Finance Training for Financial Analysts from Udemy

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 -

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.

What's inside

Learning objectives

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
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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
Show more
Show less

Syllabus

This section lays out the agenda and key modules in this course.

Quick recap: What did we learn?

Practice Assignment #3: DIFFICULTY LEVEL - EASY

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

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

Traffic lights

Read about what's good

what should give you pause

and possible dealbreakers

Provides hands-on training in Excel, accounting, financial statement analysis, and business valuation, which are essential for financial analyst roles

Covers discounted cash flow (DCF) and multiples valuation techniques, which are standard methods used in financial analysis and investment banking

Includes practice assignments with varying difficulty levels, allowing learners to test their skills and build a portfolio of work

Requires learners to download illustration spreadsheets and carry out exercises along with the instructor, which promotes active learning

Teaches learners how to create dynamic financial models and data visualization charts in Excel, which are valuable skills for presenting financial data

Focuses on practical, real-life illustrations of key skills, which helps learners understand how to apply the concepts in their daily work

Reviews summary

Practical finance training for analysts

According to learners, this course is a largely positive and highly practical training designed to make you job ready as a financial analyst. Many appreciate the hands-on approach with downloadable Excel files, finding the illustrations helpful and the instructor's teaching style engaging. The course covers a comprehensive range of topics including Excel functions, accounting fundamentals, financial statement analysis, forecasting, and valuation techniques. Students find the practice assignments valuable for testing learning, though some note difficulty can vary. Overall, it's seen as providing a solid foundation for aspiring and current analysts.

Instructor explains complex ideas clearly and keeps learners engaged.

"The instructor has a great knack for explaining difficult concepts clearly."

"His engaging style made learning finance actually enjoyable."

"Followed along easily thanks to the clear explanations."

Covers a wide and relevant range of financial analyst topics.

"It's a very thorough course, covering Excel, accounting, forecasting, and valuation."

"I was impressed by how many different core FA topics were included."

"Provides a solid grounding across the essential financial analysis areas."

Using downloadable files and exercises enhances learning greatly.

"Working alongside the instructor with the actual files was incredibly helpful."

"The downloadable sheets made practicing the techniques simple and effective."

"I retained so much more by actively doing the exercises myself."

Provides practical skills needed for a job as a financial analyst.

"This training was key to feeling job-ready for my FA role."

"The real-world examples gave me the practical skills I needed."

"Felt much more prepared for interviews after this course."

Difficulty of some assignments might be inconsistent with labels.

"The jump in difficulty on some 'hard' assignments was quite steep."

"Some practice questions seemed much harder than expected, especially the valuation ones."

"Could use more guidance on how to approach the most difficult problems."

Pace can be quick for beginners; some advanced topics lack depth.

"Might be challenging for someone with zero finance background as the pace is quick."

"For experienced analysts, some sections might feel like a review, lacking depth."

"It's a great starting point, but don't expect extremely advanced coverage."

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 Finance Training for Financial Analysts with these activities:

Review Accounting Principles

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Solidify your understanding of fundamental accounting principles to better grasp financial statement analysis.

Browse courses on Accounting Principles

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Review key accounting concepts and terminology.
Practice basic journal entries and financial statement preparation.
Work through practice problems on accounting equations.

Practice Excel Functions

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Sharpen your Excel skills, particularly data manipulation and charting, to enhance your ability to analyze financial data.

Browse courses on Excel Functions

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Practice using SUMIF, VLOOKUP, and INDEX/MATCH functions.
Create charts and graphs to visualize data.
Work through practice exercises involving data extraction and analysis.

Financial Statement Analysis Study Group

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Collaborate with peers to analyze financial statements and discuss different valuation techniques.

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Form a study group with classmates.
Choose a company and analyze its financial statements together.
Discuss different valuation approaches and their implications.

Four other activities

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Build a Financial Model

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Create a comprehensive financial model for a real company to apply forecasting and valuation techniques learned in the course.

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Select a publicly traded company.
Gather historical financial data.
Forecast future financial statements.
Perform a discounted cash flow (DCF) valuation.

Review "Financial Statement Analysis and Valuation"

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Deepen your understanding of financial statement analysis and valuation by studying a comprehensive textbook on the subject.

View Financial Statement Analysis and Valuation on Amazon

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Read chapters on ratio analysis and forecasting.
Work through practice problems and case studies.
Compare the book's approach to the course materials.

Review "Damodaran on Valuation"

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Expand your knowledge of valuation techniques by studying a book written by a leading expert in the field.

