What you’ll learn
- Work comfortably with Microsoft Excel
-
Format spreadsheets in a professional way
-
Be much faster carrying out regular tasks
- Create professional charts in Microsoft Excel
- Work with large amounts of data without difficulty
- Understand Accounting and Bookkeeping principles
- Build a company’s P&L from scratch
- Build a company’s Balance Sheet from scratch
- Perform Financial Statement Analysis
- Understand the importance of timing in terms of revenue and cost recognition
- Calculate Liquidity, Solvency, Profitability, and Growth ratios in order to analyze a company’s performance
- Understand 10-K reports
- Assess whether a project is feasible through the Net Present Value Technique
- Calculate a complete loan schedule
- Understand the difference between variable and fixed interest rates
- Perform industry analysis
- Understand 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 in no time – if you follow the course fully!
Course Curriculum
| 01 Welcome Course Introduction | |||
| 001 What Does the Course Cover | 00:00:00 | ||
| 002 Everything We Will Learn Has a Practical Application | 00:00:00 | ||
| 003 The Best Way to Take This Course | 00:00:00 | ||
| 004 Download all course materials | 00:00:00 | ||
| 02 Microsoft Excel - Quick Introduction | |||
| 005 Microsoft Excel The Worlds 1 Software for the Office | 00:00:00 | ||
| 006 Excel Made Easy A Beginners Guide to Excel Spreadsheets | 00:00:00 | ||
| 007 Data Entry Techniques in Excel | 00:00:00 | ||
| 008 How to Make Your Spreadsheets Look Professional | 00:00:00 | ||
| 009 Inserting Deleting and Modifying Rows Columns | 00:00:00 | ||
| 010 Excel Formulas for Beginners | 00:00:00 | ||
| 011 A Beginners Introduction to Excel Functions | 00:00:00 | ||
| 012 Work Efficiently by Using Cut Copy and Paste | 00:00:00 | ||
| 013 Pasting Values Formulas and Formats with Paste Special | 00:00:00 | ||
| Examples | 00:00:00 | ||
| 03 Microsoft Excel - Useful Tools | |||
| 014 Inserting a Line Break with Alt Enter | 00:00:00 | ||
| 015 Do More with Your Sales Data with Excels Text to Columns Feature | 00:00:00 | ||
| 016 Create Easily Printable Excel Documents | 00:00:00 | ||
| 017 How to Wrap Text in Excel and Adjust a Cells Size | 00:00:00 | ||
| 018 Insert Hyperlinks in Excel Spreadsheets | 00:00:00 | ||
| 019 Using Excels Freeze Panes to Handle Large Datasets | 00:00:00 | ||
| 020 Find Excel Functionalities in a Quicker Way – Tell Me What You Want to Do | 00:00:00 | ||
| 021 A Quick Introduction to Excels Pivot Tables | 00:00:00 | ||
| 04 Microsoft Excel - Best Practices That Will Make a Difference | |||
| 022 Initial Formatting Is Key for Creating Professional – Looking Spreadsheets | 00:00:00 | ||
| 023 Macros Are a Great Timesaver Heres Why. | 00:00:00 | ||
| 024 The Secret to Faster Scrolling in Excel | 00:00:00 | ||
| 025 Using Absolute and Relative Cell References | 00:00:00 | ||
| 026 Find and Select Cells That Meet Specific Conditions | 00:00:00 | ||
| 027 How to Create Dynamic Names in Excel Spreadsheets | 00:00:00 | ||
| 028 Using Named Ranges to Make Formulas More Readable | 00:00:00 | ||
| 029 Custom Number Formatting | 00:00:00 | ||
| 030 How to Add a Drop-down List in Excel | 00:00:00 | ||
| 031 Using Custom-sort to Sort Multiple Columns Within a Table | 00:00:00 | ||
| 032 Saving Time in Excel and Doing Everything Faster by Using Excel Shortcuts | 00:00:00 | ||
