Best Finance Courses

Find the best online Finance Courses for you. The courses are sorted based on popularity and user ratings. We do not allow paid placements in any of our rankings. We also have a separate page listing only the Free Finance Courses.

Introduction to Finance, Accounting, Modeling and Valuation

Learn Finance & Accounting from Scratch by an Award Winning MBA Professor, Ivy Grad, worked @ Goldman & VC

Created by Chris Haroun - Award Winning MBA Professor, Venture Capitalist and Author.

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Students: 164363, Price: $149.99

Students: 164363, Price:  Paid

#1 Best Selling Accounting Course on Udemy (Learn Finance and Accounting the Easy Way)!     ** ACCORDING TO BUSINESS INSIDER: "Haroun is one of the highest rated professors on Udemy, so you can expect to be in good hands through the course of your education." **  He is the author of the best selling business course on Udemy this year called 'An Entire MBA in 1 Course'

This course will help you understand accounting, finance, financial modeling and valuation from scratch (no prior accounting, finance, modeling or valuation experience is required).

By the end of this course, you will also know how to value companies using several different valuation methodologies that I have used during my Wall Street career so you can come up with target prices for the companies that you are analyzing.

By the end of this course, you will also know how to analyze financial statements using many different financial ratios/formulas that I have used in my hedge fund, Goldman Sachs and venture capital career.

The Learning objectives of the course are as follows:

  • Understand how to read and analyze financial statements like a Balance Sheet, an Income Statement, and a Cash Flow Statement.

  • Discover the best modelling practices to be able to create your own financial statements.

  • Recognize the role macroeconomics plays in modelling.

  • Identify the different resources to research financial statements of public companies.

  • Determine how to create a forecasting model from the financial statements.

  • List the most commonly used valuation methods.

  • Derive a target price of a stock using three or more valuation methods.

  • Define and explain the financial metrics used to determine the health of a company.

Lastly, I am teaching this course in a much more visual and entertaining way; I hope you enjoy the course as I always use an 'edutainment' and visualization teaching approach to make complex topics simple/easy to understand. 

Please note that if you already signed up for my course called "Hedge and Mutual Fund Careers: The Complete Guide," some of the accounting and finance topics in this course were already covered in the Hedge and Mutual Fund Careers: The Complete Guide course.

Thanks

CPE (Continuing Professional Education)

See above for Learning Objectives

For additional information, including refunds and complaints, please see Udemy Terms of Use, which is linked from the footer of this page.

For more information regarding administrative policies, please contact our support using the Help and Support link at the bottom of this page.

The Complete Personal Finance Course: Save,Protect,Make More

3 Courses in 1! Save,Protect & Make More! By an Award Winning MBA Professor, VC & Best Selling Online Business Teacher.

Created by Chris Haroun - Award Winning MBA Professor, Venture Capitalist and Author.

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Students: 113280, Price: $139.99

Students: 113280, Price:  Paid

Welcome to The COMPLETE Personal Finance Course! I guarantee that this is THE most thorough personal finance course available ANYWHERE on the market - or your money back (30 day money back guarantee)This course and the many exercises in this course is customized for literally EVERY Country & EVERY currency in the world!

By An Award Winning Business Professor, Columbia University MBA Graduate (Majored in Finance) and former Goldman Sachs Employee who is also the author of the #1 best selling business course on Udemy called An Entire MBA in 1 Course. He is also the author of 101 Crucial Lessons They Don’t Teach You in Business School, which Forbes calls “1 of 6 books that all entrepreneurs need to read right now.”

THIS COMPLETE PERSONAL FINANCE COURSE is 3 courses in 1: Save More Money, 2: Protect More Money, 3: Make More Money.

Also included in this course is a very comprehensive Excel spreadsheet that contains more than 25 exercises to help you save, protect and make more money. No prior finance or accounting or Excel experience is required to take this course. 

Some of the many Save Money topics and exercises covered in the course include:

  • How to analyze and significantly decrease your personal expenses so your net worth increases significantly in the long run
  • More than 100 ways to help you save much more money
  • How very small savings habits changes lead to fortunes later in life!


Some of the Protect Money topics and exercises covered in the course are:

  • What are the secrets of billionaires?
  • Understanding and improving your credit score
  • Wills, trusts and estate planning
  • How much should you spend on a house and how to calculate your mortgage payments
  • Creating your perfect budget
  • The best way to file taxes
  • How retirement accounts work and how to decrease the amount of taxes you will pay, which will lead to significant increases in your long term net worth
  • Protecting your family and your possessions using insurance products
  • Understanding and increasing your net worth


Some of the Make Money topics and exercises covered in the course are:

  • Investing in stocks
  • Investing in bonds
  • Investing in commodities
  • Investing in real estate and more
  • How to create your own diversified Investment Portfolio consisting of stocks, bonds, commodities and real estate investment trusts
  • Minimizing the ridiculous fees that you pay your bank and investment companies

We will also have an optional section at the end of the course that will teach you how I made Your included Complete Personal Finance Excel Dashboard exercise file, which will help you save, protect and make more money through the many exercises in this course….and this assumes that you have no or very little excel experience  and very little or no accounting or finance experience. 

You can use the Excel exercise document in this exercise on a Mac or on a PC and I recommend having Excel version 2013 or later in order to complete all of the many save, make and protect money exercises in this course.

This course and the included comprehensive Complete Personal Finance Excel dashboard exercise file is a roadmap for your personal finance success so you can save, protect and make much more. 

All of the tools you need to save, protect and make more are included in this course and the entire course is based on real life Practical Knowledge and experience and not based on theory.

Please click the take this course button so you can improve your ability to save, protect and make much more (and take your personal finance skills to the next level). 

*** Again, I guarantee that this is THE most thorough personal finance course available ANYWHERE on the market - or your money back (30 day money back guarantee). ***

Thanks,
Chris Haroun

Closed captions have been added to all lessons in this course.

Python for Finance: Investment Fundamentals & Data Analytics

Learn Python Programming and Conduct Real-World Financial Analysis in Python - Complete Python Training

Created by 365 Careers - Creating opportunities for Business & Finance students

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Students: 106579, Price: $129.99

Students: 106579, Price:  Paid

Do you want to learn how to use Python in a working environment?

Are you a young professional interested in a career in Data Science?

 

Would you like to explore how Python can be applied in the world of Finance and solve portfolio optimization problems?

 

If so, then this is the right course for you!

 

We are proud to present Python for Finance: Investment Fundamentals and Data Analytics – one of the most interesting and complete courses we have created so far. It took our team slightly over four months to create this course, but now, it is ready and waiting for you.

 

An exciting journey from Beginner to Pro.

 

If you are a complete beginner and you know nothing about coding, don’t worry! We start from the very basics. The first part of the course is ideal for beginners and people who want to brush up on their Python skills. And then, once we have covered the basics, we will be ready to tackle financial calculations and portfolio optimization tasks.   

Finance Fundamentals.

