Challenges You’ll Solve:

Analyze Company Finances
Spot potential financial issues early and analyze company finances effectively.

Use Financial Ratios
Master the use of financial ratios to quickly gauge a business’s health.

Forecast Financial Futures
Learn forecasting techniques to predict future financial outcomes.

Understand Key Financial Statements
Gain a deep understanding of income statements, balance sheets, and cash flow statements.

Excel for Financial Analysis
Build advanced Excel skills, including pivot tables and charts, tailored for financial analysis.

Course Breakdown:

Lesson 1: Introduction
Overview of financial analysis and the importance of understanding company finances.

Lesson 2: Financial Analysis Overview
Learn the fundamentals of financial analysis and its role in business decision-making.

Lesson 3: Accounting – The Core Principles
Understand the essential principles of accounting.

Lesson 4: Accounting Case Study – Accounting for a Beach Business
Apply accounting principles to a real-world case study.

Lesson 5: Accounting – Essential Concepts
Dive deeper into essential accounting concepts.

Lesson 6: Financial Statements – Income Statement
Learn how to read and analyze income statements.

Lesson 7: Financial Statements – Balance Sheet
Understand balance sheets and how to interpret them.

Lesson 8: Financial Statements – Cash Flow Statement
Master the cash flow statement and its importance for financial health.

Lesson 9: Financial Statement Analysis
Learn techniques for analyzing and interpreting financial statements.

Lesson 10: Time to Test Your Knowledge
Test your understanding with practical exercises and challenges.

Lesson 11: Necessary Excel Functions for Financial Analysts
Learn key Excel functions for efficient financial analysis.

Lesson 12: Important Excel Features for Financial Analysts
Master important Excel features such as conditional formatting and data validation.

Lesson 13: Master Pivot Tables for Financial Analysis
Get hands-on with pivot tables to organize and analyze financial data.

Lesson 14: Common Charts & Graphs for Financial Analysis
Learn how to visualize financial data using various chart types.

Lesson 15: Working Capital Management
Understand the importance of working capital management in business operations.

Lesson 16: The Time Value of Money
Learn the concept of the time value of money and its impact on financial decision-making.

Lesson 17: Financial Leverage
Master the concept of financial leverage and its effects on business risk.

Lesson 18: Financial Forecasting
Learn techniques to forecast financial performance and plan for the future.

Who Is This Course For?

Individuals seeking to understand financial analysis, regardless of prior knowledge.

Aspiring financial analysts looking to strengthen their financial skills.

Professionals who want to improve their financial fluency for better communication with executives.

Business owners and managers seeking a better understanding of their company’s financial health.

Anyone interested in improving personal financial management and long-term savings.