Best Financial Analysis Courses

Find the best online Financial Analysis 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 Financial Analysis Courses.

The Complete Financial Analyst Course 2021

Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!

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

"]

Students: 305105, Price: $149.99

Students: 305105, Price:  Paid

** Updated for July 2021! **

"If you’re trying to prepare for an eventual career in finance, but are still looking to round out your knowledge of the subject, The Complete Financial Analyst Course might be a perfect fit for you.", Business Insider

"A Financial Analyst Career is one of the top-paying entry-level jobs on the market.” 

"Even in the toughest job markets, the best candidates find great positions.", Forbes

You simply have to find a way to acquire practical skills that will give you an edge over the other candidates.

But how can you do that?

You haven’t had the proper training, and you have never seen how analysts in large firms do their work ...

Stop worrying, please! We are here to help.

The Complete Financial Analyst Course is the most comprehensive, dynamic, and practical course you will find online.

It covers several topics, which are fundamental for every aspiring Financial Analyst:

  • Microsoft Excel for Beginner and Intermediate Users: Become Proficient with the world’s #1 productivity software

  • Accounting, Financial Statements, and Financial Ratios: Making Sense of Debits and Credits, Profit and Loss statements, Balance Sheets, Liquidity, Solvency, Profitability, and Growth Financial Ratios

  • Finance Basics: Interest Rates, Financial Math Calculations, Loan Calculations, Time Value of Money, Present and Future Value of Cash Flows

  • Business Analysis: Understanding what drives a Business, Key Items to be Analyzed and their Meaning, the Importance of Industry Cycles, Important Drivers for the Business of Startup, Growth, Mature and Declining Companies, Important Drivers for an Industry

  • Capital Budgeting: Decide whether a company's project is feasible from a financial perspective and be able to compare between different investment opportunities

  • Microsoft PowerPoint for Beginner and Intermediate Users: The #1 tool for visual representation of your work, a necessary skill for every Financial Analyst

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

Here comes the fun part!

We have a challenge for you! After covering each major roadblock, you will be asked to solve a challenge. You will:

  • Calculate a company’s sales in Excel

  • Register its bookkeeping entries and produce useful financial statements + calculate financial ratios

  • Calculate a complete loan schedule for the company’s debt

  • Analyze the company’s business performance

  • Create a PowerPoint presentation based on the results

  • Receive personalized feedback

  • Participate in our monthly Amazon Gift Card Lottery(!)

Sounds interesting, right?

At the end of the challenge, you will send us the work you’ve done, and we will reply with personalized feedback. This makes for an interactive student experience that optimizes what you will learn from the course.

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

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

  • Knowledgeable instructor (experience in companies like Pwc and Coca-Cola)

  • Complete training: We will cover all major topics and skills you need to become a top-class Financial Analyst

  • Extensive Case Studies: To help you reinforce everything you’ve learned

  • Course Challenge: Solve our Course Challenge and make this course an interactive experience

  • Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer within 1 business day

  • Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course

Why should you consider a career as a Financial Analyst?

  • Salary. A Financial Analyst job usually leads to a very well-paid career

  • Promotions. Financial Analysts acquire valuable technical skills, which makes them the leading candidates for senior roles within a corporation

  • Secure Future. There is high demand for Financial Analysts on the job market, and you won’t have to be concerned about finding a job

  • Growth. This isn’t a boring job. Every day, you will face different challenges that will test your existing skills

Please don’t forget that the course comes with Udemy’s 30-day unconditional, money-back-in-full guarantee. And why not give such a guarantee, when we are convinced the course will provide a ton of value for you?

Just go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from the others. Don't risk your future success! Let's start learning together now!

Financial Analysis and Financial Modeling using MS Excel

Perform financial analysis & financial modeling using Microsoft excel. For people who want to become a Financial Analyst

Created by Start-Tech Academy - 3,000,000+ Enrollments | 4+ Rated | 160+ Countries

"]

Students: 113833, Price: $29.99

Students: 113833, Price:  Paid

You're looking for a complete course on understanding Financial Analysis and Financial Modeling using MS Excel to drive business decisions, right?

You've found the right Financial Analysis using MS Excel course! Financial Analysis and Financial analytics provides scientific support to decision-making concerning a firm's money related matters. This course addresses the topic of Financial analysis with a practical focus, focusing especially on demystifying analytics for finance managers, financial analysts from both statistical and computing point of view.

After completing this course you will be able to:

  • Use MS Excel to create and automate the calculation of Financial Ratios

  • Gain solid understanding on Financial Analysis and the role of Financial Analyst using MS Excel

  • Learn basics and advanced level Financial Accounting concepts that are required for Financial Analysis, specifically for job roles of Financial Analysts.

  • Make Finance Dashboards required for Financial Analysis and understand all the charts that you can draw in Excel

  • Implement predictive ML models such as simple and multiple linear regression to predict outcomes to real-world financial problems

  • Use pivot tables filtering and sorting options in Excel to summarize and derive information out of the financial data and to do Financial Analysis for your organization

  • Learn the commonly used financial formulas available in excel to calculate depreciation, loan-related calculations, NPV, IRR, etc., required for Financial Analysis

How this course will help you?

A Verifiable Certificate of Completion is presented to all students who undertake this course on Financial Analysis, Strategies & Models in Excel.

If you are a Finance manager, or a Financial Analyst or an executive, or a student who wants to learn Financial Analysis concepts and apply analytics techniques to real-world problems of the Finance business function, this course will give you a solid base for Financial Analysis by teaching you the most popular Financial analysis models and concepts of Financial Accounting and how to implement it them in MS Excel.

Why should you choose this course?

We believe in teaching by example. This course is no exception. Every Section’s primary focus is to teach you the concepts through how-to examples. Each section has the following components:

  • Theoretical concepts and use cases of different Financial models required for laying foundation of Financial Analysis

  • Step-by-step instructions on implementing Financial Analysis models in MS Excel

  • Downloadable Excel files containing data and solutions used in each lecture of Financial Analysis, Financial Accounting in MS Excel

  • Class notes and assignments to revise and practice the concepts Financial Analysis, Financial Accounting in MS Excel

The practical classes where we create the model for each of these strategies is something that differentiates this course from any other course available online.

What makes us qualified to teach you?

The course is taught by Abhishek (MBA - FMS Delhi, B.Tech - IIT Roorkee) and Pukhraj (MBA - IIM Ahmedabad, B.Tech - IIT Roorkee). As managers in the Global Analytics Consulting firm, we have helped businesses solve their business problem using Analytics and we have used our experience to include the practical aspects of HR analytics in this course. We have in-hand experience in Financial Analysis and MS Excel.

We are also the creators of some of the most popular online courses - with over 600,000 enrollments and thousands of 5-star reviews like these ones:

This is very good, i love the fact the all explanation given can be understood by a layman - Joshua

Thank you Author for this wonderful course. You are the best and this course is worth any price. - Daisy

Our Promise

Teaching our students is our job and we are committed to it. If you have any questions about the course content, practice sheet, or anything related to any topic, you can always post a question in the course or send us a direct message.

Download Practice files, take Quizzes, and complete Assignments

With each lecture, there are class notes attached for you to follow along. You can also take quizzes to check your understanding of concepts like Financial Analysis, Financial Accounting in MS Excel. Each section contains a practice assignment for you to practically implement your learning on Financial Analysis, Financial Accounting in MS Excel.

What is covered in this course?

The analysis of data is not the main crux of analytics. It is the interpretation that helps provide insights after the application of analytical techniques that makes analytics such an important discipline. We have used the most popular analytics software tool which is MS Excel. This will aid the students who have no prior coding background to learn and implement analytics concepts to actually solve real-world problems of Financial Analysis and Financial Accounting.

Let me give you a brief overview of the course

  • Part 1 - Introduction

In this section, we will learn about the course structure and the meaning of some key terms associated with Financial Analysis.

  • Part 2 - Essential MS Excel formulas and using them to calculate Financial metrics

In this part, we will start with a tutorial on all the popular MS Excel formulas. Then we will see the implementation of these to calculate and automate the Financial metrics. We also discuss a separate case study where we use Excel to calculate the average cost of external and internal hiring.

  • Part 3 - Visualization in Excel and Financial Dashboarding

In this part, we will begin with a tutorial on all the popular charts and graphs that can be drawn in MS Excel. Then we will see the implementation of these to create visualize Financial data. This is an important part of the course which help you grasp in-depth concepts of Financial Analysis in the later part of the course.

  • Part 4 - Data summarization using Pivot tables

In this part, we will learn about several advanced topics in MS Excel such as Pivot tables, indirect functions, and also about data formatting. Then we will see the implementation of these to create beautiful summaries of Finance Data. This is one of the building blocks of Financial Analysis and one of the major responsibilities of a Financial Analyst.

  • Part 5 - Basics of Machine Learning and Statistics

In this part, we introduce the students to the basics of statistics and ML, as nowadays Financial Analysis is getting integrated with these concepts. This part is for students who have no background understanding of ML and statistics concepts.

  • Part 6 - Preprocessing Data for ML models

In this section, you will learn what actions you need to take step by step to get the data and then prepare it for analysis, these steps are very important. We start with understanding the importance of business knowledge then we will see how to do data exploration. We learn how to do uni-variate analysis and bivariate analysis then we cover topics like outlier treatment, missing value imputation, variable transformation, and correlation.

  • Part 7 - Linear regression model for predicting metrics

This section starts with a simple linear regression and then covers multiple linear regression.

We have covered the basic theory behind each concept without getting too mathematical about it so that you understand where the concept is coming from and how it is important. But even if you don't understand it, it will be okay as long as you learn how to run and interpret the result as taught in the practical lectures.

I am pretty confident that the course will give you the necessary knowledge on Financial Accounting, Financial Analysis using MS Excel and skill sets of a Financial Analyst to immediately see practical benefits in your workplace.

Go ahead and click the enroll button, and I'll see you in lesson 1 of this Financial Analysis course!

Cheers

Start-Tech Academy

Python for Financial Analysis and Algorithmic Trading

Learn numpy , pandas , matplotlib , quantopian , finance , and more for algorithmic trading with Python!

Created by Jose Portilla - Head of Data Science, Pierian Data Inc.

"]

Students: 105570, Price: $109.99

Students: 105570, Price:  Paid

Welcome to Python for Financial Analysis and Algorithmic Trading! Are you interested in how people use Python to conduct rigorous financial analysis and pursue algorithmic trading, then this is the right course for you!

This course will guide you through everything you need to know to use Python for Finance and Algorithmic Trading! We'll start off by learning the fundamentals of Python, and then proceed to learn about the various core libraries used in the Py-Finance Ecosystem, including jupyter, numpy, pandas, matplotlib, statsmodels, zipline, Quantopian, and much more!

