The Complete Financial Analyst Course 2021
Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
4.57 (51973 reviews)
269912
Students19 hours
ContentJan 2021
Last UpdateWhat you will learn
☑ Work comfortably with Microsoft Excel
☑ Format spreadsheets in a professional way
☑ Be much faster carrying out regular tasks
☑ Create professional charts in Microsoft Excel
☑ Work with large amounts of data without difficulty
☑ Understand Accounting and Bookkeeping principles
☑ Build a company’s P&L from scratch
☑ Build a company’s Balance sheet from scratch
☑ Perform Financial statement analysis
☑ Understand the importance of timing in terms of revenue and cost recognition
☑ Calculate Liquidity, Solvency, Profitability, and Growth ratios to analyze a company’s performance
☑ Understand 10-K reports
☑ Assess whether a project is feasible through the Net present value technique
☑ Calculate a complete loan schedule
☑ Understand the difference between variable and fixed interest rates
☑ Perform industry analysis
☑ Understand what drives a company’s value
☑ Know how to analyze a business
☑ Work comfortably with Microsoft PowerPoint
☑ Create professional company presentations in PowerPoint
☑ Become a successful Financial Analyst in no time – if you follow the course fully!
Description
**Updated for January 2021!**
"If you’re trying to prepare for an eventual career in finance, but are still looking to round out your knowledge of the subject, The Complete Financial Analyst Course might be a perfect fit for you.", Business Insider
"A Financial Analyst Career is one of the top-paying entry-level jobs on the market.”
"Even in the toughest job markets, the best candidates find great positions.", Forbes
You simply have to find a way to acquire practical skills that will give you an edge over the other candidates.
But how can you do that?
You haven’t had the proper training, and you have never seen how analysts in large firms do their work ...
Stop worrying, please! We are here to help.
The Complete Financial Analyst Course is the most comprehensive, dynamic, and practical course you will find online.
It covers several topics, which are fundamental for every aspiring Financial Analyst:
Microsoft Excel for Beginner and Intermediate Users: Become Proficient with the world’s #1 productivity software
Accounting, Financial Statements, and Financial Ratios: Making Sense of Debits and Credits, Profit and Loss statements, Balance Sheets, Liquidity, Solvency, Profitability, and Growth Financial Ratios
Finance Basics: Interest Rates, Financial Math Calculations, Loan Calculations, Time Value of Money, Present and Future Value of Cash Flows
Business Analysis: Understanding what drives a Business, Key Items to be Analyzed and their Meaning, the Importance of Industry Cycles, Important Drivers for the Business of Startup, Growth, Mature and Declining Companies, Important Drivers for an Industry
Capital Budgeting: Decide whether a company's project is feasible from a financial perspective and be able to compare between different investment opportunities
Microsoft PowerPoint for Beginner and Intermediate Users: The #1 tool for visual representation of your work, a necessary skill for every Financial Analyst
As you can see, this is a complete bundle that ensures you will receive the right training for each critical aspect.
Here comes the fun part!
We have a challenge for you! After covering each major roadblock, you will be asked to solve a challenge. You will:
Calculate a company’s sales in Excel
Register its bookkeeping entries and produce useful financial statements + calculate financial ratios
Calculate a complete loan schedule for the company’s debt
Analyze the company’s business performance
Create a PowerPoint presentation based on the results
Receive personalized feedback
Participate in our monthly Amazon Gift Card Lottery(!)
Sounds interesting, right?
At the end of the challenge, you will send us the work you’ve done, and we will reply with personalized feedback. This makes for an interactive student experience that optimizes what you will learn from the course.
What makes this course different from the rest of the Finance courses out there?
High quality of production: HD video and animations (this isn’t a collection of boring lectures!)
Knowledgeable instructor (experience in companies like Pwc and Coca-Cola)
Complete training: We will cover all major topics and skills you need to become a top-class Financial Analyst
Extensive Case Studies: To help you reinforce everything you’ve learned
Course Challenge: Solve our Course Challenge and make this course an interactive experience
Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer within 1 business day
Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course
Why should you consider a career as a Financial Analyst?
