The Complete Financial Analyst

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

Last updated 2022-01-10 | 4.6

- Work comfortably with Microsoft Excel
- Format spreadsheets in a professional way
- Be much faster carrying out regular tasks

What you'll learn

Work comfortably with Microsoft Excel
Format spreadsheets in a professional way
Be much faster carrying out regular tasks
Create professional charts in Microsoft Excel
Work with large amounts of data without difficulty
Understand Accounting and Bookkeeping principles
Build a company’s P&L from scratch
Build a company’s Balance sheet from scratch
Perform Financial statement analysis
Understand the importance of timing in terms of revenue and cost recognition
Calculate Liquidity
Solvency
Profitability
and Growth ratios to analyze a company’s performance
Understand 10-K reports
Assess whether a project is feasible through the Net present value technique
Calculate a complete loan schedule
Understand the difference between variable and fixed interest rates
Perform industry analysis
Understand what drives a company’s value
Know how to analyze a business
Work comfortably with Microsoft PowerPoint
Create professional company presentations in PowerPoint
Become a successful Financial Analyst in no time – if you follow the course fully!

* Requirements

* Absolutely no experience is required. We will start from the basics and gradually build up your knowledge. Everything is in the course.
* You will need Microsoft Excel 2010
* 2013
* 2016
* or 2020
* You will need Microsoft PowerPoint 2010
* 2013
* 2016
* or 2020

Description

  • Work comfortably with Microsoft Excel
  • Format spreadsheets in a professional way
  • Be much faster carrying out regular tasks
  • Create professional charts in Microsoft Excel
  • Work with large amounts of data without difficulty
  • Understand Accounting and Bookkeeping principles
  • Build a company’s P&L from scratch
  • Build a company’s Balance sheet from scratch
  • Perform Financial statement analysis
  • Understand the importance of timing in terms of revenue and cost recognition
  • Calculate Liquidity, Solvency, Profitability, and Growth ratios to analyze a company’s performance
  • Understand 10-K reports
  • Assess whether a project is feasible through the Net present value technique
  • Calculate a complete loan schedule
  • Understand the difference between variable and fixed interest rates
  • Perform industry analysis
  • Understand what drives a company’s value
  • Know how to analyze a business
  • Work comfortably with Microsoft PowerPoint
  • Create professional company presentations in PowerPoint
  • Become a successful Financial Analyst in no time – if you follow the course fully!

Course content

48 sections • 367 lectures

What Does the Course Cover? Preview 07:16

Everything We Will Learn Has a Practical Application Preview 03:27

The Best Way to Take This Course Preview 03:11

Download All Course Materials and FAQ Preview 02:18

Microsoft Excel: The World's #1 Office Software Preview 01:00

Excel Made Easy: A Beginner's Guide to Excel Spreadsheets Preview 03:32

Data Entry Techniques in Excel Preview 03:00

How to Make Your Spreadsheets Look Professional Preview 05:49

Data Entry Techniques in Excel

Inserting, Deleting, and Modifying Rows & Columns Preview 01:44

Inserting, Deleting, and Modifying Rows & Columns

Excel Formulas for Beginners Preview 02:54

Excel Formulas for Beginners

A Beginner's Introduction to Excel Functions Preview 03:41

Format Cells Preview 05:24

Work Efficiently by Using Cut, Copy, and Paste Preview 02:10

Work Efficiently by Using Cut, Copy, and Paste

Pasting Values, Formulas and Formats with Paste Special Preview 01:16

Inserting a Line Break with Alt + Enter Preview 00:54

Do More with Your Sales Data with Excel's Text to Columns Feature Preview 01:52

Do More with Your Sales Data with Excel's Text to Columns Feature

Create Easily Printable Excel Documents Preview 01:12

How to Wrap Text in Excel and Adjust a Cell's Size Preview 00:43

Insert Hyperlinks into Excel Spreadsheets Preview 01:16

Using Excel's Freeze Panes to Handle Large Datasets Preview 01:12

Find Excel Functionalities in a Quicker Way - Tell Me What You Want to Do Preview 00:46

A Quick Introduction to Excel's Pivot Tables Preview 02:17

Initial Formatting Is Key for Creating Professional-looking Spreadsheets Preview 02:05

Macros Are a Great Timesaver! Here's Why. Preview 03:04

How to Use the Same Macro On Multiple Workbooks Preview 01:34

Macros Are a Great Timesaver! Here's Why.

