The Complete Financial Analyst Course 2025
All LevelsFinance & AccountingFinancial Analysis

The Complete Financial Analyst Course 2025

Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!

Created by 365 Careers
21.5 hours
Video Content
381
Lectures
481,280
Students
4.6
Rating
4.6
(481,280 students enrolled)

What you'll learn

Work comfortably with Microsoft Excel
Format spreadsheets professionally
Perform routine tasks quicker
Create professional charts in Microsoft Excel
Efficiently work with vast amounts of data
Understand accounting and bookkeeping principles
Build a company’s P&L from scratch
Create a company’s balance sheet
Perform Financial statement analysis
Understand the timing 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 via the net present value (NPV) technique
Calculate a complete loan schedule
Know the difference between variable and fixed interest rates
Perform industry analysis
Realize 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 – if you follow the course entirely!

Course Content

58 sections • 381 lectures • 22:19:11 total length

Welcome! Course Introduction

4 lectures • 16:12

What Does the Course Cover?07:16
Everything We Will Learn Has a Practical Application03:27
The Best Way to Take This Course03:11
Download All Course Materials and FAQ02:18

Microsoft Excel - Quick Introduction

10 lectures • 30:32

Microsoft Excel: The World's #1 Office Software01:00
Excel Made Easy: A Beginner's Guide to Excel Spreadsheets03:32
Data Entry Techniques in Excel03:02
How to Make Your Spreadsheets Look Professional05:49
Data Entry Techniques in Excel1 question
+9 more lectures

Microsoft Excel - Useful Tools

8 lectures • 10:12

Inserting a Line Break with Alt + Enter00:54
Do More with Your Sales Data with Excel's Text to Columns Feature01:52
Do More with Your Sales Data with Excel's Text to Columns Feature1 question
Create Easily Printable Excel Documents01:12
How to Wrap Text in Excel and Adjust a Cell's Size00:43
+4 more lectures

Microsoft Excel - Best Practices That Will Make a Difference

23 lectures • 50:41

Initial Formatting Is Key for Creating Professional-looking Spreadsheets02:05
Macros Are a Great Timesaver! Here's Why.03:04
How to Use the Same Macro On Multiple Workbooks01:34
Macros Are a Great Timesaver! Here's Why.1 question
The Secret to Faster Scrolling in Excel01:36
+24 more lectures

Microsoft Excel - Beginner, Intermediate & Advanced Functions

19 lectures • 59:34

Key Excel Functions: IF02:35
Enlarge the Formula Bar01:03
Key Excel Functions: SUM, SUMIF, SUMIFS04:20
A Helpful Consideration00:45
Key Excel Functions: COUNT, COUNTA, COUNTIF, COUNTIFS04:06
+20 more lectures

Microsoft Excel - Financial Functions in Excel

4 lectures • 22:26

Discounting Cash Flows in Microsoft Excel07:02
Calculating Internal Rate of Return (IRR) in Excel03:30
Using the PMT Function to Create a Complete Loan Schedule06:16
Date Functions in Excel05:38

Microsoft Excel - Practical Exercise "Build a P&L From Scratch"

18 lectures • 49:41

Introduction to the Case Study00:50
What You Will See Next01:06
Understand Your Data Source Before You Start Working on It02:42
Ordering the Source Worksheet02:16
Creating a Code: The Best Way to Organize Your Data and Work Efficiently with It01:59
+14 more lectures

Practical Exercise - SUMIFS

1 lectures • 08:05

Practical Exercise - SUMIFS08:05

Microsoft Excel - Building Professional Charts in Excel

7 lectures • 16:04

Introduction to Excel Charts01:11
Beginner's Guide to Inserting Charts in Excel02:10
Modifying Excel Charts - The Easy Way02:29
Making Your Excel Charts Sexier - Proven Tips03:09
Creating a Bridge Chart in Excel 2016 - As Easy as It Gets01:42
+2 more lectures

Microsoft Excel - Creating Complete Professional Charts from Scratch

5 lectures • 21:21

Introduction00:29
Stacked Column Chart with a Secondary Axis05:30
Doughnut Chart04:58
Area Chart03:33
Bridge Chart06:51

