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