 

And it gets even better! The Finance block of this course will teach you in-demand real-world skills employers are looking for. To be a high-paid programmer, you will have to specialize in a particular area of interest. In this course, we will focus on Finance, covering many tools and techniques used by finance professionals daily:

 

  • Rate of return of stocks

     

  • Risk of stocks

     

  • Rate of return of stock portfolios

     

  • Risk of stock portfolios

     

  • Correlation between stocks

     

  • Covariance

     

  • Diversifiable and non-diversifiable risk

     

  • Regression analysis

     

  • Alpha and Beta coefficients

     

  • Measuring a regression’s explanatory power with R^2

     

  • Markowitz Efficient frontier calculation

     

  • Capital asset pricing model

     

  • Sharpe ratio

     

  • Multivariate regression analysis

     

  • Monte Carlo simulations

     

  • Using Monte Carlo in a Corporate Finance context

     

  • Derivatives and type of derivatives

     

  • Applying the Black Scholes formula

     

  • Using Monte Carlo for options pricing

     

  • Using Monte Carlo for stock pricing

Everything is included! All these topics are first explained in theory and then applied in practice using Python.

Is there a better way to reinforce what you have learned in the first part of the course?

 

This course is great, even if you are an experienced programmer, as we will teach you a great deal about the finance theory and mechanics you will need if you start working in a finance context.     

Teaching is our passion.

 

Everything we teach is explained in the best way possible. Plain and clear English, relevant examples and time-efficient videos. Don’t forget to check some of our sample videos to see how easy they are to understand.   

If you have questions, contact us! We enjoy communicating with our students and take pride in responding within the 1 business day. Our goal is to create high-end materials that are fun, exciting, career-enhancing, and rewarding.    

What makes this course different from the rest of the Programming and Finance courses out there?  

  • This course will teach you how to code in Python and apply these skills in the world of Finance. It is both a Programming and a Finance course.

  • High-quality production – HD video and animations (this isn’t a collection of boring lectures!)

  • Knowledgeable instructors. Martin is a quant geek fascinated by the world of Data Science, and Ned is a finance practitioner with several years of experience who loves explaining Finance topics in real life and here on Udemy.

  • Complete training – we will cover all the major topics you need to understand to start coding in Python and solving the financial topics introduced in this course (and they are many!)

  • Extensive Case Studies that will help you reinforce everything you’ve learned.

  • Course Challenge: Solve our exercises 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 instructors set a very good pace throughout the whole course.

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 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!

Microsoft Excel for Finance, Accounting & Financial Analysis

Excel tips & tricks for Accounting, Finance and Financial Analysis. Learn from the Bestselling Accounting Instructor

Created by Irfan Sharif - Bestselling Trainer | Chartered Accountant | PwC Alumni

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Students: 84970, Price: $124.99

Students: 84970, Price:  Paid

Microsoft Excel has hundreds of functions and formulas to store, analyze, and alter data efficiently. However, no one really needs to know all of them to be able to work effectively on Excel.

In this course, you will learn key functions that are required most used by Finance and Accounting users when they are working with their business data. These functions include finding, replacing, sorting, filtering, summarizing, and analyzing data. Additionally, you will also learn how to bring in a particular data against a specific row parameter from other excel sheets.

Who should take this course:

  • Accounting students

  • Finance students

  • Accounting professionals

  • Finance professionals

  • Entrepreneurs and Business Owners with Finance knowledge

  • Investors with Finance knowledge

Why you should learn Excel for Finance and Accounting:

This course will change the way you work and will save your hours otherwise spent on complex calculations. You will be able to calculate the values you need for analysis and decisions just by writing small and easy formulas. The rest of your time can then be spent on tasks that matter! 

Prerequisite:

This course expects you to have basic knowledge of Excel, Finance, and Accounting. Let me be more precise on what you should know before starting this course.

Excel:

  • Basic navigation and cell formatting

  • Basic maths functions like plus, minus, multiply and divide

Accounting:

  • Concept of depreciation and methods of depreciation

Finance:

  • Concept of Time Value of Money

  • Present Value and Future Value concept

  • Conversion from present value to future value, and from future value to present value 

  • Concept of Discount factor and Annuity

  • Concept and calculation of NPV

  • Concept of calculation of IRR

Topics Covered:

  • Calculation of depreciation with Excel formulas

  • Calculation of PV and FV with Excel formulas

  • Calculation of NPV with Excel formulas

  • Calculation of IRR with Excel formulas

Money-Back Guarantee: 

Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee!

Introduction to the teacher:

Chartered Accountant | 12 years of work experience | 12 years of teaching experience as visiting faculty

I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 80,000+ students on Udemy!

I have implemented accounting software and ERP at various organizations and have expertise in financial transformation. I have been leading accountancy practice for small and medium-sized entities for the last 4 months and have frequent interaction with entrepreneurs. So I know what exactly do entrepreneurs need to know to well manage their books. So, Microsoft Excel is what I use most of my day! I love this software, not just because it enables us to do a lot with data, but also because it is very simple and easy to use.

Introduction to Corporate Finance (Mergers & Acquisitions)

M&A, Capital Raising, Capital Markets, Debt Financing, Equity Financing and more

Created by Tim Vipond - CEO at Corporate Finance Institute | 350,000+ students

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Students: 53576, Price: Free

Students: 53576, Price:  Free

Interested in a career in corporate finance? Looking to move up the ladder at your current job? 

This introduction to corporate finance course will give an overview of all the key concepts you need for a high powered career in investment banking, equity research, private equity, corporate development, financial planning & analysis (FP&A), treasury, and much more.

Our Corporate Finance 101 Course will teach you:

  • Who the key players in the capital markets are, 
  • What the capital raising process looks like, 
  • The main business valuation techniques, 
  • Types of valuation multiples, 
  • How to structure a deal, 
  • How to finance an acquisition, 
  • Types of debt securities, 
  • Types of equity securities, 
  • And an overview of career paths as well as how to prepare for interviews.

Learn and Master the Basics of Finance

Finance for Non-Finance Professionals

Created by Nishant Verma - MBA (Finance), CFA

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Students: 51888, Price: Free

Students: 51888, Price:  Free

This course in Finance is meant for beginners and intermediate level students of finance who would like to get a good grip of the concepts of the subject and be able to comprehend the financial world. 

Most of us read the news without really paying attention to the financial news. This is due to the fact that most of us don't comprehend the basics of the subject. By taking this course, one will be able to build a solid foundation and understand the complex topics by breaking it down to simple concepts.

In order to take this course, one does not need any prior knowledge. However, I would like one to keep an open and receptive mind.

In over 3 hours worth of course material , you will learn every thing from the basics of banking to complex derivative products. The course is structured in such a way that it will gradually build on complex topics yet keeping things simple.

This course is also a great help for students planning to start a university course in finance (such as an MBA) and lack any prior knowledge. This course will ensure that such students will grasp the concepts quickly and not waste time figuring out the basics.

Finance 101: Financial Management & DCF Fundamentals

Brief study of fundamental finance concepts like Time Value of Money, DCF, NPV and IRR, Cost of Capital, Bond Valuation.

Created by Irfan Sharif - Bestselling Trainer | Chartered Accountant | PwC Alumni

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Students: 47968, Price: $89.99

Students: 47968, Price:  Paid

Finance is the 'art' of 'Money Management'. So, it goes without saying that, Finance is an integral part of the life of every person, business, and project.

