The top 20 Financial Analysis courses you need to take

1. Financial Statement Analysis

In the final course of this certificate, you will apply your skills towards financial statement analysis. If you have the foundational concepts of accounting under your belt, you are ready to put them into action in this course. Here, you will learn how to reconcile different types of accounts, check for accuracy, and troubleshoot errors. Additionally, you will practice how to apply different analytical methods to key financial statements and understand how these methods inform a variety of business decisions. By the end of this course, you will be able to: -Describe and illustrate the use of a bank reconciliation in controlling cash -Outline the purpose of financial statements in relationship to decision making -Describe basic financial statement analytical methods -Apply quantitative skills to analyze business health Courses 1-3 in the Intuit Bookkeeping Professional Certificate, or the equivalent, are recommended prerequisites for this course...

2. Financial Analysis for Startups

In the previous two courses, you have learned how to value startups using the discounted cash flow method and multiple methods. However, you have not learned how to estimate cash flows or earnings of startups. In this course, you are going to learn the concepts and usage of financial ratios. Using financial ratios such as profitability, liquidity, leverage, efficiency, and growth, you can tell financial health of a startup. Profitability ratios measure how profitable a firm is by looking at ROS, ROA, and ROE. Liquidity ratios measure how quickly a firm turns assets into cash to pay-off short-term liability and they include Current Ratio, Quick Ratio, and Cash Ratio. Leverage ratios measure how much long-term debt a firm has relative to its assets or equity. Efficiency ratios measure how efficiently a firm utilizes its assets. It is like a physical exam for humans and you can tell the fiscal status of a startup using financial ratios. You can also develop pro forma financial statement using financial ratios. Using pro forma financial statement, you can tell future financial status of a startup as well as cash flows. In addition, using information from pro forma statement and valuation methods, you can do the valuation of a startup...

3. Financial Analysis of Organizations

This course focuses on adopting and implementing a financially analytic mindset when analyzing organizational activities, position and performance. This course begins with an overview of an organization’s financial statements, including the balance sheet, income statement, cash flow statement, as well as the transactions that comprise these statements. You will learn about tools and ratios that help analyze these financial statements and transactions. Financial statement analysis will help you understand how the company has performed in the past and its current position. This analysis - as well as course content on forecasting both short- and long-term performance - enables you to draw inferences, make predictions about the organization's future performance and value. Ultimately, this course provides a "deep-dive" into the multi-dimensional nature of financial analysis and how it used to assess the value of organizations...

4. Financial Statement Analysis

4.7

(255)