The Secret to Faster Scrolling in Excel Preview 01:36

Be even quicker: F5 + Enter Preview 01:51

FAQ: F5 + Enter didn't work for me Preview 00:13

The Secret to Faster Scrolling in Excel

Using Absolute and Relative Cell References Preview 02:20

Using Absolute and Relative Cell References

Find and Select Cells That Meet Specific Conditions Preview 01:30

Find and Select Cells That Meet Specific Conditions

How to Create Dynamic Names in Excel Spreadsheets Preview 01:27

How to Create Dynamic Names in Excel Spreadsheets

Using Named Ranges to Make Formulas More Readable Preview 01:34

Introduction to Custom Formatting in Excel Preview 06:14

Custom Number Formatting Preview 01:34

How to Add a Drop-down List in Excel Preview 01:49

Using Custom-sort to Sort Multiple Columns Within a Table Preview 01:28

Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts Preview 04:15

Multiply by 1 Preview 01:34

Find and Replace - References Preview 03:03

FAQ: Why Do We Replace External References and How Does This Help Us? Preview 00:24

Find and Replace - Formatting Preview 01:53

Green References Preview 01:31

Beauty Saving - The Professional Way of Saving Files Preview 02:13

The Power of F2 Preview 01:50

Conditional Formatting Preview 05:40

Quiz Number 1

Key Excel Functions: IF Preview 02:35

Enlarge the Formula Bar Preview 01:03

Key Excel Functions: SUM, SUMIF, SUMIFS Preview 04:20

A Helpful Consideration Preview 00:45

Key Excel Functions: COUNT, COUNTA, COUNTIF, COUNTIFS Preview 04:06

Key Excel Functions: AVERAGE & AVERAGEIF Preview 01:59

Key Excel Functions: Average & Averageif

Key Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, & Preview 04:29

Key Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &

Working with Text in Excel Preview 02:40

Find the Highest and Lowest Values in a Range: Max & Min Preview 00:52

= and + are Interchangeable When You Start Typing a Formula Preview 00:44

Use ROUND in Your Financial Models Preview 01:01

Excel's Lookup Functions: VLOOKUP & HLOOKUP Made Easy Preview 07:43

INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP Preview 07:27

INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP

XLOOKUP: a Solid Substitute of VLOOKUP (Office 365 only) Preview 06:40

Using Excel's IFERROR Function to Trap Spreadsheet Errors Preview 01:43

A Useful Tool for Financial Analysis - The RANK Function Preview 02:36

Create Flexible Financial Models with CHOOSE Preview 02:24

Goal Seek Will Help You Find the Result You Are Looking For Preview 02:17

Goal Seek Will Help You Find the Result You Are Looking For

Perform Sensitivity Analysis with Excel's Data Tables Functionality Preview 04:10

Perform Sensitivity Analysis with Excel's Data Tables Functionality

Quiz Number 2

Discounting Cash Flows in Microsoft Excel Preview 07:02

Calculating Internal Rate of Return (IRR) in Excel Preview 03:30

Using the PMT Function to Create a Complete Loan Schedule Preview 06:16

Date Functions in Excel Preview 05:38

Introduction to the Case Study Preview 00:51

What You Will See Next Preview 01:06

Understand Your Data Source Before You Start Working on It Preview 02:42

Ordering the Source Worksheet Preview 02:16

Creating a Code: The Best Way to Organize Your Data and Work Efficiently with It Preview 01:59