Why you should learn Finance:

Basic knowledge of Finance is helpful every day, be it personal life of a business, like making borrowing, lending, or investing decisions.  Choosing between buying a home/car or mortgaging it. Evaluating projects and startup ideas, choosing the best alternative from the options available.

Basic knowledge of Finance can help you evaluate projects, make better decisions, and participate in strategic discussions. 

Who should take this course:

  • Finance and Accounting Students

  • Business Students

  • Aspiring Finance Professionals

  • Entrepreneurs and Business Owners

  • Investors

  • Startup founders

Why you should take this course:

This course on Business and Corporate Finance Fundamentals is designed to give learners a head start in their studies, job, and business. Starting the definition of finance, it covers the types of finance, financial instruments used in business, and key concepts like Time Value of Money and Discounted Cashflow.

The course is very brief on theory, but at the same time, it includes hands-on practice. Students will be performing a complete project appraisal using DCF methods.

Prerequisite:

This course starts from zero, no background knowledge is required to start learning in this course. Even 14 years old can also learn Finance in this course.

Money-Back Guarantee: 

Nothing to lose! If you won't be satisfied with the course, Udemy offers 30 days money-back guarantee!

Introduction to the teacher:

Chartered Accountant | 12 years of work experience | ex PwC | 12 years of teaching experience as visiting faculty | Startup founder

I am a Certified Chartered Accountant (ACCA) from the UK with 12 years of professional work and teaching experience and have taught more than 4,000 students in class and 55,000+ students on Udemy!

"Teaching Accounting and Finance + Consultant role in PwC + Startup experience has given me a comprehensive knowledge of the finance world and I am confident that you will find great value in my lectures.

Personal Finance 101: Everything You Need to Know

Everything you need to know about personal finance in the U.S, presented through concise, engaging, animated videos.

Created by MoneyCoach.io . - Education Startup Backed by Financial Professionals

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Students: 46400, Price: Free

Students: 46400, Price:  Free

This course is designed for anyone looking to gain an excellent, practical knowledge of personal finance, covering everything from to taxes to credit cards. Sound intimidating? Don't worry! This course is designed with complete beginners in mind. No previous personal finance knowledge (or math!) is required, and you will never need outside software or materials. 

As for how this course is structured, we designed it to maximize your enjoyment and engagement. That’s why we teach you an entire personal finance curriculum through a series of short (<5 min), engaging, animated videos. Each video teaches you everything you need to know (practically-speaking) about a specific topic, like investing, in a way that even a total beginner can understand. And with over 52 videos in total, more than 3 hours of content, you’ll learn everything you need to know about personal finance, from how to pay your taxes to how to buy a car to how to pay off your student loans! 

Finally, as for our background, we're MoneyCoach, a financial education startup that has spent the past year developing this curriculum (with the help of a financial advisor) to fill the void in financial education and to teach people personal finance in the most effective way possible. So what are you waiting for? Get started today!  

Personal Finance Masterclass – Easy Guide to Better Finances

Your complete personal finance guide to understanding finances. Save more, invest smarter, reduce loans, retire earlier!

Created by Phil Ebiner - Top-Rated Instructor, 2 Million+ Students

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Students: 35006, Price: $99.99

Students: 35006, Price:  Paid

This online personal finance course will teach you how to master your money, how to grow your income, reduce your debt, budget the smart way, invest your money, and much more!

  • Do you need help handling your money?
  • Can you imagine a life of financial freedom?
  • Do you want to make more money?
  • Are you interested in investing but just don’t know where to start?
  • Have you struggled with credit card or student loan debt?
  • Do you want to own a home?

If you answered yes to any of these questions, you’re in the right place. We know how hard it is to get by in the modern world. We understand your struggles. Heck, we’ve lived them. But we’ve been able to turn it around ourselves, to not just survive but to THRIVE!

Phil paid off over $140,000 in student loan debt and built a 6-figure side business within 5 years of college graduation. Mike & Lauren are on the path towards super-early retirement, are the ultimate personal finance hackers, and are currently traveling the country with their newborn son.

This isn’t your traditional personal finance course. We’re not bankers or creditors. We’re not trust fund babies who haven’t worked for themselves. We’re just like you, and that’s what this course is all about. This is a course that teaches normal people like you the skills and knowledge to truly understand how money works. We show you the path towards financial freedom.

This online personal finance course covers all of the following topics:

  • Understand Your Money
  • Budgeting, Savings, Reducing Expenses
  • Grow Your Income
  • Understanding Credit Cards
  • Loans, Debt, Debt Reduction
  • Investing 101
  • Real Estate, Mortgages, and Other Big Ticket Purchases
  • Retirement Basics
  • Early Retirement Plan & Financial Freedom
  • Taxes
  • Love & Money
  • Youth & Money
  • Psychology & Money

Master your own finances to build wealth for you and your family.

Regardless of what your financial expertise is or how much money you have in your bank account, this in-depth course is designed to provide you with everything you need to take your finances to the next level.

Whether you’re in debt and don’t have a clue where to go from here, or you’re just wondering where to invest your money, you’ll learn the next steps to success. By truly understanding how things like credit, compound interest, taxes, and investment accounts work, you’ll be in a better position for financial freedom.

By the end of this course, you’ll have a better grasp of your own finances. You’ll know the next steps towards financial freedom. You’ll know how to save more, spend less, and invest smarter. You’ll be less stressed and happier. That's our goal. Take the first step to financial success with this amazing personal finance course.

About the instructors:

Phil Ebiner started teaching online courses in 2012, and now has over 130,000 happy students on Udemy learning all sorts of things from personal finance and business building to video editing and motion graphics. Phil is passionate about helping people understand their finances and uses tools like video to break down the complexity of these topics.

Mike and Lauren are personal finance wizards with a YouTube channel geared at helping others tackle their financial problems. Mike and Lauren don’t just talk the talk, but also walk the walk of early retirement and living a financially smart life.

Corporate Finance

Learn corporate finance from a practicing CPA Certified Public Accountant

Created by Robert (Bob) Steele - CPA, CGMA, M.S. Tax, CPI

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Students: 33183, Price: $99.99

Students: 33183, Price:  Paid

We will learn how to read financial statements and how to use them for decision making.

A primary tool we will use is ratio analysis. Ratio analysis is a very useful skill in a wide area of topics, and financial analysis is a great place to learn the skill.

Ratios are necessary when measuring performance, including most any job performance. For example, we must apply ratio analysis when measuring the job performance of sports athletes. Similar ratio analysis will apply to most any job performance, and also apply to the performance of corporations.

Once we analyze the past performance of a corporation, we can use this knowledge to predict future performance, helping us make decisions about the company, whether those decisions be investment-related, creditor related, or managerial.

This course will include many example problems using both a presentation format and a spreadsheet format.

Corporate finance is a wonderful tool to learn, improve, and practice Excel or Google Sheets spreadsheet skills. Every spreadsheet practice problem will include a downloadable Excel file, that can be opened with Google Sheets, containing at least two tabs, one with the answer, the other with a preformatted worksheet to be filled in along with a step by step instructional video.

Four Fundamentals of Financial Planning

Liquidity, Retirement, Living Benefits and Death Benefits And How They Impact Your Success

Created by Scott Paton - Executive Producer (42 Podcasts, 150+ Udemy courses)

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Students: 31674, Price: $29.99

Students: 31674, Price:  Paid

National credit card debt reached a peak of $1.022 trillion in April 2008 That's an average of $8,299 in credit card debt per household. That was more than a third (38 percent) of total U.S. consumer debt.