 We'll cover the following topics used by financial professionals:

  • Python Fundamentals
  • NumPy for High Speed Numerical Processing
  • Pandas for Efficient Data Analysis
  • Matplotlib for Data Visualization
  • Using pandas-datareader and Quandl for data ingestion
  • Pandas Time Series Analysis Techniques
  • Stock Returns Analysis
  • Cumulative Daily Returns
  • Volatility and Securities Risk
  • EWMA (Exponentially Weighted Moving Average)
  • Statsmodels
  • ETS (Error-Trend-Seasonality)
  • ARIMA (Auto-regressive Integrated Moving Averages)
  • Auto Correlation Plots and Partial Auto Correlation Plots
  • Sharpe Ratio
  • Portfolio Allocation Optimization 
  • Efficient Frontier and Markowitz Optimization
  • Types of Funds
  • Order Books
  • Short Selling
  • Capital Asset Pricing Model
  • Stock Splits and Dividends
  • Efficient Market Hypothesis
  • Algorithmic Trading with Quantopian
  • Futures Trading

Python & Machine Learning for Financial Analysis

Master Python Programming Fundamentals and Harness the Power of ML to Solve Real-World Practical Applications in Finance

Created by Dr. Ryan Ahmed, Ph.D., MBA - Professor & Best-selling Udemy Instructor, 200K+ students

"]

Students: 92935, Price: $99.99

Students: 92935, Price:  Paid

Are you ready to learn python programming fundamentals and directly apply them to solve real world applications in Finance and Banking?

If the answer is yes, then welcome to the “The Complete Python and Machine Learning for Financial Analysis” course in which you will learn everything you need to develop practical real-world finance/banking applications in Python!

So why Python?

Python is ranked as the number one programming language to learn in 2020, here are 6 reasons you need to learn Python right now!

1. #1 language for AI & Machine Learning: Python is the #1 programming language for machine learning and artificial intelligence.

2. Easy to learn: Python is one of the easiest programming language to learn especially of you have not done any coding in the past.

3. Jobs: high demand and low supply of python developers make it the ideal programming language to learn now.

4. High salary: Average salary of Python programmers in the US is around $116 thousand dollars a year.

5. Scalability: Python is extremely powerful and scalable and therefore real-world apps such as Google, Instagram, YouTube, and Spotify are all built on Python.

6. Versatility: Python is the most versatile programming language in the world, you can use it for data science, financial analysis, machine learning, computer vision, data analysis and visualization, web development, gaming and robotics applications.

This course is unique in many ways:

1. The course is divided into 3 main parts covering python programming fundamentals, financial analysis in Python and AI/ML application in Finance/Banking Industry. A detailed overview is shown below:

a) Part #1 – Python Programming Fundamentals: Beginner’s Python programming fundamentals covering concepts such as: data types, variables assignments, loops, conditional statements, functions, and Files operations. In addition, this section will cover key Python libraries for data science such as Numpy and Pandas. Furthermore, this section covers data visualization tools such as Matplotlib, Seaborn, Plotly, and Bokeh.

b) Part #2 – Financial Analysis in Python: This part covers Python for financial analysis. We will cover key financial concepts such as calculating daily portfolio returns, risk and Sharpe ratio. In addition, we will cover Capital Asset Pricing Model (CAPM), Markowitz portfolio optimization, and efficient frontier. We will also cover trading strategies such as momentum-based and moving average trading.

c) Part #3 – AI/Ml in Finance/Banking: This section covers practical projects on AI/ML applications in Finance. We will cover application of Deep Neural Networks such as Long Short Term Memory (LSTM) networks to perform stock price predictions. In addition, we will cover unsupervised machine learning strategies such as K-Means Clustering and Principal Components Analysis to perform Baking Customer Segmentation or Clustering. Furthermore, we will cover the basics of Natural Language Processing (NLP) and apply it to perform stocks sentiment analysis.

2. There are several mini challenges and exercises throughout the course and you will learn by doing. The course contains mini challenges and coding exercises in almost every video so you will learn in a practical and easy way.

3. The Project-based learning approach: you will build more than 6 full practical projects that you can add to your portfolio of projects to showcase your future employer during job interviews.

So who is this course for?

This course is geared towards the following:

  • Financial analysts who want to harness the power of Data science and AI to optimize business processes, maximize revenue, reduce costs.

  • Python programmer beginners and data scientists wanting to gain a fundamental understanding of Python and Data Science applications in Finance/Banking sectors.

  • Investment bankers and financial analysts wanting to advance their careers, build their data science portfolio, and gain real-world practical experience.

There is no prior experience required, Even if you have never used python or any programming language before, don’t worry! You will have a clear video explanation for each of the topics we will be covering. We will start from the basics and gradually build up your knowledge.

In this course, (1) you will have a true practical project-based learning experience, we will build more than 6 projects together (2) You will have access to all the codes and slides, (3) You will get a certificate of completion that you can post on your LinkedIn profile to showcase your skills in python programming to employers. (4) All of this comes with a 30 day money back guarantee so you can give a course a try risk free! Check out the preview videos and the outline to get an idea of the projects we will be covering.

Enroll today and I look forward to seeing you inside!

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

"]

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.

Financial Statement Analysis – Ratio Analysis

Horizontal analysis, vertical analysis, ratio analysis-liquidity & efficiency, solvency, profitability, & market ratios

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

"]

Students: 49369, Price: $99.99

Students: 49369, Price:  Paid

Learn tools to analyze financial statements, including vertical analysis, horizontal analysis, and ratio analysis.

This course will provide resources such as downloadable PDF files and preformatted Excel spreadsheet to help understand and apply the concepts.

We will list and describe the tools for financial statement analysis, including vertical analysis, horizontal analysis, and ratio analysis.

Below is more detail about the concepts we will learn.

This course will help us understand, calculate, and analyze horizontal analysis. Horizontal analysis is used to compare financial data and performance of a company across time and is a common and intuitive form of analysis.

We will explain, calculate, and analyze vertical analysis. Vertical analysis also termed common size financial statements, displays all items as percentages of a common base figure instead of absolute numbers. Vertical analysis is very useful to compare financial statements for companies of different sizes.

The course will list and describe the categories of ratio analysis. Ratio analysis is a common form of financial statement analysis used to obtain a quick indication of a business’s financial performance in different areas. Ratios are often grouped into categories, including liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios.

We will describe liquidity and efficiency ratios. We will list liquidity and efficiency ratios, perform calculations, and analyze their use.

The course will examine solvency ratios, listing solvency ratios, calculating solvency ratios, and analyzing their use.

We will Explain profitability ratios. The course will list profitability ratios. We will perform calculations and analysis of profitability ratios.

We will discuss market prospects ratios, listing out the market prospect ratios, discussing the formulas, and analyzing the use of market prospect ratios.

The course will calculate and analyze current ratios, acid-test ration, and accounts receivable ratios.

We will analyze and compute inventory turnover ratios, days’ sales uncollected, days’ sales in inventory, and total asset turnover.

The course will discuss and calculate the debt ratios, equity ratios, debt-to-equity ratios, and times interest earned.

We will explain and compute the profit margin ratio, gross margin ratio, and return on total assets.

The course will describe and calculate return on equity, book value per common share, and earnings per share.

We will calculate and analyze price earnings ratio and dividend yield.

The course will discuss and analyze the components of a financial statement analysis report. We will explain what software can do for us and what software cannot do.

Accounting & Financial Statement Analysis: Complete Training

Accounting & Financial Ratio Analysis made easy. Learn important accounting skills that will get your foot in the door!

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

"]

Students: 46282, Price: $109.99

Students: 46282, Price:  Paid

Accounting is one of the most important skills for people pursuing a career in Finance.

It helps you understand whether a business is profitable.

It gives you an idea of a company’s size.

It helps you use the past in order to take action in the present and change the future.

However, it’s essential that you understand it well.

If you want to become…

  • a Financial Analyst

  • an Accountant

  • an Auditor

  • a Business Analyst

  • a Financial Controller

  • a Financial Manager

  • a CFO

  • a CEO

  • an Investment Banker

  • an Equity Research Analyst

  • an Investor

  • an Entrepreneur 

  • Someone who is involved with a business and would like to be successful

Then you simply have to learn Accounting and Financial Statement Analysis. There is no way around it.

But how can you do that if you have very limited time and no prior training? And how can you be sure that you are not missing an important piece of the puzzle?

Accounting & Financial Statement Analysis: Complete Training is here for you. One of the best Finance courses available on Udemy, it includes everything you’ll need. We will start from the very basics and then gradually build a solid foundation that will serve you well throughout your career.

What makes this course different from the rest of the Accounting courses that are out there?

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

  • Knowledgeable instructor (experience in Big 4 Accounting + Master in Finance)

  • Financial Statement Analysis: We will learn how to use information about the past in order to predict how a business will fare in the future

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

  • Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer within two business days

  • Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course.

How come accounting is so important?

It’s about money, right? If you want to understand how money is coming in and going out of a business, you will have to learn accounting.

Here are 5 more reasons why you should take this course and learn accounting:

  • Jobs. A solid understanding of accounting usually lands you a sweet job as an accountant and opens doors for a number of career paths.

  • Promotions. Accountants are promoted very easily inside large corporations

  • Mick Jagger studied accounting

  • Secure Future. Accounting skills remain with you and provide extra security. You won’t ever have to fear unemployment

  • Girls dig accountants! Guys who can tell the difference between debits and credits are proven to be the most popular with women

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 that the course will provide a ton of value for you?

Enroll today and let's start this journey together!

CPE (Continuing Professional Education)

Learning Objectives

  1. Describe the fundamental concepts of accounting, bookkeeping and the stakeholders of financial reports.

  2. Discuss in detail the three main financial statements and their respective elements.

  3. Explain the basic principles that are used in recognition and accounting for revenues and expenses

  4. Identify the process involved in accounting from transaction to final statements.

  5. Build a Financial Statement from the basic information provided.

  6. Define the principle of accruals accounts and distinguish between accrual and cash principles.

  7. Create a cash flow statement from the provided information.

  8. Demonstrate knowledge of Financial Reporting and its interpretation using ratio analysis.

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.

Excel Crash Course: Master Excel for Financial Analysis

Beginner to Advanced: Learn Excel Shortcuts, Formulas & Functions for Financial Modeling & Corporate Finance

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

"]

Students: 26098, Price: $44.99

Students: 26098, Price:  Paid

Course Description

Learn all the tips, tricks, shortcuts, functions and formulas you need to be an Excel power user.  This course is designed specifically for Excel users who are performing professional financial analysis and financial modeling. We cover all levels - from beginner to advanced users. 

