumitomo Electric, he has led budgeting processes exceeding $1.2B in revenue and $2B in capital expenditure. His expertise includes implementing SAP financial systems, developing financial models in Excel, and reviewing capital expenditure proposals with strong business acumen.

As a Chartered Accountant of Singapore and ACTA-certified trainer, Chee Kong has conducted financial training for LCCI and Accounting for Non-Financial Professionals. His practical teaching emphasizes applying financial concepts such as discounted cash flow, ROI, and IRR in real-world business scenarios. By blending technical skills with hands-on case studies, he enables non-finance managers to understand key financial principles and apply them in strategic and operational decision-making.

Customer Reviews (32)

Alvin Ang is really fantastic in his trainings. Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Alvin Ang is really fantastic in his trainings. I really enjoyed it and appreciate that he made it very fun and engaging. He has an amazing energy ,wisdom, experience and presentation. I recommend him. (Posted on 12/11/2022)
Alvin is a awesome in his concepts and teaching. Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Alvin is a awesome in his concepts and teaching. He engages with the class well! He also shares alot of other data analytics resources which is very insightful! Highly recommend! (Posted on 12/11/2022)
Dr Alvin is very experience and teaches very well. Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Dr Alvin is very experience and teaches very well. His method of teaching has helped me to grasp the fundamental of using Tableau and the example used helped to illustrate how useful this platform is. (Posted on 11/29/2022)
Dr. Alvin Ang is superb!!! This course is excellent a Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Dr. Alvin Ang is superb!!! This course is excellent and I will definitely come back again to attend more of his courses. I have learnt so much from him - Dashboarding, Story Telling and Charting. Dr. Alvin delivers his contents clearly and simplifies complicated theories to make them easy to understand. He goes beyond the syllabus to instil my confidence in the topic and aligns the scope of BI to AI, benefitting me as a practitioner. Dr. Alvin is very passionate and energetic. I am deeply appreciative of him going the extra mile to share so much for my personal benefit. Dr. Alvin is indeed a rare gem to find nowadays in the training industry.
I am glad to have found Tertiary Infotech with their friendly and supportive staff. Many thanks to Dr. Alvin for helping me in and out of the classroom! (Posted on 10/31/2022)
might recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
I might required more note for future usage and reference. (Posted on 10/2/2022)
might recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
The concepts can be better instill to the students if there more frequent short hands-on assignments during the training. (Posted on 10/2/2022)
This is really useful for us Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
.I got to know Dr Alvin Ang through Data storytelling using Tableau course . He used his our way and explanation to give real life example for participants to understand the concept . Moreover, he maintained a step by step tableau fast track and procedures to guide his participants on his website. This is really useful for us to make reference whenever we need. I recommend whoever wants to learn Tableau to attend his courses (Posted on 9/5/2022)
.Dr Alvin Ang is a very patient trainer Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
.Dr Alvin Ang is a very patient trainer and always ready to help. He puts in the efforts to know his students well so that he could further help us in applying Tableau in our work. He keeps engaging with his students which makes his lessons interesting. Will look forward to attending the other courses that he conducts. (Posted on 9/5/2022)
will recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
. (Posted on 8/21/2022)
Would definitely recommend anyone who wish to learn Tableau to learn from Dr Alvin! Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Dr Alvin was my Tableau trainer at Tertiary Infotech. From a noob in using Tableau, i am now able to apply techniques to use the tableau features more smoothly. Definitely never regretted learning from him, he made learning Tableau so easy and fun! Would definitely recommend anyone who wish to learn Tableau to learn from Dr Alvin! (Posted on 8/21/2022)
will recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Dr Alvin is one of the trainers who is very casual yet highly engaging in teaching us in an enlightened manner. He is very patient with us and ensure that all of us understand what is being taught. I hope that many others could tap on his knowledge on data science, as the world is embarking on disruptive technologies and digital transformation as part of futurism and journey towards sustainability. (Posted on 7/12/2022)
Will recommend Review by Course Participant/Trainee
1. Do you find the course meet your expectation?
2. Do you find the trainer knowledgeable in this subject?
3. How do you find the training environment
Great to meet Dr Alvin Ang as trainer today for the Data Storytelling and Visualisation for Finance Services course. It was a very enlightening and entertaining session with him as we had a fun crash course on Tableau for newbies while exchanging life stories. His wealth of experience in this area is an expansive value-add to the participants. (Posted on 7/12/2022)

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