
Explore the science of finance, from investing and budgeting to forecasting, maximizing value for individuals and organizations through time value of money, risk and return, and diversification.
Maximize shareholder wealth by increasing firm market value through cash flows and risk, guided by revenue growth, cost management, investment decisions, net present value, corporate social responsibility, and sustainability.
Explore how financial markets allocate resources, provide liquidity, and discover prices through capital and money markets, trading equities, bonds, derivatives, and money market instruments.
Explore how financial ratios assess a company's performance and health by analyzing profitability, liquidity, solvency, and efficiency, using a Python-based approach for practical financial analysis.
Explore how horizontal analysis, vertical analysis, ratio analysis, trend analysis, and comparative analysis reveal a company’s financial health and performance for investors, creditors, analysts, and management.
Learn the limitations of financial statement analysis—historical data, policy differences, inflation, and non-financial factors—then balance ratios with industry context for informed decisions.
Learn to compute profitability, liquidity, solvency, and efficiency ratios in Python using pandas data frames. Visualize trends with matplotlib in Google Colab.
Explore the time value of money and how present value and future value are calculated using Python and NumPy, with a 3-year, 5% example.
Welcome to Financial Analysis Fundamentals: A Python-Based Approach. This course offers a unique way to learn and consolidate financial concepts through Python programming. Whether you're a programmer eager to understand finance, a finance professional looking to learn Python, or new to both, this course is tailored to you.
If you know Python but are new to finance, you'll use your programming skills to demystify financial concepts that are often presented abstractly. For those with a finance background, this course integrates Python into your skillset, enhancing your ability to perform financial analysis.
Even if you're starting from scratch, Python’s simplicity makes it an ideal tool to introduce and clarify financial topics, providing a solid foundation for your learning journey.
You'll begin with the fundamentals of finance, exploring core concepts like the financial goal of corporations and shareholder wealth maximization. We'll cover key areas such as financial markets, interpreting financial statements, and essential financial ratios.
The course also explores the concepts of time value of money, investment analysis, capital budgeting, and stock trading, using Python to make these topics accessible and practical.
New: Podcast Section Added!
A new section has been added at the end of the course, featuring a podcast with multiple episodes, each covering topics typically included in the CFA Level 1 Exam.
New: "Quant" Models Added – Ready for Experimentation!
We're excited to introduce two brand-new sections:
Black-Scholes & Greeks:
Discover the fundamentals of option pricing with our interactive Black-Scholes model and an in-depth exploration of the Greeks. This section provides a step-by-step guide designed to help you understand how options are priced and how different factors affect their sensitivity.
Other Advanced Quant Models:
Dive into a collection of sophisticated "quant" models that integrate concepts from finance, mathematics, physics, and more. Built with the same pedagogical structure, these models offer hands-on experimentation to help you grasp advanced interdisciplinary concepts.
Enhance your learning journey in quantitative finance with these new, ready-to-experiment tools!
Disclaimer: This course is for educational purposes only and does not provide financial, legal, or tax advice. Consult a qualified professional before making any financial decisions. The creators and instructors are not responsible for actions taken based on the information provided.