The Complete Financial Analyst Course 2024 from Udemy

* Updated for January 2024. *

New Bonus Section: Data Analysis with ChatGPT

"If you’re trying to prepare for a 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 need 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 need 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 the following topics, 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 ratios — making sense of debits and credits, profit and loss statements, balance sheets, liquidity, solvency, profitability, and growth 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, essential items to be analyzed, the importance of industry cycles, important drivers for the business of start-up, growth, mature and declining companies, industry KPIs
Capital budgeting — decide whether a company's project is feasible from a financial perspective and compare different investment opportunities
Microsoft PowerPoint for beginner and intermediate users — The #1 tool for a visual representation of your work, a necessary skill for every financial analyst

This complete bundle ensures you receive the proper training for each critical aspect.

Here comes the fun part.

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, produce applicable financial statements and 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'll send us your work, and we'll reply with personalized feedback - creating an interactive student experience that optimizes what you'll learn from the course.

What makes this course different from other finance courses?

High-quality production, HD video and animations (not a collection of boring lectures)
Knowledgeable instructors with experience in such prominent companies like Pwc and Coca-Cola
Complete training covering all major topics and skills necessary to become a top-class financial analyst
Extensive case studies reinforcing everything you’ve learned
Course Challenge that creates an interactive experience
Excellent support for when you don’t understand a concept or want to drop us a line — you’ll receive an answer within one business day
Dynamic instructors who keep up a steady tempo throughout the course

Why should you consider a career as a financial analyst?

Salary. A financial analyst job typically leads to a well-paid career
Promotions. Financial analysts acquire valuable technical skills, making them the leading candidates for senior roles within a corporation
Secure Future. There's high demand for financial analysts on the job market; you won’t have to be concerned about finding a job
Growth. This isn’t a tedious job — you'll will face different challenges that will test your existing skills

This course comes with Udemy’s 30-day unconditional, money-back guarantee.

Take advantage of this opportunity to acquire the skills that will advance your career.

What's inside

Learning objectives

Work comfortably with microsoft excel
Format spreadsheets professionally
Perform routine tasks quicker
Create professional charts in microsoft excel
Efficiently work with vast amounts of data
Understand accounting and bookkeeping principles
Build a company’s p&l from scratch
Create a company’s balance sheet
Perform financial statement analysis
Understand the timing of revenue and cost recognition
Calculate liquidity, solvency, profitability, and growth ratios to analyze a company’s performance
Understand 10-k reports

Assess whether a project is feasible via the net present value (npv) technique
Calculate a complete loan schedule
Know the difference between variable and fixed interest rates
Perform industry analysis
Realize what drives a company’s value
Know how to analyze a business
Work comfortably with microsoft powerpoint
Create professional company presentations in powerpoint
Become a successful financial analyst – if you follow the course entirely!
Show more
Show less

Work comfortably with microsoft excel
Format spreadsheets professionally
Perform routine tasks quicker
Create professional charts in microsoft excel
Efficiently work with vast amounts of data
Understand accounting and bookkeeping principles
Build a company’s p&l from scratch
Create a company’s balance sheet
Perform financial statement analysis
Understand the timing of revenue and cost recognition
Calculate liquidity, solvency, profitability, and growth ratios to analyze a company’s performance
Understand 10-k reports
Assess whether a project is feasible via the net present value (npv) technique
Calculate a complete loan schedule
Know the difference between variable and fixed interest rates
Perform industry analysis
Realize what drives a company’s value
Know how to analyze a business
Work comfortably with microsoft powerpoint
Create professional company presentations in powerpoint
Become a successful financial analyst – if you follow the course entirely!
Show more
Show less

Syllabus

Welcome! Course Introduction

What Does the Course Cover?

