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    The Complete Financial Analyst Course

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    Udemy

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    ₹ 649 4099

    Quick Facts

    particular details
    Medium of instructions English
    Mode of learning Self study
    Mode of Delivery Video and Text Based

    Course and certificate fees

    Fees information
    ₹ 649  ₹4,099
    certificate availability

    Yes

    certificate providing authority

    Udemy

    The 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
    • Data Entry Techniques in Excel
    • Inserting, Deleting, and Modifying Rows & Columns
    • Inserting, Deleting, and Modifying Rows & Columns
    • Excel Formulas for Beginners
    • Excel Formulas for Beginners
    • A Beginner's Introduction to Excel Functions
    • Format Cells
    • Work Efficiently by Using Cut, Copy, and Paste
    • 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
    • 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
    • Macros Are a Great Timesaver! Here's Why.
    • The Secret to Faster Scrolling in Excel
    • Be even quicker: F5 + Enter
    • FAQ: F5 + Enter didn't work for me
    • The Secret to Faster Scrolling in Excel
    • Using Absolute and Relative Cell References
    • Using Absolute and Relative Cell References
    • Find and Select Cells That Meet Specific Conditions
    • Find and Select Cells That Meet Specific Conditions
    • How to Create Dynamic Names in Excel Spreadsheets
    • 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, &
    • 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
    • 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
    • Goal Seek Will Help You Find the Result You Are Looking For
    • Perform Sensitivity Analysis with Excel's Data Tables Functionality
    • 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
    • FAQ: Why Net income should be 0?
    • Using INDEX & MATCH as a Substitute for VLOOKUP
    • XLOOKUP as a Substitute for VLOOKUP and INDEX&MATCH
    • The Mapping Exercise
    • Mapping the Rows in the Database Sheet
    • Building the Structure of the P&L Sheet
    • A Practical Example of Professional Formatting in Excel
    • Populating the P&L Sheet with SUMIF
    • Learn How to Find Mistakes with COUNTIF
    • Calculating Growth Rates in Excel
    • Quiz Number 3

    Practical Exercise - SUMIFS

    • Practical Exercise - SUMIFS

    Microsoft Excel - Building Professional Charts in Excel

    • Introduction to Excel Charts
    • Beginner's Guide to Inserting Charts in Excel
    • Modifying Excel Charts - The Easy Way
    • Making Your Excel Charts Sexier - Proven Tips
    • Creating a Bridge Chart in Excel 2016 - As Easy as It Gets
    • New Ways to Visualize Your Data - Treemap Charts
    • How to Represent Trends with Sparklines

    Microsoft Excel - Creating Complete Professional Charts from Scratch

    • Introduction
    • Stacked Column Chart with a Secondary Axis
    • Doughnut Chart
    • Area Chart
    • Bridge Chart

    Microsoft Excel - Working with Pivot Tables in Excel

    • Pivot Tables - Excel's Dynamic and Interactive Tables
    • Creating a Pivot Table: Choosing Row and Column Parameters
    • Design the Layout and Format of Your Pivot Tables
    • Additional Techniques That Will Ease Your Work with Pivot Tables
    • One of the Most Useful Excel Functions - GETPIVOTDATA
    • Welcome to the Future - Pivot Table Slicers
    • Introduction to the Course Challenge
    • Corse Challenge - Part 1

    Microsoft Excel - Pivot Tables & Slicers - World-Class Financial Reporting

    • Introduction to the Case Study
    • Working with an SAP Data Extraction
    • Preliminary Mapping of the Data Extraction
    • Creating an Output Structure of the FMCG Model
    • Improving the Layout and Appearance of the FMCG Report
    • Inserting Formulas and Automating Calculations
    • Creating a Master Pivot Table: The Main Data Source for the FMCG Report
    • GETPIVOTDATA is Great! Extracting Data from the Master Pivot Table
    • GETPIVOTDATA Fix
    • FAQ: My GETPIVOTDATA Function Doesn't Work
    • Combining Slicers and GETPIVOTDATA: The Key to Our Success
    • Getting Fancy with Excel Slicers
    • This is How the Report Can be Used in Practice by High-level Executives

    Modeling in Excel - Building a Complete 3-statement Model

    • Introduction to the Exercise
    • Let's Create a Mapping of Financials
    • Building an Output P&L Sheet
    • Filling in the Output P&L Sheet with Historical Financials
    • Calculating Percentage Variances and Applying Conditional Formatting
    • Building an Output Balance Sheet
    • Using INDEX, MATCH, MATCH to Fill in the Output Balance Sheet
    • Adding the Forecast Period

