The Financial Analyst Skills Training Fast 2017

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Tags: Financial Analysis

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

Last updated 2022-01-10 | 4.6

- Undertake data analysis and manipulation in Excel
- Make flexible and dynamic financial models
- Create data visualization charts in Excel

What you'll learn

Undertake data analysis and manipulation in Excel
Make flexible and dynamic financial models
Create data visualization charts in Excel
Prepare the accounting statements of any company
Create income statement
balance sheet and cash flows statement from scratch
Perform ratio analysis on company financials
Compare the performance of different companies using a framework
Create a forward looking integrated financial model
Extrapolate and forecast forward looking financial ratios
Apply the Discounted Cash Flows valuation technique on a real company
Apply the Multiples valuation technique on a real company
Use PowerPoint for creating business presentations

* Requirements

* Absolutely none. We will teach everything from scratch.

Description

  • Undertake data analysis and manipulation in Excel
  • Make flexible and dynamic financial models
  • Create data visualization charts in Excel
  • Prepare the accounting statements of any company
  • Create income statement, balance sheet and cash flows statement from scratch
  • Perform ratio analysis on company financials
  • Compare the performance of different companies using a framework
  • Create a forward looking integrated financial model
  • Extrapolate and forecast forward looking financial ratios
  • Apply the Discounted Cash Flows valuation technique on a real company
  • Apply the Multiples valuation technique on a real company
  • Use PowerPoint for creating business presentations

Course content

12 sections • 146 lectures

Introduction to the FAST course 1 lectures

Welcome to the course Preview 05:34

Module 1: Basic excel functions to analyze large data 17 lectures

Introduction to Module 1 Preview 03:44

Download the excel spreadsheet illustration for this module Preview 00:34

Lets look at the data for the illustration exercises Preview 02:55

Extraction of data: understanding the SUMIF function Preview 08:14

Extraction of data: calculating growth rates Preview 03:58

Extraction of data: understanding the VLOOKUP function Preview 11:40

Extraction of data: understanding the HLOOKUP function Preview 09:31

Extraction of data: understanding the INDEX and MATCH function Preview 13:56

Extraction of data: understanding the IF, COUNTIF and COUNTIFS function Preview 09:09

Presentation of data: understanding the LINE chart Preview 12:33

Presentation of data: understanding the PIE chart Preview 11:45

Presentation of data: understanding the COLUMN chart Preview 13:03

Presentation of data: understanding the STACKED COLUMN chart Preview 10:56

Presentation of data: understanding the CONDITIONAL FORMATTING function Preview 06:58

Practice Assignment 1: DIFFICULTY LEVEL - MEDIUM Preview 00:24

SOLUTION TO PRACTICE ASSIGNMENT 1 Preview 00:04

Lecture 17: End of Module 1 Preview 00:02

This brings us to the end of module 1 in which we looked at key excel functions to analyze large data.

Module 2: Basics of financial accounting statements 18 lectures

Introduction to Module 2 Preview 01:43

What is accounting and why we need it? Preview 04:18

Key financial statements: Income statement Preview 03:30

Key financial statements: Balance sheet Preview 03:14

Illustration for this module Preview 00:49

Illustration of transaction 1 Preview 00:40

Illustration of transaction 2 Preview 01:03

Illustration of transaction 3 Preview 01:35

Illustration of transaction 4 Preview 02:21

Illustration of transaction 5 Preview 01:55

Illustration of transaction 6 Preview 01:59

Illustration of transaction 7 Preview 02:07

Illustration of transaction 8 Preview 01:52

Illustration of transaction 9 Preview 01:34

Illustration of transaction 10 Preview 01:54

Practice Assignment #2: DIFFICULTY LEVEL - MEDIUM Preview 00:24

SOLUTION TO PRACTICE ASSIGNMENT #2 Preview 00:02

End of Module 2 Preview 00:06

This brings us at the end of the module 2 in which we learnt how to prepare the financial accounting statements of a company.

Module 3: Financial performance analysis of companies 19 lectures

Introduction to Module 3 Preview 01:54

Introduction to financial performance analysis Preview 02:24

Download the excel spreadsheet illustration for this module Preview 00:34

Illustration for this module Preview 05:06

How to measure the performance of companies? Preview 03:20

What are the key metrics for measuring performance of companies? Preview 09:27

Calculation of operating metrics for Company 1 Preview 05:39

Calculation of financing metrics for Company 1 Preview 03:43

Calculation of operating and financing metrics for Company 2 Preview 05:05

Calculation of operating and financing metrics for Company 3 and Company 4 Preview 00:43

