Leila Gharani – Fundamentals of Financial Analysis

This Online Financial Analysis Course Is Specifically Designed To Help You Analyze Financial Statements Like a Pro (Even if You’re Not One)

This new (and highly-awaited) course from XelPlus, called Fundamentals of Financial Analysis, will give you the skills needed to reach the next level in your career.

This no-fluff, easy-to-follow online course will help you:

• Develop X-Ray vision into your company’s finances, allowing you to see what’s going on behind the scenes
• Spot oncoming financial emergencies before they happen
• Predict where your company will be months and even years down the road
• Use ratios to quickly gauge the health of your company
• Decide whether to say “yes” or “no” to that new investment opportunity
• Speak with your higher-ups about finances, impressing them with your fluency (they may even begin asking you questions)
• Better manage your household finances, leaving you with more money for savings (and fun vacations)

It doesn’t matter if you’ve never read a book or taken a class on finance.

This new course will make you more fluent and more capable in one of our society’s most important arenas – the area of finance & money.

What You’ll Learn In Fundamentals of Financial Analysis?

Section 1: Introduction

• Welcome to Financial Analysis Course
• Download Course Material

Section 2: Financial Analysis Overview

• What is Financial Analysis
• Skills Needed for a Financial Analyst
• Career Trajectory of a Financial Analyst

Section 3: Accounting – The Core Principles

• What is Accounting and Why Do You Need it
• Debits and Credits – The Secret to Remembering Which to Use
• Challenge: Debits and Credits
• T-Accounts
• Journal Entries
• Trial Balance
• Types of Financial Statements
• Quiz: Accounting Basics
• Key Takeaways: Core Principles

Section 4: Accounting Case Study – Accounting for a Beach Business

• Accounting for a Beach Business – Getting Started
• Accounting for a Beach Business – Journal Entries
• Accounting for a Beach Business – Trial Balance
• Accounting for a Beach Business – Financial Statements
• Accounting for a Beach Business – What Happens Next Year

Section 5: Accounting – Essential Concepts

• Cash VS Accrual Accounting
• Depreciation – Basics
• Depreciation – Example
• Inventory and COGS
• Inventory Cost Flow Assumptions
• Quiz: Accounting Essentials
• Key Takeaways: Essentials

Section 6: Financial Statements – Income Statement

• Main Purpose and Components
• Format of Income Statements
• How to Read an Income Statement: Case Study – Microsoft
• Constructing an Income Statement
• Quiz: Income Statement

Section 7: Financial Statements – Balance Sheet

• Assets – Definition
• Assets – Types
• Types of Liabilities
• Equity
• How to Read a Balance Sheet: Case Study – Microsoft
• Constructing a Balance Sheet
• Quiz: Balance Sheet

Section 8: Financial Statements – Cash Flow Statement

• How to Read a Cash Flow Statement: Case Study – Microsoft
• Cash Flow Operating: Direct VS Indirect Method
• Constructing a Cash Flow Statement
• Quiz: Cash Flow Statement

Section 9: Financial Statement Analysis

• Important Ratios to Analyze Financial Statements
• Calculating Growth
• Horizontal vs. Vertical Analysis
• Compound Annual Growth Rate (CAGR) Vs. AAGR
• Quiz: Financial Statement Analysis

Section 10: Time to Test Your Knowledge

• Congratulations – What You’ve Achieved so Far
• Quiz: Test Your Knowledge
• Challenge: Financial Statements

Section 11: Necessary Excel Functions for Financial Analysts

• Most Common Excel Functions for Financial Analysis
• TRIM Function
• Median VS Mean Calculation
• Common Date Functions
• Calculating Working Days & Future Dates
• Combine Text & Numbers
• Excel SUMPRODUCT Function (Skip extra Calculations)
• Challenge: Excel Functions
• Key Takeaways: Necessary Excel Functions

Section 12: Important Excel Features for Financial Analysts

• Goal Seek
• Showing Numbers in Millions / Thousands
• Tips for Proper Datasets (Good Functionality, Good Looks)
• Advantages of Excel Tables
• Conditional Formatting – Top / Bottom Analysis
• Challenge: Excel Features
• Key Takeaways – Important Excel Features

Section 13: Master Pivot Tables for Financial Analysis

• Pivot Tables for Quick Data Analysis
• Calculate Percentages & Change Aggregation in Pivot Tables
• GetPivotData Function in Excel
• Slicers in Pivot Tables to Create Dashboards
• Working with Dates in Pivot Tables
• Challenge: Pivot Tables
• Create a Pivot Table from Multiple Sheets
• Key Takeaways: Pivot Tables

Section 14: Common Charts & Graphs for Financial Analysis

• Line Chart in Excel
• Column Chart & Stacked Column Chart
• Plotting Multiple Series (Line & Column Chart in One)
• Charts in Cells – Sparklines in Excel
• Waterfall / Bridge Chart in Excel
• Pie Chart & Doughnut Chart in Excel
• Pareto Chart
• Challenge: Excel Charts

Section 15: Working Capital Management

• Overview
• Receivables
• Inventory
• Payables
• Challenge: Working Capital
• Quiz: Working Capital
• Key Takeaways: Working Capital

Section 16: The Time Value of Money

• The Time Value of Money Explained
• Understanding Discounted Cash Flows (DCF)
• Net Present Value (NPV)
• Internal Rate of Return (IRR)
• Calculating Payback Period with Varying Cash Flows
• Weighted Average Cost of Capital (WACC)
• Quiz: Time Value of Money
• Key Takeaways: Time Value of Money

Section 17: Financial Leverage

• Why Companies Take on Debt
• Annuities (PMT)
• Calculating Periods to Payback (NPER)
• Calculating a Complete Loan Schedule
• Calculate Interest Rate for a Loan
• Challenge: Debt
• Quiz: Financial Leverage

Section 18: Financial Forecasting

• Simple Moving Average
• Weighted Moving Average
• Exponential Triple Smoothing
• Allocating Yearly Values to Months
• Variance and Standard Deviation
• Regression Equation & Relationship between Variables
• Regression Analysis
• Quiz: Forecasting

Sale Page: Leila Gharani – Fundamentals of Financial Analysis

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