| 05 Microsoft Excel - Beginner Intermediate Advanced Functions | |||
| 033 Key Excel Functions Sum Sumif Sumifs | 00:00:00 | ||
| 034 Key Excel Functions Count Counta Countif Countifs | 00:00:00 | ||
| 035 Key Excel Functions Average Averageif | 00:00:00 | ||
| 036 Key Excel Functions Left Right Mid Upper Lower Proper Concatenate | 00:00:00 | ||
| 037 Find the Highest and the Lowest Values in a Range Max Min | 00:00:00 | ||
| 038 Use Round in Your Financial Models | 00:00:00 | ||
| 039 Excels Lookup Functions Vlookup Hlookup Made Easy | 00:00:00 | ||
| 040 Index Match and Their Combination – The Perfect Substitute of Vlookup | 00:00:00 | ||
| 041 Using Excels Iferror Function to Trap Spreadsheet Errors | 00:00:00 | ||
| 042 Create Flexible Financial Models with Choose | 00:00:00 | ||
| 043 Goal Seek Will Help You Find the Result You Are Looking For | 00:00:00 | ||
| 044 Perform Sensitivity Analysis with Excels Data Tables Functionality | 00:00:00 | ||
| 06 Microsoft Excel - Financial functions in Excel | |||
| 045 Discounting cash flows in Microsoft Excel | 00:00:00 | ||
| 046 Calculating Internal Rate of Return (IRR) in Excel | 00:00:00 | ||
| 047 Using the PMT function in order to create a complete loan schedule | 00:00:00 | ||
| 048 Date functions in Excel | 00:00:00 | ||
| 07 Microsoft Excel - Practical Exercise Build a PL From Scratch | |||
| 049 Understand Your Data Source Before You Start Working on It | 00:00:00 | ||
| 050 Ordering the Source Worksheet | 00:00:00 | ||
| 051 Create a Code The Best Way to Organize Your Data and Work Efficiently with It | 00:00:00 | ||
| 052 Learn How to Create a Database | 00:00:00 | ||
| 053 Using Lookup Functions (Vlookup) to Fill the Database Sheet | 00:00:00 | ||
| 054 Use Sumif to Complete the Database Sheet | 00:00:00 | ||
| 055 Using Index Match as a Substitute of Vlookup | 00:00:00 | ||
| 056 Mapping of the Rows in the Database Sheet | 00:00:00 | ||
| 057 Building the Structure of the PL Sheet | 00:00:00 | ||
| 058 A Practical Example of Professional Formatting in Excel | 00:00:00 | ||
| 059 Populate the PL Sheet with Sumif | 00:00:00 | ||
| 060 Learn How to Find Mistakes with Countif | 00:00:00 | ||
| 061 Calculating Growth Rates in Excel | 00:00:00 | ||
| 08 Microsoft Excel - Building Professional Charts in Excel | |||
| 062 Introduction to Excel Charts | 00:00:00 | ||
| 063 Beginners Guide to Inserting Charts in Excel | 00:00:00 | ||
| 064 Modifying Excel Charts – The Easy Way to Do It | 00:00:00 | ||
| 065 Make Your Excel Charts Look Sexier – Proven Tips | 00:00:00 | ||
| 066 Creating a Bridge Chart in Excel E6 – As Easy as It Gets | 00:00:00 | ||
| 067 New Ways to Visualize Your Data – Treemap Charts | 00:00:00 | ||
| 068 How to Represent Trends with Sparklines | 00:00:00 | ||
| 09 Microsoft Excel - Working with Pivot Tables in Excel | |||
| 069 Pivot Tables – Excels Dynamic and Interactive Tables | 00:00:00 | ||
| 070 Creating a Pivot Table Choosing Row and Column Parameters | 00:00:00 | ||
| 071 Design the Layout and Format of Your Pivot Tables | 00:00:00 | ||
| 072 Additional Techniques That Will Ease Your Work with Pivot Tables | 00:00:00 | ||
| 073 One of the Most Useful Excel Functions – GetPivotData | 00:00:00 | ||
| 074 Welcome to the Future – Pivot Table Slicers | 00:00:00 | ||
| 075 Introduction to the Course Challenge | 00:00:00 | ||
| 076 COURSE CHALLENGE – Part 1 | 00:00:00 | ||