Build a strong foundation in Excel for careers in:

  • Investment banking
  • Private equity
  • Corporate development
  • Equity research
  • Financial Planning & Analysis (FP&A)

Learn industry leading best practices.  This course is based on first-hand investment banking training programs at global banks.  The quality of instruction you receive in this course will have you just as sharp as if you took an expensive, live Wall Street course.

Content and Overview  This course starts with the basics and quickly progresses to a level where even experts will learn something new.  We think it's important to start at the bottom and build a solid base, which is why we review all the foundational skills you need.

In the second half of the course you'll notice the functions and formulas getting more sophisticated and the quality of financial analysis and financial modeling becoming much higher.

What am I going to get from this course?

  • Learn everything you need to know about Excel for a career in corporate finance
  • Master shortcuts, functions, and formulas to save time speed up you modeling skills
  • Follow industry leading best practices
  • Stand out in an interview or move up the ladder at work by dramatically boosting your Excel skills and confidence

Financial Statements – Brief Introduction and Analysis

Analyze Business Performance from its Financial Statements - with hands on practice on Excel with the real world data!

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

"]

Students: 25960, Price: $89.99

Students: 25960, Price:  Paid

To be able to analyze a company's performance is one of the most fundamental skills in the business world. And let's face it, it is not easy. It requires a deep understanding of shareholder expectations, profitability, liquidity, risk management, and operating efficiency.

This course is meant to teach this complex analysis in the easiest possible way! You do not need any accounting or finance background to start.

By the end of this course, you will be able to explore a company's financial statements, understand key ratios, and compare companies on 'like with like' parameters.

Who should take this course:

  • Accounting and Finance Students

  • Business Students

  • Aspiring Accountants

  • Professionals

  • Entrepreneurs

  • Business Owners

  • Investors

  • Startup founders

Prerequisite:

This course starts from zero, no background knowledge is required to start learning in this course. Even 12 years old can learn Financial Analysis in this course.

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 | PwC alumni

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 100,000+ students on Udemy!

CFA® Level 1 (21/22) – Complete Financial Reporting Analysis

Deep dive into FRA with the Bestselling CFA® prep course provider | With visual learning + Quizzes

Created by PrepNuggets | by Keith Tan, CFA - #1 Complete CFA® Level I Prep Provider on Udemy!

"]

Students: 22851, Price: $119.99

Students: 22851, Price:  Paid

Bestselling and Highest Rated CFA® courses on Udemy!

(for 2021 and 2022* CFA® Level I exam)

The CFA® program is rewarding but gruelling. The majority of candidates fail the exam. In order to pass, you are going to need much more than summaries or crash courses. But we can fully empathise if you feel the curriculum is too lengthy and too difficult given your busy schedule.

That is why we have crafted for you this complete series of 10 courses covering all 10 topics of the CFA® curriculum. These courses are not superficial summaries, but a detailed and concise coverage of the curriculum for each topic area.

We keep our videos short so as to help you follow the Pareto Principle. We believe that if you put in the optimal 20% effort using the right approach, you can potentially achieve 80% of the results!

The PrepNuggets approach is to condense pertinent material from the curriculum to easily digestible nuggets for you to consume during your pockets of free time. Each nugget is painstakingly crafted to explain really complex concepts using engaging illustrations and animations. No more wading through pages and pages of words, or sitting through long boring lessons with bullet-point slides.

By the end of this course, we are confident you will be able to comfortably handle at least 80% of the questions under this topic area.

Don't take our word for it! Hear what some of our students have to say:

  • "This is an INCREDIBLY useful course for visual learners. The concepts are clear and concise. You will begin to see the relationships between concepts as you progress. Excited for the rest of this course and the other courses in the rest of the series." - Andrew Bachman

  • "One of the best courses I've seen, if not the best. Prepnuggets staff know how to pass on knowledge, both by visualization and by verbal explanations. Excited to finish this course and continue to other courses." - Lidor Sigron

Take action now! It is never too early or too late to start preparing. Join thousands of CFA candidates worldwide in making us your preferred prep companion!

———

NOTE: This course is part of a complete series of 10 courses that fully cover all 10 topics for CFA® Level I. We recommend you begin your exam preparation with our Quantitative Methods course. For our full catalog of courses, look for our instructor profile down below and click on the PrepNuggets logo.

*(Course is currently for 2021 candidates. We will add new materials meant for 2022 candidates by October 2021)

REQUIRED DISCLAIMER: CFA Institute does not endorse, promote, or warrant the accuracy or quality of the products or services offered by PrepNuggets or Udemy. CFA Institute, CFA®, and Chartered Financial Analyst® are trademarks owned by CFA Institute.

Financial Planning & Analysis: Building a Company’s Budget

Learn the Fundamentals of Financial Planning and Position Your Career for Success!

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

"]

Students: 22803, Price: $99.99

Students: 22803, Price:  Paid

Looking to boost your income as a financial analyst?   

Willing to acquire valuable skills that will set you aside from the competition?   

You’ve come to the right place!   

Financial Planning & Analysis: Building a Company’s Budget from Scratch guides you through the core principles of Financial Planning and helps you to understand how a company prepares its budget. The video lessons touch on several technical topics such as revenue forecasting, cost planning, working capital development, fixed assets roll-forward, and cash flow calculation. Besides that, we will discuss why firms need budgets, which are the financial statements that a company uses to create its budget, what types of budgets are there, which are the main techniques used in financial planning, who is involved in the preparation of a budget, and who is interested in the final numbers that are signed-off in the budget. Specializing in these topics will turn you into a valuable, indispensable member of any company’s Finance team.   

Experienced Instructor   

Antoniya is a Finance Manager with more than 10 years of experience in FP&A teams. She is the right teacher for you because she understands how to explain a complicated topic in an easy to comprehend way. She is passionate about teaching and will always be available to answer your questions.   

Well structured     

This course shows it all, with no steps skipped. The lessons are easy, time-efficient, and well structured. We have used a number of teaching methods! Video lectures, Theory, Real business Examples, Animations, Quiz Questions, Case Studies, a Course Challenge ... you name it!

Why should you learn about FP&A and Budgeting?   

One of the most important activities in Corporate Finance

  • A key topic in interviews, especially when hiring people with a few years of experience

  • Budgeting is great for networking – you communicate with some of the most important individuals within a company

  • Salary. FP&A specialists enjoy a very well-paid career

  • Promotions. Financial Planning Analysts acquire valuable technical skills and are well-known throughout the organization, which makes them the leading candidates for senior roles

  • Growth. Forecasting what will occur in the future is always interesting and full of surprises

Interactive experience   

Here comes the fun part!   

We have a challenge for you! After each major block you have covered, you will be asked to solve a challenge. You will:   

  • Predict a company’s sales

  • Create a budget for the costs that will support the expected level of sales

  • Work on a Production Budget

  • Calculate expected Net Cash Flows

  • Prepare a budgeted Income Statement and Balance Sheet

Sounds interesting, right?   

At the end of the challenge, you will send us the work that you’ve done, and we will send back personalized feedback to you. This makes for an interactive student experience that optimizes what you will learn from the course.   

The students who complete the task will participate in our monthly Amazon Gift Card lottery with the chance of winning a $10 gift card, rewarding them for their engagement.   

What makes this course different from the rest of the Finance courses that are out there?   

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

  • Knowledgeable instructor (experience working for companies like 3M and Coca-Cola)

  • Specialized training – the only course that covers this topic on Udemy

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

  • Course Challenge: Solve our Course Challenge and make this course an interactive experience

  • Excellent support: If you don’t understand a concept, or you simply want to drop us a line, you’ll receive an answer within 1 business day

  • Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course.

         

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 that the course will provide a ton of value for you?

Click the 'Buy now' button to get access to the course and boost your career!

Accounting, Bookkeeping & Financial Analysis (Accounting)

Accounting & Bookkeeping Basics. Accounting & Financial Analysis Concepts. Learn Accounting & Bookkeeping.

Created by Calvin Lee, CPA, CA, MBA - Consultant

"]

Students: 13051, Price: $89.99

Students: 13051, Price:  Paid

LEARN ACCOUNTING STEP BY STEP

Accounting is the language of business. In this course I will show you how to do accounting and bookkeeping, and apply those concepts to financial statement analysis. Each lesson is around 3-5 minutes and you can learn at your own pace. If you find traditional bookkeeping textbooks and classes boring and confusing, then this course is perfect for you because I explain everything in plain simple language that's easy to understand and fun to learn.

WHAT STUDENTS SAY ABOUT THIS COURSE:

- "I like that Sir Calvin shares his actual experience. It gives us viewers a glimpse of how Accounting flows in a business." - Cherry A.

- "I like the way of teaching... like the lectures are simple enough for a student who has never done Financial studies ever. The way financial statements are taught in this lesson is perfect." - Devraj C.

"The course is simple and easy to understand and gave me useful insights about financial statements." - Deepanshu K.

- "I like the speaker's teaching style. He discusses the topic in a simple manner which everyone can relate. I love how he uses the slides which is readable and simple. Overall, I love this course so much." - John U.

- "The teaching style is excellent and the videos are very effective for me and the quizzes are helping me to check whether I am attending the lecture sincerely. The course is perfect." - Karan M.

- The course is easy to understand. The instructor is very good at explaining. I also like that you have references or resources for us to have a copy. Thank you for creating this! The teaching style is very detailed and step by step. There are quizzes and assignments like this and makes us students learn more." - Crizel F.

THIS COURSE WILL COVER:

  • Fundamental accounting & bookkeeping concepts

  • How to read a Balance Sheet, Income Statement (Profit & Loss Statement), and Cash Flow Statement

  • Financial statement analysis to help you decide whether a company is doing well financially

  • And much more!

WHY THIS COURSE?

  • Taught by a CPA, CA, MBA - Calvin K. Lee

  • Calvin has 15 years of experience in accounting and bookkeeping, and provided consulting services for Fortune 500 companies

  • Calvin has worked in a Big 4 accounting firm (Ernst & Young LLP)

  • Calvin is a top-rated instructor at Schulich School of Business at York University

  • Over 66,000+ students from 178 countries enrolled in his courses

  • Lifetime access to this course, and you receive new lessons and updates for FREE

  • Subtitles (captions) available in English

  • Certificate of Completion available

  • 30-day money-back guarantee

REGISTER FOR THIS COURSE NOW!

Practical Oriented Analysis of Financial Statements

A beginners course for practical oriented reading of financial statements.