Salary. A Financial Analyst job usually leads to a very well-paid career
Promotions. Financial Analysts acquire valuable technical skills, which makes them the leading candidates for senior roles within a corporation
Secure Future. There is high demand for Financial Analysts on the job market, and you won’t have to be concerned about finding a job
Growth. This isn’t a boring job. Every day, you will face different challenges that will test your existing skills
Please don’t forget that the course comes with Udemy’s 30-day unconditional, money-back-in-full guarantee. And why not give such a guarantee, when we are convinced the course will provide a ton of value for you?
Just go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from the others. Don't risk your future success! Let's start learning together now!
Screenshots
Content
Welcome! Course Introduction
What Does the Course Cover?
Everything We Will Learn Has a Practical Application
The Best Way to Take This Course
Download All Course Materials and FAQ
Microsoft Excel - Quick Introduction
Microsoft Excel: The World's #1 Office Software
Excel Made Easy: A Beginner's Guide to Excel Spreadsheets
Data Entry Techniques in Excel
How to Make Your Spreadsheets Look Professional
Data Entry Techniques in Excel
Inserting, Deleting, and Modifying Rows & Columns
Inserting, Deleting, and Modifying Rows & Columns
Excel Formulas for Beginners
Excel Formulas for Beginners
A Beginner's Introduction to Excel Functions
Work Efficiently by Using Cut, Copy, and Paste
Work Efficiently by Using Cut, Copy, and Paste
Pasting Values, Formulas and Formats with Paste Special
Microsoft Excel - Useful Tools
Inserting a Line Break with Alt + Enter
Do More with Your Sales Data with Excel's Text to Columns Feature
Do More with Your Sales Data with Excel's Text to Columns Feature
Create Easily Printable Excel Documents
How to Wrap Text in Excel and Adjust a Cell's Size
Insert Hyperlinks into Excel Spreadsheets
Using Excel's Freeze Panes to Handle Large Datasets
Find Excel Functionalities in a Quicker Way - Tell Me What You Want to Do
A Quick Introduction to Excel's Pivot Tables
Microsoft Excel - Best Practices That Will Make a Difference
Initial Formatting Is Key for Creating Professional-looking Spreadsheets
Macros Are a Great Timesaver! Here's Why.
How to Use the Same Macro On Multiple Workbooks
Macros Are a Great Timesaver! Here's Why.
The Secret to Faster Scrolling in Excel
Be even quicker: F5 + Enter
The Secret to Faster Scrolling in Excel
Using Absolute and Relative Cell References
Using Absolute and Relative Cell References
Find and Select Cells That Meet Specific Conditions
Find and Select Cells That Meet Specific Conditions
How to Create Dynamic Names in Excel Spreadsheets
How to Create Dynamic Names in Excel Spreadsheets
Using Named Ranges to Make Formulas More Readable
Custom Number Formatting
How to Add a Drop-down List in Excel
Using Custom-sort to Sort Multiple Columns Within a Table
Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts
Multiply by 1
Find and Replace - References
Find and Replace - Formatting
Green References
Beauty Saving - The Professional Way of Saving Files
The Power of F2
Conditional Formatting
Quiz Number 1
Microsoft Excel - Beginner, Intermediate & Advanced Functions
Key Excel Functions: IF
Enlarge the Formula Bar
Key Excel Functions: SUM, SUMIF, SUMIFS
A helpful consideration
Key Excel Functions: COUNT, COUNTA, COUNTIF, COUNTIFS
Key Excel Functions: AVERAGE & AVERAGEIF
Key Excel Functions: Average & Averageif
Key Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &
Key Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &
Working with Text in Excel
Find the Highest and Lowest Values in a Range: Max & Min
= and + are Interchangeable When You Start Typing a Formula
Use ROUND in Your Financial Models
Excel's Lookup Functions: VLOOKUP & HLOOKUP Made Easy
INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP
INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP
Using Excel's IFERROR Function to Trap Spreadsheet Errors
A Useful Tool for Financial Analysis - The RANK Function
Create Flexible Financial Models with CHOOSE
Goal Seek Will Help You Find the Result You Are Looking For
Goal Seek Will Help You Find the Result You Are Looking For
Perform Sensitivity Analysis with Excel's Data Tables Functionality
Perform Sensitivity Analysis with Excel's Data Tables Functionality
Quiz Number 2
Microsoft Excel - Financial Functions in Excel
Discounting Cash Flows in Microsoft Excel
Calculating Internal Rate of Return (IRR) in Excel