Today, the average American home has over $16,000 in credit card debt, says NerdWallet.

But the #1 cause of bankruptcy is healthcare costs. Not being prepared for an emergency can ruin you.

And personal finances are not just a North American problem. According to the Mirror in the UK: "The amount of personal debt has hit a staggering £1.5 trillion..."

Obviously, something needs to be done and you are the only person who can do it.

By understanding, then mastering the Four Fundamentals of Financial Planning, you will set yourself on a course towards achieving whatever monetary and lifestyle goals you want. In this fast-paced course, Dwayne Richards shows you how easy it is to take control of your bank account and live the life you want.

The course covers in detail:

  • Why Cash is King
  • Living Your Dream Lifestyle
  • What Your #1 Asset Really is
  • How to Safeguard Your Future
  • And much more!

You will discover the power of Compound Interest and how to use it to your advantage. Chances are that right now, it is working against you.

Dwayne Richards, CPA, CMA, Financial Security Advisor and Business Consultant, shows you every strategy, secret and tactic you will need to prevent you from being an 'Average American' with $16,000+ in credit card debt.

Don't wait! Register today!

Acorns’ Guide to Personal Finance

5 Steps to Building Wealth: Budget Better, Pay Off Debt Faster, Save and Earn More Money and Invest Wisely

Created by Jennifer Barrett - Acorns Chief Education Officer

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Students: 26439, Price: $74.99

Students: 26439, Price:  Paid

If you're ready to get your finances in shape, but aren't sure where to start, this is it! In under an hour, find out how to save, invest and earn more money, stop living paycheck to paycheck and make real progress toward the future you want.

Led by Jennifer Barrett, Chief Education Officer at Acorns, this basic course breaks down the what, when, how and why of personal finance to help you start building wealth—no matter how much money or financial knowledge you've got to start.

You’ll learn the basics of personal finance and get simple, on-the-go techniques and tools to help your money work as hard as you do. 

What’s the difference between this and other personal finance courses? We’re focused on methods that are easy and sustainable—not disruptive to your everyday life.

By the end of this course, you will have a clear sense of where you are financially, where you want to be—and how you’re going to get there. You’ll feel less stressed about money, and more confident about reaching your goals.

You’ll know: how to create a budget you can follow, pay debt off faster, save more money on everyday purchases and big-ticket expenses, ask for a raise, start a successful side hustle and invest wisely to build wealth. (Make sure to check out the downloadable action plans, worksheets and other resources, too, to get the full benefit of the course!)

Apply what you’ve learned and you should see a noticeable difference not just in your finances, but in your life.

The Complete Finance Manager Course 2021

Financial Management, ERP systems, Accounting, Capital budgeting, Presentation design, Management, and Negotiation

Created by 365 Careers - Creating opportunities for Business & Finance students

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Students: 23935, Price: $99.99

Students: 23935, Price:  Paid

Welcome to The Complete Finance Manager Course!

This is the only online course you'll need to acquire the financial management acumen to:

  • Start a career in finance

  • Get promoted and become a finance manager

  • Take your career to the next level

  • Apply managerial, financial, decision-making and negotiation skills in a real working environment

  • Understand why companies make money and how to improve their performance through financial analysis and management techniques

This is a financial management course combining 11 different courses!

  • Enterprise resource planning (ERP) systems

  • Accounting basics

  • Advanced accounting

  • Working capital optimization

  • Financial statement analysis

  • Capital budgeting

  • Creating Pivot table dashboards

  • Effective corporate PowerPoint presentation skills

  • Company valuation

  • Management and HR Management

  • Negotiation

Take the course, if you want to become a finance manager - one of the hottest professions in the corporate world.

Learn from proven professionals who have trained more than 1,500,000 students on Udemy.The instructors of the course have acquired their experience while working for companies like Pwc, Coca-Cola Enterprises, HSBC, and Morgan Stanley.

The Complete Finance Manager Course is precisely what you need. We cover a number of topics that will build-up your skills and provide you with the all-around preparation required to get the job and be a Rockstar Finance Manager from Day 1.This is a complete bundle that ensures you will have the right amount of training to perform successfully.

Here comes the fun part!   

We have prepared 10 Course Challenges. After each major block of the course, we will ask you to complete a project that will help you reinforce the knowledge you have acquired. 

We will challenge you to:   

  • Point out potential problems of an ERP design and implementation scheme

  • Register a company’s accounting transactions for revenues, costs, trade receivables, inventory, fixed assets, and trade payables

  • Solve a cost flow method, revaluation, and leasing exercise

  • Suggest how to optimize a company’s working capital

  • Perform financial statement analysis for Tesla Inc.

  • Assess whether an electro power plant project is feasible from a financial perspective (capital budgeting)

  • Create a dynamic dashboard for Tesla's sales using pivot tables and slicers

  • Value Tesla Inc. using Discounted Cash Flow  

  • Design a corporate presentation from scratch

  • Decide how to cope with different managerial situations 

Not only will you learn how to do all of this; you will be able to perform these tasks like a true professional.   

Once you have solved a Course Challenge, we expect you to share your working file with us and we'll be happy to provide personalized feedback. This will be an interactive student-teacher experience that will allow us to connect and work together throughout the course.   

Why is this course different from the rest of the Finance courses out there?   

  • High production quality – Every concept we teach is explained carefully and beautifully animated in Full HD

  • Knowledgeable instructors – Not one, not two, but three proven professionals will teach you in this course. We have made an effort to bring in experts who will teach you the real practical skills you'll need on the job

  • Complete – This is a comprehensive course providing a 360-overview of the skills needed to be a finance manager

  • Case Studies that will help you reinforce what you’ve learned

  • Course Challenge: Solve our Course Challenge and make this an interactive experience. We will provide feedback on your work and you'll be able to track the actual progress you have made throughout the course

  • We are here for you – we will respond to your questions in the Q&A board within 1 business day

  • Fast pace – our courses are very dynamic, and instructors do not waste any time delivering the material

Why should you consider a career as a finance manager?

  1. Personal growth. This is a multifaceted job that requires you to learn plenty and grow as a professional   

  2. Salary. The average salary of finance manager in the US is $117,990 per year  

  3. Secure Future. In an age when many professions are in danger of automation, you can be certain this is a safe career choice as finance managers will be needed by companies to analyze all the financial data and optimize operations and sales channels  

  4. Promotions. Once you are able to become a finance manager, you will continue to grow professionally and will have a good chance of becoming a CFO   

So, what are you waiting for?

Click the "Buy now" button, and let's begin this journey together!

The Core Four of Personal Finance including Recession Basics

A global recession has started! Learn the core four pillars of personal finance. Get and stay motivated!

Created by BrainyMoney and Son Han, CFA, CPA - Personal Finance Made Easy!

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Students: 20570, Price: $99.99

Students: 20570, Price:  Paid

Update April 2020: 

A global recession started during February 2020. We added an entire section about how to prepare and work your way through a recession. I graduated from grad school during the Great Recession of 2008 and half my class at EY was laid off in the first month. I know first hand what it's like to go through a recession.