View Investment Valuation, University Edition: Tools... on Amazon

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Read chapters on discounted cash flow valuation and relative valuation.
Analyze case studies of real-world valuations.
Compare Damodaran's approach to the course's valuation methods.

Analyze a Company's Financial Health

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Apply your knowledge to assess the financial health of a company using ratio analysis and financial statement analysis.

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Choose a publicly traded company.
Download its financial statements.
Calculate key financial ratios.
Write a report summarizing the company's financial health.

Career center

Learners who complete Finance Training for Financial Analysts will develop knowledge and skills that may be useful to these careers:

Financial Analyst

A Financial Analyst evaluates financial data to inform business decisions, often creating forecasts and analyzing trends. This course provides comprehensive training in the core skills needed for a Financial Analyst, covering topics like accounting, financial statement analysis, and business valuation. The course teaches you how to use Excel for data analysis and modeling. You can also learn how to build financial statements from scratch, perform ratio analysis, and apply discounted cash flow and multiples valuation techniques. The course also covers the presentation of data using PowerPoint. This course provides a practical, hands-on approach to learning, making it particularly useful for anyone wishing to become a Financial Analyst.

See salaries and explore the career path for Financial Analyst

Corporate Finance Analyst

A Corporate Finance Analyst helps a company manage its finances, creating budgets and financial models. This course equips you with the tools necessary to become a Corporate Finance Analyst. The course covers Excel, accounting, financial statement analysis, and business valuation, which are central to a successful career in corporate finance. The skills you learn in this course, like building financial models and creating forward-looking forecasts, will directly contribute to your success. Moreover, learning how to use PowerPoint to present your findings is a very valuable skill in corporate finance.

See salaries and explore the career path for Corporate Finance Analyst

Valuation Analyst

A Valuation Analyst specializes in determining the economic value of businesses, assets, or securities. This course provides training in core skills required for a Valuation Analyst. One of the key skills this course helps you acquire is business valuation, teaching you both discounted cash flow and multiples valuation techniques which are used in finance every day. Moreover, the course will teach you how to forecast financial statements, and create presentations with PowerPoint, which is necessary to present your findings. This course is useful for an aspiring Valuation Analyst.

See salaries and explore the career path for Valuation Analyst

Accounting Analyst

An Accounting Analyst examines financial records and prepares reports, ensuring accuracy and compliance with regulations. This course will be helpful for anyone who aspires to be an Accounting Analyst. This course will equip you with the core skills required for the job, including how to build an income statement, balance sheet, and cash flow statement from the ground up. The course also makes you familiar with ratio analysis, which is useful in determining a company's financial health. The material is presented in a hands-on format, which is helpful for any accounting role.

See salaries and explore the career path for Accounting Analyst

Investment Analyst

An Investment Analyst researches and evaluates investment opportunities, assessing financial statements and making recommendations. This course will prepare you for a role as an Investment Analyst because it provides a thorough grounding in financial statement analysis, forecasting, and business valuation. Understanding how to use Excel for financial modeling, as taught in the course, is a core skill for this role. You'll also learn to perform ratio analysis and apply discounted cash flow techniques, which are critical to assessing the attractiveness of potential investments. If you wish to perform high-level analysis, this course may be useful.

See salaries and explore the career path for Investment Analyst

Equity Research Analyst

An Equity Research Analyst analyzes company financials and industry trends to make recommendations on buying, selling, or holding stocks. This training program may be useful for a future Equity Research Analyst because teaches the foundational skills that these professionals use daily. The course provides practical training in areas like financial statement analysis, forecasting, and valuation. You will learn how to employ Excel for data analysis and modeling, how to create forward-looking models, and how to present your analysis using PowerPoint. Applying discounted cash flow and multiples valuation techniques, as taught in this course, is also key to this role.

See salaries and explore the career path for Equity Research Analyst

Portfolio Analyst

A Portfolio Analyst evaluates and manages investment portfolios, using financial data to assess risk and return. This course will be useful to anyone seeking a job as a Portfolio Analyst. The course teaches the fundamental financial analysis skills, such as creating financial statements, performing ratio analysis, and applying valuation techniques, that are central to portfolio management. By the end of the course, a person will be able to perform discounted cash flow analysis, a very important forecasting tool. You will also learn how to analyze data and present your findings, all of which are crucial skills for this position.

See salaries and explore the career path for Portfolio Analyst

Financial Reporting Analyst

A Financial Reporting Analyst prepares financial statements and reports, ensuring compliance with accounting standards. This course will be helpful for a Financial Reporting Analyst because it covers the core elements of accounting and financial statement creation. Creating an income statement, balance sheet, and cash flow statement, as taught in the course, is essential in financial reporting. The course provides a hands-on approach that may be useful in preparing financial reports. Learning how to analyze financial statements and perform ratio analysis will help you understand trends and ensure accuracy.