Using the PMT Function to Create a Complete Loan Schedule
Date Functions in Excel
Microsoft Excel - Practical Exercise "Build a P&L From Scratch"
Introduction to the Case Study
What You Will See Next
Understand Your Data Source Before You Start Working on It
Ordering the Source Worksheet
Creating a Code: The Best Way to Organize Your Data and Work Efficiently with It
Learn How to Create a Database
Using Lookup Functions (VLOOKUP) to Fill the Database Sheet
Using SUMIF to Complete the Database Sheet
Using INDEX & MATCH as a Substitute for VLOOKUP
The Mapping Exercise
Mapping the Rows in the Database Sheet
Building the Structure of the P&L Sheet
A Practical Example of Professional Formatting in Excel
Populating the P&L Sheet with SUMIF
Learn How to Find Mistakes with COUNTIF
Calculating Growth Rates in Excel
Quiz Number 3
Microsoft Excel - Building Professional Charts in Excel
Introduction to Excel Charts
Beginner's Guide to Inserting Charts in Excel
Modifying Excel Charts - The Easy Way
Making Your Excel Charts Sexier - Proven Tips
Creating a Bridge Chart in Excel 2016 - As Easy as It Gets
New Ways to Visualize Your Data - Treemap Charts
How to Represent Trends with Sparklines
Microsoft Excel - Creating Complete Professional Charts from Scratch
Introduction
Stacked Column Chart with a Secondary Axis
Doughnut Chart
Area Chart
Bridge Chart
Microsoft Excel - Working with Pivot Tables in Excel
Pivot Tables - Excel's Dynamic and Interactive Tables
Creating a Pivot Table: Choosing Row and Column Parameters
Design the Layout and Format of Your Pivot Tables
Additional Techniques That Will Ease Your Work with Pivot Tables
One of the Most Useful Excel Functions - GetPivotData
Welcome to the Future - Pivot Table Slicers
Introduction to the Course Challenge
COURSE CHALLENGE - Part 1
Microsoft Excel - Pivot Tables & Slicers - World-Class Financial Reporting
Introduction to the Case Study
Working with an SAP Data Extraction
Preliminary Mapping of the Data Extraction
Creating an Output Structure of the FMCG Model
Improving the Layout and Appearance of the FMCG Report
Inserting Formulas and Automating Calculations
Creating a Master Pivot Table: The Main Data Source for the FMCG Report
GETPIVOTDATA is Great! Extracting Data from the Master Pivot Table
GETPIVOTDATA fix
Combining Slicers and GETPIVOTDATA: The Key to Our Success
Getting Fancy with Excel Slicers
This is How the Report Can be Used in Practice by High-level Executives
Modeling in Excel - Building a Complete 3-statement Model
Introduction to the Exercise
Let's Create a Mapping of Financials
Building an Output P&L Sheet
Filling in the Output P&L Sheet with Historical Financials
Calculating Percentage Variances and Applying Conditional Formatting
Building an Output Balance Sheet
Using INDEX, MATCH, MATCH to Fill in the output Balance Sheet
Adding the Forecast Period
Modeling in Excel - Let's Build a Flexible Model with Multiple Scenarios
Calculating Historical Percentage Ratios and Use INDEX and MATCH for Scenarios
Building a Flexible Model with CHOOSE & MATCH
Building a Flexible Model with VLOOKUP & COLUMNS
Calculating Historical DSO, DPO, DIO, Other Assets %, and Other Liabilities %
Forecasting DSO, DPO, DIO, Other Assets and Other Liabilities
Modeling in Excel - We Are Almost There! Completing the 3-Statement Model
Building a Fixed Asset Roll Forward
Building a Financial Liabilities Schedule
Building an Equity Schedule
Preparing a Cash Flow Structure
Calculating Cash Flows and Completing the Model
Accounting - Introduction to Accounting & Bookkeeping
Accounting: The Science Behind Financial Figures
What is Accounting and Why Do You Need It
The Importance of Bookkeeping - Good Accounting Records Are Essential
An Introduction to Financial Accounting
Quiz Number 3
Accounting - Types of Revenues, Costs, Assets, and Liabilities
The Different Types of Accounting Standards
The Three Financial Statements
Types of Revenues
Types of Revenues - Exercise
Types of Expenses
Income Taxes
Depreciation & Amortization
Types of Assets
Asset Categories - Practical Example
Types of Liabilities
Liability Categories - Practical Example
Equity
Quiz Number 4
Accounting - Revenue Recognition
Accrual Accounting
Revenue Recognition Criteria - Technical
Potential Conflicts of Interest When Recognizing Revenue
A Practical Example
Accounting - Cost Recognition
Technical Aspects of Cost Recognition
The Two Types of Income Statement Formats
Accounting - Understanding the Big Picture: Why, What, When, and How Much
The Revenue Recognition Principle - Why Is It So Important?