Everything We Will Learn Has a Practical Application

The Best Way to Take This Course

Download All Course Materials and FAQ

Microsoft Excel - Quick Introduction

Microsoft Excel: The World's #1 Office Software

Excel Made Easy: A Beginner's Guide to Excel Spreadsheets

Data Entry Techniques in Excel

How to Make Your Spreadsheets Look Professional

Inserting, Deleting, and Modifying Rows & Columns

Excel Formulas for Beginners

A Beginner's Introduction to Excel Functions

Format Cells

Work Efficiently by Using Cut, Copy, and Paste

Pasting Values, Formulas and Formats with Paste Special

Microsoft Excel - Useful Tools

Inserting a Line Break with Alt + Enter

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

Create Easily Printable Excel Documents

How to Wrap Text in Excel and Adjust a Cell's Size

Insert Hyperlinks into Excel Spreadsheets

Using Excel's Freeze Panes to Handle Large Datasets

Find Excel Functionalities in a Quicker Way - Tell Me What You Want to Do

A Quick Introduction to Excel's Pivot Tables

Microsoft Excel - Best Practices That Will Make a Difference

Initial Formatting Is Key for Creating Professional-looking Spreadsheets

Macros Are a Great Timesaver! Here's Why.

How to Use the Same Macro On Multiple Workbooks

The Secret to Faster Scrolling in Excel

Be even quicker: F5 + Enter

FAQ: F5 + Enter didn't work for me

Using Absolute and Relative Cell References

Find and Select Cells That Meet Specific Conditions

How to Create Dynamic Names in Excel Spreadsheets

Using Named Ranges to Make Formulas More Readable

Introduction to Custom Formatting in Excel

Custom Number Formatting

How to Add a Drop-down List in Excel

Using Custom-sort to Sort Multiple Columns Within a Table

Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts

Multiply by 1

Find and Replace - References

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

Find and Replace - Formatting

Green References

Beauty Saving - The Professional Way of Saving Files

The Power of F2

Conditional Formatting

Quiz Number 1

Microsoft Excel - Beginner, Intermediate & Advanced Functions

Key Excel Functions: IF

Enlarge the Formula Bar

Key Excel Functions: SUM, SUMIF, SUMIFS

A Helpful Consideration

Key Excel Functions: COUNT, COUNTA, COUNTIF, COUNTIFS

Key Excel Functions: AVERAGE & AVERAGEIF

Key Excel Functions: Average & Averageif

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

Working with Text in Excel

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

= and + are Interchangeable When You Start Typing a Formula

Use ROUND in Your Financial Models

Excel's Lookup Functions: VLOOKUP & HLOOKUP Made Easy

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

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

Using Excel's IFERROR Function to Trap Spreadsheet Errors

A Useful Tool for Financial Analysis - The RANK Function

Create Flexible Financial Models with CHOOSE

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

Perform Sensitivity Analysis with Excel's Data Tables Functionality

Quiz Number 2

Microsoft Excel - Financial Functions in Excel

Discounting Cash Flows in Microsoft Excel

Calculating Internal Rate of Return (IRR) in Excel

Using the PMT Function to Create a Complete Loan Schedule

Date Functions in Excel

Microsoft Excel - Practical Exercise "Build a P&L From Scratch"

Introduction to the Case Study

What You Will See Next

Understand Your Data Source Before You Start Working on It

Ordering the Source Worksheet

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

Learn How to Create a Database

Using Lookup Functions (VLOOKUP) to Fill the Database Sheet

Using SUMIF to Complete the Database Sheet

Good to know

Know what's good

, what to watch for

, and possible dealbreakers

Develops foundational knowledge needed for financial analysts using Excel

Develops financial modeling and analysis skills in Excel

Taught by experienced financial professionals in the industry

Covers a comprehensive range of topics relevant to financial analysts

Provides real-world examples and case studies

Guided support from instructors with feedback on assignments

Activities

Be better prepared before your course. Deepen your understanding during and after it. Supplement your coursework and achieve mastery of the topics covered in The Complete Financial Analyst Course 2024 with these activities:

Compile and Review Course Materials

Show steps

This activity will help you to stay organized and prepared for class.

Show steps

Download and print the course syllabus.
Make a list of the readings and assignments for each week.
Create a schedule for completing the readings and assignments.