The employees want a raise! You need to commit to a supplier! A customer wants assurance! You need to raise funds quickly! No matter what situation you are in as a manager, in or in business, the financial statements provide the information you need. Sure, you can ask an accountant to read the financial statements. But that accountant may not be an expert in your field. Here's the reality, you don't need an accountant to do your job. But you do need financial statement information to make many decisions. The good news is that you can understand financial statements on your own and apply that information in your field better than an accountant unfamiliar with the business. I'm Dr. Eric Knight, I am a CPA with over 20 years' experience in business and academics. I've designed this course to explain financials in a thorough but straightforward manner without the complexities. You'll be introduced to the financial statement information. Then, you learn how to analyze financial statements. I'm not just going to provide formulas but I'll explain why you need the ratios and how to apply them to a business. I'll demonstrate using real-world company data to see the story of the business behind the financial information. We'll see where managers could exploit flexibility so we don't have any misunderstandings. In addition to case studies and examples, you can test your knowledge with quizzes and discussion questions that offer an opportunity to apply the information to your field. Whatever field you are in, make understanding financial statements your superpower! Why we analyze financial statementsFinancial statements may be made by accountants but they are not for accountants. So, who uses the financial statements? Why do they use the financials? In our lesson we will delve into these topics to understand why financial statement analysis is so important. GAAP - The RulesIf we want to understand the financial statements, we need to understand the rules used to create the financials. In this lesson we'll learn about the rules, called GAAP. Where do these rules come from? Who is in charge of making GAAP rules? Then we'll consider the relationship managers have with the financial statements and incentives management has in reporting. Timing is everythingMeasuring revenue is important. Profitability is a key element the managers are held accountable for by the owners of the business. But there are different ways to determine profit. What! Profit is not absolute?! Not at all. So understanding how the profit is determined will benefit anyone that needs to gain information from the financial statements. Earnings ManagementOptimally, the financial statements should reveal the true nature of the business. But there is an incentive for managers to produce income statements that make the business look great. Because GAAP includes flexibility in it's application, managers can influence the reports. This is what is meant by Earnings Management. Let's delve into this issue with our next lesson. Balance Sheet Part 1Let's take a closer look at the financial statements. In this lesson we'll begin with an overview of the two key statements used in business. The balance sheet and income statement. As important as knowing what is included on the statements, is understanding how the value of each element was derived. This lesson begins with a closer look at current assets. Balance Sheet Part 2We continue to unravel the mysteries of the balance sheet in our lesson. One of the most misunderstood accounting concepts is depreciation. We'll discuss how property and equipment is valued first. Then we discuss what depreciation really is and what it is not. By the end of the lesson, we'll understand book value. Balance Sheet Part 3Our journey through the balance sheet continues with intangibles and onward to the liabilities. Who knew the balance sheet could provide so much information on a business? The lesson ends with an overview of corporate bonds. Statement of Cash FlowsWe finally finish up with the balance sheet and move on to the Statement of Cash Flows. Cash is the most important current asset a business has. Without cash the business cannot pay employees or vendors. So how that cash is derived gives the financial statement analyst important information. This lesson takes us through the Statement of Cash Flows while explaining the implications of cash to the organization. Time SeriesThe objective of the financial statements are to provide external users with a window into the company. But do we understand what we see in that window? Let's begin understanding the financial statements by using time series analysis. This lesson starts explaining how to analyze a business using the financial statements. RatiosRatios provide analysts with tools to develop deeper understanding of the financial statements. Ratios can help us to determine risk and get a feel for management's performance. In this lesson we learn ratios that can evaluate profitability, liquidity and solvency of an organization. Applying RatiosIn a previous lessee we began our journey towards understanding ratios. In this lesson we take the next step. We use those ratios on real companies that actually exist. We'll analyze real numbers from Lowe's, Home Depot, Pepsi, Coca Cola, and Monster to see how using ratios can tell us a story about the operations of management. ValuationWhat is a business worth? Is it the buildings and equipment the company has? Is it the value of the employees? Is it the earnings power? Determining value is not as easy as one might thing. In this lesson we'll dive into this idea of valuation. CreditA common option used in business is to obtain funds to buy the necessary resources by taking a loan. The creditor needs to understand the business to ascertain the risk of not being paid back. This lesson examines the various methods that creditors approach determining a risk. We begin with an overview of the various types of loans used in business in general. ContractsContracts are used extensively in management. Human resources or supply chain managers for example. HR may need to make a decision on giving employees raises? Supply chain managers need to determine if their supplier is in good financial shape? So, the financial statements are often a big part of the contracting function of business. In this lesson we will consider how financial statements can shape our business contracts. Executive CompensationManagers are people. People tend to look out for their best interest. But what about the company? How can we structure management compensation in a manner that leads to a win-win situation between management and the stockholders? Our lesson will consider the long- and short-term considerations used to develop management compensation. LeasesWhy discuss leases in a course on financial analysis? Well, it seems leases are a tool that management might use to influence the performance of the financials without increasing actual efficiency. Because we are learning to analyze and understand the financial statements, we need to be aware of the implications of using leases for that purpose. Owners' EquityAnother option a manager has to get funding for the business, is to sell stock. Stock is a share of a business. Stockholders are owners. There are multiple types of stock. Stocks may have features associated with the shares. Let's learn more about the equity side of balance sheet! Earnings Per ShareThe Earnings Per Share ratio is used extensively by stock analysts. It is the only ratio included with the financial statements. However, earnings per share can be impacted by changes to the number of shares. In our lesson we see how that can occur and how we adjust the Earnings Per Share to include potential harmful impact of changes to the number of shares...

5. Tableau Financial Reporting & Financial Analysis Masterclass

4.6

(134)

