IIRF Online > Finance & Accounting > Finance > Financial Analysis > The Complete Financial Analyst Course 2024
The Complete Financial Analyst Course 2024 by Udemy
Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
Course Highlights
- Work comfortably with Microsoft Excel
- Format spreadsheets professionally
- Perform routine tasks quicker
- Create professional charts in Microsoft Excel
- Efficiently work with vast amounts of data
- Understand accounting and bookkeeping principles
- Build a company’s P&L from scratch
- Create a company’s balance sheet
- Perform Financial statement analysis
- Understand the timing 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 via the net present value (NPV) technique
- Calculate a complete loan schedule
- Know the difference between variable and fixed interest rates
- Perform industry analysis
- Realize 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 – if you follow the course entirely!
Skills you will learn!
Curriculum
4 Topics
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
14 Topics
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
Format Cells
Work Efficiently by Using Cut Copy and Paste
Work Efficiently by Using Cut Copy and Paste
Pasting Values Formulas and Formats with Paste Special
9 Topics
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
29 Topics
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
FAQ: F5 + Enter didn't work for me
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
Introduction to Custom Formatting in Excel
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
FAQ: Why Do We Replace External References and How Does This Help Us?
Find and Replace - Formatting
Green References
Beauty Saving - The Professional Way of Saving Files
The Power of F2
Conditional Formatting
Quiz Number 1
25 Topics
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
XLOOKUP: a Solid Substitute of VLOOKUP (Office 365 only)
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
4 Topics
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
19 Topics
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
FAQ: Why Net income should be 0?
Using INDEX & MATCH as a Substitute for VLOOKUP
XLOOKUP as a Substitute for VLOOKUP and INDEX&MATCH
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
1 Topic
Practical Exercise - SUMIFS
7 Topics
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
5 Topics
Introduction
Stacked Column Chart with a Secondary Axis
Doughnut Chart
Area Chart
Bridge Chart
8 Topics
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
13 Topics
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
FAQ: My GETPIVOTDATA Function Doesn't Work
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
8 Topics
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
5 Topics
Calculating Historical Percentage Ratios and Use OFFSET 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
5 Topics
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
5 Topics
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
14 Topics
The Different Types of Accounting Standards
The Three Financial Statements
Types of Revenues
Types of Revenues - Exercise
Types of Expenses
Income Taxes
Depreciation & Amortization
The Two Types of Income Statement Formats
Balance Sheet Items
Asset Categories - Practical Example
Liability Categories - Practical Example
Equity
Equity Categories - Practical Example
Quiz Number 4
5 Topics
Accrual Accounting
Revenue Recognition Criteria - Technical
Potential Conflicts of Interest When Recognizing Revenue
A Practical Example
FAQ: Doubts Regarding Calculation
2 Topics
Cost recognition principles
Technical Aspects of Cost Recognition
3 Topics
The Revenue Recognition Principle - Why Is It So Important?
The Expense Recognition Principle - When to Recognize Expenses
Historical Cost vs. Fair Value Accounting
6 Topics
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
4 Topics
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)
4 Topics
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
Quiz Number 6
6 Topics
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
FAQ: Why D&A Has Been Added in Capex?
4 Topics
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
5 Topics
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
FAQ: How to Apply the Weighted Average Cost Method?
7 Topics
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
3 Topics
How We Account for Trade Payables
What Is the Difference Between Accounts Payable and Notes Payable?
Why Use E-invoicing?
4 Topics
The Difference Between Debt and Equity
Amortizing a Loan
Debt Covenants
Debt Covenants - A Practical Example
2 Topics
The Reason Companies Lease Assets
Solving a Complete Leasing Exercise
2 Topics
What is Leverage and Why Companies Use Financial Leverage?
The Implications of Using Excessive Leverage
6 Topics
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
1 Topic
Assessment - Accounting
5 Topics
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
6 Topics
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
3 Topics
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
5 Topics
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
11 Topics
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
1 Topic
Fundamentals of Business & Financial Analysis
12 Topics
Trend analysis - theory
Trend analysis
Comparative analysis - theory
Comparative analysis
Value-based analysis - theory
Value-based analysis
Correlation analysis - theory
Correlation analysis
Time series analysis - theory
Time series analysis
Regression analysis - theory
Regression analysis
8 Topics
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
2 Topics
Calculating the Present Value of Future Cash Flows
A Tool That Helps Us Decide Whether a Project Is Feasible: Net Present Value
3 Topics
Using Annuities
Calculating a Complete Loan Schedule
COURSE CHALLENGE - Part 3
9 Topics
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
13 Topics
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
FAQ: Data Does Not Change in the DCF Sheet It Changes From the Drivers Sheet
25 Topics
Organizing External Inputs in a 'Drivers' Sheet
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: PP&E
Building a Fixed Asset Roll Forward: Estimating Capex
Building a Fixed Asset Roll Forward: D&A Schedule
Calculating DSO DIO DPO
Producing a Clean 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
2 Topics
How ChatGPT Advanced Data Analysis Will Boost Your Productivity
The Limitations of ChatGPT Advanced Data Analysis
5 Topics
Exploratory Data Analysis - Intro
Extracting Descriptive Statistics with ChatGPT
Identifying Outliers
Correlation Analysis: Hypothesis Formulation and Feature Ideas
Crafting a Comprehensive EDA Prompt
5 Topics
Identifying and Handling Erroneous Data
Verifying Data for Errors
Eliminating Duplicate Rows
Addressing Unit Discrepancies in Data
Dividing Cell Content into Multiple Cells
4 Topics
Organize Messy Data
Data Mapping
Effective Data Classification
Order Data with ChatGPT
5 Topics
COUNTIFS SUMIFS
Data Lookup
Data Ranking
Fill Until Non-blank Values
Translating Logic into Excel Formulas with ChatGPT
7 Topics
Correcting Inverted Names
Dealing with Trailing and Leading Spaces in Text Data
Standardizing Letter Capitalization
Handling Multi-lingual Text Data
Multiple "Find and Replace" at the Same Time with ChatGPT
Criteria-based Duplicate Removal
Removing Duplicates Across Multiple Columns
4 Topics
Obtain Day and Month From Date
Converting Hours to Decimals
Obtaining Age in Years Months Days
Order Dates Chronologically
5 Topics
Intro to the Exercise and Preprocessing Ideas from ChatGPT
Preprocessing the 'Free plan users' Sheet (1/2)
Preprocessing the 'Free plan users' Sheet (2/2)
Working on the 'Transactions' Sheet
Dealing with the Country Mapping Issue
14 Topics
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
11 Topics
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
1 Topic
Who Does What in the World of Finance?
1 Topic
Next Steps
The Complete Financial Analyst Course 2024
Related Financial Analysis Courses
Thank You!
Your review has been submitted successfully.