Microsoft Excel - Working with Pivot Tables in Excel

8 lectures • 21:19

Pivot Tables - Excel's Dynamic and Interactive Tables01:35
Creating a Pivot Table: Choosing Row and Column Parameters03:30
Design the Layout and Format of Your Pivot Tables01:57
Additional Techniques That Will Ease Your Work with Pivot Tables04:16
One of the Most Useful Excel Functions - GETPIVOTDATA03:28
+3 more lectures

Microsoft Excel - Pivot Tables & Slicers - World-Class Financial Reporting

13 lectures • 36:21

Introduction to the Case Study02:09
Working with an SAP Data Extraction03:23
Preliminary Mapping of the Data Extraction02:10
Creating an Output Structure of the FMCG Model02:29
Improving the Layout and Appearance of the FMCG Report03:59
+8 more lectures

Modeling in Excel - Building a Complete 3-statement Model

8 lectures • 29:31

Introduction to the Exercise03:15
Let's Create a Mapping of Financials02:49
Building an Output P&L Sheet04:07
Filling in the Output P&L Sheet with Historical Financials02:57
Calculating Percentage Variances and Applying Conditional Formatting03:14
+3 more lectures

Modeling in Excel - Let's Build a Flexible Model with Multiple Scenarios

5 lectures • 18:36

Calculating Historical Percentage Ratios and Use OFFSET and MATCH for Scenarios05:06
Building a Flexible Model with CHOOSE & MATCH01:44
Building a Flexible Model with VLOOKUP & COLUMNS03:22
Calculating Historical DSO, DPO, DIO, Other Assets %, and Other Liabilities %05:08
Forecasting DSO, DPO, DIO, Other Assets and Other Liabilities03:16

Modeling in Excel - We Are Almost There! Completing the 3-Statement Model

5 lectures • 25:12

Building a Fixed Asset Roll Forward05:17
Building a Financial Liabilities Schedule06:24
Building an Equity Schedule04:28
Preparing a Cash Flow Structure02:16
Calculating Cash Flows and Completing the Model06:47

Accounting - Introduction to Accounting & Bookkeeping

4 lectures • 11:51

Accounting: The Science Behind Financial Figures01:30
What is Accounting and Why Do You Need It05:24
The Importance of Bookkeeping - Good Accounting Records Are Essential02:33
An Introduction to Financial Accounting02:24
Quiz Number 32 questions

Accounting - Types of Revenues, Costs, Assets, and Liabilities

13 lectures • 43:42

The Different Types of Accounting Standards02:36
The Three Financial Statements02:07
Types of Revenues06:37
Types of Revenues - Exercise01:47
Types of Expenses05:24
+9 more lectures

Accounting - Revenue Recognition

5 lectures • 17:39

Accrual Accounting06:15
Revenue Recognition Criteria - Technical03:43
Potential Conflicts of Interest When Recognizing Revenue01:55
A Practical Example05:20
FAQ: Doubts Regarding Calculation00:26

Accounting - Cost Recognition

2 lectures • 05:41

Cost recognition principles02:29
Technical Aspects of Cost Recognition03:12

Accounting - Understanding the Big Picture: Why, What, When, and How Much

3 lectures • 07:26

The Revenue Recognition Principle - Why Is It So Important?02:34
The Expense Recognition Principle - When to Recognize Expenses02:29
Historical Cost vs. Fair Value Accounting02:23

Accounting - The Core Principles of Accounting

5 lectures • 15:36

The Accounting Equation and Its Importance01:56
Elements of the Accounting System: General Ledger01:39
T-Accounts: The Best Way to Understand Debits and Credits04:13
P&L T-Accounts02:46
The Double-Entry Principle - The Core Principle of Bookkeeping05:02
+1 more lectures

Accounting - Practical Exercise: The Accounting Transactions of a Lemonade Stand

4 lectures • 33:23

Case Study - The Accounting Transactions of a Lemonade Stand (1/4)10:15
Case Study - The Accounting Transactions of a Lemonade Stand (2/4)07:39
Case Study - The Accounting Transactions of a Lemonade Stand (3/4)07:21
Case Study - The Accounting Transactions of a Lemonade Stand (4/4)08:08

Accounting - The Importance of Timing

3 lectures • 09:54

Timing of Cash Flows and Why It Plays an Important Role in a Business01:08
Timing of Income: Principles of Revenue Recognition05:34
Timing of Expenses: Principles of Cost Recognition03:12
Quiz Number 63 questions

