The Complete Financial Analyst Course 2026
-
Welcome! Course Introduction
-
Microsoft Excel – Quick IntroductionMicrosoft Excel: The World’s #1 Office Software0sExcel Made Easy: A Beginner’s Guide to Excel Spreadsheets0sData Entry Techniques in Excel0sHow to Make Your Spreadsheets Look Professional0sData Entry Techniques in ExcelInserting, Deleting, and Modifying Rows & Columns0sInserting, Deleting, and Modifying Rows & ColumnsExcel Formulas for Beginners0sExcel Formulas for BeginnersA Beginner’s Introduction to Excel Functions0sFormat Cells0sWork Efficiently by Using Cut, Copy, and Paste0sWork Efficiently by Using Cut, Copy, and PastePasting Values, Formulas and Formats with Paste Special0s
-
Microsoft Excel – Useful ToolsInserting a Line Break with Alt + Enter0sDo More with Your Sales Data with Excel’s Text to Columns Feature0sDo More with Your Sales Data with Excel’s Text to Columns FeatureCreate Easily Printable Excel Documents0sHow to Wrap Text in Excel and Adjust a Cell’s Size0sInsert Hyperlinks into Excel Spreadsheets0sUsing Excel’s Freeze Panes to Handle Large Datasets0sFind Excel Functionalities in a Quicker Way – Tell Me What You Want to Do0sA Quick Introduction to Excel’s Pivot Tables0s
-
Microsoft Excel – Best Practices That Will Make a DifferenceInitial Formatting Is Key for Creating Professional-looking Spreadsheets0sMacros Are a Great Timesaver! Here’s Why0sHow to Use the Same Macro On Multiple Workbooks0sMacros Are a Great Timesaver! Here’s Why.The Secret to Faster Scrolling in Excel0sBe even quicker: F5 + Enter0sFAQ: F5 + Enter didn’t work for meThe Secret to Faster Scrolling in ExcelUsing Absolute and Relative Cell References0sUsing Absolute and Relative Cell ReferencesFind and Select Cells That Meet Specific Conditions0sFind and Select Cells That Meet Specific ConditionsHow to Create Dynamic Names in Excel Spreadsheets0sHow to Create Dynamic Names in Excel SpreadsheetsUsing Named Ranges to Make Formulas More Readable0sIntroduction to Custom Formatting in Excel0sCustom Number Formatting0sHow to Add a Drop-down List in Excel0sUsing Custom-sort to Sort Multiple Columns Within a Table0sSaving Time in Excel and Doing Everything Faster by Using Excel Shortcuts0sMultiply by 10sFind and Replace – References0sFAQ: Why Do We Replace External References and How Does This Help Us?Find and Replace – Formatting0sGreen References0sBeauty Saving – The Professional Way of Saving Files0sThe Power of F20sConditional Formatting0sQuiz Number 1
-
Microsoft Excel – Beginner, Intermediate & Advanced FunctionsKey Excel Functions: IF0sEnlarge the Formula Bar0sKey Excel Functions: SUM, SUMIF, SUMIFS0sA Helpful ConsiderationKey Excel Functions: COUNT, COUNTA, COUNTIF, COUNTIFS0sKey Excel Functions: AVERAGE & AVERAGEIF0sKey Excel Functions: Average & AverageifKey Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &0sKey Excel Functions: LEFT, RIGHT, MID, UPPER, LOWER, PROPER, CONCATENATE, &Working with Text in Excel0sFind the Highest and Lowest Values in a Range: Max & Min0s= and + are Interchangeable When You Start Typing a Formula0sUse ROUND in Your Financial Models0sExcel’s Lookup Functions: VLOOKUP & HLOOKUP Made Easy0sINDEX, MATCH, and Their Combination – The Perfect Substitute of VLOOKUP0sINDEX, MATCH, and Their Combination – The Perfect Substitute of VLOOKUPXLOOKUP: a Solid Substitute of VLOOKUP (Office 365 only)0sUsing Excel’s IFERROR Function to Trap Spreadsheet Errors0sA Useful Tool for Financial Analysis – The RANK Function0sCreate Flexible Financial Models with CHOOSE0sGoal Seek Will Help You Find the Result You Are Looking For0sGoal Seek Will Help You Find the Result You Are Looking ForPerform Sensitivity Analysis with Excel’s Data Tables Functionality0sPerform Sensitivity Analysis with Excel’s Data Tables FunctionalityQuiz Number 2
-
Microsoft Excel – Financial Functions in Excel
-