The Expense Recognition Principle - When to Recognize Expenses
Accounting - The Core Principles of Accounting
The Accounting Equation and Its Importance
Elements of the Accounting System: General Ledger
T-Accounts: The Best Way to Understand Debits and Credits
P&L T-Accounts
The Double-Entry Principle - The Core Principle of Bookkeeping
Quiz Number 5
Accounting - Practical Exercise: The Accounting Transactions of a Lemonade Stand
Case Study - The Accounting Transactions of a Lemonade Stand (1/4)
Case Study - The Accounting Transactions of a Lemonade Stand (2/4)
Case Study - The Accounting Transactions of a Lemonade Stand (3/4)
Case Study - The Accounting Transactions of a Lemonade Stand (4/4)
Accounting - The Importance of Timing
Timing of Cash Flows and Why It Plays an Important Role in a Business
Timing of Income: Principles of Revenue Recognition
Timing of Expenses: Principles of Cost Recognition
The Four Type of Accruals Arising in Accounting Transactions
Quiz Number 6
Accounting - Preparing a Cash Flow Statement: Understanding Cash Flow Analysis
Calculating Cash Flows - Understand If a Business Makes or Burns Cash
The Three Parts of Cash Flow Statements Explained
Cash Flow Computations - The Direct Method
Cash Flow Computations - The Indirect Method
Calculating Cash Flow in Practice: A Complete Example
Advanced Accounting - Trade Receivables
Why a Company Needs to Pay Attention to Trade Receivables?
What If Clients Do Not Pay on Time?
How to Handle Non-paying Customers? A Case-study
A Technique to Collect Trade Receivables Sooner
Advanced Accounting - Inventory
The Different Types of Inventory We Can Have
The Connection Between Cost of Goods Sold and Inventory
Cost Flow Methods
Cost Flow Methods - a Practical Exercise
Advanced Accounting - Fixed Assets
The Different Types of Fixed Assets
Capitalizing Interest Expenses
Fair Value Accounting
Intangible Assets with Finite Life vs. Intangible Assets with Infinite Life
The Revaluation Model
The Revaluation Model - Practical Exercise
Intangible Assets Created Internally
Advanced Accounting - Trade Payables
How We Account for Trade Payables
What Is the Difference Between Accounts Payable and Notes Payable?
Why Use E-invoicing?
Advanced Accounting - Financial Liabilities
The Difference Between Debt and Equity
Amortizing a Loan
Debt Covenants
Debt Covenants - A Practical Example
Advanced Accounting - Leasing Liabilties
The Reason Companies Lease Assets
Solving a Complete Leasing Exercise
Advanced Accounting - Using Leverage
What is Leverage and Why Companies Use Financial Leverage?
The Implications of Using Excessive Leverage
Advanced Accounting - Raising Equity, Types of Equity, and Dividend Payments
The Different Types of Equity
Raising Equity in Different Stages of a Company's Lifecycle
The Types of Dividends Companies Pay to Shareholders
Dividend Payments - a Timeline
What Are Share Repurchases and Why Companies Do Them
The Idea Behind Stock Splits
Financial Statement Analysis - An Introduction
What is a 10-K Report and Why Is It important for Investors?