Accounting - Preparing a Cash Flow Statement: Understanding Cash Flow Analysis

6 lectures • 19:20

Calculating Cash Flows - Understand If a Business Makes or Burns Cash02:38
The Three Parts of Cash Flow Statements Explained02:11
Cash Flow Computations - The Direct Method02:10
Cash Flow Computations - The Indirect Method03:32
Calculating Cash Flow in Practice: A Complete Example07:31
+1 more lectures

Advanced Accounting - Trade Receivables

4 lectures • 10:10

Why a Company Needs to Pay Attention to Trade Receivables?02:33
What If Clients Do Not Pay on Time?03:11
How to Handle Non-paying Customers? A Case-study02:39
A Technique to Collect Trade Receivables Sooner01:47

Advanced Accounting - Inventory

5 lectures • 10:54

The Different Types of Inventory We Can Have02:37
The Connection Between Cost of Goods Sold and Inventory02:34
Cost Flow Methods04:21
Cost Flow Methods - a Practical Exercise00:55
FAQ: How to Apply the Weighted Average Cost Method?00:27

Advanced Accounting - Fixed Assets

7 lectures • 24:34

The Different Types of Fixed Assets03:08
Capitalizing Interest Expenses02:00
Fair Value Accounting02:26
Intangible Assets with Finite Life vs. Intangible Assets with Infinite Life04:12
The Revaluation Model05:13
+2 more lectures

Advanced Accounting - Trade Payables

3 lectures • 07:24

How We Account for Trade Payables02:51
What Is the Difference Between Accounts Payable and Notes Payable?01:26
Why Use E-invoicing?03:07

Advanced Accounting - Financial Liabilities

4 lectures • 10:39

The Difference Between Debt and Equity02:24
Amortizing a Loan03:04
Debt Covenants03:23
Debt Covenants - A Practical Example01:48

Advanced Accounting - Leasing Liabilties

2 lectures • 08:26

The Reason Companies Lease Assets01:19
Solving a Complete Leasing Exercise07:07

Advanced Accounting - Using Leverage

2 lectures • 07:40

What is Leverage and Why Companies Use Financial Leverage?04:23
The Implications of Using Excessive Leverage03:17

Advanced Accounting - Raising Equity, Types of Equity, and Dividend Payments

6 lectures • 23:06

The Different Types of Equity04:13
Raising Equity in Different Stages of a Company's Lifecycle05:55
The Types of Dividends Companies Pay to Shareholders03:38
Dividend Payments - a Timeline03:05
What Are Share Repurchases and Why Companies Do Them03:11
+1 more lectures

Assessment - Accounting

0 lectures • 00:00

Assessment - Accounting10 questions

Financial Statement Analysis - An Introduction

4 lectures • 13:08

What is a 10-K Report and Why Is It important for Investors?02:21
Finding, Downloading and Going Through the Annual Report of P&G06:13
What Is the Role of Auditing Firms and What Are the Benefits of an Audit?02:27
Indispensable Tools for Financial Statement Analysis02:07
Quiz Number 72 questions

Financial Statement Analysis - Subtleties

5 lectures • 18:30

Financial Statement Analysis - A Natural Continuation of Financial Accounting01:48
First Steps in Financial Statement Analysis02:43
Horizontal vs. Vertical Financial Statement Analysis03:33
Calculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO)02:05
Using Accounting Ratios to Assess Business Performance08:21
+1 more lectures

Financial Statement Analysis - Practical Case Study "Analyzing P&G's Financials"

3 lectures • 13:15

Case Study - Calculating Ratios and Analyzing P&G's Financials (1/2)06:38
Case Study - Calculating Ratios and Analyzing P&G's Financials (2/2)04:55
COURSE CHALLENGE - Part 201:42

Financial Statement Analysis - Tesla Exercise

5 lectures • 23:02

What You Will See Next In This Section01:02
How to Download Tesla's Historical Financials02:37
Calculating and Analyzing Growth and Profitability Ratios10:38
Calculating and Analyzing Liquidity Ratios06:23
Calculating and Analyzing Solvency Ratios02:22

