Introduction to Alteryx Designer

Program Description
Discover how to transform your finance-related data processes with Alteryx Designer, a leading analytics and automation platform. This introductory course is designed exclusively for finance professionals looking to earn CPE credits while gaining practical skills. You'll quickly master building analytic workflows, automating data tasks, and dramatically reducing manual data preparation time. By the end of this course, you'll be equipped to tackle financial analytics projects confidently and efficiently, setting yourself apart in today's data-driven finance environment.

Learning Objectives
  • Understand fundamentals and capabilities of Alteryx Designer
  • Develop skills to build basic analytic workflows
  • Apply Alteryx tools to finance related data challenges
  • Automate manual data tasks and increase productivity


Advanced Preparation
Recommended but not required: If you wish to follow along with the hands-on lab, participants must download and install Alteryx Designer prior to the session. Installation instructions and system requirements will be provided in the registration confirmation email.

Key Highlights
  • Earn 2 CPE credits toward your professional requirements
  • Hands-on training with Alteryx Designer, tailored specifically for finance workflows
  • Learn from experts at Data Prep U, an accredited NASBA CPE sponsor
Date

April 8, 2025
11am - 1pm EDT

Program Level

Basic

Recommended Field of Study

Information Technology - Technical

Delivery Method

Group Internet Based

Prerequisites

None

Recommended CPE

2 Credits

Meet Your Instructor

Chad is the founder of Data Prep U, an organization focused on helping others understand the power of their data using modern analytic platforms.

He began his analytic career at a small marketing firm, learning the value of data at an early phase. His next endeavor would prove to be his most important in his career, working at Alteryx in a variety of different development and customer facing roles. The variety of experiences helped him understand the needs of both business and customers, and provided him the opportunity to hone his skills both in developing technology and building businesses.

With nearly two decades working with analytic platforms, he is passionate about problem solving and helping others achieve dramatic results. He lives in beautiful Golden, Colorado with his wife and three children.

For information regarding CPE-related administrative policies such as complaints or cancellations, please contact Lauren Martin at (720) 779-0422. 

Course Refund Policy and additional terms can be found within our Master Services Agreement at the following link: https://www.dataprepu.com/pages/msa

Data Prep U LLC is registered with the National Association of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors. State boards of accountancy have final authority on the acceptance of individual courses for CPE credit. Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: https://www.nasbaregistry.org/