| 10 Pivot Tables Slicers in Practice - World-Class Financial Reporting Shown Here | |||
| 077 Introduction to the Case Study | 00:00:00 | ||
| 078 Working with an SAP data extraction | 00:00:00 | ||
| 079 Preliminary mapping of the data extraction | 00:00:00 | ||
| 080 Creating an output structure of the FMCG model | 00:00:00 | ||
| 081 Improving the layout and appearance of the FMCG report | 00:00:00 | ||
| 082 Inserting formulas and automating calculations | 00:00:00 | ||
| 083 Creating a Master Pivot Table The main data source for the FMCG report | 00:00:00 | ||
| 084 GetPivotData is great Extracting data from the Master Pivot Table | 00:00:00 | ||
| 085 Combining Slicers and GetPivotData The key to our success | 00:00:00 | ||
| 086 Getting fancy with Excel slicers – Good-looking Excel slicers | 00:00:00 | ||
| 087 This is how the report can be used in practice by high-level executives | 00:00:00 | ||
| 11 Modeling in Excel - Building a complete 3-statement model | |||
| 088 Introduction to the Exercise | 00:00:00 | ||
| 089 Lets create a mapping of financials | 00:00:00 | ||
| 090 Building an output PL sheet | 00:00:00 | ||
| 091 Filling in the output PL sheet with historical financials | 00:00:00 | ||
| 092 Calculating percentage variances and applying conditional formatting | 00:00:00 | ||
| 093 Building an output Balance sheet | 00:00:00 | ||
| 094 Using Index Match Match to fill in the output Balance sheet | 00:00:00 | ||
| 095 Adding the forecast period | 00:00:00 | ||
| 12 Modeling in Excel - Lets build a flexible model with multiple scenarios | |||
| 096 Calculating historical percentage ratios and use Index and Match for scenarios | 00:00:00 | ||
| 097 Building a flexible model with Choose Match | 00:00:00 | ||
| 098 Building a flexible model with Vlookup Columns | 00:00:00 | ||
| 099 Calculating historical DSO DPO DIO Other assets and Other liabilities | 00:00:00 | ||
| 100 Forecasting DSO DPO DIO Other assets and Other liabilities | 00:00:00 | ||
| 13 Modeling in Excel - We are almost there Completing the 3-statement model | |||
| 101 Building a Fixed asset roll forward | 00:00:00 | ||
| 102 Building a Financial liabilities schedule | 00:00:00 | ||
| 103 Building an Equity schedule | 00:00:00 | ||
| 104 Preparing a Cash flow structure | 00:00:00 | ||
| 105 Calculating Cash flows and completing the model | 00:00:00 | ||
| 14 Accounting - Introduction to Accounting Bookkeeping | |||
| 106 Accounting The Science Behind Financial Figures | 00:00:00 | ||
| 107 What is Accounting and Why Do You Need It | 00:00:00 | ||
| 108 The Importance of Bookkeeping – Good Accounting Records Are Essential | 00:00:00 | ||
| 109 An Introduction to Financial Accounting | 00:00:00 | ||
| 15 Accounting - Types of revenues costs assets and liabilities | |||
| 110 The different types of accounting standards | 00:00:00 | ||
| 111 The three financial statements | 00:00:00 | ||
| 112 Types of revenues | 00:00:00 | ||
| 113 Types of revenues – exercise | 00:00:00 | ||
| 114 Types of expenses | 00:00:00 | ||
| 115 Income taxes | 00:00:00 | ||
| 116 Depreciation Amortization | 00:00:00 | ||
| 117 Types of assets | 00:00:00 | ||
| 118 Asset categories – practical example | 00:00:00 | ||
| 119 Types of liabilities | 00:00:00 | ||
| 120 Liability categories – practical example | 00:00:00 | ||
| 121 Equity | 00:00:00 | ||
| 16 Accounting - Revenue recognition | |||
| 122 Accrual accounting | 00:00:00 | ||