Review: Corporate Finance by Brealey, Myers, & Allen

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Review the foundational concepts of corporate finance before the course begins. This will help you to grasp the material and follow along with the lectures more effectively.

View Principles of Corporate Finance on Amazon

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Read Chapters 1-5.
Complete the end-of-chapter exercises for Chapters 1-5.
Make a list of any questions you have about the material.

Excel Tutorial: Learn the Basics

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By completing this tutorial, you'll be more proficient in using Excel, which is an essential skill for financial analysts.

Browse courses on Microsoft Excel

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Watch the tutorial videos on YouTube.
Complete the practice exercises included in the tutorial.

Five other activities

Expand to see all activities and additional details

Show all eight activities

Financial Statement Analysis Practice Problems

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Solving these practice problems will help you to develop your analytical skills and improve your understanding of financial statements.

Browse courses on Financial Statements

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Download the practice problems from the course website.
Solve the practice problems using the methods taught in the course.
Check your answers against the answer key.

Project: Build a Financial Model

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This project will allow you to apply the skills you've learned in the course to a real-world scenario.

Browse courses on Financial Modeling

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Choose the topic of your financial model.
Build the model in Excel.
Test the model and make sure it works correctly.
Write a report that summarizes your findings.
Present your model to the class.

Create a PowerPoint Presentation on a Financial Analysis

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This activity will help you to develop your presentation skills.

Browse courses on PowerPoint

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Choose a financial analysis topic.
Create a PowerPoint presentation that summarizes your analysis.
Rehearse your presentation.
Present your findings.

Enter a Financial Analysis Competition

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Participating in a competition will help you to test your skills and knowledge.

Browse courses on Financial Analysis

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Research different financial analysis competitions you are interested in.
Choose a team of friends or classmates to enter the competition with.
Prepare for the competition by studying the relevant material and practicing your analytical skills.
Attend the competition and give your best effort.

Contribute to an Open Source Financial Analysis Project

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This activity will help you to develop your programming skills.

Browse courses on Financial Analysis

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Find a suitable project to contribute to.
Read the project documentation to understand the project's goals and how to contribute.
Make a pull request to the project.

Career center

Learners who complete The Complete Financial Analyst Course 2024 will develop knowledge and skills that may be useful to these careers:

Financial Analyst

The Complete Financial Analyst Course 2024 dives deep into the duties and responsibilities of a Financial Analyst. This course provides a comprehensive overview of the skills and knowledge needed to succeed in this field, including financial modeling, data analysis, and presentation skills. If you are interested in pursuing a rewarding career as a financial analyst, this course can provide you with the essential foundation you need to excel.

See salaries and explore the career path for Financial Analyst

Investment Banker

Those who pursue a career as an Investment Banker may find value in the robust curriculum of The Complete Financial Analyst Course 2024. This course provides a thorough grounding in financial analysis, modeling, and valuation techniques, all of which are critical skills for success in investment banking. By completing this course, you will gain the knowledge and skills necessary to excel in this competitive industry.

See salaries and explore the career path for Investment Banker

Portfolio Manager

For aspiring Portfolio Managers, The Complete Financial Analyst Course 2024 offers a comprehensive foundation. This course covers essential topics such as investment analysis, portfolio construction, and risk management, providing you with the knowledge and tools needed to make informed investment decisions. Upon completion, you will be well-equipped to navigate the complexities of portfolio management and help clients achieve their financial goals.

See salaries and explore the career path for Portfolio Manager

Equity Research Analyst

The Complete Financial Analyst Course 2024 is an excellent resource for individuals seeking a career as an Equity Research Analyst. This course provides a deep dive into financial statement analysis, valuation techniques, and industry analysis, all of which are essential skills for success in equity research. By completing this course, you will gain the knowledge and expertise needed to provide valuable insights to investors and make sound investment recommendations.

See salaries and explore the career path for Equity Research Analyst

Credit Analyst

The Complete Financial Analyst Course 2024 offers a solid foundation for individuals interested in a career as a Credit Analyst. This course covers key concepts such as credit risk assessment, financial statement analysis, and industry analysis, providing you with the tools needed to evaluate the creditworthiness of borrowers and make informed lending decisions. By completing this course, you will gain the knowledge and skills necessary to excel in the field of credit analysis.