Created by Syed Naser Mohiuddin - Manager

"]

Students: 11681, Price: Free

Students: 11681, Price:  Free

This course is meant for beginners and it attempts to explain how a line item in financial statements correlates with overall health of a business. It is meant for those who are interested in understanding the significance (rather than definition) of each element of financial statements and interested in fitting them together to get the overall picture.

Technical Analysis: Candlestick Trading For Beginners 2021

Technical Analysis For Beginners - Candlestick Trading Foundation For Day Trading, Swing Trading & Financial Trading

Created by Wealthy Education - Millionaire Investor | Investing Strategies That Work!

"]

Students: 10906, Price: Free

Students: 10906, Price:  Free

Attention Traders, Investors & Stock Market Lovers!

Finally You'll Get a Strong Candlestick Trading Foundation in 2 Hours or Less. Learn It, Apply It, and Start Trading Online Today!

The Technical Analysis: Candlestick Trading For Beginners course is designed to teach you exactly how to use candlestick patterns profitably in trading. We'll go over all the basics of technical analysis and eliminate unnecessary ones so you can learn faster and much easier.

In this course, you'll learn how to read and analyze Japanese candlesticks the right way and how to trade these patterns along with support and resistance levels.

You'll also learn how to trade over 19+ common candlestick patterns that every trader and investor must learn to predict upcoming market trends and directions.

What you're going to learn from this course can be applied to trade securities in any freely traded markets including stocks, options, forex, ETFs, and even bonds.

In this course, you'll learn...

  • Master How to Trade The Most Profitable Candlestick Patterns With Real World Examples Included!

  • How to Build a Strong Candlestick Trading Foundation

  • How to Read & Analyze Japanese Candlesticks

  • How to Trade Candlesticks With Support & Resistance

  • Single Candlestick Pattern - Spinning Top, Pin Bar & Doji

  • Single Candlestick Pattern - Hammer & Hanging Man

  • Single Candlestick Pattern - Inverted Hammer & Shooting Star

  • Dual Candlestick Pattern - Bullish & Bearish Engulfing

  • Dual Candlestick Pattern - Bullish & Bearish Harami

  • Dual Candlestick Pattern - Tweezer Top & Bottom

  • Triple Candlestick Pattern - Morning Star & Evening Star

  • Triple Candlestick Pattern - Three White Soldiers & Three Black Crows

  • Triple Candlestick Pattern - Bullish & Bearish Abandoned Baby

  • And a lot more...

What is more?

  • You will get a lifetime access to this course, without any limits!

  • The course will keep updating frequently with more up-to-date learning resources.

  • Get dedicated support from the course Instructors and the learning community anytime you need!

So let me ask you this... 

Will your investment portfolio grow much faster in the next 12 months after knowing how to trade with candlestick patterns ...

Do you have some money to invest?

Are you reasonably intelligent?

Does your family need extra care or support?

Are you willing to learn a new skill that guarantees you a second income for the rest of your life?

Would you like to work less and make more?

I will assume your answers are the same as mine...

Then You Have 2 Clear Choices

1. Keep doing things the way you have been and remain frustrated, lose money and simply get use to your average life...

or

2. Enroll in Technical Analysis: Candlestick Trading For Beginners and start trading the smart way, quadruple your wealth and never worry about money ever again.

Now You Have a Big Chance to Upgrade Your Candlestick Trading Skills

Listen, if you don’t get how important technical analysis is then don’t enroll in this program.

Keep shlepping away in the same manner you have been, maybe you’ll get a different result :)

In that case, you're going to wake up 6 months from now, with everything still very much the same as it is today - don't know how to trade, have no clue about what's going on with your money, stress, feel frustrated… you know how it goes.

Is that you want for yourself?

No. 

I don't want that for you either… which is why I want you to do something right now. Sign up for this course, get a strong candlestick trading foundation, and start trading from home today.

Simply click the Enroll Now button to get started now!

Financial Analysis, from Scratch to Professional!

Acquire the theory and practice necessary to ace a job interview, to advance your career and to increase your salary

Created by Financial Courses - Business Intelligence To Grow And Scale Your Business

"]

Students: 8397, Price: $89.99

Students: 8397, Price:  Paid

A career in finance can be pretty lucrative. Statistics show that Entry Level Financial Analysts can earn anywhere from $45K up to $82K in US alone!

Who is this course for?

  • you want to undertake a career in finance

  • you have to write a financial report for your boss, which looks very professional

  • you are a student or a newbie to the finance world and you want to learn everything from scratch

What's in it for you? 

  • Ace the job interview 

  • Advance your career 

  • Earn a competitive salary 

Can you trust us? 

Our Udemy Courses have helped 3,800+ students to gain insightful knowledge into the financial industry. 

In today's world where financial information is everywhere, it is very easy to confuse noise for good financial insights. 

Through this course you will gain a deep understanding of how financial organizations work. 

Are you ready to progress your life and career? 

Enroll now! 

Gennaro is the founder of FourWeekMBA, which he brought to reach over a million business students, professionals, and entrepreneurs in 2019 alone. He is also Head of Business Development at a high-tech startup; he helped grow at a double-digit rate and become profitable. Gennaro is also an International MBA with an emphasis on Corporate Finance.

WIth FourWeekMBA Gennaro dissected hundreds of companies in several industries and verticals. He uses business modeling to look at any company's engine and what key elements best describe them in the current moment. He also leveraged on business model innovation to grow FourWeekMBA as one of the leading sources on the topic.

Currently, FourWeekMBA is the leading source of business models, business strategy, and growth marketing. That is a portal which aims to provide highly practical educational resources that can help you grow your business, to become a better executive and business person.

As Head Of Business Development for a high-tech startup, Gennaro looks after the sales and distribution side. At the core, Gennaro manages partnerships, structures complex deals, and he focuses on the growth side of a high-tech startup.

As a former Financial Analyst and Controller, Gennaro oversaw the financials of hundreds of entities in the commercial real estate sector in California. He Audited and analyzed a commercial real estate portfolio in California, and he performed controller activities and ensured consistency between financial and operational activities while working closely with CFO and other top-tier executives within the organization.

With his international experience and competence spanning across finance, business, law, digital marketing, and entrepreneurship, Gennaro wants to bring you through a journey to become a better business person.

Finance Training for Financial Analysts

The comprehensive course in Excel, Accounting, Financial Analysis, Forecasting, Business Valuation and PowerPoint.

Created by Ashish Agarwal - Corporate Finance Expert, Ex McKinsey, Ex BlackRock

"]

Students: 5677, Price: $109.99

Students: 5677, Price:  Paid

Hey, welcome to our best-selling Finance Training for Financial Analysts course.

We are glad to see you visit this course. 

If only we could shake hands!

What is this course about?

In this course, we will teach you the comprehensive skills needed to be a Financial Analyst.

We will illustrate the following broad content topics in great detail in this course:

1) Excel

2) Accounting

3) Financial statement analysis

4) Forecasting financial statements

5) Business valuation

6) PowerPoint

It is a very comprehensive course that will teach you the complete skills of a Financial Analyst.

How is this course useful for YOUR purpose?

Hey, did you watch the promo video? If not, please do. 

If you are looking to be a Financial Analyst, then this course will prepare you for the job.

Look, the Financial Analyst jobs are high paying ones. 

So your employer will want you to be on ready to work on a real project on Day 1!

Our course does exactly that - we make you job ready for your professional work.

The course provides all the practical training of a Financial Analyst.

You can crack your upcoming interviews easily with the learning from this course.

You have lifetime access to the course once you enroll. 

So even if you don't plan to start now, you can still enroll and come back anytime later.

What makes this course different than others?

This course content is unique!

You will learn exactly what you are required to do in your daily work.

You get access to practical real life illustrations of all key skills to be a Financial Analyst.

It is a completely hands-on course.

You need to carry out the illustrations in the course along with the instructor.

We provide you the same set up as the instructor. 

All illustration spreadsheets can be downloaded at your end.

You will feel as if somebody is guiding you step by step in all illustrations.

It is a very practical on the job training for you.

You are going to love our instructor's teaching style. 

He makes it very engaging and fun learning experience.

You will have practice assignments to test your learning from the course

The Practice Assignments are marked with varying difficulty levels - High, Medium and Low.

You will have unlimited access to our support.

Our support team responds to any course queries within 24 hours of your request. 

There are manually edited hand typed captions added on all lectures of this course. 

Feel free to refer to them in case you feel the need.

And of course, the price is competitive. 

What are other students saying about this course?

Check our our reviews below.

Read what student Rameez Akhtar wrote - 

"THE COURSE COVERS ALMOST EVERYTHING THAT WILL GIVE A YOUNG ASPIRING FINANCIAL ANALYST ALL THE TOOLS TO LAND A SUITABLE JOB IN THIS COMPETITIVE WORLD."

Go to the reviews section below to read more such stories.


What if YOU do not like the course?

Well, we will be very sad to hear that you did not like the course.

But you are well protected.

You have a 30 day money back guarantee in case you are not happy with the course.

No questions asked.

But we sincerely hope, you will definitely like the course!

What  next?

If there are any doubts, don't hesitate to reach out to us.

Start learning now.

See you inside the course.

Value Investing: The Complete Financial Statement Analysis

Value Investing Mastery - How to Perform Financial Statement Analysis & Financial Ratio Analysis to Find Great Stocks

Created by Wealthy Education - Millionaire Investor | Investing Strategies That Work!

"]

Students: 5539, Price: $129.99

Students: 5539, Price:  Paid

Attention Value Investors, Stock Market Lovers & Wealth Seekers!

Finally You'll Learn The Proven Stock Valuation System That Helps You Spot Performance Trends of Any Business. Get Results or Your Money Back!

As investors, it cannot be denied that performing a financial statement analysis is very difficult especially when you have no background in accounting

And that will be extremely time-consuming in case you don't know exactly where to start, or where you should start from.

There are dozens of accounting accounts reported on a company's financial statements. Imagine, if you have to evaluate all of those accounts one by one, you will never have enough time to find out more opportunities to make money in the stock market.

The only problem with value investing is that it requires a lot of work...and patience.

And that's why we decided to create this powerful training course - Just to help you perform your stock valuation the right way - the easiest way!

In The Complete Financial Statement Analysis Course, you'll learn exactly how you can analyze the financial position of any company that you want to invest in.

We'll give you all workable methods, investing metrics and criteria - we'll teach you the whole system that we've been using to find fundamentally strong businesses.

But that's not everything yet...

You will also learn how to utilize our most useful financial ratios and a lot of investing tips that can help you easily detect fraudulent activities and earnings manipulation in a business. 