Working Capital Management

11 lectures • 46:54

Introduction02:53
The Importance of Working Capital Optimization: Case Study08:56
Overtrading vs. Excessive Investment03:30
Trade Receivables Management08:31
Re-order Level03:20
+6 more lectures

Fundamentals of Business & Financial Analysis

1 lectures • 00:00

Fundamentals of Business & Financial Analysis41 pages

Business Analysis in Excel

12 lectures • 47:29

Trend analysis - theory01:17
Trend analysis08:22
Comparative analysis - theory01:46
Comparative analysis04:48
Value-based analysis - theory02:25
+7 more lectures

Finance 101 - The Time Value of Money and Interest Rate Components

8 lectures • 18:05

Finance 101: Important Financial Principles That You Will Need00:44
Understanding the Time Value of Money01:29
How Interest Rates Play an Important Role in the Economy?01:27
The Components Forming Interest Rates in Real Life02:59
What Is Libor and What Purpose Does It Serve?01:07
+3 more lectures

Finance 101 - The Value of Cash Flows with Different Timing

2 lectures • 09:11

Calculating the Present Value of Future Cash Flows05:11
A Tool That Helps Us Decide Whether a Project Is Feasible: Net Present Value04:00

Finance 101 - Loan Calculations

3 lectures • 11:07

Using Annuities03:18
Calculating a Complete Loan Schedule06:32
COURSE CHALLENGE - Part 301:17

Capital Budgeting - Basic Notions

9 lectures • 29:20

What is Capital Budgeting?01:14
When Do We Use Capital Budgeting?01:57
The Time Value of Money in a Capital Budgeting Setting02:03
Calculating Present and Future Value05:16
Cost of Equity05:56
+4 more lectures

Capital Budgeting - A Complete Case Study

13 lectures • 40:34

An Introduction to the Case Study02:22
Organizing Inputs In the "Drivers" Sheet04:57
Modeling Expected Savings - Building Cars In Italy vs. Building Cars In Vietnam03:22
Preparing a Fixed Asset Rollforward Schedule04:17
Calculating the Cash Impact of Extra Working Capital Required02:16
+8 more lectures

Tesla Practical Case Study - Building a Financial Planning Model

25 lectures • 01:31:17

Organizing External Inputs in a 'Drivers' Sheet03:55
Forecasting Tesla's Expected Deliveries13:22
Comparing Delivery Figures with the Ones of industry Peers03:15
Estimating an Average Selling Price of Tesla Vehicles04:47
Calculating Automotive Revenue04:07
+20 more lectures

Data Analysis with ChatGPT - Intro

2 lectures • 05:19

How ChatGPT Advanced Data Analysis Will Boost Your Productivity02:06
The Limitations of ChatGPT Advanced Data Analysis03:13

Data Analysis with ChatGPT - Exploratory Data Analysis (EDA)

5 lectures • 19:48

Exploratory Data Analysis - Intro03:47
Extracting Descriptive Statistics with ChatGPT02:13
Identifying Outliers02:46
Correlation Analysis: Hypothesis Formulation and Feature Ideas01:59
Crafting a Comprehensive EDA Prompt09:03

Data Analysis with ChatGPT - Deal with Inconsistent Data

5 lectures • 14:28

Identifying and Handling Erroneous Data03:19
Verifying Data for Errors03:40
Eliminating Duplicate Rows01:20
Addressing Unit Discrepancies in Data01:51
Dividing Cell Content into Multiple Cells04:18

Data Analysis with ChatGPT - Organize Messy Data

4 lectures • 11:08

Organize Messy Data03:51
Data Mapping02:50
Effective Data Classification02:16
Order Data with ChatGPT02:11

Data Analysis with ChatGPT - Working with Functions

5 lectures • 13:14

COUNTIFS, SUMIFS02:33
Data Lookup02:47
Data Ranking02:49
Fill Until Non-blank Values02:59
Translating Logic into Excel Formulas with ChatGPT02:06

Data Analysis with ChatGPT - Clean Text Data

7 lectures • 15:59

Correcting Inverted Names01:43
Dealing with Trailing and Leading Spaces in Text Data01:55
Standardizing Letter Capitalization01:50
Handling Multi-lingual Text Data03:27
Multiple "Find and Replace" at the Same Time with ChatGPT02:35
+2 more lectures