Microsoft Excel – Practical Exercise “Build a P&L From Scratch”Introduction to the Case Study0sWhat You Will See Next0sUnderstand Your Data Source Before You Start Working on It0sOrdering the Source Worksheet0sCreating a Code: The Best Way to Organize Your Data and Work Efficiently with It0sLearn How to Create a Database0sUsing Lookup Functions (VLOOKUP) to Fill the Database Sheet0sUsing SUMIF to Complete the Database Sheet0sFAQ: Why Net income should be 0?Using INDEX & MATCH as a Substitute for VLOOKUP0sXLOOKUP as a Substitute for VLOOKUP and INDEX&MATCH0sThe Mapping Exercise0sMapping the Rows in the Database Sheet0sBuilding the Structure of the P&L Sheet0sA Practical Example of Professional Formatting in Excel0sPopulating the P&L Sheet with SUMIF0sLearn How to Find Mistakes with COUNTIF0sCalculating Growth Rates in Excel0sQuiz Number 3
-
Practical Exercise – SUMIFS
-
Microsoft Excel – Building Professional Charts in ExcelIntroduction to Excel Charts0sBeginner’s Guide to Inserting Charts in Excel0sModifying Excel Charts – The Easy Way0sMaking Your Excel Charts Sexier – Proven Tips0sCreating a Bridge Chart in Excel 2016 – As Easy as It Gets0sNew Ways to Visualize Your Data – Treemap Charts0sHow to Represent Trends with Sparklines0s
-
Microsoft Excel – Creating Complete Professional Charts from Scratch
-
Microsoft Excel – Working with Pivot Tables in ExcelPivot Tables – Excel’s Dynamic and Interactive Tables0sCreating a Pivot Table: Choosing Row and Column Parameters0sDesign the Layout and Format of Your Pivot Tables0sAdditional Techniques That Will Ease Your Work with Pivot Tables0sOne of the Most Useful Excel Functions – GETPIVOTDATA0sWelcome to the Future – Pivot Table Slicers0sIntroduction to the Course Challenge0sCOURSE CHALLENGE – Part 10s
-
Microsoft Excel – Pivot Tables & Slicers – World-Class Financial ReportingIntroduction to the Case Study0sWorking with an SAP Data Extraction0sPreliminary Mapping of the Data Extraction0sCreating an Output Structure of the FMCG Model0sImproving the Layout and Appearance of the FMCG Report0sInserting Formulas and Automating Calculations0sCreating a Master Pivot Table: The Main Data Source for the FMCG Report0sGETPIVOTDATA is Great! Extracting Data from the Master Pivot Table0sGETPIVOTDATA Fix0sFAQ: My GETPIVOTDATA Function Doesn’t WorkCombining Slicers and GETPIVOTDATA: The Key to Our Success0sGetting Fancy with Excel Slicers0sThis is How the Report Can be Used in Practice by High-level Executives0s
-
Modeling in Excel – Building a Complete 3-statement ModelIntroduction to the Exercise0sLet’s Create a Mapping of Financials0sBuilding an Output P&L Sheet0sFilling in the Output P&L Sheet with Historical Financials0sCalculating Percentage Variances and Applying Conditional Formatting0sBuilding an Output Balance Sheet0sUsing INDEX, MATCH, MATCH to Fill in the Output Balance Sheet0sAdding the Forecast Period0s
-
Modeling in Excel – Let’s Build a Flexible Model with Multiple ScenariosCalculating Historical Percentage Ratios and Use OFFSET and MATCH for Scenarios0sBuilding a Flexible Model with CHOOSE & MATCH0sBuilding a Flexible Model with VLOOKUP & COLUMNS0sCalculating Historical DSO, DPO, DIO, Other Assets %, and Other Liabilities %0sForecasting DSO, DPO, DIO, Other Assets and Other Liabilities0s
-
Modeling in Excel – We Are Almost There! Completing the 3-Statement Model
-
Accounting – Introduction to Accounting & Bookkeeping
-
Accounting – Types of Revenues, Costs, Assets, and LiabilitiesThe Different Types of Accounting Standards0sThe Three Financial Statements0sTypes of Revenues0sTypes of Revenues – Exercise0sTypes of Expenses0sIncome Taxes0sDepreciation & Amortization0sThe Two Types of Income Statement Formats0sBalance Sheet Items0sAsset Categories – Practical Example0sLiability Categories – Practical Example0sEquity0sEquity Categories – Practical Example0sQuiz Number 4
-
Accounting – Revenue Recognition
-
Accounting – Cost Recognition
-
Accounting – Understanding the Big Picture: Why, What, When, and How Much
-
Accounting – The Core Principles of Accounting
-
Accounting – The Accounting Transactions of a Lemonade Stand
-
Accounting – The Importance of Timing
-
Accounting – Preparing a Cash Flow Statement: Understanding Cash Flow AnalysisCalculating Cash Flows – Understand If a Business Makes or Burns Cash0sThe Three Parts of Cash Flow Statements Explained0sCash Flow Computations – The Direct Method0sCash Flow Computations – The Indirect Method0sCalculating Cash Flow in Practice: A Complete Example0sFAQ: Why D&A Has Been Added in Capex?
