Data Visualisation

Wednesday 22 January 2025 | 13:00 - 13:50 | Webinar

In today’s world of big data, it’s surprising that schools, universities, and professional training programs don’t effectively emphasis how to present information effectively. This skill is especially vital for investment analysts.

Join Stephen Clapham, veteran analyst and founder of the Behind the Balance Sheet training consultancy who will explain some common pitfalls in data visualisation and how to transform your data visualisation to convey your message.

In this webinar Stephen will explain:

• Why Data presentation is NOT colourful 3D pie charts

• Why you should never use a 3D charts

• Why Pie charts are a last resort and double pie charts are forbidden

• How to choose the right type of chart to convey your message

• How to make your charts clearer and easier to assimilate

• How to save time in data analysis.

Speaker

Stephen Clapham, founder of Behind the Balance Sheet

Stephen is the founder of Behind the Balance Sheet. Following a 25-year career as an investment analyst, Stephen decided to put that experience to good use and offer training to professional investment analysts and portfolio managers. More recently, our online school offers training to private investors as well.

Stephen’s experience includes working on the ‘sell side’ for a number of investment banks, and the ‘buy side’ as a partner and head of research at two multi-billion dollar firms. He has won awards like the prestigious Starmine Most Accurate Forecaster award and is regarded as one of the top forensic analysts around.

CFA UK are pleased to confirm veteran analyst Stephen Clapham, founder of Behind the Balance Sheet training consultancy, for an exclusive pathway series: Sharpen your (research) analysis skills, which has been designed for investment analysts. Discover the secrets to effective data presentation, learn how to pitch stock ideas with confidence, and master the strategies for initiating stock positions efficiently. Gain insights into the flexibility available on the buyside and techniques for tackling complex or uncertain analyses.

Don't miss this opportunity to enhance your analytical skills and boost your career!

Other events in the CFA UK Sharpen your (research) analysis skills pathway:

How to present a stock idea effectively – 12 February 2025
How to initiate on a stock – my process – 26 February 2025 

Click here to view our event terms and conditions.