And a good news is that...this program requires no initial investing skills and experience to get started. 

All you need to do is to learn through this course to understand how this powerful system works and apply the knowledge to find a good stock by yourself.

Another real truth is that...investing in today's stock markets is not as easy as before. So, every investor should find the right investment strategy that can help them protect and grow their money.

Financial education is truly crucial to not only the investors but to every single person who wants to get closer to their financial freedom. So, if you have a dream of retiring early or you want to stay financially free, you will need financial education. The Complete Financial Statement Analysis Course will be a shortcut for you to cut down your education time and help you build a better financial life.

❝ The greatest investment you can make is to invest in yourself! ❞

In this course, you will learn...

  • The Complete Financial Statement Analysis Process That Helps You Spot Performance Trends of Any Business With Real World Examples Included!

  • How to Analyze Your Company's Income Statement the Right Way

  • How to Analyze Your Company's Balance Sheet the Right Way

  • How to Analyze Your Company's Cash Flow the Right Way

  • How to Evaluate Your Company's Profit

  • How to Evaluate Your Company's Revenue

  • How to Evaluate Your Company's Earnings per Share

  • How to Perform a Common Size Statement Analysis

  • How to Evaluate Your Company's Cash & Cash Equivalents

  • How to Evaluate Your Company's Inventories

  • How to Evaluate Your Company's Accounts Receivable

  • How to Evaluate Your Company's Accounts Payable

  • How to Evaluate Your Company's Equity

  • How to Evaluate Your Company's Liabilities

  • How to Evaluate Your Company's Operating Cash Flow

  • How to Evaluate Your Company's Free Cash Flow

  • How to Evaluate Your Company's Dividend Performance

  • And a lot more...

What is more?

  • You will get a lifetime access to this course, without any limits!

  • The course will keep updating frequently with more up-to-date learning resources.

  • Get dedicated supports from the course Instructors and the learning community anytime you need!

  • You will also get a 30-DAY MONEY BACK GUARANTEE, so don't hesitate to give yourself a chance to learn new things by just taking this course now!

So let me ask you this... 

Will your investment portfolio grow much faster in the next 12 months after effectively applying the proven stock analysis system...

Do you have some money to invest?

Are you reasonably intelligent?

Does your family need extra care or support?

Are you willing to learn a new skill that guarantees you a second income for the rest of your life?

Would you like to work less and make more?

I will assume your answers are the same as mine...

Then You Have 2 Clear Choices

1. Keep doing things the way you have been and remain frustrated, lose money and simply get use to your average life...

or

2. Enroll in The Complete Financial Statement Analysis Course and become a wiser, unstoppable value investor, and start growing your investment portfolio today!

Now You Have a Big Chance to Become a Wiser Value Investor

Listen, if you don’t get how important financial statement analysis is then don’t enroll in this program.

Keep shlepping away in the same manner you have been, maybe you’ll get a different result :)

In that case, you're going to wake up 6 months from now, with everything still very much the same as it is today - don't know how to invest, have no clue about what's going on with your money, stress, feel frustrated… you know how it goes.

Is that you want for yourself?

No. 

I don't want that for you either… which is why I want you to do something right now. Sign up for this course, learn value investing, become a smarter investor, and start growing your investment portfolio today.

Simply click the Enroll Now button to get started now!

Financial Analysis & Financial Ratios I Amazon vs Walmart

Learn how to calculate Financial Ratios and complete Financial Analysis using Amazon’s and Walmart’s Financial Metrics

Created by Aubrey Apolinario, BCom, CPA, CA - Chartered Accountant I Instructor I Finance Professional

"]

Students: 5359, Price: $89.99

Students: 5359, Price:  Paid

What Makes this Course Different?

1) Learn through examples

     We will utilize Amazon & Walmart’s Financial Information to ‘Learn through examples’

2) Scorecard

     We will maintain a ‘Scorecard’ of Amazon and Walmart’s performance throughout our Analysis

3) Gain Insights

     We will ‘Gain Insights’ into the Financial Performance of Amazon versus Walmart

In this course, we will cover the following topics:

A) Financial & Trending Analysis:

  •      5-year P&L Comparison

  •      Year-over-Year P&L Analysis

B) How to calculate Financial Ratios:

  •      Profitability Ratios

  •      Capital Structure Ratios

  •      Liquidity Ratios

  •      Valuation Ratios

  •      Efficiency Ratios

C) Go through key highlights & tables from Amazon and Walmart’s Form-10K filing

How to Read Financial Statements: Analysis – Apple Inc.

Learn how to Understand and Interpret Public Company Financial Statements using Apple Inc.’s Financial Report.

Created by Aubrey Apolinario, BCom, CPA, CA - Chartered Accountant I Instructor I Finance Professional

"]

Students: 5198, Price: $89.99

Students: 5198, Price:  Paid

“Learning Financial Statements is like learning how to drive a car. At first, you don’t know what to look for since there is a lot of information competing for your attention. But once you learn the foundation and you know what to look for, it’s a life-long skill which you will not forget.

I look at this course as an investment in yourself.”

- Aubrey Apolinario

In this course, we will cover the following topics:

• ‘Why’ Financial Statement are important

• Learn how to interpret the ‘Face’ of Apple Inc.’s Financial Statements which includes the following:

     • Balance Sheet

     • Profit & Loss (P&L) Statement

     • Cash Flow Statement

     • Equity Statement

• Breakdown and comprehend the ‘Notes’ to Apple Inc.’s Consolidated Financial Statements

Python for Finance 2021: Financial Analysis for Investing

Use Python to Find Good Investments. Learn Pandas, NumPy, Matplotlib for Financial Analysis & Automate Value Investing.

Created by Rune Thomsen - Computer Science, PhD/CS, MBA

"]

Students: 4689, Price: $94.99

Students: 4689, Price:  Paid

Did you know that the No.1 killer of investment return is emotion?

Investors should not let fear or greed control their decisions.

How do you get your emotions out of your investment decisions?

A simple way is to perform objective financial analysis and automate it with Python!

Why?

  1. Performing financial analysis makes your decisions objective - you are not buying companies that your analysis did not recommend.

  2. Automating them with Python ensures that you do not compromise because you get tired of analyzing.

  3. Finally, it ensures that you get all the calculation done correctly in the same way.

Does this sound interesting?

  • Do you want to learn how to use Python for financial analysis?

  • Find stocks to invest in and evaluate whether they are underpriced or overvalued?

  • Buy and sell at the right time?

This course will teach you how to use Python to automate the process of financial analysis on multiple companies simultaneously and evaluate how much they are worth (the intrinsic value).

You will get started in the financial investment world and use data science on financial data.

-----------------------------------------------------------------------

Why should you enroll in this course?

  • Over 3,000 students have signed up within the first week of the course going live!

  • Making investment decisions is like playing poker without looking at your cards if you don't know what you are doing.

  • You don't want to buy stocks in a company you did not analyze first.

  • This is the only course that takes you through the full process from finding attractive investments and how to time your first buy.

  • Similarly, you do not buy a house without looking at the condition report.

  • How to see if a company will grow in value, to avoid falling stock prices the day after you buy it.

  • This course does not assume you have a portfolio and want to optimize it - it will help you find the stocks to invest in first.

  • It gives you a solid foundation to invest with confidence and stop gambling.

  • Learn that making financial analysis on companies is not that difficult and can be automated with Python.

  • The market crashed in 2020 without any warning - some companies came in quickly, others did not.

  • Be sure to invest in companies with a solid economy and a growth market.

-----------------------------------------------------------------------

Early reviews

"Excellent course, everything is brilliantly explained, step by step with exercices, practical example and it seems that further on the course it will be real world example. I'm about 25% in the course, it was so exciting that I encouraged one of my friend to signup in the course. I already followed all other Rune's great courses, and this one, for me is the best among them. Also, in every Rune's course, he answer quickly for all single question with detail, this one followed the rules. For me it's one of the best instructors here on Udemy, I have enrolled in many other best instructors course here, and Rune is definitely one of them." - Adel

"Accurate and very detailed" - Moshe

"good course!" - Richard

"Starting good... can't wait for more." - Swietopelk

"Really engaging instructor." - Edwin

-----------------------------------------------------------------------

How is this course structured?

  • This course will guide you through how to install the necessary software (Anaconda) - it's all free.

  • It will cover how to use Jupyter Notebook (from Anaconda package) if you are not completely familiar with it.

  • A crash course in Python if you need an update or come from a different programming background.

  • Then it starts by introducing financial concepts along with Python programming to fully understand them.

  • This includes understanding of stocks, volume, dividends, returns, market price, price to earnings (EPS), price to earnings (PE ratio), book value and more.

  • A deep introduction to Pandas, the most important library used for financial analysis with Python.

  • It will cover DataFrames, Series, read and write data, export to Excel, merge, join and link data and much more.

  • The concept of intrinsic value (a fair stock price to pay) - this is the most important concept to understand when investing.

  • How the risk of investment is understood and how to assess it for a company.

  • This is how the management of a company is assessed in an objective way.

  • This will include learning about debt-to-equity ratio (DE ratio), current assets, return of investment (ROI), revenue evaluation, earnings per share (EPS) evaluation, book value evaluation, free-cash-flow (FCF) evaluation and more.

  • This teaches you how to calculate a fair price (intrinsic value) to be paid for a company.

  • Matplotlib is introduced and how it can be used to visualize data for efficient data interpretation.

  • We visualize data and export it to color-formatted Excel sheets - all from Python.

  • You will learn to use free APIs to read up-to-date data on stock quotes and financial statements.

  • Then we dive deeper and work with historical time series data on stock prices.

  • This teaches you rate of return, percentage change, and normalization.

  • How to calculate and use the Compound Annual Growth Rate (CAGR).

  • There will be a case study on DOW theory.

  • Next, we will examine and calculate technical indicators such as moving averages (MA), MACD, stochastic oscillator and RSI, and how to use them to buy and sell.

  • We introduce NumPy to perform further analyzes.

  • This will help us calculate and understand the volatility of a stock.

  • Also, correlation between stocks, linear regression, beta, CAPM, and more.

  • How to work with a full portfolio.

  • This includes concepts like Sharpe ratio, Monte Carlo Simulation, Efficient Frontier and more.

-----------------------------------------------------------------------

This course has

  • 21 hours of video in 180+ lectures.

  • Exercises are prepared in Jupyter Notebooks.

  • Links to useful resources along the way.

  • Explains all concepts in an easy way with real examples.

Udemy has a refund guarantee with a 30 day money back guarantee that ensures if you are not satisfied, you will get your money back. Also, feel free to contact me directly if you have any questions.

