The Complete Financial Analyst Course 2020
4.5 (38,842 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
219,469 students enrolled

The Complete Financial Analyst Course 2020

Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
Bestseller
4.5 (38,842 ratings)
Course Ratings are calculated from individual students’ ratings and a variety of other signals, like age of rating and reliability, to ensure that they reflect course quality fairly and accurately.
219,469 students enrolled
Created by 365 Careers
Last updated 6/2020
English
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Current price: $135.99 Original price: $194.99 Discount: 30% off
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30-Day Money-Back Guarantee
This course includes
  • 17.5 hours on-demand video
  • 13 articles
  • 476 downloadable resources
  • Full lifetime access
  • Access on mobile and TV
  • Certificate of Completion
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What you'll learn
  • Work comfortably with Microsoft Excel
  • Format spreadsheets in a professional way
  • Be much faster carrying out regular tasks
  • Create professional charts in Microsoft Excel
  • Work with large amounts of data without difficulty
  • Understand Accounting and Bookkeeping principles
  • Build a company’s P&L from scratch
  • Build a company’s Balance sheet from scratch
  • Perform Financial statement analysis
  • Understand the importance of timing in terms of revenue and cost recognition
  • Calculate Liquidity, Solvency, Profitability, and Growth ratios to analyze a company’s performance
  • Understand 10-K reports
  • Assess whether a project is feasible through the Net present value technique
  • Calculate a complete loan schedule
  • Understand the difference between variable and fixed interest rates
  • Perform industry analysis
  • Understand what drives a company’s value
  • Know how to analyze a business
  • Work comfortably with Microsoft PowerPoint
  • Create professional company presentations in PowerPoint
  • Become a successful Financial Analyst in no time – if you follow the course fully!
Requirements
  • Absolutely no experience is required. We will start from the basics and gradually build up your knowledge. Everything is in the course.
  • You will need Microsoft Excel 2010, 2013, 2016, or 2020
  • You will need Microsoft PowerPoint 2010, 2013, 2016, or 2020
Description

**Updated for May 2020!**

"If you’re trying to prepare for an eventual career in finance, but are still looking to round out your knowledge of the subject, The Complete Financial Analyst Course might be a perfect fit for you.", Business Insider

"A Financial Analyst Career is one of the top-paying entry-level jobs on the market.” 

"Even in the toughest job markets, the best candidates find great positions.", Forbes

You simply have to find a way to acquire practical skills that will give you an edge over the other candidates.

But how can you do that?

You haven’t had the proper training, and you have never seen how analysts in large firms do their work ...

Stop worrying, please! We are here to help.

The Complete Financial Analyst Course is the most comprehensive, dynamic, and practical course you will find online.

It covers several topics, which are fundamental for every aspiring Financial Analyst:

  • Microsoft Excel for Beginner and Intermediate Users: Become Proficient with the world’s #1 productivity software

  • Accounting, Financial Statements, and Financial Ratios: Making Sense of Debits and Credits, Profit and Loss statements, Balance Sheets, Liquidity, Solvency, Profitability, and Growth Financial Ratios

  • Finance Basics: Interest Rates, Financial Math Calculations, Loan Calculations, Time Value of Money, Present and Future Value of Cash Flows

  • Business Analysis: Understanding what drives a Business, Key Items to be Analyzed and their Meaning, the Importance of Industry Cycles, Important Drivers for the Business of Startup, Growth, Mature and Declining Companies, Important Drivers for an Industry

  • Capital Budgeting: Decide whether a company's project is feasible from a financial perspective and be able to compare between different investment opportunities

  • Microsoft PowerPoint for Beginner and Intermediate Users: The #1 tool for visual representation of your work, a necessary skill for every Financial Analyst

As you can see, this is a complete bundle that ensures you will receive the right training for each critical aspect.

Here comes the fun part!

We have a challenge for you! After covering each major roadblock, you will be asked to solve a challenge. You will:

  • Calculate a company’s sales in Excel

  • Register its bookkeeping entries and produce useful financial statements + calculate financial ratios

  • Calculate a complete loan schedule for the company’s debt

  • Analyze the company’s business performance

  • Create a PowerPoint presentation based on the results

  • Receive personalized feedback

  • Receive a gift

  • Participate in our monthly Amazon Gift Card Lottery(!)

Sounds interesting, right?

At the end of the challenge, you will send us the work you’ve done, and we will reply with personalized feedback. This makes for an interactive student experience that optimizes what you will learn from the course.