Do you want to get your finances in order but not sure where to start?

Please note that this course is more applicable to residents of the United States.

The financial techniques of personal finance are easy to understand. This is not rocket science and the foundation of personal finance is easy to understand. Where people have issues is getting and staying motivated. Just like with a lot of things in life, getting distracted is very easy.

I’m going to teach you about the core four tenants of personal finance. We will go into detail about the core 4 pillars of personal finance.

At the end of this course, you will know how to get your finances under control, get and stay motivated. Later on, if you want to become an expert on personal finance and retire early for example, you will have a strong foundation to understand how to do so. You’ll also understand the advantages and disadvantages of different personal finance paths.

My goal for you is to understand the core four principals of personal finance and to have a strong foundation.

Personal finance is a lifelong journey. Personal finance is a marathon, not a sprint.

Become an M&A Analyst: The Complete Skillset Free Series

The most detailed and hands on online investment banking/M&A course ever created!

Created by Ali Ilci - Exeter I Oxford I Investment Banking I 20,000+ students

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Students: 19668, Price: Free

Students: 19668, Price:  Free

About this course

Become an M&A Analyst: the Complete Skillset is the most detailed and hands on course about investment banking/M&A advisory skills you can find anywhere online!

This series offers 140+ lectures across 14 sections where everything is done from scratch with an incredible 24 hours of extensive video content. There are also 70+ supporting Excel and PowerPoint documents and 60+ quiz questions.

Udemy Free Series offer 14 different free lectures from the Original Series.

These lectures are:

1) What is the difference between share sale vs. asset sale?

2) Who are involved in an M&A transaction and what are their duties?

3) How to print in excel properly? 

4) How to use PowerPoint Slide Master?

5) What is non-controlling interest?

6) What is a balance sheet?

7) How the 3 financial statements are linked?

8) How to calculate inventory turnover?

9) What is financial modeling?

10) How to use index match formula to run multiple scenarios in excel?

11) How to calculate revolver in financial modeling?

12) How to create a sensitivity table in excel?

13) How to calculate fully diluted number of shares?

14) How to create a waterfall chart in excel?

Enroll the course for free and start watching the special Udemy Free Series of the legendary Become an M&A Analyst: the Complete Skillset course.

Python Essentials For Business Analytics.

Applying python fundamentals in ATM logic development and Integration with European Central Bank .

Created by Osama Hassan - Computer Programmer | Fujitsu Certified System Analyst

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Students: 19141, Price: $94.99

Students: 19141, Price:  Paid

This course is  teaching  programming essentials in Python for absolute  beginners  and its use in banking and business. It help students to develop software components to support in Open Banking data sharing.

This Course is aiming to produce good programmers who understand Algorithms , Data structure and can implement computer science concepts in banking sector.

Course ideal for beginners who have never done programming before  to implement real banking project with an industry expert who is developing applications in banking sector since year 2000 for a number of financial institutions.

Curriculum of this course is designed to convert people who have no previous knowledge or academic background in computer science into considerable programmers.

The Course deliver knowledge not only in Python language itself, but its business implementations . Furthermore combining algorithms with Python in a banking implementation manner.  it's something that's missing from most other programming courses , that focus too much on the language itself, while ignoring to  show students the big picture and makes sure they understand the logic of what they are doing and how it can help them answer business questions.

This  is means students come out of the course with a holistic understanding of computing as a business function, instead of a standalone concept.

The course uses python language to achieve its goals as well as focus on the programming and algorithms essentials that are important to qualify participants to learn any previous or future programming language alone based on foundation they learned in this course.

In this course you can communicate with instructor in English, German and Arabic for questions and assistance during your learning process.

Basics of Financial Markets A Complete Study

Short and crisp course to understand Financial Markets

Created by Raja Natarajan, B.Com., PGDBA, FCA - Chartered Accountant

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Students: 17365, Price: $94.99

Students: 17365, Price:  Paid

Welcome to this course on Basics of Financial Markets A Complete Study

By enrolling in this course, you will learn

a) Meaning of Financial Market

b) Scope of Financial Market

c) Types of Financial Markets

d) Role of Financial Markets

e) Functions of Financial Markets

This course is structured in self paced learning style. Please use your head set for effective listening and have a note pad and pen with you to practice along with the lecture.

See you inside the course.

Life Happens: Personal Finance from College to Career

Free online course: 83 videos, 17 comprehensive problem-solving exercises. Digital text sold separately.

Created by Mitchell D. Weiss - Financial services industry professional, professor, author

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Students: 16795, Price: Free

Students: 16795, Price:  Free

      A nuts-and-bolts financial literacy course for students on both sides of college. 

      With more than 80 engaging videos in 17 information-packed segments, Personal Financial Management from College to Career delivers knowledge you can put to use today and later on in life. 

      Since 2009, Mitchell D. Weiss has been teaching his typically oversubscribed personal finance course at the University of Hartford. Now, Mitch is bringing both the course and its accompanying "un-college-textbook," Life Happens, to vivid life online. 

      You'll learn how to evaluate student loans, bank loans and competing credit card offers, approach buying a house or car, protect against ID theft, prepare for and choose between career opportunities, compare different insurance products, deal with financial adversity, and much more. Mitch's straightforward explanations and wide-ranging advice are easy to follow and implement. 

      The 17-section course can be taken from start to finish or sampled à la carte, if you prefer to focus on just what you need today. The e-text contains thought-provoking questions, real-life problems, and links to the same online tools Mitch uses on screen to solve those problems. The book also includes hundreds of additional links to even more educational resources and informative articles on this important subject.
 
  About your instructor:

       Mitchell D. Weiss is an experienced financial services industry executive and entrepreneur, adjunct faculty at the University of Hartford a former member of the board of the university’s Barney School of Business and co-founder of its Center for Personal Financial Responsibility. He also is adjunct faculty at Rutgers University's Mason Gross School of the Arts.

       In addition to Business Happens: A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices, he is also the author of Life Happens: A Practical Guide to Personal Finance from College to Career-2nd Edition and its companion course book, and College Happens: A Practical Handbook for Parents and Students

 
 

 
 
 

  Business Happens - A Practical Guide to Entrepreneurial Finance for Small Businesses and Professional Practices 

The Step by Step Guide to Get Out of Debt Easily

How to Get Out of Debt Easily by Taking the Simple Small Steps and Start Saving for the Future

Created by Adnan Hasbi - Passionate Teacher Changing 1 Life at a Time

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Students: 16107, Price: $19.99

Students: 16107, Price:  Paid

I know its a very difficult time for many families including for us right now as businesses are recording losses and many are losing their jobs during this period. Personally when I walk around, I notice many shops closing up and I see worried faces among grocery buyers as the illusion of 'job security' is shattered. In our instinct, among the questions running in our heads is "How do I gain more control on my finances ?". I have many friends and students asking me how to do so. And with that I created a course on how to Get Out Of Debt - Easily.  Should you be a student among the benefits gained will be as follows :

Gain More Clarity on Your Money

This course shall guide and share with you the steps to enable you to gain more clarity of the money coming in versus going out your pockets on a monthly basis which will enable us greater clarity of our finances.

