The Complete Financial Analyst Course 2024

Accounting, financial statements, and ratios — making sense of debits and credits, profit and loss statements, balance sheets, liquidity, solvency, profitability, and growth 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, essential items to be analyzed, the importance of industry cycles, important drivers for the business of start-up, growth, mature and declining companies, industry KPIs

Capital budgeting — decide whether a company’s project is feasible from a financial perspective and compare different investment opportunities

Microsoft PowerPoint for beginner and intermediate users — The #1 tool for a visual representation of your work, a necessary skill for every financial analyst.

Welcome! Course Introduction

• Microsoft Excel – Quick Introduction
• Microsoft Excel – Useful Tools
• Microsoft Excel – Best Practices That Will Make a Difference
• Microsoft Excel – Beginner, Intermediate & Advanced Functions
• Microsoft Excel – Financial Functions in Excel
• Microsoft Excel – Practical Exercise “Build a P&L From Scratch”
• Practical Exercise – SUMIFS
• Microsoft Excel – Building Professional Charts in Excel
• Microsoft Excel – Creating Complete Professional Charts from Scratch
• Microsoft Excel – Working with Pivot Tables in Excel
• Microsoft Excel – Pivot Tables & Slicers – World-Class Financial Reporting
• Modeling in Excel – Building a Complete 3-statement Model
• Modeling in Excel – Let’s Build a Flexible Model with Multiple Scenarios
• Modeling in Excel – We Are Almost There! Completing the 3- Statement Model
• Accounting – Introduction to Accounting & Bookkeeping
• Accounting – Types of Revenues, Costs, Assets, and Liabilities
• Accounting – Revenue Recognition
• Accounting – Cost Recognition
• Accounting – Understanding the Big Picture: Why, What, When, and How Much
• Accounting – The Core Principles of Accounting
• Accounting – Practical Exercise: The Accounting Transactions of a Lemonade Stand
• Accounting – The Importance of Timing
• Accounting – Preparing a Cash Flow Statement: Understanding Cash Flow Analysis
• Advanced Accounting – Trade Receivables
• Advanced Accounting – Inventory
• Advanced Accounting – Fixed Assets
• Advanced Accounting – Trade Payables
• Advanced Accounting – Financial Liabilities
• Advanced Accounting – Leasing Liabilties
• Advanced Accounting – Using Leverage
• Advanced Accounting – Raising Equity, Types of Equity, and Dividend Payments
• Assessment – Accounting
• Financial Statement Analysis – An Introduction
• Financial Statement Analysis – Subtleties
• Financial Statement Analysis – Practical Case Study “Analyzing P&G’s Financials”
• Financial Statement Analysis – Tesla Exercise
• Working Capital Management
• Fundamentals of Business & Financial Analysis
• Business Analysis in Excel
• Finance 101 – The Time Value of Money and Interest Rate Components