Learn How to Create a Database Preview 01:58

Using Lookup Functions (VLOOKUP) to Fill the Database Sheet Preview 05:29

Using SUMIF to Complete the Database Sheet Preview 04:06

FAQ: Why Net income should be 0? Preview 00:48

Using INDEX & MATCH as a Substitute for VLOOKUP Preview 03:51

XLOOKUP as a Substitute for VLOOKUP and INDEX&MATCH Preview 02:53

The Mapping Exercise Preview 01:41

Mapping the Rows in the Database Sheet Preview 06:15

Building the Structure of the P&L Sheet Preview 02:21

A Practical Example of Professional Formatting in Excel Preview 03:17

Populating the P&L Sheet with SUMIF Preview 02:47

Learn How to Find Mistakes with COUNTIF Preview 02:14

Calculating Growth Rates in Excel Preview 03:08

Quiz Number 3

Introduction to Excel Charts Preview 01:11

Beginner's Guide to Inserting Charts in Excel Preview 02:10

Modifying Excel Charts - The Easy Way Preview 02:29

Making Your Excel Charts Sexier - Proven Tips Preview 03:09

Creating a Bridge Chart in Excel 2016 - As Easy as It Gets Preview 01:42

New Ways to Visualize Your Data - Treemap Charts Preview 01:31

How to Represent Trends with Sparklines Preview 03:52

Pivot Tables - Excel's Dynamic and Interactive Tables Preview 01:35

Creating a Pivot Table: Choosing Row and Column Parameters Preview 03:30

Design the Layout and Format of Your Pivot Tables Preview 01:57

Additional Techniques That Will Ease Your Work with Pivot Tables Preview 04:16

One of the Most Useful Excel Functions - GETPIVOTDATA Preview 03:28

Welcome to the Future - Pivot Table Slicers Preview 04:03

Introduction to the Course Challenge Preview 01:04

COURSE CHALLENGE - Part 1 Preview 01:26

Introduction to the Case Study Preview 02:09

Working with an SAP Data Extraction Preview 03:23

Preliminary Mapping of the Data Extraction Preview 02:10

Creating an Output Structure of the FMCG Model Preview 02:29

Improving the Layout and Appearance of the FMCG Report Preview 03:59

Inserting Formulas and Automating Calculations Preview 02:30

Creating a Master Pivot Table: The Main Data Source for the FMCG Report Preview 01:55

GETPIVOTDATA is Great! Extracting Data from the Master Pivot Table Preview 05:45

GETPIVOTDATA Fix Preview 01:16

FAQ: My GETPIVOTDATA Function Doesn't Work Preview 00:14

Combining Slicers and GETPIVOTDATA: The Key to Our Success Preview 03:20

Getting Fancy with Excel Slicers Preview 03:12

This is How the Report Can be Used in Practice by High-level Executives Preview 03:59

Introduction to the Exercise Preview 03:15

Let's Create a Mapping of Financials Preview 02:49

Building an Output P&L Sheet Preview 04:07

Filling in the Output P&L Sheet with Historical Financials Preview 02:57

Calculating Percentage Variances and Applying Conditional Formatting Preview 03:14

Building an Output Balance Sheet Preview 03:54

Using INDEX, MATCH, MATCH to Fill in the Output Balance Sheet Preview 05:10

Adding the Forecast Period Preview 04:05

Calculating Historical Percentage Ratios and Use OFFSET and MATCH for Scenarios Preview 05:06

Building a Flexible Model with CHOOSE & MATCH Preview 01:44

Building a Flexible Model with VLOOKUP & COLUMNS Preview 03:22

Calculating Historical DSO, DPO, DIO, Other Assets %, and Other Liabilities % Preview 05:08

Forecasting DSO, DPO, DIO, Other Assets and Other Liabilities Preview 03:16

Building a Fixed Asset Roll Forward Preview 05:17

Building a Financial Liabilities Schedule Preview 06:24

Building an Equity Schedule Preview 04:28

Preparing a Cash Flow Structure Preview 02:16

Calculating Cash Flows and Completing the Model Preview 06:47

Accounting: The Science Behind Financial Figures Preview 01:30

What is Accounting and Why Do You Need It Preview 05:27

The Importance of Bookkeeping - Good Accounting Records Are Essential Preview 02:34