Having More Security

In this time of so much of uncertainties, many has felt confused, angry and depressed while others want to have a greater control of their environment among which includes their finances. So with this course, I shall teach you how to budget and pay off your debt, that way you will have a greater sense of financial security and less worries.   

Help You Succeed

Finally as the saying goes, if we dont plan, we plan to fail. But on the other hand, if you then plan, your chances of success will greatly improve. So in this course I shall share with you a clear workable plan which will help increase your chances of success especially when trying to pay off your debts.

Help You Take Action

In this course, I shall show you the step by step of paying off your debt. That way, you wont be lost in the information and you would be on your way into having a debt free life.

To date, there are as many as 14,000 currently taking this course and among the feedback of this course are as follows.

"Wonderful course really like it"

"It is very nice and very informative course with a very short videos and direct to the point without waffle! I strongly recommended for everyone who wants to get a good idea and a general overview to learn the Personal Finance : Get Out from Debt Easily!!!"

"It's a pretty good course and helped me understood how to plan to pay my debts off while keeping track of my budget."

So lets start your journey in paying off your debt by learning how to do so in this course.

Implementing Your Financial Plan

Learn the importance of Financial Planning and the key steps involved in developing a financial plan.

Created by Ferris Wee - Financial Literacy Trainer

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Students: 15568, Price: Free

Students: 15568, Price:  Free

Implementing your Financial Plan involves developing a Savings Plan, Insurance Plan and Investment Plan. In this course, we will look more in detail at Insurance Planning and Investment planning in order to reach our financial goals.

Under insurance planning, Life and Health insurance are covered. This includes a comparison between difference insurance products.

Under investment planning, various concepts such as risk/return trade off, investment horizon, diversification and asset allocation are considered.

Personal Finance: Obliterate Debt, Accumulate Wealth

Learn the ins-and-outs of personal finance with Professor Art Carden.

Created by Art Carden - Economics Professor at Samford University

"]

Students: 14957, Price: Free

Students: 14957, Price:  Free

The Financial Life Hack of Your Dreams

Drowning in debt? (Who isn’t, right?) Unfortunately, doing bank heists and selling crystal meth are out as solutions. So how do you do it?

Join professor Art Carden of Samford University as he presents ways to reign in your out-of-control finances.

For starters, he’ll explain the magic of compound interest—the crockpot method of turning a pittance into a prodigious pile of cash. He’ll also go over the economics of day-to-day purchase decisions. Like, will you really save money buying those marked down shoes? And do the expenses of running a car in the long run dwarf the killer ‘cash back’ deal you got up front? (And should you even be buying a car in the first place?)

Professor Carden tells it like it is: how to “do the math” in order to make smarter decisions. And why, if something is too good to be true, you should RUN. He’ll also discuss investing in stocks, bonds, ETF’s and other financial instruments. And, in everyday matters, deciding when to splurge and when to chill.

Call it common sense economics or personal finance life hacks. Either way, you’ll learn how to corral your own situation from this personal finance ninja.

Finance for Non-Finance: Learn Quick and Easy

Obtain Suplemental Skills to Get a Raise, Better Job or Improve Your Own Business

Created by Anthony Jameson - Financial Manager, Investor and Tutor

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Students: 14615, Price: $19.99

Students: 14615, Price:  Paid

Do you want to master finance concepts without spending a lot of your time on books, web search and long-hour boring courses?

Are you a non-financial manager who wants a raise, better job or to open a new business? 

Or maybe you are a small business owner who wants to measure and improve your business performance?

You have come to the right place! 

  • It will take only 4-5 hours to complete the course 
  • 30 lectures and 2.5 hours of high quality animated video content
  • Practical exercises with explanations and quizzes
  • Discover and analyze financials of Apple, Facebook and Ford
  • Full and responsive support
  • Handouts of all course materials that make it easy to study and remember
  • 30-day money back guarantee


Jump in to this course now and I guarantee that your learning will be informative, dynamic and fun.

FREE preview of lectures 1, 2, 3, 6, 21 and 23.

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Invest your time in financial education. It will be fun, interesting and very useful.

This course is easy to understand and it's designed in explainer video format to convey financial fundamentals in a way that makes everything clear and
understandable. You will receive detailed explanations, practical cases and quizzes.

Within 4-5 hours
you’ll obtain all the essentials of basic finance and budgeting. It will boost your
business and financial literacy, resulting in well-informed economic decisions.

The course starts by introducing accounting basics and then teaches you to understand financial statements.

Then you will learn about financial reports including the Balance Sheet, Income Statement and Cash Flow. These are the things you must know to succeed in a new business or make your current business more profitable.

We will even have fun analyzing the financial statements of corporate giants like Apple, Facebook, and Ford.

Along the way, you will learn how to make your own financial statements, create a great budget, and how to run your business. We'll even get a bit advanced and explore Zero-Based-Budgeting and Cost Management.

Assessing Your Financial Fitness

Identify your immediate and long term financial goals. Know what resources you have to meet and achieve your goals.

Created by Ferris Wee - Financial Literacy Trainer

"]

Students: 12419, Price: Free

Students: 12419, Price:  Free

This course covers the process of financial planning. Learn how to identify your immediate and long term financial goals. Know what resources you have to meet and achieve your goals.

Financial Planning is a process for you to take charge and manage your finances to ensure your financial well-being. It comprises of Managing cash-flow for your current needs and future goals, e.g. buying a home; Managing exposure to unforeseen circumstances by providing for your dependants’ basic needs; Managing resources to meet your financial goals, e.g. child education and retirement.

Just like a physical health medical test, a financial fitness assessment allows you to have a better understanding of your financial health. The following are common personal financial problems that can affect your financial fitness: Failing to plan ahead, or not planning at all; Not spending within your means; Spending on borrowed money, buying with consumer credit; Delayed savings for retirement; Falling prey to financial sales pitches; Not doing your homework; Making impulsive decisions; Exposing yourself to high financial risk.

In order to accurately access our financial situation, we need to find out the following: Net Cash Flow Position; Net Worth; Financial Ratios. The net cash flow position is the amount after the total outflows have been subtracted from the total inflows. The net cash flow statement gives you your net cash flow position, and can be used as a tool to find out if you are making good use of your income. Your net worth is a snapshot of your financial position at a specific point in time.

In the event of a total loss of income, you may have to use your liquid assets to cover your regular expenses. The Basic Liquidity ratio shows the number of months you can expect your liquid assets to sustain your monthly expenses. This is also known as your emergency savings. The Savings Ratio reveals how well you are building up your savings for your future consumption. The Non-Mortgage Debt Service Ratio compares the monthly payments to service all debt, excluding the mortgage, with a person’s monthly take home pay. This ratio simply provides insight into what amount of income is going towards non-mortgage debt. The Mortgage Servicing Ratio reveals the percentage of your monthly income that can be used to service your monthly property loan instalment.

This course continues from "Making Sense Of Your Money". Also, after going through this course, you can join the next module entitled "Implementing Your Financial Plan".

Crash Course on Cost of Capital and Capital Structuring

Understand the importance of Cost of Capital and Capital Structure

Created by Raja Natarajan, B.Com., PGDBA, FCA - Chartered Accountant

"]

Students: 12162, Price: $24.99

Students: 12162, Price:  Paid

Welcome to this crash course on Cost of Capital and Capital Structuring.