-
Advanced Accounting – Trade Receivables
-
Advanced Accounting – Inventory
-
Advanced Accounting – Fixed Assets
-
Advanced Accounting – Trade Payables
-
Advanced Accounting – Financial Liabilities
-
Advanced Accounting – Leasing Liabilities
-
Advanced Accounting – Using Leverage
-
Advanced Accounting – Raising Equity, Types of Equity, and Dividend Payments
-
Assessment – Accounting
-
Financial Statement Analysis – An Introduction
-
Financial Statement Analysis – SubtletiesFinancial Statement Analysis – A Natural Continuation of Financial Accounting0sFirst Steps in Financial Statement Analysis0sHorizontal vs. Vertical Financial Statement Analysis0sCalculating Days Payable (DPO), Days Receivable (DSO) and Days Inventory (DIO)0sUsing Accounting Ratios to Assess Business Performance0sQuiz Number 8
-
Financial Statement Analysis – Practical Case Study “Analyzing P&G’s Financials”
-
Financial Statement Analysis – Tesla Exercise
-
Working Capital ManagementIntroduction0sThe Importance of Working Capital Optimization: Case Study0sOvertrading vs. Excessive Investment0sTrade Receivables Management0sRe-order Level0sEconomic Order Quantity (EOQ)0sInventory Optimization Techniques0sTrade Payables Management0sWorking Capital Optimization – a Roadmap0sSymptoms of Inefficient Working Capital – Trade Payables0sSymptoms of Inefficient Working Capital – Trade Receivables0s
-
Fundamentals of Business & Financial Analysis
-
Business Analysis in ExcelTrend analysis – theoryTrend analysis0sComparative analysis – theoryComparative analysis0sValue-based analysis – theoryValue-based analysis0sCorrelation analysis – theoryCorrelation analysis0sTime series analysis – theoryTime series analysis0sRegression analysis – theoryRegression analysis0s
-
Finance 101 – The Time Value of Money and Interest Rate ComponentsFinance 101 – Important Financial Principles That You Will Need0sUnderstanding the Time Value of Money0sHow Interest Rates Play an Important Role in the Economy?0sThe Components Forming Interest Rates in Real Life0sWhat Is Libor and What Purpose Does It Serve?0sThe Difference Between Fixed and Variable Interest Rates0sWhat Is Default Risk and How Does a Bank Account For It?0sCorporate Loan Specifics0s
-
Finance 101 – The Value of Cash Flows with Different Timing
-
Finance 101 – Loan Calculations
-
Capital Budgeting – Basic NotionsWhat is Capital Budgeting?0sWhen Do We Use Capital Budgeting?0sThe Time Value of Money in a Capital Budgeting Setting0sCalculating Present and Future Value0sCost of Equity0sProject-specific Beta0sThe Weighted Average Cost of Capital (WACC)0sThe Different Cash Flow Types in a Capital Budgeting Exercise0sModeling Future Cash Flows0s
-
Capital Budgeting – A Complete Case StudyAn Introduction to the Case Study0sOrganizing Inputs In the “Drivers” Sheet0sModeling Expected Savings – Building Cars In Italy vs. Building Cars In Vietnam0sPreparing a Fixed Asset Rollforward Schedule0sCalculating the Cash Impact of Extra Working Capital Required0sDebt Repayment and Interest Expenses Calculation0sThe Project’s P&L Sheet0sThe Project’s Cash Flow Calculation0sCalculating WACC (Weighted Average Cost of Capital)0sEstimating Cost of Equity0sDiscounting Project Cash Flows0sPerforming Sensitivity Analysis and Wrapping Up the Case Study0sFAQ: Data Does Not Change in the DCF Sheet, It Changes From the Drivers Sheet
-