    Modeling in Excel - Let's Build a Flexible Model with Multiple Scenarios

    • Calculating Historical Percentage Ratios and Use OFFSET and MATCH for Scenarios
    • Building a Flexible Model with CHOOSE & MATCH
    • Building a Flexible Model with VLOOKUP & COLUMNS
    • Calculating Historical DSO, DPO, DIO, Other Assets %, and Other Liabilities %
    • Forecasting DSO, DPO, DIO, Other Assets and Other Liabilities

    Modeling in Excel - We Are Almost There! Completing the 3-Statement Model

    • Building a Fixed Asset Roll Forward
    • Building a Financial Liabilities Schedule
    • Building an Equity Schedule
    • Preparing a Cash Flow Structure
    • Calculating Cash Flows and Completing the Model

    Accounting - Introduction to Accounting & Bookkeeping

    • Accounting: The Science Behind Financial Figures
    • What is Accounting and Why Do You Need It
    • The Importance of Bookkeeping - Good Accounting Records Are Essential
    • An Introduction to Financial Accounting
    • Quiz Number 3

    Accounting - Types of Revenues, Costs, Assets, and Liabilities

    • The Different Types of Accounting Standards
    • The Three Financial Statements
    • Types of Revenues
    • Types of Revenues - Exercise
    • Types of Expenses
    • Income Taxes
    • Depreciation & Amortization
    • Balance Sheet Items
    • Types of Assets
    • Asset Categories - Practical Example
    • Types of Liabilities
    • Liability Categories - Practical Example
    • Equity
    • Quiz Number 4

    Accounting - Revenue Recognition

    • Accrual Accounting
    • Revenue Recognition Criteria - Technical
    • Potential Conflicts of Interest When Recognizing Revenue
    • A Practical Example
    • FAQ: Doubts Regarding Calculation

    Accounting - Cost Recognition

    • Technical Aspects of Cost Recognition
    • The Two Types of Income Statement Formats

    Accounting - Understanding the Big Picture: Why, What, When, and How Much

    • The Revenue Recognition Principle - Why Is It So Important?
    • The Expense Recognition Principle - When to Recognize Expenses

    Accounting - The Core Principles of Accounting

    • The Accounting Equation and Its Importance
    • Elements of the Accounting System: General Ledger
    • T-Accounts: The Best Way to Understand Debits and Credits
    • P&L T-Accounts
    • The Double-Entry Principle - The Core Principle of Bookkeeping
    • Quiz Number 5

    Accounting - Practical Exercise: The Accounting Transactions of a Lemonade Stand

    • Case Study - The Accounting Transactions of a Lemonade Stand (1/4)
    • Case Study - The Accounting Transactions of a Lemonade Stand (2/4)
    • Case Study - The Accounting Transactions of a Lemonade Stand (3/4)
    • Case Study - The Accounting Transactions of a Lemonade Stand (4/4)

    Accounting - The Importance of Timing

    • Timing of Cash Flows and Why It Plays an Important Role in a Business
    • Timing of Income: Principles of Revenue Recognition
    • Timing of Expenses: Principles of Cost Recognition
    • The Four Type of Accruals Arising in Accounting Transactions
    • Quiz Number 6

    Accounting - Preparing a Cash Flow Statement: Understanding Cash Flow Analysis

    • Calculating Cash Flows - Understand If a Business Makes or Burns Cash
    • The Three Parts of Cash Flow Statements Explained
    • Cash Flow Computations - The Direct Method
    • Cash Flow Computations - The Indirect Method
    • Calculating Cash Flow in Practice: A Complete Example
    • FAQ: Why D&A Has Been Added in Capex?

    Advanced Accounting - Trade Receivables

    • Why a Company Needs to Pay Attention to Trade Receivables?
    • What If Clients Do Not Pay on Time?
    • How to Handle Non-paying Customers? A Case-study
    • A Technique to Collect Trade Receivables Sooner

    Advanced Accounting - Inventory

    • The Different Types of Inventory We Can Have
    • The Connection Between Cost of Goods Sold and Inventory
    • Cost Flow Methods
    • Cost Flow Methods - a Practical Exercise
    • FAQ: How to Apply the Weighted Average Cost Method?

