​Course Syllabus

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📌 Phase 1: Foundation (Weeks 1-2)
🔹 Introduction to Business Analysis

• Overview of Business Analyst Role
• Key Skills and Competencies
• Industry Overview: Mortgage, General Finance, Payments, Loans, Wealth Management

🔹 Finance Domain Essentials

• Mortgage Industry Overview
• General Finance Fundamentals
• Payments Industry Basics
• Loans and Lending Overview
  • Introduction to Loan IQ
• Wealth Management Basics
  • Overview of Wealth Management Products
  • Client Onboarding and Portfolio Management

📌 Phase 2: Compliance & Methodologies (Weeks 3-4)
🔹 Compliance in Finance

• AML (Anti-Money Laundering)
• KYC (Know Your Customer)
• PCI Compliance

🔹 Business Analysis Fundamentals

• Requirements Elicitation Techniques
• Writing Business Requirements Documents (BRDs)
• Creating Functional Requirements Documents (FRDs)
• Gap Analysis and Impact Analysis
• Process Mapping (using Visio)

🔹 Agile & Waterfall for BAs

• Introduction to Agile and Scrum
• Writing User Stories
• Agile ceremonies and tools (JIRA, Azure DevOps)
• Waterfall Methodology Basics
• Detailed Requirements and Documentation

📌 Phase 3: Technical Skills & Tools (Weeks 5-6)
🔹 Data Analysis & Reporting

• SQL Basics for Business Analysts
• Introduction to Power BI
• Data visualization and dashboarding
• Excel for data analysis

🔹 Cloud Fundamentals for BAs

• Introduction to Cloud Computing (AWS, Azure, GCP)
• Cloud Adoption in Finance
• Basics of Cloud Cost Optimization
• Legacy Systems Retirement and Cloud Migration Projects

🔹 Introduction to DevOps for BAs

• DevOps Overview
• CI/CD Basics
• Role of BA in DevOps environment

📌 Phase 4: Advanced Topics & Projects (Weeks 7-8)
🔹 Introduction to AI for Business Analysts

• Understanding AI and Machine Learning Basics
• AI in Finance: Key Use Cases
  • Fraud Detection
  • Risk Assessment
  • Customer Service Automation
• Introduction to Predictive Analytics
• AI Tools Overview (Chatbots, NLP, AI-driven analytics)

🔹 Hybrid BA Approach

• Combining Agile and Waterfall practices
• Balancing Regulatory Compliance with Flexibility

🔹 Real-World Projects

• Mortgage Process Automation Case Study
• Payment Systems Upgrade Scenario
• Loan Management System Implementation Project (including Loan IQ)
• Wealth Management System Implementation Scenario

🔹 Soft Skills for Business Analysts

• Stakeholder Management
• Facilitation and Communication Skills
• Conflict Resolution and Negotiation

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