Accountants and Finance professionals have to prepare and analyze financial statements and finance data almost every single day. But modern data analysis requires sophisticated computer programs to handle large volumes of data and to unlock the hidden information in this data. This is exactly what is course is all about! You will learn to use the most powerful data analysis and business intelligence program, prepare financial statements, and perform analytics to unlock the hidden patterns in the data. What is Tableau: Tableau is one of the top Business Intelligence tools. If you need to analyze data, Tableau is one of the the easiest, most comprehensive, and most recognized software program. Who should learn Tableau: Anyone who should analyze data! Who should take this course: Finance ManagersFinancial ControllersAccountants and BookkeepersAccounting, Bookkeeping, & Finance StudentsTopics Covered: Basic introduction to database structureIntroduction to TableauPreparing basic analytics and visualizations in TableauPreparing Profit & Loss StatementPreparing Balance SheetPreparing Cash Flow StatementPreparing Statement of Changes in EquityCalculating key Financial RatiosPreparing Financial DashboardsPrerequisite: Basic knowledge of financial statements and financial ratios is required for this course. No Tableau knowledge is required. Money-Back Guarantee: Nothing to lose! If you will not be satisfied with the course, Udemy offers 30 days money-back guarantee! Introduction to the teacher: Chartered Accountant 12 years of work experience 12 years of teaching experience as visiting faculty 4,000 students in class and 40,000+ students on Udemy! I have implemented Accounting Software, ERP, and Data Analysis software at various organizations and have expertise in financial transformation. I have established an outsourcings hub for US and UK Accounting firms and now I am working on bookkeeping automation startup...

6. Financial Reporting with Power BI: Basic Financial Analysis

In this comprehensive course, learners will acquire essential skills to harness the power of Power BI for financial analysis. Whether you are a finance professional seeking to enhance your analytical capabilities or an aspiring data analyst in the financial domain, this course will equip you with valuable skills to interpret financial data using Power BI, leading to smarter financial decisions and strategic planning. Through practical exercises and a real-world scenario, learners will create a financial report to help a business owner decide if they should expand their business in the near future. By the course's conclusion, participants will be able to import financial data into Power BI and use tools such as Power Query to clean financial data, ensuring it is primed for in-depth financial analysis. Learners will learn to create informative visuals that effectively communicate financial data and analysis, enabling better decision-making for stakeholders. Additional focus of the course will be on utilizing DAX (Data Analysis Expressions) formulas to perform various financial analyses. Participants will delve into DAX's functionalities, enabling them to analyze financial statements and comprehend a company's financial position and performance over time. The prerequisites for this course include a basic knowledge of financial statements. A basic knowledge of excel formulas would be nice...

7. Financial Statement Analysis - Ratio Analysis

4.3

(1,189)

In this comprehensive course, you will gain essential skills to analyze financial statements using powerful tools such as vertical analysis, horizontal analysis, and ratio analysis. Whether you are an aspiring accountant, finance professional, or business owner, this course equips you with the knowledge and practical techniques to make informed financial decisions. Throughout the course, we provide resources to facilitate your learning experience. You will have access to downloadable PDF files and preformatted Excel spreadsheets that aid in understanding and applying the concepts effectively. We begin by listing and describing the fundamental tools for financial statement analysis. You will explore vertical analysis, which presents financial data as percentages of a common base figure, enabling you to compare companies of different sizes. Additionally, we dive into horizontal analysis, a method used to compare financial data and performance of a company across time, providing valuable insights into its progress and trends. The course continues with an in-depth exploration of ratio analysis, a common practice in financial statement analysis. You will learn about liquidity ratios, solvency ratios, profitability ratios, and market prospects ratios. Through comprehensive explanations, calculations, and analysis, you will gain a deep understanding of each ratio category and its relevance in evaluating a business's financial performance. We examine liquidity and efficiency ratios, enabling you to calculate and analyze current ratios, acid-test ratios, and accounts receivable ratios. Furthermore, we explore solvency ratios, covering debt ratios, equity ratios, debt-to-equity ratios, and times interest earned, providing insights into a company's long-term financial stability. Profitability ratios are another critical aspect covered in the course. You will learn to calculate and analyze profitability ratios, including profit margin ratio, gross margin ratio, return on total assets, return on equity, book value per common share, and earnings per share. These ratios provide valuable information about a company's ability to generate profits and shareholder value. Market prospects ratios are also discussed, highlighting their significance in evaluating a company's market performance. We explore price-earnings ratio and dividend yield, providing insights into investors' perception of a company's growth potential and dividend distribution. Finally, we delve into the components of a financial statement analysis report, guiding you on how to effectively communicate your findings. We discuss the capabilities and limitations of software in financial statement analysis, emphasizing the importance of human judgment and critical thinking in the interpretation of results. Join us on this exciting journey to master the art of financial statement analysis. Enroll today and unlock the tools and techniques that will empower you to make informed decisions based on insightful financial analysis...