Calculation of averages for all metrics across companies Preview 06:50

Visual representation of metrics across companies Preview 01:44

Ranking of operating metrics Preview 06:15

Ranking of financing metrics Preview 05:34

Choosing the best company Preview 03:12

Quick recap: What did we learn? Preview 02:14

Practice Assignment #3: DIFFICULTY LEVEL - EASY Preview 00:25

SOLUTION TO PRACTICE ASSIGNMENT #3 Preview 00:02

End of Module 3 Preview 00:05

Module 4: Forecasting an integrated financial model 23 lectures

Introduction to Module 4 Preview 02:10

Illustration for this module Preview 01:13

Download the illustration exercise for the course Preview 00:34

The six steps to forecasting a financial model Preview 02:57

Step 1: Capturing historical IS & BS Preview 08:00

Step 2a: Calculating historical IS ratios Preview 12:20

Step 2b: Calculating historical BS ratios Preview 06:39

Step 3a: Extrapolating future IS ratios Preview 10:17

Step 3b: Extrapolating future BS ratios Preview 05:01

Quick recap of what we have do so far Preview 01:27

Step 4a: Forecasting future income statement Preview 12:01

Step 4b: Forecasting future balance sheet - assets side Preview 07:17

Step 4c: Forecasting the future balance sheet - liabilities side Preview 12:56

What are the components of cash flow statement? Preview 06:18

Step 5a: Calculating the cash flow from operations Preview 13:54

Step 5b: Calculating the cash flow from investments Preview 07:34

Step 5c: Calculating the cash flow from financing Preview 07:53

Step 5d: Calculating the cash balance at end of year Preview 03:03

Step 6: Integrating the balance sheet with cash flows statement Preview 02:19

Recap: What did we learn in this module? Preview 01:49

Practice Assignment #4: DIFFICULTY LEVEL - HARD Preview 00:25

SOLUTION TO PRACTICE ASSIGNMENT #4 Preview 00:02

End of Module 4 Preview 00:06

Module 5: Conceptual understanding of Discounted Cash Flow valuation technique 10 lectures

Introduction to Module 5 Preview 01:49

What is valuation? Preview 02:09

What does the Discounted Cash Flow technique estimate? Preview 02:58

Calculation of Free Cash Flows Preview 04:56

Free Cash flows are calculated for the future Preview 01:44

Calculation of the discount rate or WACC? Preview 02:31

Discounting future cash flows to calculate present value Preview 02:19

Calculation of Terminal Value Preview 01:12

Calculation of enterprise value and equity value Preview 00:47

End of Module 5 Preview 00:09

Module 6: Step by step illustration of DCF valuation technique 20 lectures

Introduction to Module 6 Preview 02:45

5 steps to doing a DCF valuation Preview 01:38

Download the illustration exercise for the module Preview 00:34

Lets look at the data for the illustration in this module Preview 04:55

Step 1a: Calculating EBIT Preview 05:47

Step 1b: Calculating post tax operating cash profits Preview 05:53

Step 1c: Calculating capex Preview 05:50

Step 1d: Calculating operating cash investments Preview 03:10

Step 1e: Calculating Free Cash Flows to Firm (FCFF) Preview 02:52

Step 2a: Calculating WACC Preview 06:15

Understanding the concept of discounting Preview 03:06

Step 2b: Discounting future cash flows to present value terms Preview 04:12

Step 3: Calculating Terminal Value Preview 04:33

Step 4: Calculating Enterprise Value Preview 00:58

Step 5: Calculating equity value and share price Preview 01:40

Sensitivity analysis on share price Preview 07:13

Recap of what we learnt in this module Preview 01:15

Practice Assignment #5: DIFFICULTY LEVEL - EASY Preview 00:25

SOLUTION TO PRACTICE ASSIGNMENT #5 Preview 00:02

End of Module 6 Preview 00:07

Module 7: Conceptual understanding of the multiples based valuation technique 16 lectures

Introduction to Module 7 Preview 02:04

What are the different techniques of equity valuation? Preview 05:11

A very brief overview of Discounted cash flow technique Preview 01:48

Multiples based valuation: What is a multiple? Preview 02:35

Multiples based valuation: what does a multiple denote? Preview 01:32

Multiples based valuation: What are the different types of multiples used? Preview 03:21

Illustration for this module Preview 02:22

Financial statements supplements to the illustration Preview 02:44

Steps to do a multiples based valuation Preview 04:46

step 1: choosing the right peers Preview 06:34

Step 2: Calculating the peer multiples Preview 04:25

Step 3: Calculating the target value Preview 06:18

So what is the best multiple to use? Preview 07:51

Recap: What did we learn in this module? Preview 03:40

End of Module 7 Preview 00:07

Please provide us your valuable feedback on the course thus far Preview 00:25

Module 8: Practical application of the multiples based valuation 7 lectures

Introduction to Module 8 Preview 03:33

Download the illustration exercise for this module Preview 00:34

How to do a sum of the parts valuation using multiples (1/2) Preview 11:53

How to do a sum of the parts valuation using multiples (2/2) Preview 05:27

Practice Assignment #6: DIFFICULTY LEVEL - EASY Preview 00:25

SOLUTION TO PRACTICE ASSIGNMENT #6 Preview 00:02

End of Module 8 Preview 00:06

Module 9: Advanced excel functions to analyze large data 13 lectures

Introduction to Module 9 Preview 02:57

Download the excel template for this module Preview 00:34

Please download this excel template in this module

Understanding the LIST function Preview 05:45

Understanding the OFFSET function Preview 08:30

Understanding the SUMPRODUCT function Preview 08:24

Understanding the GOAL SEEK function Preview 08:29

Understanding the INDEX-MATCH function Preview 18:54

Understanding the PIVOT function Preview 11:14

Understanding the INDIRECT function Preview 11:31

Practice Assignment #7: DIFFICULTY LEVEL - MEDIUM Preview 00:25

SOLUTION TO PRACTICE ASSIGNMENT #7 Preview 00:08

Please provide us your valuable feedback on the course thus far Preview 00:43

End of Module 9 Preview 00:07

End of the course - What did we learn? 1 lectures

Quick Recap Preview 02:44

COURSE CHALLENGE #1 - DIFFICULTY LEVEL : EASY 1 lectures

Please provide us your valuable feedback Preview 00:43