In this course, you will have overview of Cost of Capital and Capital Structure matters.

About Cost of Capital:

Every business raise various forms of Capital for running the business.

None of the funds are free.

Each fund comes with a cost.

Every Entrepreneur, every Finance Manager should be aware of the Cost of Capital of their business.

Many businesses fail, because the management itself would not be aware of the Cost of Capital of the business.

Unless the returns earned from the business is greater than or equal to cost of capital, no business can sustain / grow.

Cost of Capital is used to evaluate new projects of a company. It is the minimum return that investors expect for providing capital to the company, thus setting a benchmark that a new project has to meet.

About Capital Structure of Business:

All the Business entities in this world, will work on this topic.

Because, Capital Structuring Decisions, would decide the long term stability of any business.

Business entities can have mix of their own funds and debt funds for running their business. But the mix should be an optimum one.

Wrong decisions in Capital Structuring would spoil the business which otherwise would have plenty scope for growth.

The capital structuring of the business also decides the leverage and returns for the owners.

About this course structure:

This course is structured in self paced learning style.

Video lectures are used for delivering course content.

Welcome to this course and all the very best.

Personal Finance for the Employed: Budget, Save and Spend

Stop Struggling to Save Money. No More Worries About Unexpected Emergencies. Save to Start a Business or Invest

Created by Tish Henderson - Serial Entrepreneur

"]

Students: 11958, Price: $19.99

Students: 11958, Price:  Paid

Does the thought of budgeting give you the heebee jeebies?  Scared unexpected emergencies might creep up and empty your bank account?  Have a dream to start a business or invest and can't seem to save the starter money?  Not sure where to start?  ...or how to stick to a budget? 

In this course, you will learn how to save a lot of money fast without sacrificing too much of things you like to do.  In fact, we don't even call that budgeting.  We teach you how to save and spend.

After completing this course, you will HAVE a functional saving and spending plan that you can begin using immediately.  This course is more like a workshop, so that when you finish you have a completed plan to start stashing away money in your bank account immediately.  Money that you won't need to touch unless it's for one of your goals.

Too many courses make budgeting scary.  In this course, the PEG Save and Spend Plan makes budgeting simple, doable and something you can start after the very first section because we introduce you to and breakdown the whole process early and then in future lessons, we take you through the simple 3 step by step process for saving and spending.

We hope that you start using this simple system and let us know how you are doing.

Pre-Requisites and Materials Needed

*There is no specific software needed to take this course. 
*Students can use a pencil and paper to follow along and create their save and spend worksheet as well as take notes. (A completed Excel spreadsheet is included and can be downloaded, but is optional).
*Knowledge of Excel is not needed, but can help students use spreadsheets more effectively.
*Basic calculator.
*Mindset: Self motivated.
*Goals: Student should have financial goals they want to achieve in the near future.

Become a Top Banker with Complete Retail Banking Training

20 Days Practical Training for Aspiring Bankers, College Students, Graduates from all streams and for Banking Entrance.

Created by ICMI LEARNING - Education Startup

"]

Students: 11621, Price: $89.99

Students: 11621, Price:  Paid

Banking Career & Domain Training Series: Retail Banking

If you’re trying to prepare for a great career in Banking, but are clueless about how to start, The Complete Retail Banking Training Course will provide you with all the necessary skills to successfully start your career in no time.

And you can add these practical skill sets to your cv and proudly shows them to your present and future employer. It will certainly enhance your employability to a great extent.

But how can you do that?

If you are an aspiring banker and a banking job is your dream but you don’t know much about the sector or job profiles and roles of a retail banker or feel that you are lacking the right training do not worry anymore.

We are here to help you.

The Complete Retail Banking Training Course is the most practical and easy learn course you will find online.

It covers almost every topic, which you need to launch a new career in Banking, NBFCs or Fintech in Just 20 Days.

Here's how it works...

Enrol in this course and

Start to build your Technical Skills for Banking - 17 Days

Prepare for HR Round of Interview - 1 Day

Prepare for Domain/Role Specific Round of Interview - 1 Day

Write a Winning Resume - 1 Day

Apply Confidently.

As you can see, this is a complete package that ensures you will receive the right training for each important aspect.

What makes this course different from the rest of the banking courses out there?

  • High quality of production: Explain the Banking Concepts & Operations through a series of impactful HD video and animations (No boring sessions anymore!)

  • Content developed by a research team consisting of seasoned bankers and industry veterans

  • Complete training: We will cover all major topics and skills you need to become a top banker

  • Learning through micro studies and a lot of examples on each topic

  • Excellent support: If you don’t understand a concept, just raised your query. We will resolve within1-3 business day.

  • Crisp and to the point: Our Content is developed by a research team consisting of seasoned bankers and industry veterans, hence it is Crisp and to the point. Instead of beating around the bush, we provide the information which is relevant for your role and enhances your understanding.

Why should you consider a career as a Banker?

  • Salary. A Retail Banker Job usually leads to a very well-paid career

  • Promotions. The career path and hierarchy in a bank is clearly defined and objective. Dedication and the right skill sets lead to fast promotions.

  • Security. Bankers jobs are comparatively more secure than other sectors

  • Growth. Banking Industry is the backbone of every economy and provides immense growth opportunities.

Please remember that the course comes with Udemy’s 30-day unconditional, money-back-in-full guarantee. So you can enrol without any risk.

So why are you waiting for? Subscribe to this course! And start learning.

Investment Analysis & Portfolio Management – Core Finance

Financial Analysis Done Right - Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets

Created by Fervent #LearnWithDistinction - Rigorous courses, backed by research, taught with simplicity

"]

Students: 11531, Price: $109.99

Students: 11531, Price:  Paid

Say hello to Financial Analysis done right. You'll master sophisticated investment analysis and portfolio management techniques that are rigorously grounded in academic and practitioner literature.

Explore and master powerful relationships between stock prices, returns, and risk. Quantify and measure your investment risk, from scratch.

Discover what your financial advisor should be doing to manage your portfolio - to manage your investments.

Do all of this, and a whole lot more... manually, as well as on Excel® and Google Sheets, working with real world data.

There’s no prior knowledge required. We’ll start you from the very basics, and build you to a financial analysis PRO thanks to:

6 SECTIONS TO MASTERY (plus, all future updates included).

Introduction: Understanding Investment Security Relationships & Estimating Returns

  • Understanding powerful relationships between risk, return, and price.

  • Intuitively explore the baseline fundamental law of Financial Analysis - The Law of One Price.

  • Calculating stock returns for dividend and non-dividend paying stocks, manually.

  • Downloading and working with real world data, and estimating stock returns on Excel® / Google Sheets.

Estimating Expected Returns

  • Estimating expected returns using the average (mean) method.

  • Estimating expected returns using 'state contingent weighted probabilities'.

  • Estimating expected returns using Asset Pricing Models including the Capital Asset Pricing Model (CAPM).

  • You'll learn each approach theoretically AND practically, ensuring you fully understand why the formulas work the way they do, and that you're able to download relevant data and conduct the initial financial analysis by computing expected returns for any stock you want.

Understanding and Measuring Risk and Relationships

  • Estimating the total risk of a stock.