| 123 The importance of timing when recognizing revenues | 00:00:00 | ||
| 124 Revenue recognition criteria – technical | 00:00:00 | ||
| 125 Potential conflicts of interest when recognizing revenue | 00:00:00 | ||
| 126 A practical example | 00:00:00 | ||
| 17 Accounting - Cost recognition | |||
| 127 Cost recognition principles | 00:00:00 | ||
| 128 Technical aspects of cost recognition | 00:00:00 | ||
| 129 The two types of Income Statement formats | 00:00:00 | ||
| 18 Accounting - Understanding the Big Picture Why What When and How Much | |||
| 130 The Revenue Recognition Principle – Why Is it so Important | 00:00:00 | ||
| 131 The Expense Recognition Principle – When to Recognize Expenses | 00:00:00 | ||
| 132 Historical Cost vs. Fair Value Accounting | 00:00:00 | ||
| 19 Accounting - The Core Principles of Accounting | |||
| 133 The Accounting Equation and Its Importance | 00:00:00 | ||
| 134 Elements of the Accounting System General Ledger | 00:00:00 | ||
| 135 T-Accounts The Best Way to Understand Debits and Credits | 00:00:00 | ||
| 136 PL T-Accounts | 00:00:00 | ||
| 137 How to Calculate Depreciation Expense | 00:00:00 | ||
| 138 The Double-Entry Principle – The Core Principle of Bookkeeping | 00:00:00 | ||
| 20 Accounting - Practical Exercise The Accounting Transactions of a Lemonade Stand | |||
| 139 Case Study – The Accounting Transactions of a Lemonade Stand (14) | 00:00:00 | ||
| 140 Case Study – The Accounting Transactions of a Lemonade Stand (24) | 00:00:00 | ||
| 141 Case Study – The Accounting Transactions of a Lemonade Stand (34) | 00:00:00 | ||
| 142 Case Study – The Accounting Transactions of a Lemonade Stand (44) | 00:00:00 | ||
| 21 Accounting - Preparing a Cash Flow Statement Understanding Cash Flow Analysis | |||
| 143 Calculating Cash Flows – Understand if a business makes or burns cash | 00:00:00 | ||
| 144 The three parts of Cash Flow statements explained | 00:00:00 | ||
| 145 Cash Flow computations – The Direct method | 00:00:00 | ||
| 146 Cash Flow computations – The Indirect method | 00:00:00 | ||
| 147 Calculating Cash Flow in practice A complete example | 00:00:00 | ||
| 22 Accounting - The Importance of Timing | |||
| 148 Timing of Cash Flows and Why It Plays an Important Role for a Business | 00:00:00 | ||
| 149 Timing of Income Principles of Revenue Recognition | 00:00:00 | ||
| 150 Timing of Expenses Principles of Cost Recognition | 00:00:00 | ||
| 151 The Four Type of Accruals Arising in Accounting Transactions | 00:00:00 | ||
| 23 Advanced Accounting - Trade receivables | |||
| 152 Why a company needs to pay attention to trade receivables | 00:00:00 | ||
| 153 What if clients do not pay on time | 00:00:00 | ||
| 154 How to handle non-paying customers A case-study | 00:00:00 | ||
| 155 A technique to collect trade receivables sooner | 00:00:00 | ||
| 24 Advanced Accounting - Inventory | |||
| 156 The different types of Inventory we can have | 00:00:00 | ||
| 157 The connection between Cost of Goods Sold and Inventory | 00:00:00 | ||
| 158 Cost flow methods | 00:00:00 | ||
| 159 Cost flow methods – a practical exercise | 00:00:00 | ||
| 25 Advanced Accounting - Fixed Assets | |||
| 160 The different types of fixed assets | 00:00:00 | ||
| 161 Capitalizing interest expenses | 00:00:00 | ||
| 162 Fair value accounting | 00:00:00 | ||
| 163 Intangible assets with finite life vs. Intangible assets with infinite life | 00:00:00 | ||
