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The Complete Financial Analyst Course 2020

Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, Financial analysts work in banks, pension funds, insurance companies, and other businesses. they provide guidance to businesses and individuals making investment decisions.

Beginner English
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Created by John Smith

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5 (3 Reviews), 1 Students enrolled, Last update: Fri, Feb. 12, 2021

This course includes

42 Min On demand videos.
20 Lessons.
Full time access.
Access on mobile, Tablet and tv.

What you will learn?

Work comfortably with Microsoft Excel
Be much faster carrying out regular tasks
Work with large amounts of data without difficulty
Build a company’s P&L from scratch
Perform Financial statement analysis
Format spreadsheets in a professional way
Create professional charts in Microsoft Excel
Understand Accounting and Bookkeeping principles
Build a company’s Balance sheet from scratch
Understand the importance of timing in terms of revenue and cost recognition
Understand 10-K reports
Calculate a complete loan schedule
Perform industry analysis
Know how to analyze a business
Create professional company presentations in PowerPoint
Calculate Liquidity, Solvency, Profitability, and Growth ratios to analyze a company’s performance
Assess whether a project is feasible through the Net present value technique
Understand the difference between variable and fixed interest rates

Curriculum for this course

20 Lessons
42 Min
What Does the Course Cover?
10 Min
Everything We Will Learn Has a Practical Application
10 Min
The Best Way to Take This Course
10 Sec
Test PDF
20 Min
Test Word
20 Min
Test PowerPoint
10 Min
Test Excel
20 Min
Microsoft Excel: The World's #1 Office Software
10 Min
Excel Made Easy: A Beginner's Guide to Excel Spreadsheets
10 Sec
Data Entry Techniques in Excel
10 Sec
How to Make Your Spreadsheets Look Professional
10 Sec
Inserting, Deleting, and Modifying Rows & Columns
10 Sec
Excel Formulas for Beginners
10 Sec
Inserting a Line Break with Alt + Enter
10 Sec
Do More with Your Sales Data with Excel's Text to Columns Feature
10 Sec
Create Easily Printable Excel Documents
10 Sec
Insert Hyperlinks into Excel Spreadsheets
10 Sec
Initial Formatting Is Key for Creating Professional-looking Spreadsheets
10 Sec
How to Use the Same Macro On Multiple Workbooks
10 Sec
Discounting Cash Flows in Microsoft Excel
10 Min


  • It covers several 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

    • Capital Budgeting: Decide whether a company's project is feasible from a financial perspective and be able to compare between different investment opportunities

    • 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 receive the right training for each critical aspect.

    Here comes the fun part!

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

    • Calculate a company’s sales in Excel

    • Register its bookkeeping entries 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 reply 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 to become a top-class Financial Analyst

    • Extensive Case Studies: To 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

    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 test your existing skills

    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!

    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
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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, 2016, or 2020
You will need Microsoft PowerPoint 2010, 2013, 2016, or 2020

About the expert

Instructor image
5 Reviews
3 Students
16 Courses

John Smith

I am a hardworking man who is used to work under pressure, I have several years of experience in customer service and looking for business opportunities. I also consider myself a decisive person, with good spirits and capable of easily solving problems.

After years of experience, I have made the decision to reorient my professional career with the aim of continuing to learn and, also, contribute all my acquired experience. I consider that change is a sign of the ability to excel and, therefore, I believe that I would always be able to add value to the company where I am.

My main objective is to develop professionally and evolve in my sector, so I look for opportunities that allow me to do so, while trying to fully align myself with the objectives of the company.

Student feedback

5 Stars
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Sat, Aug. 22,2020

Jorge Narvaez

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Wed, Dec. 02,2020

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Wed, Jan. 27,2021

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