8. Smart Tips: Financial Analysis

4.6

(394)

This Smart Tips course provides an introduction to financial analysis, covering several topics, which are fundamental for every aspiring Financial Analyst. You'll get short focused lectures about different aspects of financial analysis. Because the lectures are short, you'll be able to learn fast, so that you can immediately apply it to your work. The tutorials in this course are standalone. That means you don't have to watch in any particular order. If you're searching for a specific topic that's relevant for you, take a look through the available tips to find the knowledge you need when you need it. So feel free to jump around as you like. Here are the topics we cover: Overview of the main financial statements and how to create an income statement, balance sheet and cash flow statement from scratch. You'll also learn how to use ratios to conduct a comprehensive analysis to assess the overall financial condition and performance of a company. The most important Excel formulas and functions as well as important Excel features a good financial analyst needs to work with. You'll lean how to use Excel Pivot Tables to quickly summarize data and create charts to visualize the results effectively. Important concepts in financial analysis such as the time value of money, discounted cash flows, NPV and annuities. You'll learn various techniques to forecast and apply regression analysis to make predictions. Get started now! This is the course for busy professionals to learn fast and make a lasting impression at work...

9. Financial Modeling & Fundamental Analysis

4.3

(1,498)

Do you want to get into Investment banking/Equity Research/Portfolio Management i. e into Core Finance ?Are you about to graduate from university and start looking for your first job?Are you a young professional looking to establish yourself in your new position in Finance Domain ?Would you like to become your team's go-to person when it comes to Financial Modeling in Excel?If you answered yes to any of these, then this is the right course for you! CA Devang Maheshwari (The Instructor) of this course has extensive experience in Financial Modeling: Worked as Senior Analyst in ICICI Securities & Purnartha Investment Advisory thus making & updating models all dayExperience in making financial Modeling for various clients at Job workHandled more than 400 Cr during the Job tenureLearn the basics of Financial Modeling from someone who has walked the same path. Beat the learning curve and stand out from your colleagues. A comprehensive guide to Financial Modeling in Excel: Become an Excel expert (From Basics to Pro)Learn how to build sound Financial Models and stand out among your colleaguesGain an in-depth understanding of the mechanics of Company Valuation using various methods like DCF/Relative Valuations/DDMGain in depth understanding of how to make Financial Statements & also How to forecast itPortfolio ManagementFundamental AnalysisReport WritingSector AnalysisCOVERS ALL TYPES OF VALUATION METHODSBe prepared from day one for your Investment Banking, Financial Advisory or Consulting careerWhat we offer: Well-designed and easy-to-understand videos FOCUSED ON INDIAN LISTED COMPANYDetailed explanations with comprehensible case studies based on real situationsDownloadable course materials25 hrs of intensive training By completing this course, you will: Be able to work comfortably with Microsoft Excel and many of its advanced featuresBecome one of the top Excel users in your teamBe able to build a P & L statement from a raw data extractionBe able to build a cash flow statementKnow how to value a company using different valuation methodsKnow how to calculate WACC & forecast financials in real life situationsBe able to build a valuation model from scratchKnow how to create a model with multiple scenariosKnow how to manage a portfolioKnow how to write a research reportAbout the course: No significant previous experience is needed to understand the course properly and benefit from its contentUnlimited access to all course materials for lifetimeEmphasis on learning by doingOur goal is to take your Microsoft Excel and Financial Modeling skills to the next levelMake an investment that will be highly rewarded in career prospects, positive feedback, and personal growth. This course is suitable for graduates who aspire to become investment bankers as it includes a well-structured DCF model and goes through the theoretical concepts behind it. Moreover, it will encourage you to be more confident when coping with daily tasks and will give you the edge when the firm must decide whether to take you on for a full-time position. People with basic knowledge of Excel who go through the course will dramatically increase their Excel skills. Go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from others. Don't risk your future success! Let's start learning together now! Who this course is for: Graduate students who aspire to become investment bankers, financial advisory professionals, consultants etc. Business and finance practitioners who are eager to improve their Excel and Financial Modeling skillsThank You CA Devang Maheshwari...