Data Analysis with ChatGPT - Dates and Time Data

4 lectures • 07:13

Obtain Day and Month From Date02:37
Converting Hours to Decimals01:40
Obtaining Age in Years, Months, Days01:24
Order Dates Chronologically01:32

Data Analysis with ChatGPT - Complete Practical Example

5 lectures • 24:03

Intro to the Exercise and Preprocessing Ideas from ChatGPT04:37
Preprocessing the 'Free plan users' Sheet (1/2)07:18
Preprocessing the 'Free plan users' Sheet (2/2)03:33
Working on the 'Transactions' Sheet05:43
Dealing with the Country Mapping Issue02:52

PowerPoint - Introduction to PowerPoint

14 lectures • 49:28

Microsoft PowerPoint: The Most Popular Presentation Software for the Office00:51
The Structure of the PowerPoint Ribbon05:10
General Considerations About Slide Structure03:52
Learn How to Insert Objects in PowerPoint03:58
Shortcuts Allow Us To Be Much Faster When Working in PowerPoint02:29
+9 more lectures

PowerPoint - Tips & Tricks That Will Transform You Into An Advanced User

11 lectures • 30:51

An Introduction to PowerPoint Animations02:58
Modifying the Beginning and Ending of a Line Object01:47
Join Shapes Together By Using Connector Lines04:11
Edit Points - Learn How to Customize PowerPoint Shapes01:44
Group or Ungroup Shapes, Pictures or Other Objects01:43
+6 more lectures

Who Does What in the World of Finance?

1 lectures • 01:01:03

Who Does What in the World of Finance?01:01:03

Next Steps

1 lectures • 00:32

Next Steps00:32

Description

* Updated for March 2025: New Hands-on Projects Added *

"If you’re trying to prepare for a 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 need 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 need 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 the following topics, 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 ratios — making sense of debits and credits, profit and loss statements, balance sheets, liquidity, solvency, profitability, and growth 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, essential items to be analyzed, the importance of industry cycles, important drivers for the business of start-up, growth, mature and declining companies, industry KPIs

  • Capital budgeting — decide whether a company's project is feasible from a financial perspective and compare different investment opportunities

  • Microsoft PowerPoint for beginner and intermediate users — The #1 tool for a visual representation of your work, a necessary skill for every financial analyst

This complete bundle ensures you receive the proper training for each critical aspect.

Here comes the fun part!

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

  1. Calculate a company’s sales in Excel

  2. Register its bookkeeping entries, produce applicable financial statements and calculate financial ratios

  3. Calculate a complete loan schedule for the company’s debt

  4. Analyze the company’s business performance

  5. Create a PowerPoint presentation based on the results

  6. Receive personalized feedback

  7. Participate in our monthly Amazon Gift Card Lottery

Sounds interesting, right?

At the end of the challenge, you'll send us your work, and we'll reply with personalized feedback - creating an interactive student experience that optimizes what you'll learn from the course.

What makes this course different from other finance courses?

  • High-quality production, HD video and animations (not a collection of boring lectures)

  • Knowledgeable instructors with experience in such prominent companies like Pwc and Coca-Cola

  • Complete training covering all major topics and skills necessary to become a top-class financial analyst

  • Extensive case studies reinforcing everything you’ve learned

  • Course Challenge that creates an interactive experience

  • Excellent support for when you don’t understand a concept or want to drop us a line — you’ll receive an answer within one business day

  • Dynamic instructors who keep up a steady tempo throughout the course

Why should you consider a career as a financial analyst?

  • Salary. A financial analyst job typically leads to a well-paid career

  • Promotions. Financial analysts acquire valuable technical skills, making them the leading candidates for senior roles within a corporation

  • Secure Future. There's high demand for financial analysts on the job market; you won’t have to be concerned about finding a job

  • Growth. This isn’t a tedious job — you'll will face different challenges that will test your existing skills

This course comes with Udemy’s 30-day unconditional, money-back guarantee.

Take advantage of this opportunity to acquire the skills that will advance your career.

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

This course includes:

  • 21.5 hours on-demand video
  • 17 articles
  • 542 downloadable resources
  • Access on mobile and TV
  • Full lifetime access
  • Certificate of completion

Instructor

365 Careers

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