Tesla Practical Case Study – Building a Financial Planning ModelOrganizing External Inputs in a ‘Drivers’ Sheet0sForecasting Tesla’s Expected Deliveries0sComparing Delivery Figures with the Ones of industry Peers0sEstimating an Average Selling Price of Tesla Vehicles0sCalculating Automotive Revenue0sPeer Comparison: Gross Profit %0sCalculating Automotive Gross Profit0sCalculating Automotive Cost of Sales0sForecasting ‘Energy’ and ‘Services’ Revenue0sCalculating ‘Energy’ and ‘Services’ Gross Profit and Cost of Sales0sForecasting Operating Expenses0sBuilding a Fixed Asset Roll Forward: PP&E0sBuilding a Fixed Asset Roll Forward: Estimating Capex0sBuilding a Fixed Asset Roll Forward: D&A Schedule0sCalculating DSO, DIO, DPO0sProducing a Clean P&L Output Sheet0sCalculating Investments in Working Capital0sForecasting Unlevered Free Cash Flow0sForecasting Other Assets0sForecasting Other Liabilities0sCompleting Unlevered Free Cash Flow0sModeling Tesla’s Financing Needs in the Forecast Period0sCalculating Net Income0sBridging Unlevered Free Cash Flow to Net Cash Flow0sBalancing the Balance Sheet0s
-
Data Analysis with ChatGPT – Intro
-
Data Analysis with ChatGPT – Exploratory Data Analysis (EDA)
-
Data Analysis with ChatGPT – Deal with Inconsistent Data
-
Data Analysis with ChatGPT – Organize Messy Data
-
Data Analysis with ChatGPT – Working with Functions
-
Data Analysis with ChatGPT – Clean Text DataCorrecting Inverted Names0sDealing with Trailing and Leading Spaces in Text Data0sStandardizing Letter Capitalization0sHandling Multi-lingual Text Data0sMultiple “Find and Replace” at the Same Time with ChatGPT0sCriteria-based Duplicate Removal0sRemoving Duplicates Across Multiple Columns0s
-
Data Analysis with ChatGPT – Dates and Time Data
-
Data Analysis with ChatGPT – Complete Practical Example
-
PowerPoint – Introduction to PowerPointMicrosoft PowerPoint: The Most Popular Presentation Software for the Office0sThe Structure of the PowerPoint Ribbon0sGeneral Considerations About Slide Structure0sPowerPoint Master Class ShortcutsShortcuts Allow Us To Be Much Faster When Working in PowerPoint0sAdd Frequently Used Buttons to the Quick Access Toolbar0sHow to Easily Align Objects in PowerPoint0sHow to Edit Shapes in Your Presentation0sHow to Format Text Boxes in a PowerPoint Presentation0sPractical Learning – Exercise 10sChanging an Object’s Size and Rotation0sUsing Slide Masters0sBring to Front and Send to Back – An Important PowerPoint Technique0sLearn How to Create, Edit, Resize and Format PowerPoint Tables0s
-
PowerPoint – Tips & Tricks That Will Transform You Into An Advanced UserAn Introduction to PowerPoint Animations0sModifying the Beginning and Ending of a Line Object0sJoin Shapes Together By Using Connector Lines0sEdit Points – Learn How to Customize PowerPoint Shapes0sGroup or Ungroup Shapes, Pictures or Other Objects0sThis is How You Can Fit Text When It Is Larger Than a Shape0sNudge Objects0sPowerPoint’s Smart Art Feature Offers Great Return for Your Time0sCreating Eye-Catching Text Effects in PowerPoint0sPractical Exercise – Creating an Organisational Chart0sCOURSE CHALLENGE – Part 40s
-
Who Does What in the World of Finance?
-
Next Steps
* 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:
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
Take advantage of this opportunity to acquire the skills that will advance your career.
What's included
- 21.5 hours on-demand video
- 1 practice test
- 17 articles
- 542 downloadable resources
- Access on mobile and TV
- Certificate of completion