10. Practical Financial Statement Analysis

3.8

(116)

This course covers financial statement analysis using real examples from financial statements. I developed the course from my experience doing financial statement analysis for clients in various accounting and financial consulting roles over the years.   The course is geared towards anyone interested in improving their financial statement analysis skills. Seasoned investors on Wall Street, individual investors, students, bankers and others looking for a practical way to analyze financial statements can benefit from this course. The course teaches how to assess earnings, cash flow and balance sheet quality using practical examples. It explains how the types of questions to answer when analyzing financial statements, how to detect red flags, how to use common size size and ratio analysis to uncover hidden risks, and how to read and interpret the 10-K.  Learn what to look for when analyzing financial statement items such as revenue, inventories, income taxes, pensions, stock-based compensation, stock buybacks, reserves, among others. The course includes a list of red flags you can use in your financial statement analysis. The course is a video format utilizing PowerPoint slides. No material is needed for the course, except writing materials if the student wishes to take notes.  This course is designed to be different from other financial statement analysis courses. While there will be some overlap, the areas I focus on in this course are based on information gleaned from actually working with investors and and other clients, and getting to understand the areas they are most concerned about. The real world experience applied to this course is what differentiates it...

11. Financial analysis using ratios

4

(53)

Description*** Course teaches how to master financial analysis using real life companies like Amazon, Facebook, Walmart and Apple using 34 important ratios****** Excel Templates, Formulas Sheet, Quiz and Ratio Sheet for past 5 years for Amazon, Facebook, Walmart, Apple and many other  ***Why should you buy ?To answer in 5 quick waysEnhance Job Skills: If you are looking for jobs as Financial Analyst, an Accountant, an Auditor, a Business Analyst, a Financial Controller, a Financial Manager, a CFO, a CEO, an Investment Banker, an Equity Research Analyst, an Investor or even an Entrepreneur, financial ratios analysis skills are mandatory. Detailed Interpretation of financial ratios: Not mere plug and play using formulas. Time efficient - Covers entire universe of important of financial ratios in less than 3 hoursReal life examples - After learning formula for each ratio, we will interpret the formulas using financial statements of Walmart IncDetailed comparison of all formulas using financial statement of companies like Amazon, Facebook, Walmart, Apple  o understand industry dynamics and cause and effect of each ratios. Engaging course - I will take you each ratio using engaging zooming presentation software called as Prezi,  Calculate and interpret ratios using ExcelWho this course is for: Anyone looking for finance job Students pursuing courses like CFA, CA, CPA, ACCA, CIMA, MBA Finance, Finance GraduatesSmall and medium business owners, Startup founders, Retail investorsAnyone who wants to learn FinanceHow will this course benefit me once I complete this course ?Increase your skills for finance job searchPick stocks easily using the financial ratiosAnalyze any company about its efficiency, liquidity, solvency and profitabilityRun your startup, business in most better wayFinancial Analysis using Ratios Course Details: Financial Ratios Analysis is often considered as crucial part of Financial Analysis. Through financial analysis requires through understanding of financial ratios. This is where this course comes into play. This course covers the Financial ratio analysis and interpretation of those ratios. Activity Ratios: Helps you to know about the efficiency with which the company is operatingLiquidity Ratios: Helps you to Understand about the short-term debt paying ability of the companySolvency Ratios: Understand whether the company you are analyzing is in risk of becoming insolvencyProfitability Ratios: Understand how profitable the company is. Does it make any money to investors?Valuation Ratios: Master how to analyze any company and pick only stock which will help you earn positive returnsWhat you will get as part of this course ?30-DAY FULL-MONEY BACK GUARANTEE. You will get a lifetime access to this course, without any limits! Updates if any about course contents, downloadable resourcesFormulas Sheet, Calculation templates, Peer Comparison sheetWithin these Ratios We will discuss below ratios in detailActivity RatiosDebtors Turnover ratioDays Sales outstandingInventory Turnover ratioDays inventory on handPayable Turnover ratioDays payable outstandingWorking Capital Turnover ratioTotal assets Turnover ratioFixed assets Turnover ratioLiquidity RatiosCurrent ratioQuick ratioCash ratioDefensive Interval ratioCash conversion cycleSolvency RatiosDebt to capital ratioDebt to asset ratioDebt to Equity ratioCapital gearing ratioFinancial Leverage ratioInterest coverage ratioProfitability RatiosGross profit marginOperating profit marginPretax profit marginNet profit marginReturn on assetsReturn on capitalReturn on EquityValuation or Market price RatiosEarnings per sharePrice to earnings ratioPrice to earnings growth ratioPayout RatioDividend YieldPrice to Cash flow ratioPrice to sales ratioDisclaimer Note: This Financial Analysis using Ratios course is for educational and informational purposes only. Discussion made with respect to Amazon, Walmart, Apple and Facebook as part of this courses are Not recommendation to invest in such stocks!...

