Course Information
Course Overview
Excel, Accounting, Financial Statement Analysis, Business Analysis, Financial Math, PowerPoint: Everything is Included!
* Updated for February 2026: 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:
Calculate a company’s sales in Excel
Register its bookkeeping entries, produce applicable financial statements and 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
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.
Course Content
- 58 section(s)
- 381 lecture(s)
- Section 1 Welcome! Course Introduction
- Section 2 Microsoft Excel - Quick Introduction
- Section 3 Microsoft Excel - Useful Tools
- Section 4 Microsoft Excel - Best Practices That Will Make a Difference
- Section 5 Microsoft Excel - Beginner, Intermediate & Advanced Functions
- Section 6 Microsoft Excel - Financial Functions in Excel
- Section 7 Microsoft Excel - Practical Exercise "Build a P&L From Scratch"
- Section 8 Practical Exercise - SUMIFS
- Section 9 Microsoft Excel - Building Professional Charts in Excel
- Section 10 Microsoft Excel - Creating Complete Professional Charts from Scratch
- Section 11 Microsoft Excel - Working with Pivot Tables in Excel
- Section 12 Microsoft Excel - Pivot Tables & Slicers - World-Class Financial Reporting
- Section 13 Modeling in Excel - Building a Complete 3-statement Model
- Section 14 Modeling in Excel - Let's Build a Flexible Model with Multiple Scenarios
- Section 15 Modeling in Excel - We Are Almost There! Completing the 3-Statement Model
- Section 16 Accounting - Introduction to Accounting & Bookkeeping
- Section 17 Accounting - Types of Revenues, Costs, Assets, and Liabilities
- Section 18 Accounting - Revenue Recognition
- Section 19 Accounting - Cost Recognition
- Section 20 Accounting - Understanding the Big Picture: Why, What, When, and How Much
- Section 21 Accounting - The Core Principles of Accounting
- Section 22 Accounting - Practical Exercise: The Accounting Transactions of a Lemonade Stand
- Section 23 Accounting - The Importance of Timing
- Section 24 Accounting - Preparing a Cash Flow Statement: Understanding Cash Flow Analysis
- Section 25 Advanced Accounting - Trade Receivables
- Section 26 Advanced Accounting - Inventory
- Section 27 Advanced Accounting - Fixed Assets
- Section 28 Advanced Accounting - Trade Payables
- Section 29 Advanced Accounting - Financial Liabilities
- Section 30 Advanced Accounting - Leasing Liabilties
- Section 31 Advanced Accounting - Using Leverage
- Section 32 Advanced Accounting - Raising Equity, Types of Equity, and Dividend Payments
- Section 33 Assessment - Accounting
- Section 34 Financial Statement Analysis - An Introduction
- Section 35 Financial Statement Analysis - Subtleties
- Section 36 Financial Statement Analysis - Practical Case Study "Analyzing P&G's Financials"
- Section 37 Financial Statement Analysis - Tesla Exercise
- Section 38 Working Capital Management
- Section 39 Fundamentals of Business & Financial Analysis
- Section 40 Business Analysis in Excel
- Section 41 Finance 101 - The Time Value of Money and Interest Rate Components
- Section 42 Finance 101 - The Value of Cash Flows with Different Timing
- Section 43 Finance 101 - Loan Calculations
- Section 44 Capital Budgeting - Basic Notions
- Section 45 Capital Budgeting - A Complete Case Study
- Section 46 Tesla Practical Case Study - Building a Financial Planning Model
- Section 47 Data Analysis with ChatGPT - Intro
- Section 48 Data Analysis with ChatGPT - Exploratory Data Analysis (EDA)
- Section 49 Data Analysis with ChatGPT - Deal with Inconsistent Data
- Section 50 Data Analysis with ChatGPT - Organize Messy Data
- Section 51 Data Analysis with ChatGPT - Working with Functions
- Section 52 Data Analysis with ChatGPT - Clean Text Data
- Section 53 Data Analysis with ChatGPT - Dates and Time Data
- Section 54 Data Analysis with ChatGPT - Complete Practical Example
- Section 55 PowerPoint - Introduction to PowerPoint
- Section 56 PowerPoint - Tips & Tricks That Will Transform You Into An Advanced User
- Section 57 Who Does What in the World of Finance?
- Section 58 Next Steps
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!
Skills covered in this course
Reviews
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SSylas Steven
Its actually good and informative, Helped me learn a lot with financial analysis.
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AAthul Muraleedharan
I'm still facing issue Ref error after copying data from the get pivot please help
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TTheotis Stallworth
This course has been excellent! The detailed explanations and the resources were very helpful
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MMeghana Landa
what i really like about the course is actual & on time examples for understanding better in real life situations. And also case studies and pratical resources. thanks 365 careers and Udemy for such detailed course.