    Advanced Accounting - Fixed Assets

    • The Different Types of Fixed Assets
    • Capitalizing Interest Expenses
    • Fair Value Accounting
    • Intangible Assets with Finite Life vs. Intangible Assets with Infinite Life
    • The Revaluation Model
    • The Revaluation Model - Practical Exercise
    • Intangible Assets Created Internally

    Advanced Accounting - Trade Payables

    • How We Account for Trade Payables
    • What Is the Difference Between Accounts Payable and Notes Payable?
    • Why Use E-invoicing?

    Advanced Accounting - Financial Liabilities

    • The Difference Between Debt and Equity
    • Amortizing a Loan
    • Debt Covenants
    • Debt Covenants - A Practical Example

    Advanced Accounting - Leasing Liabilities

    • The Reason Companies Lease Assets
    • Solving a Complete Leasing Exercise

    Advanced Accounting - Using Leverage

    • What is Leverage and Why Companies Use Financial Leverage?
    • The Implications of Using Excessive Leverage

    Advanced Accounting - Raising Equity, Types of Equity, and Dividend Payments

    • The Different Types of Equity
    • Raising Equity in Different Stages of a Company's Lifecycle
    • The Types of Dividends Companies Pay to Shareholders
    • Dividend Payments - a Timeline
    • What Are Share Repurchases and Why Companies Do Them
    • The Idea Behind Stock Splits

    Financial Statement Analysis - An Introduction

    • What is a 10-K Report and Why Is It important for Investors?
    • Finding, Downloading and Going Through the Annual Report of P&G
    • What Is the Role of Auditing Firms and What Are the Benefits of an Audit?
    • Indispensable Tools for Financial Statement Analysis
    • Quiz Number 7

    Financial Statement Analysis - Subtleties

    • Financial Statement Analysis - A Natural Continuation of Financial Accounting
    • First Steps in Financial Statement Analysis
    • Horizontal vs. Vertical Financial Statement Analysis
    • Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO)
    • Using Accounting Ratios to Assess Business Performance
    • Quiz Number 8

    Financial Statement Analysis - Practical Case Study "Analyzing P&G's Financials"

    • Financial Statement Analysis - A Natural Continuation of Financial Accounting
    • First Steps in Financial Statement Analysis
    • Horizontal vs. Vertical Financial Statement Analysis
    • Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO)
    • Using Accounting Ratios to Assess Business Performance
    • Quiz Number 8
    • Case Study - Calculating Ratios and Analyzing P&G's Financials (1/2)
    • Case Study - Calculating Ratios and Analyzing P&G's Financials (2/2)
    • Course Challenge - Part 2

    Financial Statement Analysis - Tesla Exercise

    • What You Will See Next In This Section
    • How to Download Tesla's Historical Financials
    • Calculating and Analyzing Growth and Profitability Ratios
    • Calculating and Analyzing Liquidity Ratios
    • Calculating and Analyzing Solvency Ratios

    Working Capital Management

    • Introduction
    • The Importance of Working Capital Optimization: Case Study
    • Overtrading vs. Excessive Investment
    • Trade Receivables Management
    • Re-order Level
    • Economic Order Quantity (EOQ)
    • Inventory Optimization Techniques
    • Trade Payables Management
    • Working Capital Optimization - a Roadmap
    • Symptoms of Inefficient Working Capital - Trade Payables
    • Symptoms of Inefficient Working Capital - Trade Receivables

    Fundamentals of Business & Financial Analysis

    • Fundamentals of Business & Financial Analysis

    Business Analysis in Excel

    • Trend analysis - theory
    • Trend analysis
    • Comparative analysis - theory
    • Comparative analysis
    • Value-based analysis - theory
    • Value-based analysis
    • Correlation analysis - theory
    • Correlation analysis
    • Time series analysis - theory
    • Time series analysis
    • Regression analysis - theory
    • Regression analysis

    Finance 101 - The Time Value of Money and Interest Rate Components

    • Finance 101: Important Financial Principles That You Will Need
    • Understanding the Time Value of Money
    • How Interest Rates Play an Important Role in the Economy?
    • The Components Forming Interest Rates in Real Life
    • What Is Libor and What Purpose Does It Serve?
    • The Difference Between Fixed and Variable Interest Rates
    • What Is Default Risk and How Does a Bank Account For It?
    • Corporate Loan Specifics

    Finance 101 - The Value of Cash Flows with Different Timing

    • Calculating the Present Value of Future Cash Flows
    • A Tool That Helps Us Decide Whether a Project Is Feasible: Net Present Value