-----------------------------------------------------------------------

About the instructor

Rune is a Ph.D. in computer science with a background in Python programming. He has taken an MBA from Henley Business School in the UK to study business administration and economics. Rune has been teaching programming and computer science since college. He has other best-selling courses at Udemy.

Tesla Company Analysis: Strategy, Marketing, Financials

Acquire the #1 Skill Needed For Investment banking, Private equity, and Consulting - Company analysis

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

"]

Students: 4290, Price: $124.99

Students: 4290, Price:  Paid

** Please be aware that this course is not an investment recommendation of any sort**

What is the best way to learn financial modelling, valuation, corporate strategy, marketing fundamentals, and financial statement analysis?

Go through a complete, real life case study.

And which is arguably the hottest company in the business world today?

Tesla Inc.

This is the first online course attempting to teach several disciplines by combining them in a coherent and holistic case study of a company.

In this course, we will touch on several important topics about Tesla:

  • Business strategy

  • Marketing

  • Financial statement analysis

  • Financial planning and forecasting

  • Valuation

Each topic we discuss is a natural continuation of what you have learned from the previous one. This will allow you to understand Tesla’s business very well.

It is a fascinating firm that has already made huge steps towards achieving its mission: accelerate the world’s transition to sustainable energy. The entire auto industry is focused on electric vehicles, in large part because of how successful Tesla has been in the last few years.

Tesla is a more expensive company than well-established traditional auto industry players like BMW and Daimler.

And yet it sells 20x-30x fewer cars compared to these companies.

According to investment banking analysts “Tesla has a brand following that is second only to Apple’s”

However, many analysts are uncertain whether the company has sufficient cash to sustain its growth and win a bigger portion of the market?

Tesla has established itself as the main innovator in the EV field.

But its CEO, Elon Musk, decided to open-source all of the company’s patents.

This is but one reason why Mr Musk is seen as the most exciting entrepreneur of this generation.

While many feel he can do no wrong, he also runs multiple multibillion-dollar businesses and it is unclear how much time he is able to spend on Tesla.

On our journey, we will encounter and analyse many contradictions surrounding Musk and Tesla. This is precisely what makes Tesla a perfect case study. Our goal with this course was to create a holistic, 360 degrees experience, that studies multiple facets of the company.

We are not simply going to study financial statements. We will do that, but we will explore the company from multiple perspectives.

Strategy:

  • How does Tesla intend to compete in the EV market?

  • What are the company’s strengths, weaknesses, opportunities, and threats?

  • Why is Tesla regarded as the ‘new Apple’?

  • Which are the competitive advantages and traits that make the two companies similar?

  • How is Tesla’s partnership with SpaceX going to help the company in the long-run?

  • What is Tesla’s mission and vision?

  • How does Tesla’s business look from a strategic perspective after performing the 5-forces analysis?

  • What was the rationale behind Tesla’s merger with Solar City, the renewable energy company?

  • How does renewable energy align with the electric vehicles business of the company?

Marketing:

  • Who is in Tesla’s target market?

  • How could we describe the firm’s ideal customer?

  • What kind of segmentation problems could Tesla run into in the future?

  • Is the company’s pricing coherent with the competitive strategy it has chosen?

  • How does Elon Musk leverage personal branding?

  • Why will this help Tesla in the long run?

Financial Statement Analysis:

  • What do the company’s financial ratios show about historical performance?

  • Is Tesla a growing business?

  • How profitable is Tesla?

  • How much working capital investment does the company need?

  • How likely is it that Tesla will have liquidity difficulties in the near future?

  • Are there any issues from a solvency perspective?

Financial Modeling and Valuation:

  • How to forecast vehicle deliveries over the next 10 years.

  • How to forecast average selling price of the types of vehicles to be delivered over the next 10 years.

  • What portion of revenues would expenses like Cogs and Opex account for?

  • How to forecast fixed asset investments and working capital needs.

  • How much is Tesla’s weighted average cost of capital?

  • Is Tesla’s DCF valuation in line with its current market price?

This course is perfect for aspiring financial analysts, investment bankers, business analysts, consultants, or corporate executives. The skills you will acquire are the perfect blend of soft and technical skills that will give you an edge in interviews.

This course comes with Udemy's 30-day no questions asked money back guarantee. So, you have nothing to lose! Subscribe to the course and give it a try!

Click the 'Take this course' button now! This will be one of the best decisions of your professional career!

 

 

 

 

 

Accounting- Financial Accounting, Cash vs Accrual Accounting

Why use Accrual Accounting; Gaps in Cash Accounting; Prepare financial statements under both methods; financial analysis

Created by Sandesh Banger - MBA (IIM), CFA level 2, Finance Enthusiast

"]

Students: 2844, Price: Free

Students: 2844, Price:  Free

Let's discover the untold story of Cash vs Accrual Accounting.

If you are an accounting or finance enthusiast, this mini course is for you. 

Have you ever thought why Accounting has to be complex? Why someone made Accrual Accounting? Why it can’t be simple? Why don’t we use the simple Cash based Accounting? I bet you have.

I will tell you the answer. And for that we need to understand how business accounts will look like if we use Cash Accounting vs Accrual Accounting. And we will learn that in this course.

One thing is sure that Accrual Accounting is used by the whole world. That means it has to have certain characteristics which make it powerful. What are these, let’s find out.

In this mini-course I’m going to take you through an excel based exercise on creating accounts using cash based and then using accrual based accounting. So, that we can compare the two and figure out interesting insights.

I teach this module in b-schools and students find it an incredible insight, never told before.

By realizing what lies at the core of accounting, you will not only appreciate accounting methods but will also be equipped with the right mindset to learn. It will enable you to better analyse the financials of any company.

Contents and Overview This course includes 10 lectures and just over 30 minutes of content in order to give students a working knowledge and an invaluable insight into Accounting.

What you’ll learn

At the end of this course you have following takeaways

  1. You will be well versed with Cash vs Accrual Accounting

  2. You will be able to record basic transactions in Cash as well as Accrual Accounting

  3. You will have an invaluable insight into the science behind of Accounting

Introduction to Financial Ratio Analysis

Learn to calculate and interpret various activity, liquidity, solvency, profitability, and valuation ratios

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

"]

Students: 2774, Price: $99.99

Students: 2774, Price:  Paid

Are you in for some financial ratio analysis?

Have you ever wondered what the ROE, P/E, EPS, ROA, GPM abbreviations mean and how to interpret them?

You have come to the right place!

Among all the benefits of the course, its integrity is what makes it so comprehensive and easily digestible. It will help you understand how ratio analysis works in practice.

We will train you to recognize whether a company:

- Is generating sufficient profits to cover its expenses

- Is heavily in debt and headed to insolvency

- Has some liquidity issues and significant cash shortages

- Is under- or overvalued

In fact, this is essential for those of you who have taken on a career in Finance, such as:

Finance Manager

Financial Analyst

Equity Analyst

Investor, or

Someone who is just keen to enhance their financial literacy and skills.

We will tackle several categories of financial multiples with practical examples and challenges aiming to reinforce what you have learned. The course is beautifully animated, easy to follow, and interactive. Our goal is to deliver the ultimate training experience for you!

The financial ratios that we will cover fall into the following categories:

Activity ratios

Trade receivables turnover

Trade payables turnover

Inventory turnover

Liquidity ratios

Current ratio

Cash ratio

Quick ratio

Solvency ratios

Debt-to-assets

Debt-to-capital

Debt-to-equity

Financial Leverage

Profitability ratios

Gross profit margin

Operating profit margin

Net profit margin

Return on assets (ROA)

Return on equity (ROE)

Valuation ratios

Earnings per share (EPS)

Price/earnings ratio (P/E)

Dividend yield

In addition, we will examine a key technique called the DuPont Analysis.

It compiles a number of ratios into a comprehensive financial analysis framework. This is а definite must-know for everyone interested in becoming a seasoned professional in the field.

And that’s not all!

By the end of the course, you will also get the chance to compute some financial ratios employed in equity and credit analysis, as well as learn what segment reporting is.

Finally, we will illustrate how ratio analysis can be used to model and forecast earnings. Sounds exciting, doesn’t it?

We are happy to offer an unconditional 30-day money-back in full guarantee. No risk for you. The content of the course is superior, and we have no doubt you will love it.

Knowledge is the most powerful weapon for all, especially in times of crisis!

So, why wait? Every day is a missed opportunity.

Click the “Buy Now” button and become a part of our Introduction to Financial Ratio Analysis training today.

Financial analysis: Compare performance of companies

Learn financial analysis skills - Performance measurement and evaluation of companies using an objective scorecard

Created by Ashish Agarwal - Corporate Finance Expert, Ex McKinsey, Ex BlackRock

"]

Students: 2121, Price: $49.99

Students: 2121, Price:  Paid

Welcome to our best selling Financial analysis -  course. 

We are glad to meet you. If only we could shake hands! 


Are you wondering how is this course going to be useful to you? 

Hey, did you watch the promo video? If not, please do. 

If you are looking to learn how to evaluate and measure performance, then this course will prepare you for the job.

This is especially good for senior folks in an organization who want to evaluate companies performance.

You don't need to be a Finance expert for this course.

We will teach you an objective framework to evaluate and measure performance of companies.


What makes our course different from others?

Our course content is unique - you learn exactly what you are required to do in your daily work.

You get 2 hours of crisp synthesized practical real life illustrations of all concepts.

You will be carrying out the real life illustrations along with the instructor.

Same set up as the instructor. All illustration spreadsheets are shared.

It's almost like as if somebody is guiding you in person to carry out the various analysis.

You are going to love our instructor's teaching style. 

He makes it very engaging and fun learning experience.

You will have practice assignments / course challenges with varying difficulty levels to test your learning from the course.

Our support team responds to any course queries within 24 hours of your request. 

And of course, the price is competitive. 


What will you learn in this course?

Everything required to measure, evaluate and compare performance of companies.

You can watch the FREE course previews in the CURRICULUM section.

Read through the entire CURRICULUM section if you can.

All modules with details of lectures are provided.

What  next?

Well, we sincerely hope to see you inside the course.

We wish you well and good luck.

Still confused? Don't hesitate to reach out.

The Complete Financial Statement Analysis Course

Financial ratio and financial statement analysis tools for value investors! Includes case studies w/ excel examples.

Created by Andrew P.C. - Equity Research Analyst

"]

Students: 1786, Price: $99.99

Students: 1786, Price:  Paid

Ever wonder how the world’s most successful investors (such as Warren Buffett, David Einhorn, or Jim Chanos) are so successful? It’s because they employ industry leading financial statement analysis skills to root out opportunities.