What makes this course different from the rest of the Finance courses out there?

  • High quality of production: HD video and animations (this isn’t a collection of boring lectures!)

  • Knowledgeable instructor (experience in companies like Pwc and Coca-Cola)

  • Complete training: We will cover all major topics and skills you need to become a top-class Financial Analyst

  • Extensive Case Studies: To help you reinforce everything you’ve learned

  • Course Challenge: Solve our Course Challenge and make this course an interactive experience

  • Excellent support: If you don’t understand a concept or you simply want to drop us a line, you’ll receive an answer within 1 business day

  • Dynamic: We don’t want to waste your time! The instructor keeps up a very good pace throughout the whole course

Why should you consider a career as a Financial Analyst?

  • Salary. A Financial Analyst job usually leads to a very well-paid career

  • Promotions. Financial Analysts acquire valuable technical skills, which makes them the leading candidates for senior roles within a corporation

  • Secure Future. There is high demand for Financial Analysts on the job market, and you won’t have to be concerned about finding a job

  • Growth. This isn’t a boring job. Every day, you will face different challenges that will test your existing skills

Please don’t forget that the course comes with Udemy’s 30-day unconditional, money-back-in-full guarantee. And why not give such a guarantee, when we are convinced the course will provide a ton of value for you?

Just go ahead and subscribe to this course! If you don't acquire these skills now, you will miss an opportunity to separate yourself from the others. Don't risk your future success! Let's start learning together now!