    Finance 101 - Loan Calculations

    • Using Annuities
    • Calculating a Complete Loan Schedule
    • Course Challenge - Part 3

    Capital Budgeting - Basic Notions

    • What is Capital Budgeting?
    • When Do We Use Capital Budgeting?
    • The Time Value of Money in a Capital Budgeting Setting
    • Calculating Present and Future Value
    • Cost of Equity
    • Project-specific Beta
    • The Weighted Average Cost of Capital (WACC)
    • The Different Cash Flow Types in a Capital Budgeting Exercise
    • Modeling Future Cash Flows

    Capital Budgeting - A Complete Case Study

    • An Introduction to the Case Study
    • Organizing Inputs In the "Drivers" Sheet
    • Modeling Expected Savings - Building Cars In Italy vs. Building Cars In Vietnam
    • Preparing a Fixed Asset Rollforward Schedule
    • Calculating the Cash Impact of Extra Working Capital Required
    • Debt Repayment and Interest Expenses Calculation
    • The Project's P&L Sheet
    • The Project's Cash Flow Calculation
    • Calculating WACC (Weighted Average Cost of Capital)
    • Estimating Cost of Equity
    • Discounting Project Cash Flows
    • Performing Sensitivity Analysis and Wrapping Up the Case Study
    • FAQ: Data Does Not Change in the DCF Sheet, It Changes From the Drivers Sheet

    Tesla Practical Case Study - Building a Financial Planning Model

    • Organizing External Inputs in a 'Drivers' Sheet
    • Forecasting Tesla's Expected Deliveries
    • Comparing Delivery Figures with the Ones of industry Peers
    • Estimating an Average Selling Price of Tesla Vehicles
    • Calculating Automotive Revenue
    • Peer Comparison: Gross Profit %
    • Calculating Automotive Gross Profit
    • Calculating Automotive Cost of Sales
    • Forecasting 'Energy' and 'Services' Revenue
    • Calculating 'Energy' and 'Services' Gross Profit and Cost of Sales
    • Forecasting Operating Expenses
    • Building a Fixed Asset Roll Forward: PP&E
    • Building a Fixed Asset Roll Forward: Estimating Capex
    • Building a Fixed Asset Roll Forward: D&A Schedule
    • Calculating DSO, DIO, DPO
    • Producing a Clean P&L Output Sheet
    • Calculating Investments in Working Capital
    • Forecasting Unlevered Free Cash Flow
    • Forecasting Other Assets
    • Forecasting Other Liabilities
    • Completing Unlevered Free Cash Flow
    • Modeling Tesla's Financing Needs in the Forecast Period
    • Calculating Net Income
    • Bridging Unlevered Free Cash Flow to Net Cash Flow
    • Balancing the Balance Sheet

    PowerPoint - Introduction to PowerPoint

    • Microsoft PowerPoint: The Most Popular Presentation Software for the Office
    • The Structure of the PowerPoint Ribbon
    • General Considerations About Slide Structure
    • Learn How to Insert Objects in PowerPoint
    • Shortcuts Allow Us To Be Much Faster When Working in PowerPoint
    • Add Frequently Used Buttons to the Quick Access Toolbar
    • How to Easily Align Objects in PowerPoint
    • How to Edit Shapes in Your Presentation
    • How to Format Text Boxes in a PowerPoint Presentation
    • Practical Learning - Exercise 1
    • Changing an Object's Size and Rotation
    • Using Slide Masters
    • Bring to Front and Send to Back - An Important PowerPoint Technique
    • Learn How to Create, Edit, Resize and Format PowerPoint Tables

    PowerPoint - Tips & Tricks That Will Transform You Into An Advanced User

    • An Introduction to PowerPoint Animations
    • Modifying the Beginning and Ending of a Line Object
    • Join Shapes Together By Using Connector Lines
    • Edit Points - Learn How to Customize PowerPoint Shapes
    • Group or Ungroup Shapes, Pictures or Other Objects
    • This is How You Can Fit Text When It Is Larger Than a Shape
    • Nudge Objects
    • PowerPoint's Smart Art Feature Offers Great Return for Your Time
    • Creating Eye-Catching Text Effects in PowerPoint
    • Practical Exercise - Creating an Organisational Chart
    • Course Challenge - Part 4

    Who Does What in the World of Finance?

    • Who Does What in the World of Finance?

    Next Steps

    • Next Steps

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