A lot of courses simply teach you how to perform a few financial ratios. That’s important, but it is only a small part of successful financial statement analysis. True financial statement analysis requires in-depth reading, research, and other analytical strategies that will give you a real investing edge.


I will teach you the tricks of the trade that many successful investors use on a daily basis. By the end of this course you will learn how to read and analyze a company’s SEC filings like a pro!

If you want to be a successful Financial Analyst, Investor, Investor Relations Manager, Private Equity Analyst, Investment Banker, Hedge Fund Analyst, or Sell Side Research Analyst, then this course will is perfect for you!

3 BIG reasons why you should take this course:

  • Great future: There is always a need for financial analysts to perform research.
  • Big money: A financial analyst role typically leads to a high paying career ($100,000+).
  • Manage your own investments: Achieve long-term wealth by managing your own stock portfolio.


What makes this the best financial statement analysis course out there?

  • Knowledgeable instructor: I have a Bachelor’s degree in accounting and finance. I have years of equity research experience where I have provided detailed financial statement analysis services to many blue chip hedge funds.
  • Complete training: This course contains the main topics you will need to be a successful financial analyst and analyze financials. Unlike most courses, our training will include a walk-through of how to read SEC filings and what information to look out for.
  • Real world examples: The course contains many real world case studies. Everything you learn will be applicable RIGHT AWAY towards you career or investing goals.
  • Excellent support: If you don’t understand a concept or simply want to ask a question, you’ll receive an answer as soon as possible.
  • Industry tricks and tips: You will learn many of the industry’s best tricks and tips to be successful. Some of these strategies are not well known to even veterans.  You will find strategies to get an informational edge over other investors.  


Don’t forget, this course comes with Udemy’s 30-day unconditional money-back full guarantee! If you don’t learn anything from the course, return it and get your money back.

Financial Analysis for Management Consultants & Analysts

Practical guide with case studies and examples of analyses done during consulting projects

Created by Asen Gyczew - Expert in performance improvement, turnaround and startups

"]

Students: 1502, Price: $89.99

Students: 1502, Price:  Paid

What is the aim of this course?

During many consulting projects, you will have to do a lot of financial analysis and draw conclusions about a specific company or industry. This is especially true during due diligence projects, strategic projects, and turn-arounds. Financial analyses will help you decide which option is better, what investments you should take, estimate potential improvements or estimate the impact on the profit and the balance sheet. On top of that, during consulting projects, you have to do everything 3x faster and with little data. Therefore, I will teach you in this course how to do fast and efficiently financial analyses and how to draw conclusions from them

In the course you will learn the following things:

  1. How to do financial analyses in Excel fast and efficiently

  2. How to draw conclusions from the analyses

  3. How to analyze financial statements in Excel

  4. How to use financial indicators

  5. How to model a business in Excel

  6. How to analyze business units of the firm

  7. How to carry out analyses related to M&A

  8. How to evaluate a potential investment in Excel

  9. How to estimate the value of the firm using simple methods

This course is based on my 15 years of experience as a consultant in top consulting firms and as a Board Member responsible for strategy, performance improvement, and turn-arounds in the biggest firms from Retail, FMCG, SMG, B2B, and services sectors that I worked for. I have carried or supervised over 90 different performance improvement projects in different industries that generated in total 2 billion of additional EBITDA. On the basis of what you will find in this course, I have trained in person over 100 consultants, business analysts, and managers who now are Partners in PE and VC funds, Investment Directors and Business Analysts in PE and VC, Operational Directors, COO, CRO, CEO, Directors in Consulting Companies, Board Members, etc. On top of that my courses on Udemy were already taken by more than 88 000 students including people working in EY, Walmart, Booz Allen Hamilton, Adidas, Naspers, Alvarez & Marsal, PwC, Dell, Walgreens, Orange, and many others.

I teach through case studies, so you will have a lot of lectures showing examples of analyses, tools that we use. To every lecture, you will find attached (in additional resources) the Excels as well as additional presentations, materials shown in the lectures so as a part of this course you will also get a library of ready-made analyses that can, with certain modification, be applied by you or your team in your work.

Why have I decided to create this course?

Analyzing the financial situation of the firm is a fundamental skill in consulting. It helps you understand the current situation of the firm, identify problems, and estimate potential savings. Many Management Consultants and Business Analysts did not finish Business Schools and sometimes struggle with some financial analyses. This sometimes puts them at a disadvantage and makes it difficult for them to get promoted. On top of that, many consultants and analysts that did study finance at university/college have forgotten some things.

Therefore, I have decided to create this course that will help students understand or refresh how to do financial analyses in Excel. The course will give you the knowledge and insight into real-life case studies that will make your life during a consulting project much easier. Thanks to this course, you will know how to understand financial data, analyze them and draw conclusions from them. You will also master the essential information related to valuation.

To sum it up, I believe that if you want to become a world-class Management Consultant or Business Analyst you have to have a pretty decent understanding of financial analyses. That is why, I highly recommend this course to Management Consultants or Business Analysts, especially those that did not finish business schools or Economics. The course will help you become an expert in financial analyses on the level of McKinsey, BCG, Bain, and other top consulting firms. That is why, I highly recommend this course to Managers, Management Consultants, owners/founders of businesses that need better to have a good understanding of the business.

In what way will you benefit from this course?

The course is a practical, step-by-step guide loaded with tones of analyses, tricks, hints that will significantly improve the speed with which you understand, analyze the businesses. There is little theory – mainly examples, a lot of tips from my own experience as well as other notable examples worth mentioning. Our intention is that thanks to the course you will learn:

  1. How to do financial analyses in Excel fast and efficiently

  2. How to draw conclusions from the analyses

  3. How to analyze financial statements in Excel

  4. How to use financial indicators

  5. How to model a business in Excel

  6. How to analyze business units of the firm

  7. How to carry out analyses related to M&A

  8. How to evaluate a potential investment in Excel

  9. How to estimate the value of the firm using simple methods

You can also ask me any question either through the discussion field or by messaging me directly.

How the course is organized?

The course is divided currently into 8 sections. Currently, you will find the following sections:

  • Introduction. We begin with a little intro to the course as well as some general info on how the course is organized

  • General Analysis of Financial Statements. In the second section, I will show you how to analyze 3 main financial statements: cash flows, profit, and loss statement, and balance sheet.

  • Financial Analysis of Indicators. In this section I will show you how to use financial indicators, ratios to analyze the situation of the firm especially in comparison with other firms. We will look at profitability, efficiency, liquidity, and debt ratios.

  • Modeling of Profit & Loss statement in practice. In the 4th section, I show you how to model the profit and loss statement of a company in Excel. A business model of the firm you can use to understand the business, forecast future growth or for valuation purposes

  • Business Units Analyses. In the 5th section, we will discuss the analysis of Business Units. Many firms are running more complicated businesses with plenty of business units that you should analyze separately. We will have a look at 2 examples of such analyses

  • Valuation. During consulting projects, especially devoted to M&A or due diligence you will have to evaluate a specific business. In this section, I will show you examples of how to do it in practice.

  • Financial Analyses related to M&A. In this section, I will show you how to analyze the different aspect of M&A. Here we will see what is better: organic growth or M&A, how to estimate the impact of M&A on the firm, and how to decide whether to sell a business unit or not

  • Investment Analyses. In the last section, I will show you how to analyze different investments in the firm. We will look at investments demanded by customers, investments that are supposed to generate savings, and investment in bottlenecks. Different types of investments require a different approach.

You will be able also to download many additional resources

  1. Useful frameworks and techniques

  2. Selected analyses shown in the course

  3. Links to additional presentations, articles, and movies

  4. Links to books worth reading

At the end of my course, students will be able to…

  • How to conduct fast and efficiently financial analyses during a consulting project in Excel

  • How to draw conclusions from financial analyses

  • Analyze financial indicators, ratios

  • Do essential firm valuation

  • Analyze investments in Excel

  • Estimate the impact of the M&A activity

  • Create a business model of the firm in Excel

  • Analyze business units

Who should take this course? Who should not?

  • Management Consultants and Business Analysts

  • Managers

  • Financial Controllers

  • Startup Founders

  • Owners of small and mid-sized businesses

  • Investment Directors

What will students need to know or do before starting this course?

  • Basic or intermediate Excel

  • Basic knowledge of economics or finance

  • Basic or intermediate knowledge of finance & accounting

Value Investing: The Advanced Financial Statement Analysis

Dividend & Value Investing Mastery - The Advanced 5-Step Financial Statement Analysis System For Company Valuation

Created by Wealthy Education - Millionaire Investor | Investing Strategies That Work!

"]

Students: 1382, Price: $129.99

Students: 1382, Price:  Paid

Attention Value Investors, Stock Market Lovers & Wealth Seekers!

Finally You'll Learn the Profound Financial Statement Analysis System That Helps You Evaluate Any Stocks In Just 5 Simple Steps. Get Results or Your Money Back!

Would you rather…

Spend countless hours reading a company's boring financial statements but you still have no clue about what's going on with that company?

Or...

Have a profound system that helps you find a highly profitable company in just 5 simple steps?

We know what we’d be doing (smile) ...

In an ideal world, investing in a company would be so simple.

You enter its ticker symbol and click "Buy", and then money magically appears. The end.

But we all know it doesn't work like that.

What really happens is you end up spending hours and hours trying to analyze a bunch of financial statements and, by the time you get exhausted, you may have missed your chance to invest in a good company.

This is why we made this course for you.

In The Advanced Financial Statement Analysis Course, you'll learn the exact 5-step system that helps you evaluate a company's financial health.

First, we’ll teach you how to evaluate a company’s operating profitability. This step is very important because it helps you determine if a company is actually profitable. You can easily eliminate lousy companies, and this will save you a lot of time when doing your investment research.

The next thing that we’ll look at is whether a company is efficient in its operations. This step will help you find out if the company’s management is doing a great job in operating and running their business. You’ll learn how to compare a company’s operating performance with that of its competitors. This information will help you instantly determine if your company is better than other industry peers.   

Next, we’ll look at the company’s debt repayment capacity – we’ll look at both short-term and long-term debts. As value investors, we don’t want to invest in businesses that have a high level of debt. This step will help you eliminate all risky stocks that have a high debt burden.   

And finally, we’ll determine if a company’s stock price is currently cheap in comparison with its competitors. We’ll also look at other factors like dividends, EPS, retained earnings and cash flow.

And the most important thing is, similar to our other courses, you’ll learn with real world examples. we used real companies as examples so you can know exactly how to apply everything and practice what you’ve learned right off the bat. 