12. Financial Analytics: Financial Analysis with Excel & Tableau

4.5

(53)

If you are a finance professional or aspiring financial analyst looking to elevate your skills in data analysis and visualization, then this course is designed just for you. Are you ready to unlock the power of MS Excel and Tableau to become a master in financial analytics?In this comprehensive course, you will dive deep into the world of financial analysis, learning how to leverage the capabilities of MS Excel and Tableau to manipulate, analyze, and visualize financial data. Get ready to take your financial analysis skills to new heights and impress your colleagues and stakeholders with powerful insights and visually compelling presentations. In this course, you will: Develop proficiency in MS Excel for financial data analysis, including advanced functions, formulas, and techniques. Master the art of financial data manipulation and cleansing in Excel, ensuring accuracy and reliability. Learn how to create dynamic financial models and perform financial forecasting using Excel. Explore the power of Tableau in visualizing financial data, building interactive dashboards, and generating meaningful reports. Discover techniques for creating financial charts, graphs, and visualizations that effectively communicate insights. Gain hands-on experience in analyzing financial statements, performing ratio analysis, and conducting financial performance assessments. Apply your skills to real-world financial scenarios and case studies, sharpening your analytical abilities. Understand the importance of data-driven decision-making in finance and how analytics can drive strategic outcomes. In today's data-driven financial landscape, mastering the tools and techniques of financial analytics is essential for success. Whether you are an analyst, accountant, or finance professional, this course will equip you with the skills and knowledge to excel in your career. Don't miss this opportunity to become a sought-after financial analytics expert. Enroll now and embark on your journey to master financial analysis with Excel and Tableau!...

13. Financial Ratio Analysis, Modelling and Technical Analysis.

4.2

(250)

Over 8900 students have taking this highly practical course on Financial ratios , Financial modelling and Technical analysis Welcome to the course on financial ratios, trading stocks using technical analysis, and financial modeling! In this course, you will learn the essential tools and techniques that are used by financial analysts and traders to evaluate the financial performance and health of a business and make informed investment decisions. Financial ratios are an important tool for analyzing a company's financial statements. By comparing key metrics and ratios, we can gain insight into a company's liquidity, solvency, efficiency, and profitability. In this course, we will learn how to calculate and interpret a variety of financial ratios, including the current ratio, quick ratio, debt-to-equity ratio, and return on equity. Technical analysis is a method of evaluating securities by analyzing statistics generated by market activity, such as past prices and volumes. Technical analysts believe that the historical performance of a stock, commodity, or currency can be a useful predictor of its future performance. In this course, we will learn the key principles of technical analysis, including how to use chart patterns, indicators, and other tools to make trading decisions. Financial modeling is the process of creating a detailed, structured representation of a company's financial performance. This typically involves building a financial model in a spreadsheet program, such as Microsoft Excel, to forecast a company's future financial performance. In this course, we will learn the key principles of financial modeling, including how to build a model from scratch, how to incorporate assumptions and inputs, and how to interpret the results of a financial model. Throughout this course, we will be using real-world examples and case studies to apply the concepts and techniques that we learn. By the end of this course, you will have a strong foundation in financial ratios, technical analysis, and financial modeling, and you will be equipped to use these tools to make informed investment decisions and evaluate the financial health of a business. Let's begin by exploring the basics of financial ratios and why they are important for financial analysis and trading...

14. Financial Analysis - Skills for Success

In an era of thriving businesses, both small and large, it is crucial to possess a wholistic understanding of the financial building blocks of a successful organization. Through this 3-course Specialization in Financial Analysis, you will gain a well-rounded knowledge of key financial concepts that will help you apply an analytic mindset to understanding and driving organizational decisions and success.\n\nThe courses in this Specialization focus on financial topics and organizational principles. Topics covered include:\n\nUnderstanding the importance of gaining a financial perspective Identifying and applying fundamental principles of Accounting and Finance Identifying a firm’s financial statements and understanding how they reflect company position and performance Understanding the basics of financial statement analysis Using financial information to facilitate strategic and operational decision-making Planning and budgeting to effectively and efficiently allocate resources\n\nThis specialization is designed to build on the foundational skills developed in the Google Data Analytics Professional Certificate; earn a dual credential when you complete a Google Career Certificate and this specialization...

