The Complete Financial Analyst Course 2017

Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
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16,273 students enrolled Bestselling in Financial Analysis
Instructed by 365 Careers Business / Finance
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  • Lectures 172
  • Length 10 hours
  • Skill Level All Levels
  • Languages English
  • Includes Lifetime access
    30 day money back guarantee!
    Available on iOS and Android
    Certificate of Completion
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About This Course

Published 1/2016 English

Course Description

Updated for February 2017! A number of helpful practice activities have been added.

"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.” Forbes

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

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 a number of 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
  • 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 have the right amount of training for each of these critical aspects.

Here comes the fun part!

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

  • Calculate a company’s sales in Excel
  • Register its bookkeeping entries for 2015 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 get back to you 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 in order to become a top notch Financial Analyst
  • Extensive Case Studies that will 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
  • Bonus prizes: Upon completion of 50% and 100% of the course, you will receive two bonus gifts

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 challenge your existing skills


Students of this course, who complete 50% of the lessons, get full, lifetime access to our five-star rated course, “Job Search Success Strategies: Proven Job Hunting Strategies.” It has a full price of $95.

Students of this course, who complete 100% of the lessons, get full, lifetime access to our five-star rated course, “Financial Modeling: Build a Complete DCF Valuation Model.” It has a full price of $95.

All students who complete the course and send us their solutions for the Course Challenge will:


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!

What are the 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, or 2016
  • You will need Microsoft PowerPoint 2010, 2013, or 2016

What am I going to get from this course?

  • 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 in order 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!

Who is the target audience?

  • 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

What you get with this course?

Not for you? No problem.
30 day money back guarantee.

Forever yours.
Lifetime access.

Learn on the go.
Desktop, iOS and Android.

Get rewarded.
Certificate of completion.


Section 1: Welcome! Course Introduction
What Does the Course Cover?
Everything We Will Learn Has a Practical Application
The Best Way to Take This Course
Section 2: Microsoft Excel - Quick Introduction
Microsoft Excel: The World's #1 Software for the Office
Excel Made Easy: A Beginner's Guide to Excel Spreadsheets
Data Entry Techniques in Excel
Data Entry Techniques in Excel
1 question
How to Make Your Spreadsheets Look Professional
Inserting, Deleting, and Modifying Rows & Columns
Inserting, Deleting, and Modifying Rows & Columns
1 question
Excel Formulas for Beginners
Excel Formulas for Beginners
1 question
A Beginner's Introduction to Excel Functions
Work Efficiently by Using Cut, Copy, and Paste
Work Efficiently by Using Cut, Copy, and Paste
1 question
Pasting Values, Formulas and Formats with Paste Special
Section 3: 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
1 question
Create Easily Printable Excel Documents
How to Wrap Text in Excel and Adjust a Cell's Size
Insert Hyperlinks in 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
Section 4: 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.
Macros Are a Great Timesaver! Here's Why.
1 question
The Secret to Faster Scrolling in Excel
The Secret to Faster Scrolling in Excel
1 question
Using Absolute and Relative Cell References
Using Absolute and Relative Cell References
1 question
Find and Select Cells That Meet Specific Conditions
Find and Select Cells That Meet Specific Conditions
1 question
How to Create Dynamic Names in Excel Spreadsheets
How to Create Dynamic Names in Excel Spreadsheets
1 question
Using Named Ranges to Make Formulas More Readable
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
Quiz Number 1
5 questions
Section 5: Microsoft Excel - Beginner, Intermediate & Advanced Functions
Key Excel Functions: Sum, Sumif, Sumifs
Key Excel Functions: Count, Counta, Countif, Countifs
Key Excel Functions: Average & Averageif
Key Excel Functions: Average & Averageif
1 question
Key Excel Functions: Left, Right, Mid, Upper, Lower, Proper, Concatenate, &
Key Excel Functions: Left, Right, Mid, Upper, Lower, Proper, Concatenate, &
1 question
Find the Highest and the Lowest Values in a Range: Max & Min
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
1 question
Using Excel's Iferror Function to Trap Spreadsheet Errors
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
1 question
Perform Sensitivity Analysis with Excel's Data Tables Functionality
Perform Sensitivity Analysis with Excel's Data Tables Functionality
1 question
Quiz Number 2
5 questions
Section 6: Microsoft Excel - Practical Exercise "Build a P&L From Scratch"
Understand Your Data Source Before You Start Working on It
Ordering the Source Worksheet
Create 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
Use Sumif to Complete the Database Sheet
Using Index & Match as a Substitute of Vlookup
Mapping of the Rows in the Database Sheet
Building the Structure of the P&L Sheet
A Practical Example of Professional Formatting in Excel
Populate the P&L Sheet with Sumif
Learn How to Find Mistakes with Countif
Calculating Growth Rates in Excel
Quiz Number 3
3 questions
Section 7: 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 to Do It
Make Your Excel Charts Look 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
Section 8: 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
Section 9: Pivot Tables & Slicers in Practice - World-Class Financial Reporting Shown Here
Introduction to the Case Study
Working with an SAP data extraction

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Instructor Biography

365 Careers, Creating opportunities for Business & Finance students

365 Careers is a firm specializing in high-end financial training programs. Our growing list of courses includes Excel (Microsoft Excel for Beginner and Advanced users), PowerPoint, Financial Modeling, Company Valuation, Accounting, Investment Banking, Financial Planning & Analysis, and Job Hunting trainings. Our goal is to provide to our students the practical instruments they will need in order to perform successfully at their future workplace.

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