| 164 The revaluation model | 00:00:00 | ||
| 165 The revaluation model – practical exercise | 00:00:00 | ||
| 166 Intangible assets created internally | 00:00:00 | ||
| 26 Advanced Accounting - Trade payables | |||
| 167 How we account for trade payables | 00:00:00 | ||
| 168 What is the difference between accounts payable and notes payable | 00:00:00 | ||
| 169 Why use e-invoicing | 00:00:00 | ||
| 27 Advanced Accounting - Financial liabilities | |||
| 170 The difference between debt and equity | 00:00:00 | ||
| 171 Amortizing a loan | 00:00:00 | ||
| 172 Debt covenants | 00:00:00 | ||
| 173 Debt covenants – a practical example | 00:00:00 | ||
| 28 Advanced Accounting - Leasing liabilties | |||
| 174 The reason companies lease assets | 00:00:00 | ||
| 175 Solving a complete leasing exercise | 00:00:00 | ||
| 29 Financial Statement Analysis - An Introduction | |||
| 176 What is a 10-K Report and Why Is It important for Investors | 00:00:00 | ||
| 177 Finding Downloading and Going Through the Annual Report of PG | 00:00:00 | ||
| 178 What is the Role of Auditing Firms and What Are the Benefits of an Audit | 00:00:00 | ||
| 179 Indispensable Tools for Financial Statement Analysis | 00:00:00 | ||
| 30 Financial Statement Analysis - Subtleties | |||
| 180 Financial Statement Analysis – A Natural Continuation of Financial Accounting | 00:00:00 | ||
| 181 First Steps in Financial Statement Analysis | 00:00:00 | ||
| 182 Horizontal vs. Vertical Financial Statement Analysis | 00:00:00 | ||
| 183 Calculating Days Payable (DPO) Days Receivable (DSO) and Days Inventory (DIO) | 00:00:00 | ||
| 184 Using Accounting Ratios to Assess Business Performance | 00:00:00 | ||
| 31 Financial Statement Analysis - Practical Case Study Analyzing PGs Financials | |||
| 185 Case Study – Calculating Ratios and Analyzing PGs Financials (12) | 00:00:00 | ||
| 186 Case Study – Calculating Ratios and Analyzing PGs Financials (22) | 00:00:00 | ||
| 187 COURSE CHALLENGE – Part 2 | 00:00:00 | ||
| 32 Working capital management | |||
| 188 Introduction | 00:00:00 | ||
| 189 The importance of working capital optimization case study | 00:00:00 | ||
| 190 Overtrading vs. excessive investment | 00:00:00 | ||
| 191 Trade receivables management | 00:00:00 | ||
| 192 Re-order level | 00:00:00 | ||
| 193 Economic order quantity (EOQ) | 00:00:00 | ||
| 194 Inventory optimization techniques | 00:00:00 | ||
| 195 Trade payables management | 00:00:00 | ||
| 196 Working capital optimization – a roadmap | 00:00:00 | ||
| 197 Symptoms of inefficient working capital – Trade payables | 00:00:00 | ||
| 33 Fundamentals of Business Financial Analysis | |||
| 198 Fundamenals-of-Business-Financial-Analysis | 00:00:00 | ||
| 34 Finance 101 - The Time Value of Money and Interest Rate Components | |||
| 199 Finance 101 Important Financial Principles That You Will Need | 00:00:00 | ||
| 200 Understanding the Time Value of Money | 00:00:00 | ||
| 201 Why Interest Rates Play an Important Role in the Economy | 00:00:00 | ||
| 202 The Components Forming Interest Rates in Real Life | 00:00:00 | ||
| 203 What Is Libor and What Does It Serve For | 00:00:00 | ||
| 204 The Difference Between Fixed and Variable Interest Rates | 00:00:00 | ||
| 205 What Is Default Risk and How Does a Bank Account For It | 00:00:00 | ||
| 206 Corporate Loan Specifics | 00:00:00 | ||
| 35 Finance 101 - The Value of Cash Flows with Different Timing | |||
