Managing data

Managing data properly ensures it’s accurate, secure, and easy to access for analysis. This skill involves organising, cleaning, storing, and maintaining data to help make informed decisions in areas like finance, operations, marketing, and customer service.

Benefits for financial services professionals

  • High quality insights: Keeping data clean and well-organised helps ensure reliable reporting and accurate insights, particularly for financial data.
  • Ability to act on information faster: Using database systems (like SQL) to store and retrieve financial information quickly makes it easier to act on important information.
  • Protecting organisations and their customers: Understanding data rules and regulations reduces the risk of legal issues and helps maintain trust with clients and regulators.

Tips for Improvement

  • Learn the best ways to clean, organise, and store data.
  • Get familiar with database tools and cloud storage solutions.
  • Stay updated on data security and regulations relevant to your industry, like finance or healthcare.

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Relevant course providers


Whether you’re just starting out, or as you develop further in your career, it’s very important that you continue to learn and develop your skills. Developing knowledge and skills will help boost your confidence, pursue new opportunities and have an exciting and rewarding career journey.

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