See salaries and explore the career path for Credit Analyst

Risk Manager

For those pursuing a career in Risk Management, The Complete Financial Analyst Course 2024 may be beneficial. This course provides a comprehensive overview of risk management principles, financial modeling, and data analysis techniques. By completing this course, you will gain the knowledge and skills needed to identify, assess, and mitigate risks, ensuring the financial stability of organizations.

See salaries and explore the career path for Risk Manager

Data Analyst

The Complete Financial Analyst Course 2024 can be a useful resource for individuals interested in a career as a Data Analyst. This course covers essential topics such as data analysis techniques, data visualization, and statistical modeling. By completing this course, you will gain the skills needed to extract insights from data, identify trends, and support decision-making, making you a valuable asset in the field of data analytics.

See salaries and explore the career path for Data Analyst

Business Analyst

The Complete Financial Analyst Course 2024 may provide a helpful foundation for individuals considering a career as a Business Analyst. This course covers topics such as business process analysis, financial modeling, and data analysis, providing you with the skills needed to understand business operations, identify areas for improvement, and make data-driven recommendations. By completing this course, you will gain the knowledge and tools necessary to succeed in the field of business analysis.

See salaries and explore the career path for Business Analyst

Management Consultant

The Complete Financial Analyst Course 2024 may be beneficial for individuals pursuing a career as a Management Consultant. This course provides a solid foundation in financial analysis, business process improvement, and problem-solving techniques. By completing this course, you will gain the skills needed to analyze business operations, identify areas for improvement, and develop and implement solutions. This knowledge and expertise will be valuable in the field of management consulting.

See salaries and explore the career path for Management Consultant

Auditor

The Complete Financial Analyst Course 2024 may provide a useful foundation for those interested in a career as an Auditor. This course covers key concepts such as accounting principles, financial statement analysis, and auditing procedures. By completing this course, you will gain the knowledge and skills needed to examine financial records, assess the accuracy and reliability of financial statements, and ensure compliance with regulations.

See salaries and explore the career path for Auditor

Financial Planner

The Complete Financial Analyst Course 2024 may provide a helpful foundation for individuals interested in a career as a Financial Planner. This course covers topics such as financial planning principles, investment analysis, and retirement planning. By completing this course, you will gain the knowledge and skills needed to help clients achieve their financial goals, manage their finances, and plan for the future.

See salaries and explore the career path for Financial Planner

Tax Accountant

The Complete Financial Analyst Course 2024 may be helpful for individuals considering a career as a Tax Accountant. This course covers topics such as tax laws and regulations, financial statement analysis, and tax planning strategies. By completing this course, you will gain the knowledge and skills needed to prepare tax returns, advise clients on tax matters, and ensure compliance with tax regulations.

See salaries and explore the career path for Tax Accountant

Insurance Underwriter

The Complete Financial Analyst Course 2024 may provide a helpful foundation for those interested in a career as an Insurance Underwriter. This course covers topics such as risk assessment, insurance principles, and financial analysis. By completing this course, you will gain the knowledge and skills needed to evaluate insurance risks, determine premiums, and make underwriting decisions.

See salaries and explore the career path for Insurance Underwriter

Actuary

The Complete Financial Analyst Course 2024 may be useful for individuals considering a career as an Actuary. This course covers topics such as probability theory, statistics, and financial modeling. By completing this course, you will gain the knowledge and skills needed to assess and manage financial risks, develop insurance products, and provide actuarial advice.

See salaries and explore the career path for Actuary

Real Estate Analyst

The Complete Financial Analyst Course 2024 may be useful for individuals considering a career as a Real Estate Analyst. This course covers topics such as real estate finance, property valuation, and market analysis. By completing this course, you will gain the knowledge and skills needed to analyze real estate investments, develop financial models, and make informed investment decisions in the real estate market.

See salaries and explore the career path for Real Estate Analyst