| 207 Calculating the Present Value of Future Cash Flows | 00:00:00 | ||
| 208 A Tool That Helps Us Decide Whether a Project Is Feasible Net Present Value | 00:00:00 | ||
| 36 Finance 101 - Loan Calculations | |||
| 209 Using Annuities | 00:00:00 | ||
| 210 Calculating a Complete Loan Schedule | 00:00:00 | ||
| 211 COURSE CHALLENGE – Part 3 | 00:00:00 | ||
| 37 Capital Budgeting - Basic notions | |||
| 212 What is Capital Budgeting | 00:00:00 | ||
| 213 When Do We Use Capital Budgeting | 00:00:00 | ||
| 214 The Time Value of Money in a Capital Budgeting Setting | 00:00:00 | ||
| 215 Calculating Present and Future Value | 00:00:00 | ||
| 216 Cost of Equity | 00:00:00 | ||
| 217 Project-specific Beta | 00:00:00 | ||
| 218 The Weighted Average Cost of Capital (WACC) | 00:00:00 | ||
| 219 The Different Cash Flow Types in a Capital Budgeting Exercise | 00:00:00 | ||
| 220 Modeling Future Cash Flows | 00:00:00 | ||
| 38 Capital Budgeting - A Complete Case Study | |||
| 221 An introduction to the Case Study | 00:00:00 | ||
| 222 Organizing inputs in the Drivers sheet | 00:00:00 | ||
| 223 Modeling expected savings – Building cars in Italy vs. Building cars in Vietnam | 00:00:00 | ||
| 224 Preparing a fixed asset rollforward schedule | 00:00:00 | ||
| 225 Calculating the cash impact of extra working capital required | 00:00:00 | ||
| 226 Debt repayment and interest expenses calculation | 00:00:00 | ||
| 227 The projects PL sheet | 00:00:00 | ||
| 228 The projects cash flow calculation | 00:00:00 | ||
| 229 Calculating WACC (Weighted Average Cost of Capital) | 00:00:00 | ||
| 230 Estimating cost of equity | 00:00:00 | ||
| 231 Discounting project cash flows | 00:00:00 | ||
| 232 Performing sensitivity analysis and wrapping up the Case Study | 00:00:00 | ||
| 39 PowerPoint - Introduction to PowerPoint | |||
| 233 Microsoft PowerPoint The Most Popular Presentation Software for the Office | 00:00:00 | ||
| 234 The Structure of the PowerPoint Ribbon | 00:00:00 | ||
| 235 General Considerations About Slide Structure | 00:00:00 | ||
| 236 Learn How to Insert Objects in PowerPoint | 00:00:00 | ||
| 237 Shortcuts Allow Us To Be Much Faster When Working in PowerPoint | 00:00:00 | ||
| 238 Add Frequently Used Buttons to the Quick Access Toolbar | 00:00:00 | ||
| 239 How to Easily Align Objects in PowerPoint | 00:00:00 | ||
| 240 Editing Shapes in Your Presentation – The Format Shape Menu | 00:00:00 | ||
| 241 How to Format Text Boxes in a PowerPoint Presentation | 00:00:00 | ||
| 242 Changing an Objects Size and Learning About Rotation Options | 00:00:00 | ||
| 243 Work Efficiently By Using Slide Masters | 00:00:00 | ||
| 40 PowerPoint - Tips Tricks That Will Transform You Into An Advanced User | |||
| 244 Modifying the Beginning and Ending of a Line Object | 00:00:00 | ||
| 245 Join Shapes Together By Using Connector Lines | 00:00:00 | ||
| 246 Group or Ungroup Shapes Pictures or Other Objects | 00:00:00 | ||
| 247 This is How You Can Fit Text When It Is Larger than a Shape | 00:00:00 | ||
| 248 PowerPoints Smart Art Feature Offers Great Return for Your Time | 00:00:00 | ||
| 249 Creating Eye-Catching Text Effects in PowerPoint | 00:00:00 | ||
| 250 Practical Exercise – Creating an Organisational Chart | 00:00:00 | ||
| 251 COURSE CHALLENGE – Part 4 | 00:00:00 | ||
| 41 Bonus lecture | |||
| 252 Bonus lecture Next steps | 00:00:00 | ||
| Examples | 00:00:00 | ||
3 STUDENTS ENROLLED