Finding, Downloading and Going Through the Annual Report of P&G
What Is the Role of Auditing Firms and What Are the Benefits of an Audit?
Indispensable Tools for Financial Statement Analysis
Quiz Number 7
Financial Statement Analysis - Subtleties
Financial Statement Analysis - A Natural Continuation of Financial Accounting
First Steps in Financial Statement Analysis
Horizontal vs. Vertical Financial Statement Analysis
Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO)
Using Accounting Ratios to Assess Business Performance
Quiz Number 8
Financial Statement Analysis - Practical Case Study "Analyzing P&G's Financials"
Case Study - Calculating Ratios and Analyzing P&G's Financials (1/2)
Case Study - Calculating Ratios and Analyzing P&G's Financials (2/2)
COURSE CHALLENGE - Part 2
Financial Statement Analysis - Tesla Exercise
What You Will See Next In This Section
How to Download Tesla's Historical Financials
Calculating and Analyzing Growth and Profitability Ratios
Calculating and Analyzing Liquidity Ratios
Calculating and Analyzing Solvency Ratios
Working Capital Management
Introduction
The Importance of Working Capital Optimization: Case Study
Overtrading vs. Excessive Investment
Trade Receivables Management
Re-order Level
Economic Order Quantity (EOQ)
Inventory Optimization Techniques
Trade Payables Management
Working Capital Optimization - a Roadmap
Symptoms of Inefficient Working Capital - Trade Payables
Symptoms of Inefficient Working Capital - Trade Receivables
Fundamentals of Business & Financial Analysis
Fundamentals of Business & Financial Analysis
Finance 101 - The Time Value of Money and Interest Rate Components
Finance 101: Important Financial Principles That You Will Need
Understanding the Time Value of Money
How Interest Rates Play an Important Role in the Economy?
The Components Forming Interest Rates in Real Life
What Is Libor and What Purpose Does It Serve?
The Difference Between Fixed and Variable Interest Rates
What Is Default Risk and How Does a Bank Account For It?
Corporate Loan Specifics
Finance 101 - The Value of Cash Flows with Different Timing
Calculating the Present Value of Future Cash Flows
A Tool That Helps Us Decide Whether a Project Is Feasible: Net Present Value
Finance 101 - Loan Calculations
Using Annuities
Calculating a Complete Loan Schedule
COURSE CHALLENGE - Part 3
Capital Budgeting - Basic Notions
What is Capital Budgeting?
When Do We Use Capital Budgeting?
The Time Value of Money in a Capital Budgeting Setting
Calculating Present and Future Value
Cost of Equity
Project-specific Beta
The Weighted Average Cost of Capital (WACC)
The Different Cash Flow Types in a Capital Budgeting Exercise
Modeling Future Cash Flows
Capital Budgeting - A Complete Case Study
An Introduction to the Case Study
Organizing Inputs In the "Drivers" Sheet
Modeling Expected Savings - Building Cars In Italy vs. Building Cars In Vietnam
Preparing a Fixed Asset Rollforward Schedule
Calculating the Cash Impact of Extra Working Capital Required
Debt Repayment and Interest Expenses Calculation
The Project's P&L Sheet
The Project's Cash Flow Calculation
Calculating WACC (Weighted Average Cost of Capital)
Estimating Cost of Equity
Discounting Project Cash Flows
Performing Sensitivity Analysis and Wrapping Up the Case Study
Tesla Practical Case Study - Building a Financial Planning Model
Organizing External Inputs in a 'Drivers' Sheet
The Input Data We Will Work With
Forecasting Tesla's Expected Deliveries
Comparing Delivery Figures with the Ones of industry Peers
Estimating an Average Selling Price of Tesla Vehicles
Calculating Automotive Revenue
Peer Comparison: Gross Profit %
Calculating Automotive Gross Profit
Calculating Automotive Cost of Sales
Forecasting 'Energy' and 'Services' Revenue
Calculating 'Energy' and 'Services' Gross Profit and Cost of Sales
Forecasting Operating Expenses
Building a Fixed Asset Roll Forward: Estimating Capex
Building a Fixed Asset Roll Forward: D&A Schedule
Peer Comparison: D&A as a Percentage of Revenues
Calculating DSO, DIO, DPO
Producing a Clean P&L Output Sheet
Fill in the P&L Output Sheet
Calculating Investments in Working Capital
