* 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.
Read more
* 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.
* 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.
Here's a deal for you
UDEAFNULP2024
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
Read more
Syllabus
Good to know
Save this course
Save
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
Show steps
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
Show steps
-
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
Show steps
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
Show steps
-
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
Show steps
Solving these practice problems will help you to develop your analytical skills and improve your understanding of financial statements.
Browse courses on
Financial Statements
Show steps
-
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
Show steps
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
Show steps
-
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
Show steps
This activity will help you to develop your presentation skills.
Browse courses on
PowerPoint
Show steps
-
Choose a financial analysis topic.
-
Create a PowerPoint presentation that summarizes your analysis.
-
Rehearse your presentation.
-
Present your findings.
Enter a Financial Analysis Competition
Show steps
Participating in a competition will help you to test your skills and knowledge.
Browse courses on
Financial Analysis
Show steps
-
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
Show steps
This activity will help you to develop your programming skills.
Browse courses on
Financial Analysis
Show steps
-
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.
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
Show steps
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
Show steps
- 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
Show steps
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
Show steps
- Watch the tutorial videos on YouTube.
- Complete the practice exercises included in the tutorial.
Financial Statement Analysis Practice Problems
Show steps
Solving these practice problems will help you to develop your analytical skills and improve your understanding of financial statements.
Browse courses on
Financial Statements
Show steps
- 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
Show steps
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
Show steps
- 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
Show steps
This activity will help you to develop your presentation skills.
Browse courses on
PowerPoint
Show steps
- Choose a financial analysis topic.
- Create a PowerPoint presentation that summarizes your analysis.
- Rehearse your presentation.
- Present your findings.
Enter a Financial Analysis Competition
Show steps
Participating in a competition will help you to test your skills and knowledge.
Browse courses on
Financial Analysis
Show steps
- 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
Show steps
This activity will help you to develop your programming skills.
Browse courses on
Financial Analysis
Show steps
- 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
Financial Analyst
Investment Banker
Portfolio Manager
Equity Research Analyst
Credit Analyst
Risk Manager
Data Analyst
Business Analyst
Management Consultant
Auditor
Financial Planner
Tax Accountant
Insurance Underwriter
Actuary
Real Estate Analyst
Featured in The Course Notes
Reading list
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