Well, financial statement analysis is now much easier than ever before.

And a good news is that...this program requires no initial investing skills and experience to get started. 

All you need to do is to learn through this course to understand how this powerful system works and apply the knowledge to find a good stock by yourself.

Another real truth is that...investing in today's stock markets is not as easy as before. So, every investor should find the right investment strategy that can help them protect and grow their money.

Financial education is truly crucial to not only the investors but to every single person who wants to get closer to their financial freedom. So, if you have a dream of retiring early or you want to stay financially free, you will need financial education. The Advanced Financial Statement Analysis Course will be a shortcut for you to cut down your education time and help you build a better financial life.

❝ The greatest investment you can make is to invest in yourself! ❞

In this course, you will learn...

  • How Master Your Financial Statement Analysis Skills in No Time With Real World Examples Included!

  • The Advanced 5-Step System to Evaluate Any Company Using The Most Effective Financial Ratios

  • How to Understand a Company's Performance and Find Out If It's a Good Investment or Not

  • How to Interpret The Result of The Ratio Analysis Calculation

  • Where to Locate The Data in The Financial Statements

  • How to Assess a Company's Operating Profitability

  • How to Use Gross Profit Margin Ratio (GPM)

  • How to Use Operating Profit Margin Ratio (OPM)

  • How to Use Net Profit Margin Ratio (NPM)

  • How to Use Cash Return on Assets Ratio (Cash ROA)

  • How to Use Return on Common Equity Ratio (ROE)

  • How to Use Return on Debt Ratio (ROD)

  • How to Use Return on Capital Employed Ratio (ROCE)

  • How to Use Return on Retained Earnings Ratio (RORE)

  • How to Assess a Company's Operating Efficiency

  • How to Use Cash Turnover Ratio

  • How to Use Days Cash on Hand

  • How to Use Inventory Turnover Ratio

  • How to Use Days Inventory Outstanding

  • How to Use Accounts Receivable Turnover Ratio

  • How to Use Days Sales Outstanding

  • How to Use Accounts Payable Turnover Ratio

  • How to Use Days Payable Outstanding

  • How to Use Working Capital Turnover Ratio

  • How to Use Days Working Capital

  • How to Use Fixed Asset Turnover Ratio

  • How to Use Total Asset Turnover Ratio

  • How to Assess a Company's Short-term Debt Repayment Capacity

  • How to Use Current Ratio

  • How to Use Acid Test Ratio

  • How to Use Cash Coverage Ratio

  • How to Use Cash to Working Capital Ratio

  • How to Use Current Cash Debt Coverage Ratio

  • How to Use Inventory to Working Capital Ratio

  • How to Assess a Company's Long-term Debt Repayment Capacity

  • How to Use Financial Leverage Ratio

  • How to Use Net Debt to EBITDA Ratio

  • How to Use Asset Coverage Ratio

  • How to Use Cash Flow to Debt Ratio

  • How to Use Interest Coverage Ratio

  • How to Assess a Company's Investment Value

  • How to Use Price to Sales Ratio

  • How to Use Price to Earnings Ratio

  • How to Use Price to Cash Flow Ratio

  • How to Use Price to Book Ratio

  • How to Use Price Earnings to Growth and Dividend Yield Ratio

  • How to Use Earnings per Share

  • How to Use Dividend Payout Ratio

  • How to Use Dividend Coverage Ratio

  • And a lot more...

➲  What is more?

  • You will get a lifetime access to this course, without any limits!

  • The course will keep updating frequently with more up-to-date learning resources.

  • Get dedicated supports from the course Instructors and the learning community anytime you need!

  • You will also get a 30-DAY MONEY BACK GUARANTEE, so don't hesitate to give yourself a chance to learn new things by just taking this course now!

So let me ask you this... 

Will your investment portfolio grow much faster in the next 12 months after effectively applying the proven 5-step system...

Do you have some money to invest?

Are you reasonably intelligent?

Does your family need extra care or support?

Are you willing to learn a new skill that guarantees you a second income for the rest of your life?

Would you like to work less and make more?

I will assume your answers are the same as mine...

Then You Have 2 Clear Choices

1. Keep doing things the way you have been and remain frustrated, lose money and simply get use to your average life...

or

2. Enroll in The Advanced Financial Statement Analysis Course and become a wiser, unstoppable value investor, and start growing your investment portfolio today!

Now You Have a Big Chance to Become a Wiser Value Investor

Listen, if you don’t get how important financial statement analysis is then don’t enroll in this program.

Keep shlepping away in the same manner you have been, maybe you’ll get a different result :)

In that case, you're going to wake up 6 months from now, with everything still very much the same as it is today - don't know how to invest, have no clue about what's going on with your money, stress, feel frustrated… you know how it goes.

Is that you want for yourself?

No. 

I don't want that for you either… which is why I want you to do something right now. Sign up for this course, learn value investing, become a smarter investor, and start growing your investment portfolio today.

Simply click the Enroll Now button to get started now!

Practical Financial Statement Analysis

Learn to analyze financial statements using real examples from company filings

Created by Jason Williams - Accounting, Finance and Investing Professional

"]

Students: 609, Price: $74.99

Students: 609, Price:  Paid

This course covers financial statement analysis using real examples from financial statements. I developed the course from my experience doing financial statement analysis for clients in various accounting and financial consulting roles over the years.  

The course is geared towards anyone interested in improving their financial statement analysis skills. Seasoned investors on Wall Street, individual investors, students, bankers and others looking for a practical way to analyze financial statements can benefit from this course.

The course teaches how to assess earnings, cash flow and balance sheet quality using practical examples. It explains how the types of questions to answer when analyzing financial statements, how to detect red flags, how to use common size size and ratio analysis to uncover hidden risks, and how to read and interpret the 10-K. 

Learn what to look for when analyzing financial statement items such as revenue, inventories, income taxes, pensions, stock-based compensation, stock buybacks, reserves, among others. The course includes a list of red flags you can use in your financial statement analysis.

The course is a video format utilizing PowerPoint slides. No material is needed for the course, except writing materials if the student wishes to take notes. 

This course is designed to be different from other financial statement analysis courses. While there will be some overlap, the areas I focus on in this course are based on information gleaned from actually working with investors and and other clients, and getting to understand the areas they are most concerned about. The real world experience applied to this course is what differentiates it.

Financial Modeling & Fundamental Analysis

Complete A-Z of Financial Modelling (India Focused)

Created by Devang Maheshwari - Chartered Accountant

"]

Students: 573, Price: $49.99

Students: 573, Price:  Paid

Do you want to get into Investment banking/Equity Research/Portfolio Management i.e into Core Finance ?

Are you about to graduate from university and start looking for your first job?

Are you a young professional looking to establish yourself in your new position in Finance Domain ?

Would you like to become your team's go-to person when it comes to Financial Modeling in Excel?

If you answered yes to any of these, then this is the right course for you!

CA Devang Maheshwari (The Instructor) of this course has extensive experience in Financial Modeling:

  • Worked as Senior Analyst in ICICI Securities & Purnartha Investment Advisory thus making & updating models all day

  • Experience in making financial Modeling for various clients at Job work

  • Handled more than 400 Cr during the Job tenure

Learn the basics of Financial Modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues.

A comprehensive guide to Financial Modeling in Excel:

  • Become an Excel expert (From Basics to Pro)

  • Learn how to build sound Financial Models and stand out among your colleagues

  • Gain an in-depth understanding of the mechanics of Company Valuation using various methods like DCF/Relative Valuations/DDM

  • Gain in depth understanding of how to make Financial Statements & also How to forecast it

  • Portfolio Management

  • Fundamental Analysis

  • Report Writing

  • Sector Analysis

  • Be prepared from day one for your Investment Banking, Financial Advisory or Consulting career

What we offer:

  • Well-designed and easy-to-understand videos FOCUSED ON INDIAN LISTED COMPANY

  • Detailed explanations with comprehensible case studies based on real situations

  • Downloadable course materials

  • 25 hrs of intensive training

By completing this course, you will:

  • Be able to work comfortably with Microsoft Excel and many of its advanced features

  • Become one of the top Excel users in your team

  • Be able to build a P&L statement from a raw data extraction

  • Be able to build a cash flow statement

  • Know how to value a company using different valuation methods

  • Know how to calculate WACC & forecast financials in real life situations

  • Be able to build a valuation model from scratch

  • Know how to create a model with multiple scenarios

  • Know how to manage a portfolio

  • Know how to write a research report

About the course:

  • No significant previous experience is needed to understand the course properly and benefit from its content

  • Unlimited access to all course materials for lifetime

  • Emphasis on learning by doing

  • Our goal is to take your Microsoft Excel and Financial Modeling skills to the next level

Make an investment that will be highly rewarded in career prospects, positive feedback, and personal growth.

This course is suitable for graduates who aspire to become investment bankers as it includes a well-structured DCF model and goes through the theoretical concepts behind it. Moreover, it will encourage you to be more confident when coping with daily tasks and will give you the edge when the firm must decide whether to take you on for a full-time position.

People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills.

Go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now!

Who this course is for:

  • Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc.

  • Business and finance practitioners who are eager to improve their Excel and Financial Modeling skills

Thank You

CA Devang Maheshwari

Financial Statement Analysis – Master the Financial Stmts!

Gain a comprehensive knowledge of the 3 financial statements and how to make them tell you a story

Created by Nate @ Wisdify - Co-Founder & Lead Instructor @ Wisdify

"]

Students: 289, Price: $44.99

Students: 289, Price:  Paid

If you're in the finance or accounting world (or aspire to be), you need to know the financial statements!

A knowledge of the financial statements helps you:

  • Understand a company's health

  • Grasp the profitability and viability of products and services

  • Analyze the past to take action in to the future

Don't worry, you don't need any background in finance or accounting to take this course! We'll start with the basics of the three financial statements and then take a deeper dive into each one. From there, you'll learn how to analyze the financial statements using different metrics to help you dissect a company's health and profitability.

What you learn in this course will benefit you for the rest of your career!

What makes our course so awesome?

  • Real world application: In depth, real-world case studies using both real and fictitious companies

  • Fun: Light-hearted, fun, and enjoyable course (we never take ourselves too seriously)

  • Knowledgeable instructor: Nate is a CPA and has spent his career analyzing financial statements

  • No fluff: We don’t teach theory or waste your time with useless information. Everything we teach you can start applying TODAY

This course is the first part of a 3 part series on the financial statements. The next courses focus on financial modeling (Financial Modeling Bootcamp) and how to value a company or project (Company & Project Valuation). We'll use the same case study in this course for the rest of the courses to keep continuity.

Let's start learning!