An Introduction to Financial Accounting Preview 02:44

Quiz Number 3

The Different Types of Accounting Standards Preview 02:34

The Three Financial Statements Preview 01:51

Types of Revenues Preview 02:15

Types of Revenues - Exercise Preview 01:47

Types of Expenses Preview 05:19

Income Taxes Preview 01:45

Depreciation & Amortization Preview 04:48

Balance Sheet Items Preview 04:36

Types of Assets Preview 03:35

Asset Categories - Practical Example Preview 03:47

Types of Liabilities Preview 03:45

Liability Categories - Practical Example Preview 02:30

Equity Preview 01:54

Quiz Number 4

Accrual Accounting Preview 01:32

Revenue Recognition Criteria - Technical Preview 03:40

Potential Conflicts of Interest When Recognizing Revenue Preview 01:56

A Practical Example Preview 05:18

FAQ: Doubts Regarding Calculation Preview 00:26

Technical Aspects of Cost Recognition Preview 02:34

The Two Types of Income Statement Formats Preview 01:17

The Revenue Recognition Principle - Why Is It So Important? Preview 02:28

The Expense Recognition Principle - When to Recognize Expenses Preview 02:09

The Accounting Equation and Its Importance Preview 02:00

Elements of the Accounting System: General Ledger Preview 01:42

T-Accounts: The Best Way to Understand Debits and Credits Preview 04:24

P&L T-Accounts Preview 03:01

The Double-Entry Principle - The Core Principle of Bookkeeping Preview 05:19

Quiz Number 5

Case Study - The Accounting Transactions of a Lemonade Stand (1/4) Preview 10:24

Case Study - The Accounting Transactions of a Lemonade Stand (2/4) Preview 07:39

Case Study - The Accounting Transactions of a Lemonade Stand (3/4) Preview 07:30

Case Study - The Accounting Transactions of a Lemonade Stand (4/4) Preview 08:14

Timing of Cash Flows and Why It Plays an Important Role in a Business Preview 01:12

Timing of Income: Principles of Revenue Recognition Preview 06:16

Timing of Expenses: Principles of Cost Recognition Preview 03:51

The Four Type of Accruals Arising in Accounting Transactions Preview 06:11

Quiz Number 6

Calculating Cash Flows - Understand If a Business Makes or Burns Cash Preview 02:44

The Three Parts of Cash Flow Statements Explained Preview 02:15

Cash Flow Computations - The Direct Method Preview 02:02

Cash Flow Computations - The Indirect Method Preview 03:40

Calculating Cash Flow in Practice: A Complete Example Preview 06:18

FAQ: Why D&A Has Been Added in Capex? Preview 01:18

Why a Company Needs to Pay Attention to Trade Receivables? Preview 02:33

What If Clients Do Not Pay on Time? Preview 03:11

How to Handle Non-paying Customers? A Case-study Preview 02:39

A Technique to Collect Trade Receivables Sooner Preview 01:47

The Different Types of Inventory We Can Have Preview 02:37

The Connection Between Cost of Goods Sold and Inventory Preview 02:34

Cost Flow Methods Preview 04:21

Cost Flow Methods - a Practical Exercise Preview 00:55

FAQ: How to Apply the Weighted Average Cost Method? Preview 00:27

The Different Types of Fixed Assets Preview 03:08

Capitalizing Interest Expenses Preview 02:00

Fair Value Accounting Preview 02:26

Intangible Assets with Finite Life vs. Intangible Assets with Infinite Life Preview 04:12

The Revaluation Model Preview 05:13

The Revaluation Model - Practical Exercise Preview 05:19

Intangible Assets Created Internally Preview 02:16

How We Account for Trade Payables Preview 02:51

What Is the Difference Between Accounts Payable and Notes Payable? Preview 01:26

Why Use E-invoicing? Preview 03:07

The Difference Between Debt and Equity Preview 02:24

Amortizing a Loan Preview 03:04

Debt Covenants Preview 03:23

Debt Covenants - A Practical Example Preview 01:48

The Reason Companies Lease Assets Preview 01:19

Solving a Complete Leasing Exercise Preview 07:07

What is Leverage and Why Companies Use Financial Leverage? Preview 04:23

The Implications of Using Excessive Leverage Preview 03:17

The Different Types of Equity Preview 04:13

Raising Equity in Different Stages of a Company's Lifecycle Preview 05:55

The Types of Dividends Companies Pay to Shareholders Preview 03:38

Dividend Payments - a Timeline Preview 03:05

What Are Share Repurchases and Why Companies Do Them Preview 03:11

The Idea Behind Stock Splits Preview 03:05

What is a 10-K Report and Why Is It important for Investors? Preview 02:33

Finding, Downloading and Going Through the Annual Report of P&G Preview 06:53

What Is the Role of Auditing Firms and What Are the Benefits of an Audit? Preview 02:33