15. Valuation and Financial Analysis For Startups

The Startup Valuation and Financial Analysis Specialization teaches two of the most often used methods to find the value of a startup. You’ll learn how to find the value of founder’s ownership before and after additional funding, how to read financial statements and make pro-forma statements, and how to determine the financial health and status of a startup and estimate future earnings and value. You’ll then use various investment criteria, such as Net Present Value (NPV) and Individual Rate of Return (IRR), to make a decision about whether and where to invest your money.\n\nSpecific topics include: the time value of money, discounted cash flows method, multiple method, financial statements analysis, free cash flows, capital budgeting decision rules and current trends. The Capstone Project will find the value of startups using the methods taught in the course...

16. Financial Analysis of Scenarios and Decisions

This course focuses on adopting and implementing a financially analytic mindset when engaged in organizational decision-making and scenario analysis. The course begins with an overview of the "internal" perspective of the organization, in which you will learn fundamental concepts, including the importance of how cost information is organized for different decision scenarios. You will then learn about scenario analysis, including cost-volume-profit analysis and other fundamental concepts that help facilitate financial organizational decision-making. Next, you will learn about planning and budgeting, a key function that allows organizations to identify and allocate resources necessary to achieve organizational goals. You will then learn how to assess actual performance against these budgets using variance analysis. Finally, you will learn about the organization’s performance measurement, evaluation, and compensation system. Specifically, you will learn about the advantages and disadvantages of common financial performance measures and understand how an organization uses non-financial performance measures within its strategic performance measurement system to complement the financial perspective...

17. Investment Banking: Financial Analysis and Valuation

This course will provide students the key building blocks required for a career in investment banking, valuation, and other corporate-finance focused fields. It is designed to provide a practical application of financial statement analysis and valuation techniques commonly performed by industry professionals. The course has two major parts. The first focuses on the foundational elements of financial statement and ratio analysis. The second applies the financial statements and forecasts within the context of company valuation, utilizing common industry valuation techniques...

18. Python and Statistics for Financial Analysis

Course Overview: https://youtu.be/JgFV5qzAYno Python is now becoming the number 1 programming language for data science. Due to python’s simplicity and high readability, it is gaining its importance in the financial industry. The course combines both python coding and statistical concepts and applies into analyzing financial data, such as stock data. By the end of the course, you can achieve the following using python: - Import, pre-process, save and visualize financial data into pandas Dataframe - Manipulate the existing financial data by generating new variables using multiple columns - Recall and apply the important statistical concepts (random variable, frequency, distribution, population and sample, confidence interval, linear regression, etc. ) into financial contexts - Build a trading model using multiple linear regression model - Evaluate the performance of the trading model using different investment indicators Jupyter Notebook environment is configured in the course platform for practicing python coding without installing any client applications...

19. Financial Analysis and Financial Modeling using MS Excel

4.3

(3,724)

