The Complete Advanced Financial Analyst Course 2024

Learn the basics of creating a Microsoft Excel spreadsheet, including blank workbooks, templates, the rows and columns grid, cells like B5, and managing worksheets and workbooks (renaming and adding sheets).

Master data entry techniques and shortcuts in Excel, from drag and drop and sequence function for serial numbers to using concat for joining names with spaces.

Master Excel copy, cut, and paste formats and shortcuts to manage data, and calculate the current ratio—current assets over current liabilities—for liquidity analysis.

Explore Excel's formula library, from insert and autosum to financial, logical, text, date, and lookup functions, and learn how to manage named ranges, formula auditing, and calculation options.

Identify the least expensive item using the min function and reveal its name with xlookup, based on the company’s cost data in the Excel sheet.

Find the highest price using the maximum function on the cost of goods, then use Xlookup to identify the item that matches this value.

Use the countif and countifs formulas to count male entries in a gender range, determining the total number of males who patronized the company.

Master the countifs function in Excel to count purchases by gender, purchase source, and period, with examples for ladies and gents using the company app in June and January, XLOOKUP.

Explore horizontal data retrieval with hlookup and compare it to vlookup, using an employee data set to fetch job titles and salaries via exact or approximate matches for financial analysis.

Learn to use Vlookup and Hlookup to retrieve data from a table with lookup value, table array, and column index. Extract salaries, jobs, and emails with exact and approximate lookups.

Learn to customize borders and gridlines in Excel, apply top, bottom, or all borders, adjust alignment, wrap text, merge cells, and style fills and text color.

Master creating and naming Excel ranges, using them in sums and counts, and applying cross-sheet references for efficient calculations with salary and age ranges.

Learn to create and customize pivot tables, summarize data with filters, sorts, and measures, and build a profit measure from cost and sales, plus pivot charts and data validation.

Explore the core chart types in Microsoft Excel—including column, bar, line, pie, area, scatter, and histogram—and learn to create, title, customize, and interpret trends for data analysis.

Discover how relative and absolute cell references behave when copying formulas in Excel, using dollar signs to lock references and keep formulas stable across a data table.

Learn to create and customize excel hyperlinks that navigate between tables and named ranges across multiple sheets, using insert hyperlink, display text, and cell references.

Learn to use Excel slicers to filter a data set by converting it to a table, inserting a slicer, and selecting a column like gender or purchase source.

Organize financial data by converting raw datasets into well-formatted tables, using Ctrl A and Ctrl T to create tables with headers, and adjust column widths for streamlined financial modelling.

Develop skills to clean and validate financial data by normalizing formats and applying currency formatting. Use mean imputation for missing values to ensure data quality.

Calculate gross profit by subtracting cost of goods sold from revenue, then assess operating income and net income by subtracting operating expenses, interest, and tax.

Calculate operating income by subtracting operating expenses from gross profit across the dataset. Name the column accordingly and apply this formula for revenue and profit analysis in financial data.

Learn to compute net income by taking operating income and subtracting interest expense and taxes, and link this to revenue, gross profit, and operating expenses in a performance analysis.

Calculate total expenses by summing cost of goods sold, operating expense, interest expense, and taxes to reveal the company’s expense management.

Compute the gross profit margin as gross profit divided by revenue times 100, add it as a new column in the data set, and verify its values.

Calculate operating margin by dividing operating income by revenue, multiply by 100, and apply the formula across a new operating margin column in your model.

Compute net profit margin by dividing net income by revenue and multiplying by 100, then create and rename a net profit margin column in the data set.

Compute inventory turnover by dividing cost of goods sold by average inventory, create a dedicated turnover column, and interpret results across the data set.

Compute accounts receivable turnover by dividing revenue by average accounts receivable, add a column to the data set, and interpret results within the efficiency matrix of financial modeling.

Calculate the current ratio by dividing current assets by current liabilities, apply it to a data set, and use it to assess the company's liquidity.

Explore the quick ratio, the second liquidity metric, with its formula: (current assets minus inventory) divided by current liability, used to assess a company’s ability to meet short-term obligations.

Master the cash ratio, a liquidity analysis metric, by summing cash and cash equivalents and dividing by current liabilities to assess a company's ability to meet short-term obligations.

Assess solvency analysis within stability evaluation by examining the debt-to-equity ratio, calculated as total liabilities divided by shareholders' equity, to gauge long-term financial health.

Learn how to calculate the debt ratio by dividing total liabilities by total assets, and interpret how liabilities compare with assets to assess solvency.

Calculate the equity ratio as shareholder's equity divided by total assets; it's the solvency metric opposite of debt to equity, and add an equity ratio column in the sheet.

Evaluate the risk assessment by computing the interest coverage ratio, defined as operating income divided by interest expense, to show how well the company covers its interest payments.

Explore the cash flow coverage ratio, calculated by dividing cash flow from operations by total debt, to assess how a company uses cash and its risk level.