Indispensable Tools for Financial Statement Analysis Preview 01:41

Quiz Number 7

Financial Statement Analysis - A Natural Continuation of Financial Accounting Preview 01:58

First Steps in Financial Statement Analysis Preview 03:02

Horizontal vs. Vertical Financial Statement Analysis Preview 03:37

Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO) Preview 01:23

Using Accounting Ratios to Assess Business Performance Preview 07:36

Quiz Number 8

Case Study - Calculating Ratios and Analyzing P&G's Financials (1/2) Preview 06:55

Case Study - Calculating Ratios and Analyzing P&G's Financials (2/2) Preview 04:43

COURSE CHALLENGE - Part 2 Preview 01:42

What You Will See Next In This Section Preview 01:02

How to Download Tesla's Historical Financials Preview 02:37

Calculating and Analyzing Growth and Profitability Ratios Preview 10:38

Calculating and Analyzing Liquidity Ratios Preview 06:23

Calculating and Analyzing Solvency Ratios Preview 02:22

Introduction Preview 02:53

The Importance of Working Capital Optimization: Case Study Preview 08:56

Overtrading vs. Excessive Investment Preview 03:30

Trade Receivables Management Preview 08:31

Re-order Level Preview 03:20

Economic Order Quantity (EOQ) Preview 04:05

Inventory Optimization Techniques Preview 04:41

Trade Payables Management Preview 01:57

Working Capital Optimization - a Roadmap Preview 05:07

Symptoms of Inefficient Working Capital - Trade Payables Preview 02:03

Symptoms of Inefficient Working Capital - Trade Receivables Preview 01:51

Trend analysis - theory Preview 01:17

Trend analysis Preview 08:22

Comparative analysis - theory Preview 01:46

Comparative analysis Preview 04:48

Value-based analysis - theory Preview 02:25

Value-based analysis Preview 05:00

Correlation analysis - theory Preview 02:28

Correlation analysis Preview 03:41

Time series analysis - theory Preview 01:21

Time series analysis Preview 07:59

Regression analysis - theory Preview 03:11

Regression analysis Preview 05:08

Finance 101: Important Financial Principles That You Will Need Preview 00:44

Understanding the Time Value of Money Preview 01:29

How Interest Rates Play an Important Role in the Economy? Preview 01:27

The Components Forming Interest Rates in Real Life Preview 02:59

What Is Libor and What Purpose Does It Serve? Preview 01:07

The Difference Between Fixed and Variable Interest Rates Preview 01:58

What Is Default Risk and How Does a Bank Account For It? Preview 06:39

Corporate Loan Specifics Preview 01:42

Calculating the Present Value of Future Cash Flows Preview 05:11

A Tool That Helps Us Decide Whether a Project Is Feasible: Net Present Value Preview 04:00

Using Annuities Preview 03:18

Calculating a Complete Loan Schedule Preview 06:32

COURSE CHALLENGE - Part 3 Preview 01:17

What is Capital Budgeting? Preview 01:14

When Do We Use Capital Budgeting? Preview 01:57

The Time Value of Money in a Capital Budgeting Setting Preview 02:03

Calculating Present and Future Value Preview 05:16

Cost of Equity Preview 05:56

Project-specific Beta Preview 02:53

The Weighted Average Cost of Capital (WACC) Preview 01:48

The Different Cash Flow Types in a Capital Budgeting Exercise Preview 02:57

Modeling Future Cash Flows Preview 05:16

An Introduction to the Case Study Preview 02:22

Organizing Inputs In the "Drivers" Sheet Preview 04:57

Modeling Expected Savings - Building Cars In Italy vs. Building Cars In Vietnam Preview 03:22

