Financial Analyst Crash Course: Beginner’s Guide to Finance

Finance made easy: Build real-world financial statement analysis skills and get started on your finance career today!

4.10 (82 reviews)
Udemy
platform
English
language
Financial Modeling & Ana
category
1,338
students
3 hours
content
Oct 2023
last update
$49.99
regular price

What you will learn

Read & analyze income statements, balance sheets and cash flow statements

Use Excel to perform financial analysis

Foundations of accounting and financial statement analysis

Learn to use a financial calculator

Analyze private and public company financial statements to make investment decisions

How financial statements are interconnected

Analyze debt, working capital, depreciation, and other supporting schedules

Debits and Credits

Navigate the SEC website and 10-K’s like a shark

and much more!

Description

Looking to learn how to analyze financial statements and advance your career?  You're in the right place.

Invest in yourself by learning to read financial statements! Those that can read financial statements are more likely to operate successful businesses, get promoted, and make better decisions with money.  Whether you're looking to break into corporate finance, boost your investment portfolio or better understand your clients' needs, learning financial analysis can have an outsized impact on your personal bottom line.

Understanding Financial Statements is financial analysis crash course where you'll learn:

  • The foundations of financial accounting and finance

  • How to analyze an income statement, balance sheet, and cash flow statement

  • How to perform financial ratio analysis

  • How to analyze private and public companies' financial statements

  • Navigate the SEC website and perform an in-depth review of a public company

  • Use a Financial Calculator

  • Use Excel to analyze financial statements

  • and more!


This beginner-friendly course is intended for anyone who wants to learn the basics of financial statements and analysis, and is perfect for anyone looking to break into a career in finance or accounting. Analyze Finance differs from the competition in that we teach by real-world example and application. We do our best to keep the theory light and provide examples you'll actually use on the job. After all, accounting & finance in the real world can be much different than what you see in textbooks!

Like a T-bill, this class is risk free. It's no secret that finance & accounting professionals command some of the highest salaries in the workplace today. Why shouldn't you be one of them? Do yourself a favor and invest in your future today!


Why are you qualified to teach me?

My name is Philip Handke and I founded Analyze Finance in 2022 with the goal of providing the best financial education anywhere online. I've been a financial analyst since 2015 and have had the pleasure of analyzing a wide range of businesses including small private companies to public companies.  I've published reports for companies seeking up to $100,000,000 of financing. I have a Bachelor's in Finance, an MBA, and a CFA charter and the financial models I've built have been used to underwrite hundreds of millions of transaction volume.

As an instructor, I've taught live and on-demand courses to students all over the globe. I take great pride in creating simple, engaging lessons that you can immediately apply to your career. My sister course, "The Financial Analyst's Complete Guide to Excel", achieved Udemy's "Highest Rated" rating two months after launching and has maintained the highest ranking in its category ever since!

Content

Introduction and Instructor Bio

Learning Objectives
Instructor Bio
Legal Disclaimer

Financial Analysis Basics

What is Financial Analysis?
Financial Statement Basics
Debits and Credits
Using the SEC Website to Pull Financial Data
How to Use a Financial Calculator

The Income Statement

Introduction to Income Statements
Income Statement Basics
Private Company Income Statement
Public Company Income Statement
Cash and Non-Cash Expenses
P&L Format for Financial Modeling
EBITDA
Common-Size Income Statements
Anchoring in Excel

The Balance Sheet

Introduction to Balance Sheets
Balance Sheet Basics
Private Company Balance Sheet
Public Company Balance Sheet
Debt Schedule Basics
Public Company Debt Schedule
Depreciation Schedule
Net Working Capital

Financial Ratio Analysis

Introduction to Ratio Analysis
The Operating Cycle
Cash Conversion Cycle
CCC Excel Exercise (1 of 2)
CCC Excel Exercise (2 of 2)
Profitability Ratios
Liquidity Ratios
Leverage Ratios

The Cash Flow Statement

Introduction to Cash Flow Statements
Cash Flow Statement Basics
Cash Inflows and Outflows
Operating Cash Flows
Investing and Financing Cash Flows

Screenshots

Financial Analyst Crash Course: Beginner’s Guide to Finance - Screenshot_01Financial Analyst Crash Course: Beginner’s Guide to Finance - Screenshot_02Financial Analyst Crash Course: Beginner’s Guide to Finance - Screenshot_03Financial Analyst Crash Course: Beginner’s Guide to Finance - Screenshot_04

Reviews

Dr.
November 21, 2023
The content was good, I would have loved a few handouts to help support the information. Overall a good class.
Patricia
August 25, 2023
direct, clear concepts, organized information, liner in presentation (important for ADD o ADHD students, lovely monotone voice-not distracting,
Adeosun
June 16, 2023
I just started the course and hopeful it will get better as I dive further, but so far it’s clear and concise.

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4803306
udemy ID
7/28/2022
course created date
11/6/2022
course indexed date
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