[May 2023 update]Added a new video on how to present geographical financial data using Map charts in ExcelAdded new video on how to import Finance related data from PDF reports such as Balance sheets to Excel for analysisAdded new video on how to get dynamic data tables from websites such as Yahoo finance into ExcelYou're looking for a complete course on understanding Financial Analysis and Financial Modeling using MS Excel to drive business decisions, right?You've found the right Financial Analysis using MS Excel course! Financial Analysis and Financial analytics provides scientific support to decision-making concerning a firm's money related matters. This course addresses the topic of Financial analysis with a practical focus, focusing especially on demystifying analytics for finance managers, financial analysts from both statistical and computing point of view. After completing this course you will be able to: Use MS Excel to create and automate the calculation of Financial RatiosGain solid understanding on Financial Analysis and the role of Financial Analyst using MS ExcelLearn basics and advanced level Financial Accounting concepts that are required for Financial Analysis, specifically for job roles of Financial Analysts. Make Finance Dashboards required for Financial Analysis and understand all the charts that you can draw in ExcelImplement predictive ML models such as simple and multiple linear regression to predict outcomes to real-world financial problemsUse pivot tables filtering and sorting options in Excel to summarize and derive information out of the financial data and to do Financial Analysis for your organizationLearn the commonly used financial formulas available in excel to calculate depreciation, loan-related calculations, NPV, IRR, etc., required for Financial AnalysisHow this course will help you?A Verifiable Certificate of Completion is presented to all students who undertake this course on Financial Analysis, Strategies & Models in Excel. If you are a Finance manager, or a Financial Analyst or an executive, or a student who wants to learn Financial Analysis concepts and apply analytics techniques to real-world problems of the Finance business function, this course will give you a solid base for Financial Analysis by teaching you the most popular Financial analysis models and concepts of Financial Accounting and how to implement it them in MS Excel. Why should you choose this course?We believe in teaching by example. This course is no exception. Every Section's primary focus is to teach you the concepts through how-to examples. Each section has the following components: Theoretical concepts and use cases of different Financial models required for laying foundation of Financial AnalysisStep-by-step instructions on implementing Financial Analysis models in MS ExcelDownloadable Excel files containing data and solutions used in each lecture of Financial Analysis, Financial Accounting in MS ExcelClass notes and assignments to revise and practice the concepts Financial Analysis, Financial Accounting in MS ExcelThe practical classes where we create the model for each of these strategies is something that differentiates this course from any other course available online. What makes us qualified to teach you?The course is taught by Abhishek (MBA - FMS Delhi, B. Tech - IIT Roorkee) and Pukhraj (MBA - IIM Ahmedabad, B. Tech - IIT Roorkee). As managers in the Global Analytics Consulting firm, we have helped businesses solve their business problem using Analytics and we have used our experience to include the practical aspects of HR analytics in this course. We have in-hand experience in Financial Analysis and MS Excel. We are also the creators of some of the most popular online courses - with over 600,000 enrollments and thousands of 5-star reviews like these ones: This is very good, i love the fact the all explanation given can be understood by a layman - JoshuaThank you Author for this wonderful course. You are the best and this course is worth any price. - DaisyOur PromiseTeaching our students is our job and we are committed to it. If you have any questions about the course content, practice sheet, or anything related to any topic, you can always post a question in the course or send us a direct message. Download Practice files, take Quizzes, and complete AssignmentsWith each lecture, there are class notes attached for you to follow along. You can also take quizzes to check your understanding of concepts like Financial Analysis, Financial Accounting in MS Excel. Each section contains a practice assignment for you to practically implement your learning on Financial Analysis, Financial Accounting in MS Excel. What is covered in this course?The analysis of data is not the main crux of analytics. It is the interpretation that helps provide insights after the application of analytical techniques that makes analytics such an important discipline. We have used the most popular analytics software tool which is MS Excel. This will aid the students who have no prior coding background to learn and implement analytics concepts to actually solve real-world problems of Financial Analysis and Financial Accounting. Let me give you a brief overview of the coursePart 1 - IntroductionIn this section, we will learn about the course structure and the meaning of some key terms associated with Financial Analysis. Part 2 - Essential MS Excel formulas and using them to calculate Financial metricsIn this part, we will start with a tutorial on all the popular MS Excel formulas. Then we will see the implementation of these to calculate and automate the Financial metrics. We also discuss a separate case study where we use Excel to calculate the average cost of external and internal hiring. Part 3 - Visualization in Excel and Financial DashboardingIn this part, we will begin with a tutorial on all the popular charts and graphs that can be drawn in MS Excel. Then we will see the implementation of these to create visualize Financial data. This is an important part of the course which help you grasp in-depth concepts of Financial Analysis in the later part of the course. Part 4 - Data summarization using Pivot tablesIn this part, we will learn about several advanced topics in MS Excel such as Pivot tables, indirect functions, and also about data formatting. Then we will see the implementation of these to create beautiful summaries of Finance Data. This is one of the building blocks of Financial Analysis and one of the major responsibilities of a Financial Analyst. Part 5 - Basics of Machine Learning and StatisticsIn this part, we introduce the students to the basics of statistics and ML, as nowadays Financial Analysis is getting integrated with these concepts. This part is for students who have no background understanding of ML and statistics concepts. Part 6 - Preprocessing Data for ML modelsIn this section, you will learn what actions you need to take step by step to get the data and then prepare it for analysis, these steps are very important. We start with understanding the importance of business knowledge then we will see how to do data exploration. We learn how to do uni-variate analysis and bivariate analysis then we cover topics like outlier treatment, missing value imputation, variable transformation, and correlation. Part 7 - Linear regression model for predicting metricsThis section starts with a simple linear regression and then covers multiple linear regression. We have covered the basic theory behind each concept without getting too mathematical about it so that you understand where the concept is coming from and how it is important. But even if you don't understand it, it will be okay as long as you learn how to run and interpret the result as taught in the practical lectures. I am pretty confident that the course will give you the necessary knowledge on Financial Accounting, Financial Analysis using MS Excel and skill sets of a Financial Analyst to immediately see practical benefits in your workplace. Go ahead and click the enroll button, and I'll see you in lesson 1 of this Financial Analysis course! CheersStart-Tech Academy...