Preparing a Fixed Asset Rollforward Schedule Preview 04:17

Calculating the Cash Impact of Extra Working Capital Required Preview 02:16

Debt Repayment and Interest Expenses Calculation Preview 02:39

The Project's P&L Sheet Preview 01:35

The Project's Cash Flow Calculation Preview 02:56

Calculating WACC (Weighted Average Cost of Capital) Preview 02:27

Estimating Cost of Equity Preview 05:48

Discounting Project Cash Flows Preview 03:05

Performing Sensitivity Analysis and Wrapping Up the Case Study Preview 04:37

FAQ: Data Does Not Change in the DCF Sheet, It Changes From the Drivers Sheet Preview 00:13

Organizing External Inputs in a 'Drivers' Sheet Preview 03:55

Forecasting Tesla's Expected Deliveries Preview 13:22

Comparing Delivery Figures with the Ones of industry Peers Preview 03:15

Estimating an Average Selling Price of Tesla Vehicles Preview 04:47

Calculating Automotive Revenue Preview 04:07

Peer Comparison: Gross Profit % Preview 04:51

Calculating Automotive Gross Profit Preview 02:40

Calculating Automotive Cost of Sales Preview 01:45

Forecasting 'Energy' and 'Services' Revenue Preview 02:27

Calculating 'Energy' and 'Services' Gross Profit and Cost of Sales Preview 02:46

Forecasting Operating Expenses Preview 04:35

Building a Fixed Asset Roll Forward: PP&E Preview 04:07

Building a Fixed Asset Roll Forward: Estimating Capex Preview 04:08

Building a Fixed Asset Roll Forward: D&A Schedule Preview 03:22

Calculating DSO, DIO, DPO Preview 01:57

Producing a Clean P&L Output Sheet Preview 01:25

Calculating Investments in Working Capital Preview 01:53

Forecasting Unlevered Free Cash Flow Preview 03:07

Forecasting Other Assets Preview 04:27

Forecasting Other Liabilities Preview 02:07

Completing Unlevered Free Cash Flow Preview 06:01

Modeling Tesla's Financing Needs in the Forecast Period Preview 04:38

Calculating Net Income Preview 01:15

Bridging Unlevered Free Cash Flow to Net Cash Flow Preview 03:25

Balancing the Balance Sheet Preview 00:56

Microsoft PowerPoint: The Most Popular Presentation Software for the Office Preview 00:51

The Structure of the PowerPoint Ribbon Preview 05:10

General Considerations About Slide Structure Preview 03:52

Learn How to Insert Objects in PowerPoint Preview 03:58

Shortcuts Allow Us To Be Much Faster When Working in PowerPoint Preview 02:29

Add Frequently Used Buttons to the Quick Access Toolbar Preview 03:10

How to Easily Align Objects in PowerPoint Preview 03:49

How to Edit Shapes in Your Presentation Preview 04:52

How to Format Text Boxes in a PowerPoint Presentation Preview 03:47

Practical Learning - Exercise 1 Preview 03:57

Changing an Object's Size and Rotation Preview 01:41

Using Slide Masters Preview 03:59

Bring to Front and Send to Back - An Important PowerPoint Technique Preview 02:53

Learn How to Create, Edit, Resize and Format PowerPoint Tables Preview 05:00

An Introduction to PowerPoint Animations Preview 02:58

Modifying the Beginning and Ending of a Line Object Preview 01:47

Join Shapes Together By Using Connector Lines Preview 04:11

Edit Points - Learn How to Customize PowerPoint Shapes Preview 01:44

Group or Ungroup Shapes, Pictures or Other Objects Preview 01:43

This is How You Can Fit Text When It Is Larger Than a Shape Preview 01:57

Nudge Objects Preview 00:57

PowerPoint's Smart Art Feature Offers Great Return for Your Time Preview 03:27

Creating Eye-Catching Text Effects in PowerPoint Preview 01:56

Practical Exercise - Creating an Organisational Chart Preview 07:37

COURSE CHALLENGE - Part 4 Preview 02:34