Who this course is for:
  • People who want a successful career in Finance
  • Anyone who wants to learn the practical skills of Financial analysis
  • People who are ambitious and want to learn faster than their peers
Course content
Expand all 332 lectures 18:20:49
+ Microsoft Excel - Quick Introduction
10 lectures 30:30
Microsoft Excel: The World's #1 Office Software
01:00
Excel Made Easy: A Beginner's Guide to Excel Spreadsheets
03:32
Data Entry Techniques in Excel
03:00
How to Make Your Spreadsheets Look Professional
05:49
Data Entry Techniques in Excel
1 question
Inserting, Deleting, and Modifying Rows & Columns
01:44
Inserting, Deleting, and Modifying Rows & Columns
1 question
Excel Formulas for Beginners
02:54
Excel Formulas for Beginners
1 question
A Beginner's Introduction to Excel Functions
03:41
Format Cells
05:24
Work Efficiently by Using Cut, Copy, and Paste
02:10
Work Efficiently by Using Cut, Copy, and Paste
1 question
Pasting Values, Formulas and Formats with Paste Special
01:16
+ Microsoft Excel - Useful Tools
8 lectures 10:12
Inserting a Line Break with Alt + Enter
00:54
Do More with Your Sales Data with Excel's Text to Columns Feature
01:52
Do More with Your Sales Data with Excel's Text to Columns Feature
1 question
Create Easily Printable Excel Documents
01:12
How to Wrap Text in Excel and Adjust a Cell's Size
00:43
Insert Hyperlinks into Excel Spreadsheets
01:16
Using Excel's Freeze Panes to Handle Large Datasets
01:12
Find Excel Functionalities in a Quicker Way - Tell Me What You Want to Do
00:46
A Quick Introduction to Excel's Pivot Tables
02:17
+ Microsoft Excel - Best Practices That Will Make a Difference
23 lectures 50:42
Initial Formatting Is Key for Creating Professional-looking Spreadsheets
02:05
How to Use the Same Macro On Multiple Workbooks
01:34
Macros Are a Great Timesaver! Here's Why.
1 question
The Secret to Faster Scrolling in Excel
01:36
Be even quicker: F5 + Enter
01:51
FAQ: F5 + Enter didn't work for me
00:13
The Secret to Faster Scrolling in Excel
1 question
Using Absolute and Relative Cell References
02:20
Using Absolute and Relative Cell References
1 question
Find and Select Cells That Meet Specific Conditions
01:30
Find and Select Cells That Meet Specific Conditions
1 question
How to Create Dynamic Names in Excel Spreadsheets
01:27
How to Create Dynamic Names in Excel Spreadsheets
1 question
Using Named Ranges to Make Formulas More Readable
01:34
Introduction to Custom Formatting in Excel
06:14
Custom Number Formatting
01:34
How to Add a Drop-down List in Excel
01:49
Using Custom-sort to Sort Multiple Columns Within a Table
01:28
Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts
04:15
Multiply by 1
01:34
Find and Replace - References
03:03
FAQ: Why Do We Replace External References and How Does This Help Us?
00:24
Find and Replace - Formatting
01:53
Green References
01:31
Beauty Saving - The Professional Way of Saving Files
02:13
The Power of F2
01:50
Conditional Formatting
05:40
Quiz Number 1
5 questions
+ Microsoft Excel - Beginner, Intermediate & Advanced Functions
18 lectures 52:54
Key Excel Functions: IF
02:35
Enlarge the Formula Bar
01:03
Key Excel Functions: SUM, SUMIF, SUMIFS
04:20
A Helpful Consideration
00:45
Key Excel Functions: COUNT, COUNTA, COUNTIF, COUNTIFS
04:06
Key Excel Functions: AVERAGE & AVERAGEIF
01:59
Key Excel Functions: Average & Averageif
1 question
Key Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &
04:29
Key Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &
1 question
Working with Text in Excel
02:40
Find the Highest and Lowest Values in a Range: Max & Min
00:52
= and + are Interchangeable When You Start Typing a Formula
00:44
Use ROUND in Your Financial Models
01:01
Excel's Lookup Functions: VLOOKUP & HLOOKUP Made Easy
07:43
INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP
07:27
INDEX, MATCH, and Their Combination - The Perfect Substitute of VLOOKUP
1 question
Using Excel's IFERROR Function to Trap Spreadsheet Errors
01:43
A Useful Tool for Financial Analysis - The RANK Function
02:36
Create Flexible Financial Models with CHOOSE
02:24
Goal Seek Will Help You Find the Result You Are Looking For
02:17
Goal Seek Will Help You Find the Result You Are Looking For
1 question
Perform Sensitivity Analysis with Excel's Data Tables Functionality
04:10
Perform Sensitivity Analysis with Excel's Data Tables Functionality
1 question
Quiz Number 2
5 questions
+ Microsoft Excel - Financial Functions in Excel
4 lectures 22:26
Discounting Cash Flows in Microsoft Excel
07:02
Calculating Internal Rate of Return (IRR) in Excel
03:30
Using the PMT Function to Create a Complete Loan Schedule
06:16
Date Functions in Excel
05:38
+ Microsoft Excel - Practical Exercise "Build a P&L From Scratch"
17 lectures 46:49
Introduction to the Case Study
00:51
What You Will See Next
01:06
Understand Your Data Source Before You Start Working on It
02:42
Ordering the Source Worksheet
02:16
Creating a Code: The Best Way to Organize Your Data and Work Efficiently with It
01:59
Learn How to Create a Database
01:58
Using Lookup Functions (VLOOKUP) to Fill the Database Sheet
05:29
Using SUMIF to Complete the Database Sheet
04:06
FAQ: Why Net income should be 0?
00:48
Using INDEX & MATCH as a Substitute for VLOOKUP
03:51
The Mapping Exercise
01:41
Mapping the Rows in the Database Sheet
06:15
Building the Structure of the P&L Sheet
02:21
A Practical Example of Professional Formatting in Excel
03:17
Populating the P&L Sheet with SUMIF
02:47
Learn How to Find Mistakes with COUNTIF
02:14
Calculating Growth Rates in Excel
03:08
Quiz Number 3
3 questions
+ Microsoft Excel - Building Professional Charts in Excel
7 lectures 16:04
Introduction to Excel Charts
01:11
Beginner's Guide to Inserting Charts in Excel
02:10
Modifying Excel Charts - The Easy Way
02:29
Making Your Excel Charts Sexier - Proven Tips
03:09
Creating a Bridge Chart in Excel 2016 - As Easy as It Gets
01:42
New Ways to Visualize Your Data - Treemap Charts
01:31
How to Represent Trends with Sparklines
03:52
+ Microsoft Excel - Creating Complete Professional Charts from Scratch
5 lectures 21:22
Introduction
00:29
Stacked Column Chart with a Secondary Axis
05:30
Doughnut Chart
04:58
Area Chart
03:34
+ Microsoft Excel - Working with Pivot Tables in Excel
8 lectures 22:44
Pivot Tables - Excel's Dynamic and Interactive Tables
01:35
Creating a Pivot Table: Choosing Row and Column Parameters
03:47
Design the Layout and Format of Your Pivot Tables
02:14
Additional Techniques That Will Ease Your Work with Pivot Tables
04:33
One of the Most Useful Excel Functions - GETPIVOTDATA
03:45
Welcome to the Future - Pivot Table Slicers
04:20
Introduction to the Course Challenge
01:04
COURSE CHALLENGE - Part 1
01:26