See salaries and explore the career path for Financial Reporting Analyst

Financial Controller

A Financial Controller manages a company's accounting and financial reporting, ensuring accuracy and compliance. This course will be helpful if you want to become a Financial Controller, because it provides a deep understanding of financial statement preparation and analysis, covering core skills like constructing income statements, balance sheets, and cash flow statements. Additionally, the course teaches you how to perform ratio analysis and business valuation, all of which is essential for a Financial Controller position. This course will help you get ready for this role.

See salaries and explore the career path for Financial Controller

Budget Analyst

A Budget Analyst develops and manages budgets, analyzing financial data to ensure efficient resource allocation. This course may be useful for a Budget Analyst because it covers key skills such as financial statement analysis, forecasting, and financial modeling in Excel. The ability to extract and analyze data, a skill covered in the course, is crucial for budget development. The course teaches how to create future looking financial models and use them to predict financial outcomes. This course may help any aspiring Budget Analyst.

See salaries and explore the career path for Budget Analyst

Credit Analyst

A Credit Analyst evaluates the creditworthiness of individuals or businesses, assessing their ability to repay loans. The course may be useful to a Credit Analyst as it provides exposure to financial statement analysis and business valuation. This course teaches how to build financial statements from scratch and perform ratio analysis, helping you assess the financial health of a company. The course also covers discounted cash flow techniques, which can be used to determine a company's borrowing capacity and predict repayment potential.

See salaries and explore the career path for Credit Analyst

Management Consultant

A Management Consultant advises companies on business strategy, often involving financial analysis and modeling. This course may be helpful for a future Management Consultant because it provides the financial analysis training needed for many consulting projects. The course teaches you how to use Excel to create financial models, perform financial statement analysis, and conduct business valuations. The course also teaches you how to forecast financial statements and create presentations to present your findings using PowerPoint. These skills can help a Management Consultant.

See salaries and explore the career path for Management Consultant

Business Analyst

A Business Analyst examines a company's processes, systems, and data to find areas for improvement and optimization. While a Business Analyst role is not exclusively focused on finance, this course may be useful for those who wish to use financial data in their analysis. You will learn how to extract data and create data visualizations with Excel. You will also learn how to analyze financial statements and conduct performance comparisons. If you are a Business Analyst working with financial data, this course may be helpful.

See salaries and explore the career path for Business Analyst

Financial Planner

A Financial Planner assists individuals in managing their finances, creating budgets, and planning for the future. This course may be useful for a Financial Planner who wants to better understand financial statements and valuation techniques. You will learn how to build financial statements from scratch, perform ratio analysis, and apply discounted cash flow and multiples valuation techniques. The course can also help you create visually appealing presentations with PowerPoint. All of this will help you advise your future clients.

See salaries and explore the career path for Financial Planner

Data Analyst

A Data Analyst interprets and analyzes data to identify trends and insights, often using tools like Excel. This course may be helpful for a Data Analyst because it teaches you how to use Excel for data analysis, modeling, and visualization. You'll specifically learn how to use functions like SUMIF, VLOOKUP, HLOOKUP, INDEX, and MATCH, which are essential for data manipulation. The course teaches you how to present data effectively using charts and conditional formatting. If you are a Data Analyst working with financial data, this course may be useful.

See salaries and explore the career path for Data Analyst

Reading list

We've selected two books that we think will supplement your learning. Use these to develop background knowledge, enrich your coursework, and gain a deeper understanding of the topics covered in Finance Training for Financial Analysts.

Investment Valuation, University Edition

Save

Comprehensive guide to valuation techniques, covering discounted cash flow, relative valuation, and option pricing models. It provides detailed explanations and practical examples of how to apply these models in different contexts. This book is more valuable as additional reading than it is as a current reference. It adds more depth to the existing course by providing a more advanced treatment of valuation concepts.

Investment Valuation, University Edition: Tools and...

Kindle Edition

$$$

Financial Statement Analysis and Valuation

Save

Provides a comprehensive overview of financial statement analysis and valuation techniques. It covers accounting principles, ratio analysis, forecasting, and valuation models in detail. It useful reference tool for understanding the concepts taught in the course and applying them to real-world scenarios. This book is commonly used as a textbook at academic institutions.

Financial Statement Analysis and Valuation

Paperback

$$$

Finance Training for Financial Analysts

What's inside

Learning objectives

Syllabus

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Reviews summary

Practical finance training for analysts

Activities

Career center

Reading list

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