Forecasting Unlevered Free Cash Flow
Forecasting Other Assets
Forecasting Other Liabilities
Completing Unlevered Free Cash Flow
Modeling Tesla's Financing Needs in the Forecast Period
Calculating Net Income
Bridging Unlevered Free Cash Flow to Net Cash Flow
Balancing the Balance Sheet
PowerPoint - Introduction to PowerPoint
Microsoft PowerPoint: The Most Popular Presentation Software for the Office
The Structure of the PowerPoint Ribbon
General Considerations About Slide Structure
Learn How to Insert Objects in PowerPoint
Shortcuts Allow Us To Be Much Faster When Working in PowerPoint
Add Frequently Used Buttons to the Quick Access Toolbar
How to Easily Align Objects in PowerPoint
How to Edit Shapes in Your Presentation
How to Format Text Boxes in a PowerPoint Presentation
Practical Learning - Exercise 1
Changing an Object's Size and Rotation
Using Slide Masters
Bring to Front and Send to Back - An Important PowerPoint Technique
Learn How to Create, Edit, Resize and Format PowerPoint Tables
PowerPoint - Tips & Tricks That Will Transform You Into An Advanced User
An Introduction to PowerPoint Animations
Modifying the Beginning and Ending of a Line Object
Join Shapes Together By Using Connector Lines
Edit Points - Learn How to Customize PowerPoint Shapes
Group or Ungroup Shapes, Pictures or Other Objects
This is How You Can Fit Text When It Is Larger than a Shape
Nudge Objects
PowerPoint's Smart Art Feature Offers Great Return for Your Time
Creating Eye-Catching Text Effects in PowerPoint
Practical Exercise - Creating an Organisational Chart
COURSE CHALLENGE - Part 4
Next Steps
Next Steps
Reviews
So far, so good. I just started. The instructor has a great pace. He doesn’t talk too fast or too slow. I feel like I can do really good in the course.
yes its very good and enjoyed all the lessons and here we have the option to see repeatedly videos and learn more by mistakes thank you
Just fabulous!!! Excellent techniques of teaching Keep it up Please look after the technical part of the courses That's it. ?
already very much excited by the course. And having fun learning digitally. thank god you made this website to learn and upgrade our skills. thank you
I like the excel part. I got what I need with this course, the knowledge is very useful. There is a mistake with Section 43 where the covenant for production is less than 15,000 in the beginning but at the end of the section, it becomes 16,000 in the excel file.
I have a degree in personal finance and corporate finance. I have been at a bank for a couple of years. This course will help me get back my skills in becoming a financial analyst which is the career move I would like to take.
A very practical approach to make the person understand who is financial analyst and how/what he works in the industry.
I haven't taken the course yet, but the course overview videos detail specific skills that I hope to obtain.
It really does the name justice of this course "Complete Financial Analyst Course". It really touches on all aspects relevant to analyzing finances and really has been great course to rehash on my finance experiences.
I just started this, and seems like it will be a great fit. I have been out of college for many years (with accounting degree), but haven't worked in the field for about 20 years. I am taking this as a refresher.
This is the first time I get instruction on line, being able to go at my own rythm is excelent and the way the lessons are shown is something that I have not imagine could be possible. Thanks
The pace that the lesson is being narrated in my favorite part as it allows me time to comprehend what is being said with what I am watching
Course has been great so far. I would like to see more practice examples. Even if a different course is offered that just has examples for us to practice
Yes I could learn a lot of topic which I had not even heard before. It was an exciting experience..!!! Thank You Udemy.
The Course describes each and every part of it and it is very understandable to us. Thanks to 365 careers for your coaching.
648826
Udemy ID10/23/2015
Course created date6/6/2019
Course Indexed date
