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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
TAKE THIS COURSE
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  • 10 Days
3 STUDENTS ENROLLED

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