  • Estimating the market risk of a stock.

  • As a by-product of learning to measure the market risk, you'll also learn how to quantity the relationships between securities - something that will be a focal theme of portfolio management and investment / financial analysis.

  • As with the expected returns, you'll learn to measure risk manually as well as on Excel® / Google Sheets. Thanks to a solid understanding of why the equations work the way they do, you'll see how Google Sheets can get things wrong, and what you can do to make sure you conduct financial analysis without incorrect / inaccurate estimates.

Measuring Portfolio Risk and Return

  • Estimating the return of a 2 asset and multi-asset portfolio.

  • Measuring the risk of a 2 asset and multi-asset portfolio.

  • Discover the 3 factors that influence / impact portfolio risk - 1 of which is more important than the other two combined!

Exploring Diversification & Optimisation

  • Risk reduction by diversification.

  • Exploring Optimal Diversification - Number of Securities to Hold

  • Optimising portfolio weights to achieve a target expected return.

  • Minimising your portfolio risk (mathematically) using robust financial analysis techniques.

Decomposing Diversification

  • Investigate and explore why, fundamentally, diversification works for financial analysis / investment analysis.

  • Rethink the way you measure the relationships between securities for financial analysis by extending the current measure.

  • Explore precisely how and why the most important factor of risk influences / impacts portfolio risk.

DESIGNED FOR DISTINCTION

We've used the same tried and tested, proven to work teaching techniques that've helped our clients ace their exams and become chartered certified accountants, get hired by the most renowned investment banks in the world, and indeed, manage their own portfolios. Here's how we'll help you master financial analysis and turn you into an Investment Analysis & Portfolio Management PRO:

A Solid Foundation

You’ll gain a solid foundation of the core fundamentals that drive the entire investment analysis and portfolio management process. These fundamentals are the essence of financial analysis done right.

Example Walkthroughs

Every major concept is taught with example question walkthroughs, so you can literally see how we analyse investments and conduct rigorous financial analysis, one step at a time.

Loads of Practice Questions

Apply what you learn immediately with 150+ practice questions, all with impeccably detailed solutions.

Cheat Sheets & Resources

Mathematical proofs, one page cheat sheets, workable Excel® & Google Sheet spreadsheets – all included.

Say goodbye to information overload.

Engage with carefully thought out, clutter-free, and engaging study materials that focus on the 20% finance fundamentals that drive 80% of the results.

Easily follow through complex financial analysis concepts with great visuals that don’t overdo it.

Explore byte-sized lectures that don’t cut corners – so you receive the right amount of information which will hold you in good stead wherever you go, whatever you move on to do.

Watch your confidence grow.

Apply what you learn immediately in example question walkthroughs and progressively challenging quizzes with impeccably detailed solutions.

Engage with over 150 questions ranging from simple true and false ones to more complex problems that take you outside your comfort zone.

Questions are relevant for Ivy League / Russell Group University students studying any core Finance / Financial Analysis course, as well as professionals studying for the ICAEW CFAB, ACA, ACCA, and CFA qualifications.

All questions designed in-house, by Russell Group Distinction Tutors.

Finally understand why  the math works.

Learn why we divide some variables by something, and multiply other variables by something else. Get past the painful approach of memorising countless equations. Not only will we rip apart each equation one variable at a time, we’ll also give you mathematical proofs that show the equation’s logic one step at a time. Save yourself time and effort by understanding why the equation works the way it does. Then go out and create your own equations, and redefine the way you conduct your own financial analysis.

Rigorously Analyse Investments & Manage Portfolios using Excel® & Google Sheets.

Enroll now and conduct your own financial analysis in a robust manner, from scratch.

Credit Scores: How Personal Credit Works

Learn everything you need to know about how your credit score works and how to improve it!

Created by Huntly Mayo Malasky - Entrepreneur, Personal Finance Blogger, Travel Hacker

"]

Students: 10463, Price: $19.99

Students: 10463, Price:  Paid

Do you know how your credit score actually works?

Did you know that a bad credit score can cost you thousands of dollars?

Neither do most people, until they find out the hard way…

Information on credit scores isn’t widely taught, even though it’s one of the most important parts of personal finance.

And you probably know your credit score is something you should know about, but you’ve just never set aside the time to look into it.

Well it’s time to take action.

Presenting Credit Score 101: How Personal Credit Works

A 1 HOUR COURSE that completely covers all the ins and outs of credit scores.

I’m Huntly Mayo- my credit score is over 800 (in the best range possible), and I’m a personal finance blogger and lifestyle entrepreneur. One of my areas of expertise is credit scores, and I’ve put together this quick course to bring you up to speed on everything you need to know on the subject.

What you’ll learn in this short but comprehensive class:

    ·How your credit score is calculated, and by who

    ·Proven Strategies to boost your credit score!

    ·How to check your credit score online, completely free

    ·How to potentially make your credit score work for you

    ·How to monitor your credit activity, completely free

Sign up now to take control of your credit score, and avoid potentially having it cost you thousands of dollars down the line.

Use Crowdfunding Effectively With Indiegogo and Kickstarter

Learn how to use rewards-based crowdfunding sites like Kickstarter and Indiegogo with the help of crowdfunding experts

Created by INVESTyR DealTeam - Patrick, Phil & Jason

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Students: 9832, Price: Free

Students: 9832, Price:  Free

Could Crowdfunding be a solution to your working capital needs? Maybe. Crowdfunding is a great way to create buzz about a product and help that product gain traction and provides social proof. To make Crowdfunding work for you, check out our course filled with over 1 hour of screencasts, presentations, and interviews with people that have failed in their crowdfunding attempts and others who have succeeded by bringing money into their business and ultimately getting more exposure than they could have dreamed of. From the INVESTyR DealTeam who has brought you the series "School of Raising Capital", this introductory course on crowdfunding should teach you how to execute and find success using sites like Kickstarter and Indiegogo.

Corporate Finance #6 Management of Current Assets

Learn current asset management strategies from a Certified Public Accountant (CPA)

Created by Robert (Bob) Steele - CPA, CGMA, M.S. Tax, CPI

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Students: 9725, Price: $89.99

Students: 9725, Price:  Paid

This course will discuss how to manage current assets from a corporate finance perspective.

It will include many example problems, some in presentation format, some using Excel worksheets. Each Excel problem will include a downloadable Excel workbook having at least two tabs, one with the answer, another with a preformatted worksheet you can populate along with the step-by-step instructional videos.

Current asset classes we will consider include cash, accounts receivable, inventory, and marketable securities.

Balancing the asset mix between current assets and long-term assets is critical and helps a company maintain a safe level of liquidity, while maximizing profitability.

Cash management is at the heart of a good current asset strategy, cash being part of every business cycle. Sufficient cash will be needed to pay out obligations as they become due.

Collecting on accounts receivable efficiently can help increase cash flow. Company may use strategies like cash discounts to increase accounts receivable turnover. When using cash discounts, a company needs to compare the benefit of increased cash flow to the cost of the discount.

Finding the ideal level of inventory turnover will also improve performance greatly. A reduction in the period of time inventory is held can reduce holding costs and lesson the chance of spoilage or obsolescence.

We will discuss the concept of a just in time inventory system.